AM Edition

    Premarket briefing for 2026-09-13

    Released 2026-09-13 09:18 UTC. This version is kept as released.

    Changed since 2026-09-12

    Newly exposed assetsBRK.B, C, CNC, COO, DLO, IGV, IHI, ITB, LQDA, MELI, NKE, NVDA, UNH, UTHR
    No longer in focusCRWV, CVX, GE, GRML, HLI, NBIS, OXY, RTX, SHEL
    New event typessupply chain
    #EventTypeExposed
    1Hyperscaler 2026 AI Infrastructure Capex Projected to Reach $760 Billion
    Sources: The $760 Billion AI Risk That Nobody Is Talking About. But Should. (2026-09-12)
    		supply chainMSFT, NVDA
    2Nike Removed From S&P 100 Index in Rebalance Effective September 21
    Sources: Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy? (2026-09-12)
    		market structureNKE
    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, Marking a New Milestone in SMA Treatment (2026-09-11)
    		regulationSRRK
    4Adobe Posts $6.76B Q3 Revenue as AI-First ARR Reaches $650M
    Sources: Adobe Q3 Earnings Call Centers on Agentic AI and Freemium (2026-09-11)
    		earningsADBE, IGV
    5HSBC Winds Down German Transaction Services in $2B Cost Reduction Push
    Sources: Can HSBC's Germany Pullback Support Profitability and Efficiency? (2026-09-11)
    		corporateHSBC
    6Cisco Reports Q4 AI Networking Revenue Up 28% to $17.25B Total
    Sources: Cisco (CSCO) Down 5.3% Since Last Earnings Report: Can It Rebound? (2026-09-11)
    		earningsCSCO, ANET
    7Berkshire Buys Taylor Morrison for $8.5B and Expands Alphabet Stake
    Sources: Berkshire Hathaway Has Paid Exactly 1 Dividend Since 1965. Here's Where the Cash Goes Instead. (2026-09-12)
    		corporateBRK.B, ITB
    8Centene Improves Medicare HBR to 89.5% via Footprint Simplification
    Sources: Can Centene's Medicare Advantage Strategy Unlock Better Margins? (2026-09-11)
    		earningsCNC, UNH
    9Eli Lilly Immunology Revenue Hits $2.6B in H1 2026, Growing 9% YoY
    Sources: Eli Lilly's Immunology Push Builds New Growth Engines Beyond GLP-1s (2026-09-11)
    		earningsLLY, ABBV
    10Cooper Companies Cuts Organic FY Guidance on U.S. Channel Destocking
    Sources: The Cooper Companies (NASDAQ: COO) Scrutinized Over U.S. Channel Inventory Reductions Driving Stock Sharply Lower -- HBSS (2026-09-12)
    		corporateCOO, IHI
    11Liquidia Surpasses 5,000 Yutrepia Patients Amid United Therapeutics Lawsuit
    Sources: LQDA Loses 13.9% in a Month: Should Investors Avoid the Stock Now? (2026-09-11)
    		regulationLQDA, UTHR
    12X Pay Launches HTTP Micropayments Gateway Settling in USDC on Base
    Sources: X Pay is live on mainnet (2026-09-11)
    		market structureCOIN, V
    13JPMorgan Expands Greek Corporate Banking Following 25% EMEA Headcount Growth
    Sources: Can Greece Add Another Growth Lever for JPMorgan in Europe? (2026-09-11)
    		corporateJPM, C
    14Dlocal Delivers 92% TPV Growth but Faces 61% Top-10 Merchant Concentration
    Sources: Dlocal's 2026 Outlook: Soaring Total Payment Volume Meets a Reasonable Valuation (2026-09-12)
    		earningsDLO, MELI
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.