AM Edition

    Premarket briefing for 2026-09-02

    Released 2026-09-02 09:20 UTC. This version is kept as released.

    Changed since 2026-09-01

    Newly exposed assetsAAOI, DELL, DKS, FLIDY, GEV, GILD, GSK, GSM, JYSKY, LUMA, NKE, NVZMY, SUBCY, SYM, WMT
    No longer in focusATI, BVNRY, CBRS, CRWV, CVX, DBA, DE, FRVO, GOOGL, HXL, IRON, JFB, LLY, LMT, META, MRVL, NVO, NVS, PPL, SHEL, TENB
    New event typestrade, commodities
    #EventTypeExposed
    1Broadcom reports fiscal Q3 results today following 48% Q2 revenue growth
    Sources: Broadcom Reports Wednesday. Its Profit Is Growing Nearly 4 Times as Fast as Its Revenue. (2026-09-02)
    		earningsAVGO
    2Dell reports $47B revenue, lifts FY27 target to $192B on $95B AI backlog
    Sources: Dell Reports Record Results: AI Momentum Remains Robust (2026-09-01)
    		earningsDELL
    3European Commission initiates interim review of Chinese silicon metal tariffs
    Sources: Ferroglobe Comments on European Commission's Initiation of Interim Review (2026-09-01)
    		tradeGSM
    4US AI sector projected to need 50 GW by 2028, lifting gas turbine demand for GEV
    Sources: Forget the Chip Shortage -- Anthropic's Real Constraint Is Electricity. Here's the Energy Stock That Wins. (2026-09-02)
    		supply chainGEV, XLU
    5Dicks Sporting Goods drops 30% after Q2 net income falls to $315M and guidance cut
    Sources: Where Will Dick's Sporting Goods Stock Be in 5 Years? (2026-09-01)
    		earningsDKS, NKE
    6Gilead secures FDA approval for Bixlenvo, raises 2026 HIV sales outlook to 9-10%
    Sources: Can Bixlenvo Unlock New Growth for Gilead's HIV Business? (2026-09-01)
    		regulationGILD, GSK
    7Druckenmiller opens 72,900-share AMD position following previous Nvidia divestment
    Sources: Billionaire Stanley Druckenmiller Still Isn’t Buying Nvidia. But He Just Opened a Position in a Challenger That’s Soared More Than 100% This Year. (2026-09-02)
    		market structureAMD, NVDA
    8FLSmidth signs mining lifecycle agreement with Lloyds Metals and Energy in India
    Sources: FLS signs lifecycle agreement with Lloyds Metals and Energy Limited, reinforcing long-term partnerships in India’s growing mining sector (2026-09-02)
    		corporateFLIDY
    9Jyske Bank acquires Formuepleje, adding DKK 40B in wealth assets
    Sources: Jyske Bank enters into an agreement to acquire Formuepleje (2026-09-02)
    		corporateJYSKY
    10KraneShares completes Japan trust notification for LUMA Photonic and Optical ETF
    Sources: KraneShares Photonic and Optical ETF (LUMA) Now Accessible in Japan Through Licensed Securities Firms (2026-09-02)
    		market structureLUMA, AAOI
    11Subsea 7 wins $50M-$150M contract for Who Dat East project in US Gulf
    Sources: Subsea7 awarded contract offshore US (2026-09-02)
    		commoditiesSUBCY
    12Novonesis commits 600M euros to expand India enzyme facility by 2030
    Sources: Novonesis to build next generation enzyme production facility in India (2026-09-02)
    		corporateNVZMY
    13Symbotic holds $22.5B backlog with 85% revenue tied to Walmart
    Sources: Symbotic's Backlog Sits at $22.5 Billion. Here's The Customer Concentration Risk Nobody Talks About (2026-09-01)
    		supply chainSYM, WMT
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.