AM Edition

    Premarket briefing for 2026-09-30

    Released 2026-09-30 09:18 UTC. This version is kept as released.

    Changed since 2026-09-29

    Newly exposed assetsAMD, AMZN, BMNP, BTDR, CCL, DTEGY, GANX, HII, LLY, MSFT, NAMM, NPSGY, NTTYY, NVO, PIPR, PWP, SPY, STAA, TMOAY, TTD, ZS
    No longer in focusAVGO, AZN, BLK, BTC, CAG, CL1, DGS10, DHI, EH, EQIX, GOOGL, HCM, ITB, LEN, LULU, MDB, META, MNY, MU, NKE, RIO, RXEEY, SBGSY, SMH
    New event typespolicy
    #EventTypeExposed
    1Nvidia Expands Share Repurchase Program with New $150 Billion Authorization
    Sources: History Says Nvidia's Record $150 Billion Buyback Is Good News for the Stock (2026-09-30)
    corporateNVDA
    2S&P 500 Shiller CAPE Multiple Crosses 40x Threshold
    Sources: The Market Just Hit a Risky Milestone. History Says Investors Should Make This 1 Move. (2026-09-30)
    macro dataSPY, QQQ
    3Perella Weinberg in Merger Discussions with Piper Sandler
    Sources: Why Perella Weinberg Partners Stock Skyrocketed Today (2026-09-29)
    corporatePWP, PIPR
    4Novo Nordisk Cites Slowing Growth on Ozempic Patent Cliff Concerns
    Sources: Novo Nordisk Gives Uninspiring Outlook (2026-09-30)
    earningsNVO, LLY
    5Bitdeer AI Secures $1.7B Off-Take for Malaysia GB300 Facility
    Sources: Bitdeer AI Further Expands AI Cloud Services with Off-take Commitments (2026-09-29)
    supply chainBTDR, NVDA
    6Carnival Surges 13% on Record $8.44B Q3 Revenue and Raised Outlook
    Sources: Should Investors Chase Carnival (CCL) Stock After Its 13% Post-Earnings Surge? (2026-09-29)
    earningsCCL
    7HII Awarded U.S. Navy Contract for 10 ROMULUS Autonomous Vessels
    Sources: HII Wins U.S. Navy Contract for 10 ROMULUS USVs (2026-09-29)
    policyHII
    8KAYTUS Debuts AI Storage Server Powered by AMD EPYC 9005 Processors
    Sources: KAYTUS KR2166V3 beschleunigt die AIHPC-Datenverarbeitung im Petabyte-Maßstab (2026-09-30)
    supply chainAMD
    9Zscaler Report Shows AI-Aided Ransomware Attacks Up 275%
    Sources: New Zscaler Report Reveals AI-Assisted Attackers Move to Massive Data Theft (2026-09-30)
    regulationZS, MSFT
    10The Trade Desk Faces Intensifying Ad-Tech Pressure from Amazon
    Sources: I'm Selling The Trade Desk Stock (2026-09-30)
    market structureTTD, AMZN
    11Apollo Completes Acquisition of Nippon Sheet Glass
    Sources: Apollo Funds Announce Completion of Acquisition of Nippon Sheet Glass (2026-09-30)
    corporateNPSGY
    12TomTom Expands Microsoft Partnership to Embed Geospatial Data in Fabric
    Sources: TomTom brings location intelligence to Microsoft Fabric (2026-09-30)
    corporateMSFT, TMOAY
    13Gain Therapeutics Schedules Parkinson's Data Presentation
    Sources: Gain Therapeutics Announces Poster Presentation at International Congress of Parkinson’s Disease and Movement Disorders (2026-09-29)
    earningsGANX
    14NetSfere Launches Quantum-Resilient Enterprise Network
    Sources: NetSfere Launches Federations, a Worldwide Quantum-Resilient Network That Makes Enterprise Communication Across Entire Ecosystems a Trusted Channel, Not a Security Gap (2026-09-30)
    supply chainDTEGY, NTTYY
    15BitMine Immersion Acquires 17,362 ETH Lifting Treasury Above 6M ETH
    Sources: 281M $APEING Tokens Burned as Solana Pullback Draws Attention to Emerging Crypto Projects (2026-09-30)
    market structureBMNP
    16Staar Surgical Rallies 8% on Stifel Rating Upgrade and Higher Price Target
    Sources: Why Staar Surgical Zoomed Almost 8% Higher on Tuesday (2026-09-29)
    earningsSTAA
    17Namib Minerals Secures $6.5M Credit Facility for Redwing Mine
    Sources: Namib Minerals Secures US$6.5 Million Term Loan Facility to Partially Fund Resource Definition and Bankability (2026-09-29)
    creditNAMM
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.