AM Edition
Premarket briefing for 2026-08-27
Released 2026-08-27 09:20 UTC. This version is kept as released.
Changed since 2026-08-26
| Newly exposed assets | AGESY, ARCC, BBDC, COF, DGS10, F, GELHY, IMRX, MESO, SYF |
| No longer in focus | APPF, BOX, DGS30, IGV, INTU, IONS, MU, ORCL, SOXX, TEVA, XBI, XLF |
| New event types | None |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Treasury Expands Long-Dated Bond Buybacks to $4B to Calm Yields Sources: U.S. Treasury Secretary Scott Bessent's Plan to Calm the Bond Market Could Have Unintended Consequences for Fed Chair Kevin Warsh (2026-08-26) | policy | TLT, DGS10 |
| 2 | July US Inflation Prints at 3.7%, Dampening Easing Expectations Sources: Stock Market Midday, Aug. 26: Markets Muted as Investors Await Nvidia Earnings (2026-08-26) | macro data | SPY, QQQ |
| 3 | Nvidia Reports Q2 Revenue of $96.2B, Up 106% YoY as Multiple Compresses Below 27x Sources: Nvidia by the Numbers: 3 Remarkable Facts in Its Q2 Report (2026-08-27) | earnings | NVDA, SMH |
| 4 | Alphabet Raises $84.8B in Stock and Debt, Halts Buybacks for AI Capex Buildout Sources: Alphabet Is Paying a Dividend While Selling $85 Billion of New Stock (2026-08-27) | corporate | GOOGL |
| 5 | Microsoft Posts $133.7B Net Income as Multiple Compresses to 27x on Capex Sources: Microsoft Earns 31% More Than It Did a Year Ago and Is Worth Less (2026-08-26) | earnings | MSFT, QQQ |
| 6 | Federal Reserve Analysis Shows 90-Day Credit Card Delinquencies Doubled Sources: Credit Card Balances 90 Days Late Have Nearly Doubled Since 2022. New Delinquencies Have Not Moved. (2026-08-27) | credit | COF, SYF |
| 7 | Marvell Reports Q2 Ahead of $12.2B Google Custom AI Silicon Deal Sources: Marvell Technology's Next Earnings Report on Aug. 27 Could Send the Stock Soaring. Here's Why. (2026-08-26) | earnings | MRVL, GOOGL |
| 8 | AMD Upgraded at Raymond James on 80%+ H2 Server CPU Growth Sources: 1 Wall Street Analyst Just Upgraded AMD Stock and Estimates 30% Upside. Here's Why He's Bullish on This Semiconductor Stock. (2026-08-26) | supply chain | AMD, INTC |
| 9 | FDA Approves Revolution Medicines' RASONQUE as First Broad RAS Inhibitor Sources: U.S. FDA Approves Revolution Medicines’ RASONQUE™ (daraxonrasib), the First Broad RAS-Targeted Medicine in Metastatic Pancreatic Cancer (2026-08-26) | regulation | RVMD, IMRX |
| 10 | Ford Partners With Geely on European EV Architecture for 2029 Sources: How Ford Is Using an Unusual Strategy to Reverse Business in a Key Region. Hint: It's Using Competitors. (2026-08-26) | trade | F, GELHY |
| 11 | Bloom Energy Builds $20B Fuel Cell Backlog for AI Data Center Power Needs Sources: Will Bloom Energy Be the Next SpaceX? What the Numbers Actually Say. (2026-08-26) | supply chain | BE, BAM |
| 12 | BDCs Resume Fixed-Rate Bond Issuance Following Quarter-Long Market Freeze Sources: BDCs Are Selling Investment-Grade Bonds Again After a Frozen Quarter (2026-08-27) | credit | BBDC, ARCC |
| 13 | JPMorgan Pledges $750B Housing Financing Program Through 2035 Sources: Jamie Dimon Committed JPMorgan to $750 Billion of Housing Investment Through 2035 (2026-08-26) | credit | JPM |
| 14 | Sodexo Issues €1.1B Dual-Tranche Euro Bonds to Refinance 2027 Debt Sources: Sodexo completes a euro-denominated bond issuance of EUR 1,100,000,000 (2026-08-26) | credit | SDXAY |
| 15 | Canada Commits C$20M in Trade Assistance Under Regional Tariff Response Initiative Sources: Mercer International Inc. Announces C$20 Million (Approximately US$14 Million) in Government of Canada Support for its Peace River Mill (2026-08-26) | trade | MERC |
| 16 | Camus Energy Partners With Google to Pilot AI Grid Software at Major Utilities Sources: Camus Energy Selected for Google for Startups Accelerator Program Focused on AI Solutions for the Energy Industry (2026-08-26) | supply chain | DUK, PCG, EIX |
| 17 | Ageas H1 Operating Profit Rises 6% to €776M With €1.4B Liquidity Remittance Sources: Ageas publie ses résultats du premier semestre 2026 (2026-08-27) | earnings | AGESY |
| 18 | Mesoblast FY2026 Revenue Reaches $120.3M Led by RYONCIL Commercial Launch Sources: Mesoblast Reports Substantial Revenue Growth to US$120M (2026-08-27) | earnings | MESO |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.