AM Edition

    Premarket briefing for 2026-09-05

    Released 2026-09-05 09:18 UTC. This version is kept as released.

    Changed since 2026-09-04

    Newly exposed assetsASTS, DGS2, FRHC, HON, HONA, IONS, IVCGF, MRVL, NVS, NX, RBRK, RPRX, SMH, SMR, SOFI, SOLS, SPCX, SPOT, SPY, TEAM, XAUUSD
    No longer in focusAMZN, BILI, BLK, CRCL, CRDO, DELL, HOOD, HPE, HTHT, IBIT, IRDM, LULU, RKLB, SNOW, TENB
    New event typesmacro data, supply chain
    #EventTypeExposed
    1August Payrolls Print 162k vs 53k Expected, Lifting Fed Hike Odds to 60%
    Sources: The Nasdaq, S&P 500, and Dow All Fell Slightly Friday. The Jobs Report Wasn't Really Why. (2026-09-04)
    		macro dataDGS2, SPY
    2Nvidia Flags Multi-Year Capex Visibility; Completes $12.9B Hugging Face Deal
    Sources: Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call (2026-09-04) · Why Marvell Stock Rallied Today (2026-09-04)
    		corporateNVDA, MRVL
    3Broadcom Posts 85% Q3 Revenue Growth as Q4 Guidance Miss Triggers 3% Dip
    Sources: Broadcom (AVGO) Stock Is Down After Q3 Earnings: Is It Too Soon to Buy the Dip? (2026-09-04)
    		earningsAVGO, SMH
    4Apple Drops 2-3% as Foldable iPhone Output Constrained to Hundreds Daily
    Sources: Why Apple Stock Sank on Friday (2026-09-04)
    		supply chainAAPL
    5S&P 500 Q3 Earnings Projected to Expand 23% YoY on 11.2% Revenue Growth
    Sources: Looking Ahead to the Q3 Earnings Season: What to Expect (2026-09-04)
    		macro dataSPY
    6Tata Motors Arm Publishes €14.10/Share Tender Offer for Iveco Group
    Sources: TML Tender Offer - Publication of the Offer Document (2026-09-04)
    		corporateIVCGF
    7Tesla Deploys 45 Cybercabs in Austin as Battery Capacity Limits 2026 Ramp
    Sources: Tesla Launched the Cybercab Thursday, 6 Weeks After Removing Volume Production of It From This Year's Plan (2026-09-04)
    		supply chainTSLA
    8SoFi Partners with Kraken's Payward for 24/7 Clearing and SoFiUSD Listing
    Sources: SoFi Technologies Teams Up With Payward: Will SoFiUSD Gain Traction? (2026-09-04)
    		market structureSOFI
    9Honeywell Completes Three-Way Split into Technologies, Aerospace, and Solstice
    Sources: Honeywell Is Now Three Companies. Here's Which Piece I'd Actually Own. (2026-09-05)
    		corporateHON, HONA, SOLS
    10Novartis Phase 3 Pelacarsen Trial Fails Primary Cardiovascular Endpoint
    Sources: Royalty Pharma announces update on Novartis’ Phase 3 topline results for pelacarsen (2026-09-04)
    		macro dataNVS, RPRX, IONS
    11SpaceX Faces Post-IPO Share Lockup Expiration on September 9
    Sources: What Move Will SpaceX Stock Make After Sept. 9? The Evidence Is Piling Up, and Here’s What It Shows. (2026-09-05)
    		corporateSPCX, ASTS
    12Atlassian Posts 28% Q4 Revenue Growth and 98% EPS Surge on Workplace AI
    Sources: Why Atlassian Stock Skyrocketed 92% Higher in August and Why There's Likely More to Come (2026-09-05)
    		earningsTEAM
    13Moody's and S&P Upgrade Credit Profiles of Freedom Holding Subsidiaries
    Sources: Moody’s Assigns First-Time Insurance Financial Strength Ratings to Freedom Insurance and Freedom Life (2026-09-04) · S&P Revises Outlook on Freedom Holding Corp. and Core Subsidiaries to Positive (2026-09-04)
    		creditFRHC
    14Quanex Surges 22% After Q3 Adjusted EPS of $0.79 Tops $0.65 Consensus
    Sources: Why Quanex Stock Skyrocketed by 22% on Friday (2026-09-04)
    		earningsNX
    15Spotify Premium Revenue Rises 15% to €4.33B as ARPU Gains 7% on Price Hikes
    Sources: Can Higher ARPU Keep Spotify's Premium Revenue Growing? (2026-09-04)
    		earningsSPOT
    16NuScale Integrates Engineering AI to Reduce SMR Regulatory Search Time by 80%
    Sources: NuScale Just Turned AI on Itself. Here's What That Means for the Stock. (2026-09-04)
    		corporateSMR
    17Rubrik Posts 41% Q2 Revenue Growth and Swings to Profit as Stock Pulls Back 13%
    Sources: Here's How Rubrik Stock Gained 28.6% Last Month (2026-09-04)
    		earningsRBRK
    18QuoMarkets Launches Weekend Gold Trading Contract to Facilitate Continuous Access
    Sources: QuoMarkets Introduces Weekend XAUUSD Trading as Demand for Continuous Market Access Grows (2026-09-05)
    		market structureXAUUSD
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.