AM Edition
Premarket briefing for 2026-10-02
Released 2026-10-02 09:19 UTC. This version is kept as released.
Changed since 2026-10-01
| Newly exposed assets | ASTL, CEG, GD, KKR, MSFT, NLY, NRDBY, OSK, PBR, SGML, SMH, TRI, TSLA, WLK |
| No longer in focus | AERO, AVGO, BAM, BRK.A, BRK.B, CCJ, FCN, JPM, KMX, NCLH, NIO, OGG, SKIN, TOVX, ZLDPY |
| New event types | supply chain, market structure, commodities |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Amazon Enters 20-Year Nuclear Power Agreement with Constellation Energy Sources: Amazon Signs 20 Year Nuclear Power Deal. That's Great News for This Nuclear Stock (2026-10-01) | corporate | CEG, AMZN |
| 2 | Tesla Operating Margin Contracts to 1.4% Amid $25B Spend on AI and Robotaxi Sources: Tesla Is the Only Magnificent Seven Stock in the Red for 2026 (2026-10-02) | earnings | TSLA |
| 3 | Microsoft Azure AI Reaches $100B Run Rate as Copilot Subscriptions Hit 30M Sources: Got $1,000? 2 Growth Stocks Building the Software Backbone of Artificial Intelligence. (2026-10-02) | earnings | MSFT, GOOGL |
| 4 | SpaceX and Tesla Plan $55B to $119B Terafab Chip Plant Starting Dec 2026 Sources: SpaceX's Terafab Will Be Bigger Than Any Building on Earth. Here's When Investors Will Profit. (2026-10-01) | supply chain | TSLA, SMH |
| 5 | Semiconductor ETF Up 69% in 2026 Outpaces Nvidia on Broad-Based Chip Rallies Sources: The Semiconductor ETF's 2026 Return Is About 3 Times Nvidia's (2026-10-02) | market structure | SMH, NVDA |
| 6 | GE Vernova Backlog Forecast Reaches $200B on AI Data Center Power Demand Sources: Why GE Vernova Stock Crushed it Today (2026-10-02) | corporate | GEV |
| 7 | Thomson Reuters Closes 51% Sale of Global Print Business to KKR for $500M Sources: Why Thomson Reuters Stock Topped the Market on Thursday (2026-10-01) | corporate | TRI, KKR |
| 8 | Bull Opens 80M Euro Supercomputing and AI Hardware Facility in Angers Sources: Bull opens new production building in France and doubles production capacity to meet the new challenges of AI (2026-10-02) | supply chain | NVDA |
| 9 | Algoma Steel Guides Q3 Adjusted EBITDA Negative $10M to $20M on 145K Shipments Sources: Algoma Steel Group Inc. Provides Guidance for the Third Quarter 2026 (2026-10-01) | earnings | ASTL |
| 10 | Westlake Royal Acquires Metal Center Roofing Assets in Texas and New Mexico Sources: Westlake Royal Building Products™ Enters Standing-Seam Roofing Market Through Purchase of Roofing Assets (2026-10-01) | corporate | WLK |
| 11 | Defense UGV Market Forecast to Expand from $8.3B to $13.1B by 2031 on Autonomy Sources: Global Unmanned Ground Vehicles (UGVs) Market Forecast, 2026-2031 (2026-10-02) | policy | GD, OSK |
| 12 | Sigma Lithium Drops 11.3% in Session Extending 26.8% Monthly Slide Sources: Sigma Lithium Corporation (SGML) Stock Drops Despite Market Gains: Important Facts to Note (2026-10-01) | commodities | SGML |
| 13 | Annaly Capital Declines 16.8% Over Past Month Ahead of October 20 Earnings Sources: Annaly Capital Management (NLY) Stock Dips While Market Gains: Key Facts (2026-10-01) | credit | NLY |
| 14 | Petrobras and Cardano Partner on Blockchain Fuel Traceability Architecture Sources: Remittix Announces November 24 RTX Launch as Cardano Advances Petrobras Fuel Research (2026-10-01) | supply chain | PBR |
| 15 | Bang & Olufsen Launches DKK 33M Share Repurchase Program Managed by Nordea Sources: Initiation of share buyback programme to hedge the company’s share-based incentive programmes (2026-10-02) | corporate | NRDBY |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.