AM Edition

    Premarket briefing for 2026-09-22

    Released 2026-09-22 09:18 UTC. This version is kept as released.

    Changed since 2026-09-21

    Newly exposed assetsAVGO, BNO, BVVBY, CL, CRWV, FLNC, HBAN, JOBY, KRE, LI, NBKBY, NIO, NVDA, PG, RL, SMCI, SPIIY, USO
    No longer in focusAMZN, BA, BMY, CAT, CRAUY, DGS10, DHR, DLR, EQIX, GEV, PCG, SCGLY, SPY, STM, TMO, TTD, TXN, VRT, WTW, XLV
    New event typescommodities, credit
    #EventTypeExposed
    1Crude oil ETFs up over 100% YTD on persistent futures backwardation and supply risk
    Sources: Oil ETFs Surge: What's Next for Commodity Investors? (2026-09-21)
    		commoditiesUSO, BNO
    2Super Micro reports $39.1B FY26 revenue with record >$60B Q4 order intake
    Sources: Can SMCI's Record Backlog Sustain Revenue Momentum in FY27? (2026-09-21)
    		earningsSMCI, NVDA
    3Broadcom custom AI ASIC pipeline expands across hyperscaler client base
    Sources: History Says a $1,000 Investment in Broadcom Will Be Worth This Much by 2028 (2026-09-22)
    		supply chainAVGO, GOOGL
    4Fluence cuts 2026 revenue view by $600M over Houston manufacturing bottlenecks
    Sources: Fluence Energy (NASDAQ: FLNC) Faces Investor Scrutiny Amid Additional Surprises About Houston Facility (2026-09-22)
    		supply chainFLNC
    5CoreWeave operates 51 data centers and 250k GPUs following 53% stock pullback
    Sources: Down 53%, Should You Still Buy CoreWeave's (CRWV) Stock? (2026-09-21)
    		supply chainCRWV, NVDA
    6Li Auto vehicle margins drop to 9.4% in Q2 amid pricing pressure and model transition
    Sources: Li Auto's i9 Launch: Should Investors Buy, Sell, or Hold LI Stock? (2026-09-21)
    		earningsLI, NIO
    7SPIE issues €500M sustainability bond and tenders for 2028 ORNANEs
    Sources: SPIE launches a repurchase invitation and announces the early redemption of its 2028 ORNANEs (2026-09-22)
    		creditSPIIY
    8Huntington boosts 2027 buyback to $1.4B as loan growth forecast slows to 6%
    Sources: Huntington Rewards Shareholders With Higher 2027 Buyback Plan (2026-09-21)
    		creditHBAN, KRE
    9Procter & Gamble faces $1.4B earnings headwind as Q4 volumes remain flat
    Sources: Will Pricing Sustain Procter & Gamble as Volume Growth Stays Elusive? (2026-09-21)
    		earningsPG, CL
    10Bureau Veritas upgrades 2027-2028 revenue growth target to double-digit at CMD
    Sources: Bureau Veritas confirms LEAP | 28 ambition, upgrades total revenue growth to double-digit in 2027 - 2028 (2026-09-22)
    		corporateBVVBY
    11Ralph Lauren opens 22 stores as Asia sales rise 25% led by China demand
    Sources: Will Ralph Lauren's New Store Openings Drive Global Expansion? (2026-09-21)
    		corporateRL
    12Joby completes 3,199-mile autonomous US cross-country flight with remote supervision
    Sources: JOBY Makes History With Fully Autonomous Flight Across the United States (2026-09-21)
    		regulationJOBY
    13Sampo sells 14.7M shares in NOBA Bank Group for 111 million euros
    Sources: Sampo has reduced its ownership in NOBA (2026-09-22)
    		corporateNBKBY
    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.