AM Edition
Premarket briefing for 2026-09-18
Released 2026-09-18 09:18 UTC. This version is kept as released.
Changed since 2026-09-17
| Newly exposed assets | AMZN, APH, ARM, CNC, DGS10, F, GLW, GNRC, GS, ITB, KO, MP, MS, NBIS, PG, QCOM, QQQ, SHY, SPY, TBLA, TOL, UNH, UUUU |
| No longer in focus | AAPL, AVGO, CBRS, CCJ, CEG, EXSNY, FDX, FPS, LLY, META, MGDDY, NVO, PNC, TSM, UEC, UPS, VST |
| New event types | central bank, macro data |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Fed Lifts Target Rate 25 bps to 3.75%-4.00% with 87% Odds of Further Hikes Sources: The Fed Just Hiked Interest Rates. Are There More Hikes on the Way? (2026-09-18) | central bank | DGS10, SHY, QQQ |
| 2 | Generac Secures Up to $8B Amazon Data Center Backup Power Supply Contract Sources: Generac Lands $2.4 Billion Generator Deal With Amazon (2026-09-17) | corporate | GNRC, AMZN |
| 3 | Goldman Sachs and Morgan Stanley Lead Advisors on Anthropic October IPO Target Sources: Anthropic Is Expected to Go Public in October. The Brokerages Get Paid Either Way. (2026-09-18) | corporate | GS, MS |
| 4 | Arm Holdings Gains 8.6% as CEO Targets $2B Revenue from Proprietary AGI Chip Sources: Why Arm Stock Popped Today (2026-09-18) | earnings | ARM |
| 5 | Corning Expands AI Fiber Capacity Tenfold via Deals with Meta, Amazon, Nvidia Sources: Corning Rides on Expanding Partner Base: Will it Boost Prospects? (2026-09-17) | supply chain | GLW, APH |
| 6 | Nvidia Reaffirms $3T-$4T AI Infrastructure Spend as Vera Rubin Architecture Enters Full Run Sources: What AI Bubble? Jensen Huang Just Delivered Great News for Artificial Intelligence Stocks. (2026-09-17) | earnings | NVDA, QQQ |
| 7 | S&P 500 CAPE Ratio Hits 41 After Consecutive Annual Gains of 26%, 25%, and 18% Sources: As the Stock Market Flashes a Warning Seen Only 2 Times in 155 Years, Warren Buffett has a Big Warning for Investors (2026-09-17) | market structure | SPY, QQQ |
| 8 | 10-Year Treasury Yields Near 5% Compress Equity Risk Premium vs Dividend Blue Chips Sources: Long-Term Treasury Yields Now Beat These Dividend Stalwarts. Is Government Debt the Top Passive-Income Play? (2026-09-17) · Non-Tech Stocks Can Still Deliver Huge Gains (2026-09-18) | macro data | DGS10, KO, PG |
| 9 | Qualcomm Forecasts QCT Margins Dropping to 23%-25% on Component Cost Inflation Sources: Qualcomm Faces Margin Pressure From Rising Costs: Can it Recover? (2026-09-17) | earnings | QCOM, AMD |
| 10 | Nebius Raises On-Demand Nvidia GPU Prices 20% as Q2 Revenue Grows 454% Sources: Why Nvidia-Backed Nebius Group Stock Skyrocketed Thursday Morning (2026-09-17) | supply chain | NBIS, NVDA |
| 11 | Centene Posts $2.51 Q2 EPS as Medical Cost Turnaround Offsets 8%-9% Medicaid Shrinkage Sources: Can Centene Sustain Its Turnaround Amid Membership Pressure? (2026-09-17) | earnings | CNC, UNH |
| 12 | Ford Launches Industrial Battery Division Ford Energy Amid $7B Institutional Inflow Sources: The Under-the-Radar Stock Big Money Is Quietly Buying Up (2026-09-18) | corporate | F, TSLA |
| 13 | MP Materials Posts $32M Q2 Loss Despite 89% Revenue Jump on Magnet Ramp Costs Sources: MP's Operating Losses Continue in Q2: Can It Revert to Profitability? (2026-09-17) | earnings | MP, UUUU |
| 14 | Toll Brothers Falls 10.7% Post-Earnings as Deliveries Drop 10% on Cost Squeeze Sources: Why Is Toll Brothers (TOL) Down 10.7% Since Last Earnings Report? (2026-09-17) | earnings | TOL, ITB |
| 15 | Taboola Enters Agreement to Acquire Financial Ad Network Dianomi Sources: Taboola to Acquire Dianomi, Significantly Bolstering its Ability to Provide Performance Advertisers with a Highly Specialized, Premium Ad Network Focused on Finance (2026-09-18) | corporate | TBLA |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.