AM Edition
Premarket briefing for 2026-09-28
Released 2026-09-28 09:19 UTC. This version is kept as released.
Changed since 2026-09-27
| Newly exposed assets | AAPL, AMD, ARCC, BVNRY, BYDDY, GSK, HCM, INTC, JYSKY, LMT, META, NIO, PFE, RSP, TSM |
| No longer in focus | BBD, CCJ, CEG, EWZ, FMAC, IREN, MSFT, NVDA, PURR, STAA, TGT, USB, VRT, WKEY, XRT |
| New event types | central bank, supply chain, credit, trade |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | 10-Year Treasury Yield Rises to 5.23% Following Fed 25bp Rate Hike Sources: The 10-Year Treasury Pays 5.2% (2026-09-28) · Why I'd Still Buy This 10%-Yielding Dividend Stock After the Fed's Latest Hike (2026-09-27) | central bank | DGS10, VOO, ARCC |
| 2 | Fed Chair Warsh Signals Sustained Higher Rates to Combat Inflation Sources: Kevin Warsh Just Signaled Higher-for-Longer Rates. Here's What That Means for Big Pharma Dividend Stocks. (2026-09-27) | central bank | DGS10, PFE |
| 3 | Intel CEO Reports Company Can Meet Only 50% of Server CPU Demand Sources: Intel CEO Lip-Bu Tan Has Incredible News for AMD Stock Investors (2026-09-27) · Intel Stock Surged Over 40% in September. History Shows What's Next. (2026-09-27) | supply chain | INTC, AMD, TSM |
| 4 | S&P 500 Top 10 Weight Reaches 38% as MAGS ETF Sets Record High Sources: This S&P 500 ETF Could Help Protect You Against One of the Stock Market's Biggest Risks Right Now (2026-09-27) · Guess Which Group of Stocks Is Back at an All-Time High? (2026-09-26) | market structure | MAGS, RSP |
| 5 | U.S. National Debt Crosses $40T as Net Interest Expense Hits $1.25T Sources: The United States Debt Just Passed an Auspicious Milestone (2026-09-26) | macro data | DGS10 |
| 6 | U.S. Air Force Pursues $5B Contract for 500 Massed Modular Aircraft Sources: Anduril Isn't the Only Private Defense Contractor Building Advanced Air Force Drones (2026-09-27) | policy | LMT |
| 7 | Palantir Raises Full-Year Revenue Guidance Past $8B on AIP Demand Sources: Is Palantir a Millionaire-Maker Stock After Its Rally? (2026-09-27) | earnings | PLTR |
| 8 | Micron Fiscal Q4 Memory Demand Surges Amid AI Supercycle Scrutiny Sources: Prediction: Micron Will Crush Earnings And... (2026-09-26) | earnings | MU, ASML |
| 9 | Meta Launches Muse AI Personal Agent and Integrated Hardware Devices Sources: Why Meta Platforms Stock Jumped 13% This Week (2026-09-27) | corporate | META, AAPL |
| 10 | Eli Lilly Discontinues New GLP-1 Weight-Loss Candidate on Efficacy Sources: Lilly Cut an Obesity Drug -- but the Move Shows How High Its Bar Has Become (2026-09-26) | corporate | LLY, NVO |
| 11 | NIO Signs Definitive Battery Swapping Deal with Geely for RMB 640M Sources: NIO Announces Definitive Agreements for Strategic Transaction with Geely Holding Group (2026-09-27) | corporate | NIO |
| 12 | Ares Capital Floating-Rate Portfolio Positions for Income Gains After Fed Hike Sources: Why I'd Still Buy This 10%-Yielding Dividend Stock After the Fed's Latest Hike (2026-09-27) | credit | ARCC |
| 13 | Solera Partners with China CATARC for Global NEV Fleet Expansion Sources: Solera asume el compromiso de convertirse en socio global para apoyar la expansion internacional del sector chino de vehiculos de nueva energia (2026-09-28) | trade | BYDDY |
| 14 | HUTCHMED Begins Global Phase Ia Trial for KRAS-EGFR Conjugate HMPL-A830 Sources: HUTCHMED Initiates Global Trial of KRAS-EGFR-Antibody Conjugate Therapy HMPL-A830 in Patients with Solid Tumors (2026-09-28) | corporate | HCM, GSK |
| 15 | Jyske Bank Repurchases 52,072 Shares in Week 38 Under DKK 3B Buyback Plan Sources: Share repurchase programme: Transactions of week 39 2026 (2026-09-28) | corporate | JYSKY |
| 16 | Bavarian Nordic Reaches 5.07% Capital Repurchased Under DKK 250M Program Sources: Bavarian Nordic – Transactions in Connection with Share Buy-Back Program (2026-09-28) | corporate | BVNRY |
| 17 | YYForce Reports 26.8% H1 Revenue Growth as Labor Costs Squeeze Margin Sources: YYForce veroffentlicht die Finanzergebnisse fur das erste Halbjahr 2026 (2026-09-26) | earnings | YFOR |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.