AM Edition

    Premarket briefing for 2026-08-28

    Released 2026-08-28 09:19 UTC. This version is kept as released.

    Changed since 2026-08-27

    Newly exposed assetsAFRM, AMZN, BA, BHVN, CEG, CRM, CRWD, EWT, GDX, GE, GLD, HCM, HRL, META, MU, NEM, OKLO, OKTA, RKGRY, SAFRY, SAIL, TSLA, ULTA, XLP
    No longer in focusAGESY, AMD, ARCC, BAM, BBDC, BE, COF, DGS10, DUK, EIX, F, GELHY, GOOGL, IMRX, INTC, JPM, MERC, MESO, MRVL, MSFT, PCG, QQQ, RVMD, SDXAY, SMH, SPY, SYF, TLT
    New event typescommodities, market structure
    #EventTypeExposed
    1Salesforce reports Q2 EPS of $5.90 lifted by $2.7B Anthropic stake gain
    Sources: Salesforce Stock Just Soared. Thank Anthropic. (2026-08-28)
    earningsCRM
    2Affirm Q4 revenue rises 33% to $1.17B as EPS of $4.62 tops consensus
    Sources: Affirm Holdings (AFRM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (2026-08-27)
    earningsAFRM
    3Nvidia doubles supply commitments to $279B as Q2 revenue hits $96.2B
    Sources: Nvidia Stock Soars After Q2 Earnings (2026-08-27) · Nvidia's Supply Commitments More Than Doubled to $279 Billion (2026-08-27)
    earningsNVDA, MU, AMZN
    4Ulta Beauty Q2 net sales reach $3.04B with comparable sales up 3.8%
    Sources: Ulta (ULTA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (2026-08-27)
    earningsULTA
    5RENK Group reports record H1 2026 order intake of €1.2B on defense demand
    Sources: Renk Group AG: Veröffentlichung gemäß § 40 Abs. 1 WpHG mit dem Ziel der europaweiten Verbreitung (2026-08-28)
    earningsRKGRY
    6Spot gold advances 14% across August to trade near $4,700/oz
    Sources: How to Invest in Gold Stocks and ETFs Right Now (2026-08-27)
    commoditiesGLD, GDX, NEM
    7Oklo enters agreement with Meta for 1.2GW nuclear plant in Ohio
    Sources: Oklo's Meta Deal Calls For a 1.2-Gigawatt Reactor in Ohio (2026-08-27)
    corporateOKLO, META, CEG
    8Anthropic annual run-rate hits $65B as prediction markets price 2026 IPO
    Sources: Prediction Markets Now Expect AI Start-Up Anthropic to Unseat SpaceX as the Largest IPO in 2026 (2026-08-28) · Salesforce Stock Just Soared. Thank Anthropic. (2026-08-28)
    market structureCRM, AMZN
    9CFM International LEAP engine deliveries rise 41% in 1H 2026
    Sources: GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year (2026-08-28)
    supply chainGE, BA, SAFRY
    10CrowdStrike and Okta beat Q2 estimates and raise full-year guidance
    Sources: Why SailPoint Stock Was Cruising Higher This Week (2026-08-28) · CrowdStrike vs. Okta: Which Cybersecurity Stock Is the Better Buy After Q2 Earnings? (2026-08-27)
    earningsCRWD, OKTA, SAIL
    11Tesla initiates Optimus humanoid robot production at Fremont facility
    Sources: Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. (2026-08-27)
    supply chainTSLA
    12Hormel Foods shares fall 10% on sales volume drop and guidance cut
    Sources: Why Hormel Foods Stock Swooned by 10% Today (2026-08-27)
    earningsHRL, XLP
    13Thailand launches National AI Roadmap targeting 15% productivity gain by 2030
    Sources: Thailand Puts Productivity at the Center of AI Transformation with National AI Roadmap (2026-08-28)
    policyEWT
    14Biohaven partners with SK Biopharmaceuticals in $795M licensing deal
    Sources: Why Biohaven Stock Was Rocking the Market This Week (2026-08-28)
    corporateBHVN
    15China NMPA grants conditional approval for HUTCHMED's ATLED in oncology
    Sources: HUTCHMED Announces NMPA Approval for ATLED® (Fanregratinib) for the Treatment of Patients with FGFR2-Fusion/Rearrangement Intrahepatic Cholangiocarcinoma (2026-08-28)
    regulationHCM
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.