AM Edition
Premarket briefing for 2026-10-01
Released 2026-10-01 09:18 UTC. This version is kept as released.
Changed since 2026-09-30
| Newly exposed assets | AERO, AVGO, BAM, BRK.A, BRK.B, CCJ, FCN, GEV, GOOGL, JPM, KMX, NCLH, NIO, OGG, SKIN, TOVX, ZLDPY |
| No longer in focus | AMD, BMNP, BTDR, CCL, DTEGY, GANX, HII, LLY, MSFT, NAMM, NPSGY, NTTYY, NVO, PIPR, PWP, QQQ, SPY, STAA, TMOAY, TTD, ZS |
| New event types | None |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | U.S. and South Korea Announce $120B Framework for Eight Domestic Nuclear Reactors Sources: U.S. - Korea Framework Advances Deployment of Westinghouse Nuclear Technology in the United States (2026-09-30) | policy | CCJ, BAM |
| 2 | Anthropic Discloses $518B Long-Term Capex Plan and $110B AWS Cloud Contract Sources: Anthropic Plans to Spend $518 Billion on Cloud and Data Centers. More Than $100 Billion Is Already Promised to Amazon. (2026-10-01) | corporate | AMZN, GOOGL |
| 3 | Hyperscaler AI Capex Projected to Rise to $1.3T Supporting Nvidia 2028 Growth Sources: Nvidia Could Have a Monster October. Here's Why. (2026-10-01) | macro data | NVDA, AVGO |
| 4 | Amazon Allocates $220B to 2026 Capex for AI Infrastructure and Data Centers Sources: Amazon Stock Pays $0 in Dividends. Here's Why Long-Term Investors Should Own It Anyway. (2026-10-01) | corporate | AMZN |
| 5 | GE Vernova Advances $200B Backlog Target on Power Demand and Wind Turnaround Sources: GE Vernova's CEO Just Delivered Great News to Shareholders (2026-10-01) | corporate | GEV |
| 6 | Boehringer and Zealand Report 13.1% Weight Loss in Survodutide Phase III Trial Sources: Boehringer Ingelheim’s survodutide achieves up to 13.1% weight loss in new Phase III trial (2026-10-01) | macro data | ZLDPY |
| 7 | Berkshire Enters Greg Abel Era as Buffett Exits Chairman Role at $1.1T Market Cap Sources: Warren Buffett's Record: $1,000 Became About $61 Million. Can Greg Abel Keep Compounding It? (2026-09-30) | corporate | BRK.A, BRK.B |
| 8 | JPMorgan Appoints Doug Petno and Troy Rohrbaugh Co-Presidents in Succession Step Sources: JPMorgan Elevated Doug Petno and Troy Rohrbaugh to Co-Presidents as Jamie Dimon's Board Accelerates Succession Planning (2026-10-01) | corporate | JPM |
| 9 | Norwegian Cruise Line Upsizes Senior Notes Offering to $950M at 8.750% Sources: NCL Corporation Ltd. Announces Upsizing and Pricing of $950.0 Million of Senior Notes (2026-09-30) | credit | NCLH |
| 10 | Osisko Gold Completes $600M Senior Notes Offering at 9.250% to Fund Cariboo Sources: Osisko Gold Completes US$600 Million Aggregate Principal Amount of 9.250% Senior Secured Notes Offering (2026-09-30) | credit | OGG |
| 11 | Theriva Biologics Reports Phase 2b VIRAGE Survival Data in Nature Medicine Sources: Theriva Biologics anuncia la publicacion en Nature Medicine de los resultados del ensayo clinico de Fase 2b VIRAGE con VCN-01 en el cancer de pancreas metastasico (2026-10-01) | macro data | TOVX |
| 12 | NIO Delivers 37,408 Vehicles in September, Q3 Volume Climbs 25.4% YoY Sources: NIO Inc. Provides September and Third Quarter 2026 Delivery Update (2026-10-01) | macro data | NIO |
| 13 | CarMax Posts 19.5% Q2 Revenue Growth and 81.2% EPS Surge on Price Cuts Sources: Is Carmax a Buy After Its Latest Earnings Report? (2026-10-01) | earnings | KMX |
| 14 | SkinHealth Systems Launches SkinStylus MicroSystem Across Six European Markets Sources: SkinHealth Systems Expands SkinStylus SteriLock MicroSystem to Europe (2026-10-01) | corporate | SKIN |
| 15 | Aeromexico Expands Syndicated Revolving Credit Facility to $250M with BBVA Sources: Grupo Aeromexico and BBVA Mexico Successfully Complete the Renewal and Expansion of a USD $250 Million Syndicated Credit Facility (2026-09-30) | credit | AERO |
| 16 | FTI Consulting Expands UK Restructuring Practice with Four Managing Director Hires Sources: FTI Consulting Expands UK Turnaround & Restructuring Capabilities With Four Senior Hires (2026-10-01) | corporate | FCN |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.