AM Edition

    Premarket briefing for 2026-09-17

    Released 2026-09-17 09:18 UTC. This version is kept as released.

    Changed since 2026-09-16

    Newly exposed assetsAAPL, AMD, AVGO, CBRS, CCJ, CEG, EXSNY, FDX, FPS, LLY, META, MGDDY, NVO, PNC, TSM, UEC, UPS, VST
    No longer in focusAGNC, AMZN, AUTL, BAC, BORR, CARL, CL_COMB, COE, CRDO, CVE, DGS10, FANG, GILD, GOOGL, MRVL, MSFT, NOK, NVS, QQQ, RKLB, SHEL, SPX, VAL, VRT
    New event typestrade, market structure
    #EventTypeExposed
    1Nvidia Agrees to Acquire Hugging Face for $11.9B to Secure AI Software Moat
    Sources: Forget Nvidia's Chips: Hugging Face Is the Real Reason to Own This Stock Now (2026-09-16)
    		corporateNVDA, AMD
    2Broadcom Targets $230B Annual AI Revenue by Fiscal 2028
    Sources: Hock Tan Just Guided Broadcom's AI Revenue to Reach $230 Billion by 2028. Should You Believe Him? (2026-09-16)
    		corporateAVGO, TSM
    3Apple Considers First Enterprise AI Server Build Since 2011 Using Nvidia NVLink
    Sources: Apple Is Considering Something It Hasn't Done in 15 Years (2026-09-16)
    		corporateAAPL, NVDA
    4Tesla Lowers Model 3 and Model Y China Prices as Shanghai Exports Top 50%
    Sources: Tesla Gets Sucked Further Into China's Price War (2026-09-17)
    		tradeTSLA
    5Eli Lilly Expands US Oral GLP-1 Foundayo Prescriptions to 47.5K Against Wegovy
    Sources: This Trend is Excellent News for Eli Lilly and Its Investors (2026-09-17)
    		supply chainLLY, NVO
    6AI Electricity Demand Diverges Between CEG Nuclear and VST Gas Fleets
    Sources: Constellation Energy vs. Vistra: 2 Very Different Bets on the Same AI Power Boom (2026-09-16)
    		commoditiesCEG, VST
    7Meta Deploys MTIA v1-v3 AI Silicon Globally Across Three Continents
    Sources: Meta Platforms Global MTIA AI Processor Deployment Analysis Examines Global Deployment of MTIA v1, v2 and v3 ASICs (2026-09-17)
    		supply chainMETA
    8PNC Raises 2026 Fee Outlook to 9% After Capital Markets Revenue Jumps 65.9%
    Sources: Can PNC's Record Capital Markets Pace Support Its Fee-Income Outlook? (2026-09-16)
    		earningsPNC
    9Exosens Raises 2026 EBITDA Guidance to €192M on Image Intensifier Tube Ramp
    Sources: Exosens relève ses objectifs pour l'exercice 2026 (2026-09-17)
    		earningsEXSNY
    10UPS and FedEx Set Flat Holiday Peak Surcharges Ignoring Warehouse Zones
    Sources: DSCP Smart Fulfillment Reports Peak Fees Ignore 3PL Warehouse Zones (2026-09-16)
    		supply chainUPS, FDX
    11Forgent Power Bookings Surge 375% to $1.5B on Grid Equipment Demand
    Sources: Why Forgent Power Stock Keeps Going Up (2026-09-17)
    		earningsFPS
    12Cerebras Holds $25.4B Backlog as Shares Suffer 52% Multiple Compression
    Sources: Cerebras Stock Has Been Cut in Half. It Still Costs About 145 Times Next Year's Estimated Earnings. (2026-09-16)
    		market structureCBRS
    13Uranium Energy Faces Q4 Net Loss as Extraction Costs Offset 16% Spot Rise
    Sources: UEC Gears Up to Report Q4 Earnings: What's in Store for the Stock? (2026-09-16)
    		earningsUEC, CCJ
    14Michelin Repurchases 199.5K Shares via OTC Transactions at €32.79
    Sources: Michelin: Disclosure of trading in own shares - September 17th, 2026 (2026-09-17)
    		corporateMGDDY
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.