AM Edition
Premarket briefing for 2026-09-03
Released 2026-09-03 09:19 UTC. This version is kept as released.
Changed since 2026-09-02
| Newly exposed assets | AI, CB, CRDO, DEC, EIX, EOSE, FTRE, GOOGL, HPE, LLY, MGDDY, MRVL, MU, PGR, PMA, PVH, RVMD, SIRI, SPY, SSRM, VRNS, WOOF |
| No longer in focus | AAOI, AMD, DELL, DKS, FLIDY, GEV, GILD, GSK, GSM, JYSKY, LUMA, NKE, NVDA, NVZMY, SUBCY, SYM, WMT, XLU |
| New event types | macro data, policy, credit |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Broadcom AI Chip Sales Triple to $16.7B; Q4 Guidance Slightly Misses Sources: Broadcom Earnings: AI Chip Sales Tripled (2026-09-02) | earnings | AVGO, MRVL |
| 2 | S&P 500 Q3 Earnings Growth Projected at +23.0% Led by Tech Sources: S&P 500 Q3 Earnings Preview (2026-09-02) | macro data | SPY, MU |
| 3 | California Wildfire Liability Bill Fails to Vote; EIX Down 6% Sources: Why Edison International Stock Withered (2026-09-02) | policy | EIX |
| 4 | Weaker ADP Employment Print Cools Rate Fears, Lifting Gold Miners Sources: Why SSR Mining Stock Was a Winner on Wednesday (2026-09-02) | macro data | SSRM |
| 5 | P&C Insurers Ramp Buybacks as Q2 Global Commercial Rates Fall 6% Sources: Insurers Are Buying Back More Stock as Pricing Softens (2026-09-03) | credit | PGR, CB |
| 6 | Diversified Energy Buys Birch Permian for $1.8B Funded via $1.5B ABS Sources: Diversified Announces Accretive Acquisition of Birch (2026-09-02) | corporate | DEC |
| 7 | HPE Beats Q3 Consensus with $1.11 EPS on $12.21B Revenue Sources: Hewlett Packard Enterprise (HPE) Q3 Earnings and Revenues Surpass Estimates (2026-09-02) | earnings | HPE |
| 8 | C3.ai Q1 Loss Narrows to $(0.20) as Revenue Drops to $52.4M Sources: C3.ai, Inc. (AI) Reports Q1 Loss, Beats Revenue Estimates (2026-09-02) | earnings | AI |
| 9 | Credo Technology Drops 20% on 74% Top-3 Customer Concentration Sources: Why Credo Technology Stock Plunged 20% Today (2026-09-02) | earnings | CRDO |
| 10 | Eos Energy Jumps 18.8% on Google & MN8 Long-Duration Storage Deal Sources: Here's Why Eos Energy Stock Soared Today (2026-09-03) | supply chain | EOSE, GOOGL |
| 11 | Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1M Sources: Varonis (VRNS) Surges 10.4%: Is This an Indication of Further Gains? (2026-09-03) | earnings | VRNS |
| 12 | NEJM Publishes Revolution Medicines Phase 1/2 Lung Cancer Data Sources: NEJM Publishes Phase 1/2 Clinical Data on Revolution Medicines (2026-09-02) | macro data | RVMD |
| 13 | Fortrea Acquires Worldwide Clinical Trials Early Phase Unit for $45M Sources: Fortrea to acquire Early Phase Services from Worldwide Clinical Trials (2026-09-03) | corporate | FTRE |
| 14 | Petco Q2 EPS Jumps to $0.16 vs $0.06 Consensus Despite Revenue Miss Sources: Petco Health & Wellness (WOOF) Surpasses Q2 Earnings Estimates (2026-09-02) | earnings | WOOF |
| 15 | Sirius XM Gains 7.5% on Deutsche Bank Upgrade and YouTube Ad Deal Sources: Why Sirius XM Holdings Rallied Today (2026-09-02) | market structure | SIRI |
| 16 | Nxera Pharma Secures $8.6M Milestone from Lilly Subsidiary Centessa Sources: Nxera Pharma to Receive $8.6 Million Milestone Payment from Centessa Pharmaceuticals Following Late-stage Development Progress (2026-09-03) | corporate | LLY |
| 17 | PVH Corp Beats Q2 Estimates with $3.70 EPS on Resilient Brand Margins Sources: PVH (PVH) Beats Q2 Earnings Estimates (2026-09-02) | earnings | PVH |
| 18 | Ming Shing Closes $510M Acquisition of Meals Through Seasons Sources: Ming Shing Group Holdings Limited Announces Closing of the Acquisition of Meals Through Seasons Limited and Issuance of Consideration Shares and Unsecured Convertible Promissory Notes (2026-09-03) | corporate | PMA |
| 19 | Michelin Executes Repurchase of 194.5k Shares at €33.64 Average Price Sources: Michelin: Disclosure of trading in own shares - September 3rd, 2026 (2026-09-03) | corporate | MGDDY |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.