AM Edition
Premarket briefing for 2026-08-31
Released 2026-08-31 09:19 UTC. This version is kept as released.
Changed since 2026-08-30
| Newly exposed assets | AAPL, AMD, AZN, BA, BASFY, CVX, DOW, ET, GOOGL, HCM, HSY, IREN, IYK, JYSKY, NG, RZLV, SYANY, TGT, WMT, XE |
| No longer in focus | ABBV, ABX, ANF, BE, BMY, COIN, CYTK, DELL, GEV, HPQ, MA, MSFT, OKLO, SMR, SPCX, SPGI, TSLA, V, VRT, XRT |
| New event types | trade |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Trump Administration Imposes 50% Canadian Metals Tariffs and Tightens Iran Sanctions Sources: Is the Trump Administration Slamming the Brakes on SpaceX's Roaring Rebound? (2026-08-30) | trade | CL, BA |
| 2 | Nvidia Projects $20B FY27 CPU Revenue With Vera Architecture for AI Agents Sources: Nvidia Just Delivered Bad News for AMD and Intel (2026-08-30) | earnings | NVDA, AMD, INTC |
| 3 | Boeing Engineers Authorize October Strike as 737 Production Pace Hits 47 Monthly Units Sources: Boeing Is Building 737s Faster Than It Has in Years. But Its Engineers Just Authorized an October Strike. (2026-08-30) | supply chain | BA |
| 4 | Midstream Gas Operators Secure AI Data Center Power Deals as Nuclear Timelines Extend Sources: Energy Transfer Is Quietly Becoming One of the Biggest Natural Gas Suppliers to AI Data Centers (2026-08-30) | commodities | ET, NG |
| 5 | Apple Allocates $60B to Texas Manufacturing as Tim Cook Steps Down for John Ternus Sources: Tim Cook Committed Apple to a $60 Billion Domestic Manufacturing Bet Just Weeks Before Handing Off the CEO Job. (2026-08-30) | corporate | AAPL |
| 6 | Marvell Data Center Revenue Expands 46% as Alphabet Selects Custom Silicon Partnership Sources: Is Marvell Stock a Buy on the Dip as AI Revenue Soars? (2026-08-31) | earnings | MRVL, GOOGL |
| 7 | Caterpillar Generator Backlog Hits $72B on Surging AI Data Center Power Demand Sources: Forget the Industry Labels: Chevron and Caterpillar Are Both Betting on the AI Power Boom (2026-08-30) | supply chain | CAT, CVX |
| 8 | Novo Nordisk Advances Oral Wegovy and Implant Program Against Eli Lilly Lead Sources: Has Novo Nordisk Finally Found the Catalyst That Could Flip the Script on Eli Lilly? (2026-08-29) · 3 Things That Matter Most for Eli Lilly Now (2026-08-30) | corporate | NVO, LLY, VANI |
| 9 | Semiconductor Chemical Demand Drives Sulfuric Acid Expansion Led by BASF and DSM Sources: AI Disruption Begins to Reshape the Sulfuric Acid Industry as Investment Accelerates Across the Value Chain (2026-08-31) | supply chain | BASFY |
| 10 | Hershey Absorbs 120% Cocoa Cost Surge With 6.6% Sales and 57% Adjusted EPS Growth Sources: 1 Stat That Makes Hershey Stock Hard to Ignore Heading Into Fall (2026-08-30) | earnings | HSY, IYK |
| 11 | HUTCHMED and AstraZeneca Announce Positive Phase III SANOVO Trial in NSCLC Sources: HUTCHMED Announces SANOVO Trial Demonstrated Significant Progression-Free Survival Benefit of ORPATHYS® Plus TAGRISSO® in Treatment-Naïve Patients with MET-Overexpressing EGFR-mutated Lung Cancer in China (2026-08-31) | regulation | HCM, AZN |
| 12 | X-Energy Builds 11.5GW Advanced Reactor Pipeline With Amazon and Dow Deployments Sources: This Newly Public Nuclear IPO Is Already Using AI to Speed Up Reactor Design. Is It a Buy? (2026-08-30) | supply chain | XE, AMZN, DOW |
| 13 | IREN Secures $4B Annualized Cloud Revenue Through 2026 Despite 15% Post-Earnings Drop Sources: IREN Stock Plunged Last Week. Now Could Be a Good Time to Buy. (2026-08-30) | earnings | IREN |
| 14 | Target Delivers 3.8% Comp Sales and 8.7% Digital Growth as P/E Multiple Lags Peers Sources: Target Is Still an Attractive Value Stock (2026-08-30) | earnings | TGT, WMT |
| 15 | Jyske Realkredit Reports Prepayments as Danish Lenders Advance Share Repurchase Programs Sources: Share repurchase programme: Transactions of week 35 2026 (2026-08-31) · Preliminary data on early redemptions (prepayments) (2026-08-31) | credit | JYSKY, SYANY |
| 16 | Rezolve AI Advances 20.7% on Google Cloud Database Integration and Tech Mahindra Pact Sources: Why Rezolve AI Stock Skyrocketed This Week (2026-08-30) | corporate | RZLV, GOOGL |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.