AI-powered scans surface the key movers before and after the open, with the catalysts that actually matter.
Joined March 2019
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09/22/26 News & Catalysts
$BABA — unveils new AI chip; outlines plan for larger model
$VKTX — positive topline results from VK2735 GLP-1/GIP maintenance study
$CRCL — Binance acquires $100M stake in Circle, expands partnership
$MA / $SOFI — SoFi becomes first U.S. national bank live on Mastercard stablecoin settlement; $25B annualized volume moving onto blockchain via SoFiUSD
Premarket: AI infrastructure thesis driving broad strength as GPU pricing power and datacentre power solutions validate secular demand.
Nebius ($NBIS) +9.3%: Announced 17-21% price increases across NVIDIA GPU lineup effective October 1st, signaling robust demand and pricing power in competitive AI hosting market.
$GNRC $IREN $CRWV $NOK $CRDO $BE $AXTI $CIFR
09/08/26 News Catalysts
$VZ / $GLW — multibillion-dollar fiber deal to expand broadband and AI infrastructure through 2032
$QCOM — multi-generational product collaboration with Amazon for next-gen AI data center infrastructure
$HOOD — expands prediction markets via Crypto .com deal; takes minority stakes in platforms valued at ~$15B
$NVS — Novartis drops on trial failures
$IONQ — raises full-year 2026 outlook following SkyWater acquisition
$PLTR / $NBIS — Palantir names Nebius preferred sovereign AI infrastructure partner; Nebius compute and inference to run inside Palantir's enterprise environment
$INTC — reportedly planning another 10% PC CPU price hike in October to improve gross margins as global PC shipments expected to fall to ~250M units in 2027
08/11/26 News/Catalysts
$IBM / $NVDA — IBM and Together AI sign $240M deal for Nvidia-powered AI inference cluster
$SE — Q2 2026 results
$INTC — selling $20B of stock
$FRMI — binding lease agreement with TensorWave
$RIOT — Q2 beat; signs 20-year data center deal
$BW — Q2 2026 results
$HIMS — boosts revenue target; swings to Q2 loss
$P — lands second top-five hyperscaler design win
$RKLB — Q3 margin guidance misses as Neutron development costs weigh
$NVDA — Wall Street giants partner on $500B AI financing deal per FT
08/03/26 News & Catalysts
$CNH +7.8% — Q2 rev +2% YoY; guidance narrowed to higher end signals management confidence
$BMY +4.1% — preliminary merger talks with AstraZeneca at ~$400B valuation
$BABA +3.7% — launches Qwen3.8-Max with 2.4T parameters, competing with global AI leaders
$USO -6.7% — WTI crude -8% to three-week lows after Trump de-escalates Iran tensions, signals nuclear deal
$CRCL -6.3% — Morgan Stanley downgrades to Underweight, cuts PT 64% on USDC contraction and margin compression
$AZN -5.9% — BMY merger talks raise antitrust concerns over competing oncology portfolios
$GME -7.1% — $1.4B convertible debt-for-equity exchange triggers dilution concerns
$TGTX -4.9% — Q2 rev $240M with BRIUMVI at $228M; raises FY2026 guidance
$AMC +6.7% — record weekend revenue in company's 106-year history
$TE +5.5% — secures 641MW solar offtake with Clearway Energy; G2 Austin production starts Q1 2027
07/31/26 News & Catalysts
$AMZN +10.4% — Q2 rev $200.6B beats $196.5B est; AWS +36.8% YoY on GenAI adoption, $25B AI ARR
$NVT +9.1% — expanding data center liquid cooling with 160K sq ft facility for hyperscaler AI buildout
$NBIS +6.4% — secures multiyear $1B+ cloud contract; stock surged 27% premarket
$ALAB +7.2% — ASIC sympathy as GPU shortage drives alternative silicon demand
$COHR +6.0% — photonics components rally ahead of earnings on AI chip interconnect demand
$RBLX -22.7% — weak Q2 engagement, withdraws 2026 guidance; algorithm changes delay monetization
$RDDT -14.9% — beats Q2 but Google AI Overviews cannibalizing search referral traffic
$NVO -8.6% — ziltivekimab fails Phase 3 cardiovascular trial, no mortality/morbidity benefit
$AAPL -7.9% — Sep quarter guide of 9-11% growth trails 12% est; chip supply constraints limit availability
$AXTI +39.4% — Q2 EPS $0.19 crushes $0.07 est on record indium phosphide demand for AI optical connectivity
$NWL +19.6% — Q2 EPS $0.42 vs $0.19 est; raises FY guide to $0.73-0.77
$WU -10.1% — Q2 EPS $0.31 misses $0.43 est; rev -1% on Americas retail slowdown and migration headwinds
$REPL +130.7% — FDA advisory panel votes 10-3 in favor of RP1 efficacy for anti-PD-1 resistant melanoma
$MYGN -37.6% — Q2 rev -11% YoY, $0.25 loss per share; reimbursement pressure and declining revenue per test
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07/22/26 News & Catalysts
$SMCI +13.7% — raises Q4 gross margin guide to 15-17%, nearly double prior guidance, on product mix shift to higher-margin servers and improved memory pricing
$FTAI +6.1% — JV Jereh Group secures $1.465B gas-turbine generator order from hyperscaler for AI power infrastructure through 2027
$USO +2.5% — Middle East geopolitical tensions supporting crude
$PEGA -18.2% — Q2 rev $420.7M vs $427M est, EPS $0.35 vs $0.43; enterprise clients delaying AI purchases amid market confusion
$RKLB — wins $266M U.S. Air Force contract
$OKLO — jumps as Trump program targets nuclear power for AI infrastructure
$AMD — to invest up to $5B in Anthropic per WSJ