AM Edition
Premarket briefing for 2026-08-29
Released 2026-08-29 09:19 UTC. This version is kept as released.
Changed since 2026-08-28
| Newly exposed assets | BE, COF, COIN, DELL, DGS10, FCX, FTNT, GEV, GORO, HIG, KIE, MA, MDU, MRVL, NET, OGS, QQQ, SOXX, SPGI, SPY, SSRM, TSM, USAR, V, VRT, XLU, XLY |
| No longer in focus | AFRM, AMZN, BA, BHVN, CEG, CRM, CRWD, EWT, GDX, GE, GLD, HCM, HRL, META, NEM, OKLO, OKTA, RKGRY, SAFRY, SAIL, ULTA, XLP |
| New event types | central bank, macro data, trade, credit |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Fed Chair Warsh Signals Rate Cuts Unlikely in 2026 and Keeps Hikes on Table Sources: "We Have Work to Do": Fed Chair Kevin Warsh Expresses Concern Over Inflation in Closely Watched Jackson Hole Speech (2026-08-28) | central bank | DGS10, QQQ, SSRM |
| 2 | Hyperscaler Off-Balance Sheet AI Infrastructure Commitments Reach $3 Trillion Sources: A Wall Street Journal Report on $3 Trillion in Off-Balance-Sheet AI Commitments Recently Tanked Vertiv and GE Vernova (2026-08-28) | supply chain | VRT, GEV |
| 3 | Dell Expands Fiscal 2027 AI Server Target to $60B on $51.3B Order Backlog Sources: DELL's Strong AI Server Backlog Boosts Prospects: What's Ahead? (2026-08-28) | supply chain | DELL, NVDA |
| 4 | U.S. Deficit Spending at $1.9T and $1T AI Capex Drive Fiscal Liquidity Sources: Why the Bull Market Should Run Through 2027 (2026-08-28) | macro data | DGS10, SPY |
| 5 | Precious Metals and Miners Slide as Hawkish Fed Signals Potential Rate Hikes Sources: Why SSR Mining Stock Flopped on Friday (2026-08-28) | commodities | SSRM, GORO |
| 6 | Marvell Slides 8% After-Hours on Q3 Gross Margin Compression Guidance Sources: Marvell's AI Bookings Are Stellar. But Its Gross Margin Guide Is What Moved the Stock. (2026-08-29) | earnings | MRVL, SOXX |
| 7 | Situational Awareness Collapse Forces Over $10B in AI Equity Liquidations Sources: This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now (2026-08-28) | market structure | MU, TSM |
| 8 | Bloom Energy Fuel-Cell Backlog Grows 2.5x on Data Center Grid Bottlenecks Sources: I Wouldn't Touch This Hydrogen Stock Yet -- Here's the One Number I'm Waiting On (2026-08-29) · This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment? (2026-08-28) | supply chain | BE, XLU |
| 9 | Administration Backs CFTC Initiative to Bring Hyperliquid into U.S. Compliance Sources: President Trump Says U.S. Regulators Are About to Give the Green Light to Hyperliquid (2026-08-28) | regulation | COIN |
| 10 | U.S. Defense Ban on Chinese Rare-Earth Magnets Takes Effect in 2027 Sources: Prediction: USA Rare Earth Doubles Before 2028 (2026-08-28) | trade | USAR, FCX |
| 11 | U.S. Credit Card Debt Reaches $1.26T as Real Wage Headwinds Compress Margins Sources: The 1 Sector I'm Steering Clear of Right Now: Consumer Discretionary (2026-08-28) | credit | XLY, COF |
| 12 | Tesla Raises Cybertruck Prices in Response to Tariff Costs and Input Inflation Sources: Tesla is Raising Prices on Specific Cybertruck Models (2026-08-29) | trade | TSLA |
| 13 | Regulated Utilities Expand Grid Capex to $3.1B on 1 GW Data Center Load Demand Sources: Can MDU's Capital Investments Drive Long-Term Earnings Growth? (2026-08-28) | credit | MDU, OGS |
| 14 | The Hartford Net Investment Income Jumps 22% to $800M, Authorizes $4.2B Buyback Sources: Here's Why Investors Should Retain the Hartford Stock for Now (2026-08-28) | corporate | HIG, KIE |
| 15 | Ackman Builds $3.3B Combined Position in Visa, Mastercard, and S&P Global Sources: Bill Ackman Just Bought Visa, Mastercard, and S&P Global Stock (2026-08-29) | corporate | V, MA, SPGI |
| 16 | Government Mandates Accelerate Migration to Post-Quantum Cryptography Standards Sources: A Deadline No One Can Negotiate Is Coming for the World's Encryption (2026-08-28) | regulation | FTNT, NET |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.