AM Edition

    Premarket briefing for 2026-09-12

    Released 2026-09-12 09:18 UTC. This version is kept as released.

    Changed since 2026-09-11

    Newly exposed assetsABBV, ADBE, ANET, COIN, CRWV, GE, GRML, HLI, HSBC, JPM, LLY, NBIS, OXY, RTX, SHEL, SRRK, V
    No longer in focusAGESY, AMD, ASML, AWK, CHEF, CIEN, CL, D, DGS10, FLEX, GILD, GSK, HGER, HPE, INTC, JBL, LDOS, LMT, NEE, NVDA, RKLB, SYY, VRT, WTRG
    New event typescredit, market structure
    #EventTypeExposed
    1GE Aerospace enters $11.75B agreement to acquire Consolidated Precision Products
    Sources: GE Aerospace Is Making a $12 Billion Acquisition. Here's What Investors Should Know. (2026-09-12)
    		corporateGE, RTX
    2Adobe beats Q3 FY2026 with $6.76B revenue as AI-first ARR exceeds $650M
    Sources: Adobe Q3 Earnings Call Centers on Agentic AI and Freemium (2026-09-11)
    		earningsADBE
    3FDA approves Scholar Rock's Isembyld as first muscle-targeted SMA therapy
    Sources: FDA Approves Isembyld (apitegromab-mstn), the First and Only Muscle-Targeted Therapy for Spinal Muscular Atrophy (2026-09-11)
    		regulationSRRK
    4HSBC winds down German transaction services as part of $2B cost program
    Sources: Can HSBC's Germany Pullback Support Profitability and Efficiency? (2026-09-11)
    		policyHSBC
    5Cisco posts Q4 FY2026 EPS of $1.22 with networking revenue up 28% on AI demand
    Sources: Cisco (CSCO) Down 5.3% Since Last Earnings Report: Can It Rebound? (2026-09-11)
    		earningsCSCO, ANET
    6Houlihan Lokey flags rising stress among smaller private-credit borrowers
    Sources: HLI Flags Rising Stress Among Smaller Private-Credit Borrowers (2026-09-11)
    		creditHLI
    7Chevron secures 20-year Microsoft power contract for Texas data center
    Sources: There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends. (2026-09-11)
    		corporateCVX, MSFT
    8Nebius reaffirms $20B to $25B 2026 capex guidance and 5 GW power contracting goal
    Sources: Nebius' Heavy CapEx Push: Can Customer Prepayments Ease the Strain? (2026-09-11)
    		corporateNBIS, CRWV
    9Occidental targets debt cut to $10B to eliminate $740M annual interest
    Sources: I'm Buying Occidental on This Dip -- Not Because of Oil, but Because of This (2026-09-11)
    		corporateOXY
    10X Pay launches API micropayment gateway settling in USDC on Base mainnet
    Sources: X Pay is live on mainnet (2026-09-11)
    		market structureCOIN, V
    11Eli Lilly immunology sales reach $2.6B in H1 2026 led by Taltz, Ebglyss, and Omvoh
    Sources: Eli Lilly's Immunology Push Builds New Growth Engines Beyond GLP-1s (2026-09-11)
    		corporateLLY, ABBV
    12Shell repurchases 1.2M shares across LSE and Euronext under ongoing buyback
    Sources: Transaction in Own Shares (2026-09-11)
    		corporateSHEL
    13JPMorgan expands Greek corporate banking following 25% EMEA headcount increase
    Sources: Can Greece Add Another Growth Lever for JPMorgan in Europe? (2026-09-11)
    		corporateJPM
    14Greenland Mines completes 104.8t bulk sampling at Skaergaard PGM project
    Sources: Greenland Mines Provides Progress Update on 2026 Field Programs at Skaergaard and Sarfartoq (2026-09-11)
    		commoditiesGRML
    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.