AM Edition
Premarket briefing for 2026-09-14
Released 2026-09-14 09:19 UTC. This version is kept as released.
Changed since 2026-09-13
| Newly exposed assets | ACHR, AMAT, ARM, ASML, CRDO, DGS10, GE, GOOGL, IGLB, LQD, MP, MU, NFLX, OKLO, RSP, SMR, SPY, UAL, USAR |
| No longer in focus | ABBV, ADBE, ANET, C, CNC, COIN, CSCO, HSBC, IGV, IHI, ITB, JPM, LLY, MELI, UNH, V |
| New event types | macro data, commodities, credit |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | 10-Year US Treasury Yield Touches 20-Month High at 4.80% Sources: Even With 10-Year Treasury Yields at a 20-Month High, I'd Still Rather Buy This S&P 500 Dividend Stock for Passive Income in September. (2026-09-13) | macro data | DGS10, LQD |
| 2 | GE Aerospace to Acquire Consolidated Precision Products for $11.75 Billion Sources: GE Aerospace Is Making a $12 Billion Acquisition. Here's What Investors Should Know. (2026-09-12) | corporate | GE |
| 3 | Hyperscaler AI Infrastructure Capex Projected to Reach $760 Billion in 2026 Sources: The $760 Billion AI Risk That Nobody Is Talking About. But Should. (2026-09-12) | supply chain | NVDA, MSFT |
| 4 | DRAM and NAND Spot Prices Reach Record Highs Heading Into Micron Q4 Earnings Sources: Prediction: Micron's Sept. 30 Earnings Will Confirm the Memory Shortage Isn't Over (2026-09-14) | commodities | MU |
| 5 | Alphabet Google Cloud Backlog Expands to $514 Billion Following 82% Growth Sources: Sundar Pichai Says Alphabet's Cloud Backlog Hit $514 Billion After 82% Revenue Growth (2026-09-13) | earnings | GOOGL |
| 6 | S&P 500 Displays Near-Record Negative Beta Constituents Amid Narrow AI Leadership Sources: The Stock Market Is Repeating a Pattern Last Seen Decades Ago -- Here's What History Says Happens Next (2026-09-14) | market structure | SPY, RSP |
| 7 | Nike Removed from S&P 100 Index Effective September 21 Rebalancing 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 structure | NKE |
| 8 | ASML Retains Advanced EUV Monopoly Amid Bifurcated Wafer Fab Equipment Spending Sources: Applied Materials vs. ASML: Which Tech Stock Is a Better Buy in 2026? (2026-09-13) | supply chain | ASML, AMAT |
| 9 | Long-Duration Corporate Bond Yields Reach 5.50% Amid Treasury Yield Pressure Sources: IGLB vs LQD: Which Corporate Bond ETF Fits Your Portfolio? (2026-09-12) | credit | IGLB, LQD |
| 10 | Berkshire Hathaway Capital Deployment Under Greg Abel: Taylor Morrison and Alphabet Sources: Berkshire Hathaway Has Paid Exactly 1 Dividend Since 1965. Here's Where the Cash Goes Instead. (2026-09-12) | corporate | BRK.B, GOOGL |
| 11 | Small Modular Reactor Developers Advance Nuclear Power Plans Amid Grid Queue Delays Sources: Oklo vs. NuScale vs. TMC: 3 Speculative Bets, Ranked By Which One Pays Off First. (2026-09-13) | supply chain | SMR, OKLO |
| 12 | Credo Delivers 205.7% Revenue Growth on High-Speed Datacenter Connectivity Demand Sources: Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026? (2026-09-11) | supply chain | CRDO, ARM |
| 13 | FDA Approves Scholar Rock's Isembyld for Spinal Muscular Atrophy Sources: FDA Approves Isembyld (apitegromab-mstn), the First and Only Muscle-Targeted Therapy for Spinal Muscular Atrophy (2026-09-11) | regulation | SRRK |
| 14 | Domestic Rare-Earth Producers Expand Light Magnet and Heavy Element Development Sources: Should You Ignore MP Materials and Buy This Rare-Earth Stock Instead? (2026-09-12) | supply chain | MP, USAR |
| 15 | Netflix Generates $11 Billion Free Cash Flow with $3 Billion Ad Revenue Target in 2026 Sources: Most Investors Think Netflix (NFLX) Is Too Expensive. I Think They're Wrong. (2026-09-13) | earnings | NFLX |
| 16 | Archer Aviation Advances FAA Certification Milestones Toward Commercial Aircraft Service Sources: $10,000 in Archer Aviation at Last Year's High Is About $3,840 Now. Here's What Gets It Back. (2026-09-14) | supply chain | ACHR, UAL |
| 17 | The Cooper Companies Lowers Full-Year Organic Guidance on Channel Destocking Sources: The Cooper Companies (NASDAQ: COO) Scrutinized Over U.S. Channel Inventory Reductions (2026-09-12) | earnings | COO |
| 18 | Dlocal Total Payment Volume Rises 92% as Top-10 Merchant Concentration Reaches 61% Sources: Dlocal's 2026 Outlook: Soaring Total Payment Volume Meets a Reasonable Valuation (2026-09-12) | earnings | DLO |
| 19 | Liquidia Surpasses 5,000 Yutrepia Patients as United Therapeutics Litigation Hangs Sources: LQDA Loses 13.9% in a Month: Should Investors Avoid the Stock Now? (2026-09-11) | regulation | LQDA, UTHR |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.