AM Edition

    Premarket briefing for 2026-09-04

    Released 2026-09-04 09:18 UTC. This version is kept as released.

    Changed since 2026-09-03

    Newly exposed assetsAAPL, AMZN, BILI, BLK, CRCL, DELL, HOOD, HTHT, IBIT, IRDM, LULU, NVDA, RKLB, SNOW, TENB, TSLA
    No longer in focusAI, CB, DEC, EIX, EOSE, FTRE, GOOGL, LLY, MGDDY, MRVL, MU, PGR, PMA, PVH, RVMD, SIRI, SPY, SSRM, VRNS, WOOF
    New event typescentral bank, regulation
    #EventTypeExposed
    1Fed Governor Waller signals steady rate stance as Bitcoin reclaims $81,000
    Sources: Crypto Market Today, Sept. 3: Bitcoin Reclaims $81,000 on Fed Rate Pause Signals (2026-09-03)
    		central bankIBIT
    2Apple initiates leadership transition as John Ternus prepares to succeed Tim Cook
    Sources: Tim Cook Grew Apple From a $350 Billion Company Into a Multi-Trillion-Dollar Giant (2026-09-03)
    		corporateAAPL
    3Anthropic targets post-Labor Day IPO filing with $2 trillion valuation ambition
    Sources: The Anthropic IPO May Be Right Around the Corner. Here's What Investors Need to Know. (2026-09-04)
    		corporateAMZN, NVDA
    4Tesla launches Cybercab autonomous vehicle without steering wheel or pedals
    Sources: Tesla Officially Launches the Cybercab -- 2 Things Investors Need to Know (2026-09-03)
    		corporateTSLA
    5Dell, HPE, and Broadcom report surging AI server revenue and raised FY27 guidance
    Sources: AI Infrastructure Demand Remains Red-Hot: HPE, AVGO, DELL Deliver (2026-09-03)
    		earningsDELL, HPE, AVGO
    6Snowflake surges 16% on Q2 earnings beat and raised full-year revenue outlook
    Sources: Snowflake (SNOW) Stock Soars 16% After Q2 Earnings: Is It Still a Buy? (2026-09-03)
    		earningsSNOW
    7BlackRock integrates 5% to 20% private asset allocations into 401(k) target-date funds
    Sources: BlackRock Wants 5% to 20% of Your Target-Date Fund in Private Assets (2026-09-04)
    		market structureBLK
    8Lululemon comparable sales drop 9% as leadership transitions to CEO Heidi O'Neill
    Sources: Lululemon's Comparable Sales Fell 9%. Can New CEO Heidi O'Neill Turn Things Around or Is the Brand Broken? (2026-09-04)
    		earningsLULU
    9Rocket Lab executes $8B Iridium acquisition to scale space systems portfolio
    Sources: 1 Monster Space Stock I'm Watching This Upcoming Earnings Season (2026-09-03)
    		corporateRKLB, IRDM
    10Robinhood grows Q2 revenue 32% as annualized product lines reach 13 categories
    Sources: Robinhood Now Runs 13 Revenue Lines Above $100 Million a Year (2026-09-04)
    		earningsHOOD
    11Bilibili proposes $700M convertible debt offering with $200M Tencent participation
    Sources: Bilibili Inc. Announces Proposed Offerings of US$700 Million Convertible Senior Notes, Concurrent Equity Placement and Concurrent Share Repurchases (2026-09-04)
    		creditBILI
    12Circle surges 52.6% in August following New York and national trust approvals
    Sources: How Circle Internet Stock Gained 52.6% Last Month (2026-09-04)
    		regulationCRCL
    13Tenable partners with OpenAI to launch AI Agent security inspection platform
    Sources: Tenable Uses OpenAI GPT Cyber Models to Help Defenders Inspect Community-Built AI Components (2026-09-03)
    		corporateTENB
    14Credo plunges 29.5% on gross margin erosion despite triple-digit revenue growth
    Sources: Why Credo Technology Sank This Week (2026-09-03)
    		earningsCRDO
    15H World Group launches offshore CNY-denominated bond offering for corporate liquidity
    Sources: H World Group Limited Announces Proposed Offering of CNY-denominated Bonds (2026-09-04)
    		creditHTHT
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.