AM Edition
Premarket briefing for 2026-10-11
Released 2026-10-11 09:18 UTC. This version is kept as released.
Changed since 2026-10-10
| Newly exposed assets | AMZN, AVGO, COST, CRDO, CVX, DGS10, ETN, GOOGL, INTC, LLY, MRVL, MSFT, NEE, NVDA, SOUN, SPY, VKTX, VRT, XLF |
| No longer in focus | CCB, DB, FTNT, HWM, ITA, PSX, SBLK, SIGEY, SMH, TXN, UNH, VLO, XLU, XLV |
| New event types | macro data, commodities, supply chain, regulation |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | 10-Year Treasury Yield Reaches 5.36% as Fiscal Deficit and Inflation Reassert Pressure Sources: The 10-Year Treasury Yield Is Near a 24-Year High. History Says Stock Investors Should Do This 1 Thing. (2026-10-10) | macro data | DGS10, SPY |
| 2 | S&P 500 Q3 Earnings Growth Forecast at 24.3% as Banks Face Yield Pressures Sources: Estimates Keep Rising as Q3 Earnings Season Takes Center Stage (2026-10-09) | earnings | JPM, C, XLF |
| 3 | Alphabet Cloud Growth Reaches 82% to $24.8 Billion on $514 Billion Revenue Backlog Sources: Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% to $24.8 Billion Last Quarter, With the Gemini App Reaching 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search? (2026-10-10) | earnings | GOOGL, MSFT |
| 4 | ExxonMobil Reportedly in Talks to Invest in Constrained Venezuelan Oilfields Sources: Why ExxonMobil's Venezuela Warning Could Matter for Energy Investors Right Now (2026-10-10) | commodities | CVX |
| 5 | AI Power Demand Forecast to Reach 945 TWh Annually by 2030, Driving Grid Buildout Sources: AI Data Centers Are Power Hungry. These 6 Power and Cooling Stocks Could Benefit Through 2030. (2026-10-10) | supply chain | ETN, VRT, NEE |
| 6 | Broadcom Posts 36% Net Margin as Intel Absorbs -$4.9B Free Cash Flow Burn Sources: Broadcom vs. Intel: Which Chip Stock Is a Better Buy in 2026? (2026-10-10) | earnings | AVGO, INTC |
| 7 | Credo Projects FY2028 Revenue Tripling on Hyperscaler Cluster Cabling Demand Sources: Where Will Credo Technology Be in 3 Years? (2026-10-10) | supply chain | CRDO, MRVL |
| 8 | CoreWeave Delivers 112% Cloud Revenue Growth as AWS Maintains Scale Advantage Sources: Can CoreWeave Unseat Amazon Web Services as the Top Cloud Provider? (2026-10-10) | earnings | AMZN |
| 9 | Nucor Consensus EPS Points to 122% Year-Over-Year Growth Ahead of October 26 Report Sources: Nucor (NUE) Beats Stock Market Upswing: What Investors Need to Know (2026-10-09) | earnings | NUE |
| 10 | Costco September Comparable Sales Accelerate to 7.6% Following Summer Lull Sources: Costco Stock Is 14% Below Its Record. History Says Buyers Have Usually Been Rewarded. (2026-10-11) | macro data | COST, XLP |
| 11 | Viking Therapeutics Advances Oral Obesity Candidate VK2735 Into Phase 3 Trials Sources: Viking Therapeutics' Oral Obesity Drug Advances to Phase 3 Testing. Is Now the Time to Buy This Biotech Stock? (2026-10-10) | regulation | VKTX, LLY |
| 12 | Cerebras Targets $880M-$890M in 2026 Revenue as Wafer-Scale R&D Burn Persists Sources: Cerebras Is About as Big as Nvidia's Data Center Business Was Nearly a Decade Ago. The Similarities Mostly End There. (2026-10-11) | supply chain | NVDA |
| 13 | Grid Infrastructure Contractors Outperform S&P 500 Following Storm Rebuild Demand Sources: Why Quanta Services Stock Flew Higher on Friday (2026-10-09) | market structure | PWR, MTZ |
| 14 | SoundHound AI Expands Enterprise Software Base via LivePerson Acquisition Sources: Is SoundHound AI a Buy After the LivePerson Deal? (2026-10-10) | corporate | SOUN |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.