AM Edition

    Premarket briefing for 2026-09-25

    Released 2026-09-25 09:18 UTC. This version is kept as released.

    Changed since 2026-09-24

    Newly exposed assetsBE, BRK.A, BRK.B, DIS, DNA, FDX, GOOGL, MT, NFLX, NVDA, ORA, ORCL, PFE, SPIIY, TSM, USAR
    No longer in focusAMZN, ASTS, AZN, BYDDY, CNI, DOW, ELMT, ESLOY, EUR, GIS, HCM, LCID, LLY, LRLCY, NU, PEP, QS, SHOP, TSLA, UBER, XLB, XLE, XLK, XLP
    New event typesmacro data, geopolitical
    #EventTypeExposed
    130-Year Treasury Yield Hits 2004 High, Pressuring Equity Indices
    Sources: Market Indexes Fall Again as the 30-Year Yield Hits a 2004 High (2026-09-24)
    		macro dataSPY, QQQ
    2ArcelorMittal Halts Kryvyi Rih Plant, Taking $1B Impairment After Strikes
    Sources: ArcelorMittal announces that it is unable to safely and sustainably restart operations at ArcelorMittal Kryvyi Rih (2026-09-25)
    		geopoliticalMT
    3Oracle Declares Force Majeure on Data Center Due to Power Shortages
    Sources: Stock Market Midday, Sept. 24: Stocks Slide as Treasury Yields Climb, Oracle Declares Force Majeure (2026-09-24)
    		corporateORCL
    4Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service Backlog
    Sources: Bloom Energy's Backlog Is 5 Times This Year's Expected Revenue (2026-09-25)
    		supply chainBE, ORCL
    5Howard Buffett Assumes Berkshire Chairmanship as Warren Buffett Steps Down
    Sources: Warren Buffett Says Father Time Always Wins (2026-09-24)
    		corporateBRK.A, BRK.B
    6TSMC Directs $265B to Arizona Facilities Amid 72.5% Fabrication Share
    Sources: Top Low-Risk, High-Potential-Reward Stock in AI Boom (2026-09-24)
    		supply chainTSM, NVDA
    7USA Rare Earth Breaks Ground on $1.2B South Carolina Magnet Plant
    Sources: USA Rare Earth Is Breaking Ground on Its $1.2 Billion South Carolina Facility (2026-09-24)
    		supply chainUSAR
    8Meta's Muse AI Agent Tops App Charts, Expanding High-Intent Ad Data Surface
    Sources: News About Muse Drove a 1-Day 11% Jump in Meta Stock (2026-09-24)
    		corporateMETA, GOOGL
    9Disney Implements 4-13% Price Increases Across Disney+ and Hulu Streaming Plans
    Sources: Is Disney's New Price Hike a Genius Move, or Did It Go Too Far This Time? (2026-09-24)
    		corporateDIS, NFLX
    10FedEx Discloses $3B in Enterprise AI Cost Reductions at Austin Summit
    Sources: Reuters Momentum AI Austin Day 1 (2026-09-25)
    		macro dataFDX
    11U.S. DOE Awards $35M to Ormat for Enhanced Geothermal Development
    Sources: Ormat Selected for Approximately $35 Million in U.S. Department of Energy Funding (2026-09-24)
    		policyORA
    12Pfizer and NVIDIA Form $80M AI Venture as Vaccine Discovery Investments Top $140M
    Sources: AI-Driven Innovation Reshapes Vaccine Adjuvant Discovery (2026-09-24)
    		corporatePFE, NVDA, DNA
    13Google to Launch Project Suncatcher Satellite on Oct 1 for Space-Based TPU Testing
    Sources: Google Is Taking a Major Step Forward Toward Space-Based AI Data Centers (2026-09-24)
    		corporateGOOGL
    14SPIE Buys Back 70% of 2028 Sustainability Convertible Bonds for €388M
    Sources: SPIE annonce les resultats du rachat de ses ORNANEs (2026-09-24)
    		creditSPIIY
    15Ginkgo Bioworks Secures $31M SaponiQx Vaccine Adjuvant Contract
    Sources: AI-Driven Innovation Reshapes Vaccine Adjuvant Discovery (2026-09-24)
    		corporateDNA
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.