AM Edition

    Premarket briefing for 2026-09-08

    Released 2026-09-08 08:34 UTC. This version is kept as released.

    Changed since 2026-09-07

    Newly exposed assetsBOOT, C, CNI, DELL, ET, HPE, JMIA, JPM, KMB, KVUE, LLY, NTAP, RACE, RBSFY, SPY, VSXY, XBI
    No longer in focusAMD, ARKK, AVGO, BA, BLK, BRK.A, CEG, COP, CVX, DGS2, GOOGL, LOW, NVDA, QQQ, STZ, TEVA, VBACY, VGT, VST
    New event typestrade
    #EventTypeExposed
    1Elevated Bond Yields at 20-Year Highs Begin Impairing Corporate Guidance
    Sources: The Bond Market Sell-Off Is Appearing in Earnings Reports (2026-09-07)
    macro dataHD, SPY
    2Dell Raises FY Outlook as AI-Optimized Server Revenue Doubles to $16.4B
    Sources: Dell Stock Jumped 15% Last Week. Here's Why This Top AI Stock Is Still a Buy (2026-09-08)
    earningsDELL, HPE
    3Eli Lilly Accelerates Biotech Acquisitions to Dilute GLP-1 Revenue Concentration
    Sources: Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock? (2026-09-07)
    corporateLLY, XBI
    4Tesla Capex on AI and Robotaxi Programs Offsets 26% Q2 Revenue Growth
    Sources: Is Tesla Stock Under $360 a Share an Obvious Buy in September? (2026-09-07)
    earningsTSLA
    5Citigroup Nears Final Regulatory Clearance for Onshore China Brokerage Platform
    Sources: C Nears China Brokerage License: Can Onshore Expansion Boost Growth? (2026-09-07)
    regulationC, JPM
    6Kenvue and Kimberly-Clark Advance Q4 Merger Post US Clearance Despite Headwinds
    Sources: Kenvue's Kimberly-Clark Deal Nears Closing With Key Risks Still Ahead (2026-09-07)
    corporateKVUE, KMB
    7NetApp Raises Fiscal 2027 Outlook on 46.6% All-Flash Revenue Expansion
    Sources: NTAP Stock Up 14.8% in 3 Months Can AI Momentum Keep It Climbing? (2026-09-07)
    earningsNTAP, DELL
    8Rubis Upgrades 2026 Outlook Following 18% H1 EBITDA Expansion to €434M
    Sources: Rubis: Availability of the 2026 half-year financial report (2026-09-08)
    earningsRBSFY
    9Boot Barn Expands Q1 FY2027 Merchandise Margin by 220 bps on Tariff Refunds
    Sources: Can Boot Barn Continue to Expand Its Merchandise Margin? (2026-09-07)
    tradeBOOT, VSXY
    10Jumia Secures $50M Capital Infusion Led by IFC as Q2 GMV Expands 20%
    Sources: Why Jumia Technologies Stock Blasted Almost 16% Higher Last Month (2026-09-08)
    corporateJMIA
    11Energy Transfer Delays Green Chile Project Pipeline in New Mexico to February 2027
    Sources: Energy Transfer Just Delayed a New Mexico Pipeline. Here's Why I'm Not Worried Yet. (2026-09-07)
    supply chainET
    12Ferrari Deploys €523.4M Across Third Tranche of €3.5B Repurchase Program
    Sources: FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM (2026-09-07)
    corporateRACE
    13Archer Aviation Completes FAA Phase 3 Milestones for eVTOL Commercial Flight
    Sources: Prediction: Archer Aviation Carries Its First Paying U.S. Passenger Before 2028 (2026-09-08)
    regulationACHR
    14Canadian National Railway Reports Record August Grain Movement of 2.50 MMT
    Sources: Canadian National Reports Robust Grain Performance Record in August (2026-09-07)
    commoditiesCNI
    15Victoria's Secret Reports 5th Straight Quarter of High-Single-Digit PINK Growth
    Sources: Can Victoria's Secret Keep PINK Growing After Five Strong Quarters? (2026-09-07)
    earningsVSXY
    Full editionTransmission paths, scenarios and how each event connects to your portfolio are in the product.Get the daily AM Edition (Desk)

    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.