AM Edition
Premarket briefing for 2026-09-29
Released 2026-09-29 09:18 UTC. This version is kept as released.
Changed since 2026-09-28
| Newly exposed assets | AVGO, AZN, BLK, BTC, CAG, CL1, DHI, EH, EQIX, GOOGL, ITB, LEN, LULU, MDB, MNY, NKE, NVDA, QQQ, RIO, RXEEY, SBGSY, SMH |
| No longer in focus | AAPL, AMD, ARCC, ASML, BVNRY, BYDDY, GSK, INTC, JYSKY, LLY, LMT, MAGS, NIO, NVO, PFE, PLTR, RSP, TSM, VOO, YFOR |
| New event types | geopolitical, regulation |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Yields hit 2002 highs and oil jumps as US rejects Iran peace proposal Sources: Nvidia's Record Buyback Couldn't Keep the Nasdaq Out of the Red on Monday Morning (2026-09-28) | geopolitical | DGS10, QQQ, CL1 |
| 2 | Nvidia authorizes $150B buyback expansion, lifting program total to $235B Sources: Jensen Huang Just Gave Investors 150 Billion Reasons to Buy Nvidia Stock (2026-09-28) | corporate | NVDA, SMH |
| 3 | Broadcom custom AI silicon revenue targeted at $58B in 2026 and $230B by 2028 Sources: Not Nvidia, Not AMD. Broadcom's Custom Silicon Business Is Quietly Becoming an AI Chip Powerhouse (2026-09-28) | supply chain | AVGO, GOOGL, NVDA |
| 4 | Mortgage rates breach 7% on yield spike, dragging homebuilder ETF down 10% Sources: Rising Yields Are Killing This Group of Stocks (2026-09-28) | credit | ITB, DHI, LEN |
| 5 | Micron heads into Sept 30 Q4 earnings with AI memory demand in focus Sources: Sept. 30 Could Be the Start of a New Paradigm for Micron (2026-09-29) | earnings | MU, NVDA |
| 6 | MongoDB drops 18.5% as CEO departs to lead new Meta Enterprise Platform Sources: Why MongoDB Sank Today (2026-09-28) | corporate | MDB, META |
| 7 | Spot Bitcoin ETFs log $2.39B weekly net inflows, strongest pace since Oct 2025 Sources: Bitcoin ETFs Are Seeing Their Biggest Inflows Since October 2025. Is Bitcoin Finally Back? (2026-09-28) | market structure | BTC, BLK |
| 8 | Nike faces critical Oct 1 earnings after 43% drop on weak China demand Sources: Nike's Next Earnings Report on Oct. 1 Could Send the Stock Plunging. Here's Why. (2026-09-28) | earnings | NKE, LULU |
| 9 | Crusoe develops 531 MW wind-powered AI data center for Google in Texas Sources: Crusoe Developing Data Center Campus in Armstrong County, Texas (2026-09-28) | regulation | GOOGL |
| 10 | AstraZeneca files US FDA NDA for savolitinib combo in MET-driven lung cancer Sources: HUTCHMED Announces Submission of US NDA for ORPATHYS plus TAGRISSO (2026-09-29) | regulation | HCM, AZN |
| 11 | Rexel prices €500M accelerated bookbuild at €34.75 to finance US GCG buyout Sources: Rexel announces the success of its c. €500 million Capital Increase (2026-09-29) | corporate | RXEEY |
| 12 | Schneider Electric unveils software-defined switchgear piloted with Equinix Sources: Schneider Electric unveils the world’s first fully Software-Defined Medium Voltage switchgear (2026-09-28) | supply chain | SBGSY, EQIX |
| 13 | Singapore SORA rate dips to 1.19% as MoneyHero expands mortgage category Sources: SingSaver, Singapore's Leading Personal Finance Platform, Launches Home Loans Segment (2026-09-29) | macro data | MNY |
| 14 | Conagra sets Q1 FY2027 print on Sep 30 as EPS seen down 28% to $0.28 Sources: Conagra Brands's Next Earnings Report on Sep. 30 2026 Could Send the Stock Soaring. Here's Why. (2026-09-29) | earnings | CAG |
| 15 | EHang expands eVTOL testing to Vietnam with Hanoi low-altitude sandbox Sources: EHang’s Global Fast Track Program Expands to Vietnam, Its Second Country, Joining Hands with Hanoi to Build a Low‑Altitude Sandbox (2026-09-29) | regulation | EH |
| 16 | Entree advances Oyu Tolgoi copper project toward Q1 2027 technical report Sources: Entrée Resources Ltd. President and CEO Chris Adams Issues Letter to Shareholders (2026-09-28) | corporate | RIO |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.