US Premarket

Policy Regula

2026-10-08 12:44:37

US Premarket Brief: Strategy Sets Oct. 29 Q3 Release, Waller Says More Rate Hikes May Still Be Needed

BlockBeats compiled a slate of key U.S. premarket headlines on Oct. 8, spanning earnings, AI products, semiconductor deals, Wall Street rating changes and Federal Reserve commentary. Strategy said it will report third-quarter financial results after the U.S. market closes on Oct. 29 and will host a webcast discussion at 5 p.m. Eastern that day. Google Cloud introduced Gemini Agent, described as a general-purpose work agent that can run on Gemini models or Claude models; Google shares rose more than 1% in premarket trading while Meta fell more than 1%. In semiconductors, Globalfoundries and TSMC signed a $2 billion silicon interposer agreement for advanced AI packaging with an initial five-year term. TSMC also reported September sales of NT$511.86 billion, down 0.6% month over month and up 54.6% year over year, while revenue for the first three quarters of 2026 reached NT$3.89873 trillion, up 41.1%. Citi raised AMD’s price target to $800 from $575 and kept a buy rating, while DA Davidson lifted Micron’s target to $3,000 from $2,100 and reiterated buy. Waller said additional rate hikes may still be needed, though the pace remains flexible.

20

US Premarket

2026-10-09 13:07:47

US premarket roundup: Morgan Stanley backs SpaceX, Apple trims iPhone 18 Pro orders, Netflix said to be restructuring

BlockBeats on Oct. 9 compiled a list of key US premarket developments centered on large-cap tech, semiconductors, space, and data center names. Morgan Stanley turned bullish on SpaceX with a $300 target price, citing long-term growth tied to enterprise AI, expanding compute capacity, and a rebuilding of US manufacturing. SpaceX separately said it had reached an agreement to acquire a nationwide portfolio of low-band spectrum assets. Apple is expected to hold a product launch around Oct. 27, with a touchscreen Mac and a new iPad mini reportedly in the pipeline, while Nikkei said weak demand has led the company to cut iPhone 18 Pro orders. In chips, Nvidia may adopt Intel’s Foveros packaging technology and is also said to be investing in rival D-Matrix. CoreWeave is in talks with South Korea over data center cooperation. Another report said Firmus, a data center company backed by Nvidia, is seeking $3 billion in financing after shelving its IPO plan. Separately, Netflix is reportedly undergoing a restructuring that could affect about 5% of staff, with an announcement possibly coming as early as next week.

40

US premarket

2026-09-08 13:00:44

US premarket brief: Treasury buyback details due Wednesday, Strategy added no BTC last week

BlockBeats on Sept. 8 rounded up several key items ahead of Tuesday's US stock market open. The list included an upcoming US Treasury announcement on the maximum amount of planned buybacks for 10- to 20-year Treasuries, scheduled for Wednesday at 11:00 a.m. Eastern Time, or 23:00 Beijing time. The item said Treasury Secretary Bessent's support for the bond market is about to face a test. The premarket note also said Robinhood is acting as an IPO underwriter for the first time, joining the listing of smart ring maker Oura. In crypto, Hunter Biden, son of former US President Joe Biden, is planning to launch a meme coin called 「LAPTOP」 on Coinbase's Base network on Sept. 9. Another item covered Binance founder CZ reposting a tweet related to BNC. After a sharp rebound, BSC ecosystem meme coin 4Stock later halved again, pushing its market capitalization below $30 million. The note added that 4Stock grew out of the 「stock meme」 narrative launched by Four.meme, and that BNC4 is the first 4Stock tokenized equity-style coin, pegged 1:1 to shares of BNC, a BNB treasury company. Finally, Strategy did not add to its Bitcoin holdings last week, while Bitmine bought 28,086 ETH, lifting total holdings to about 5.929 million ETH.

890

Policy and Re

2026-09-02 13:03:10

US Premarket Brief: ADP Jobs Miss Forecasts as Trump Administration Weighs New Chip Tariffs

Several market-moving items hit the tape before Monday’s US stock market open on Sept. 2. The August ADP employment report showed 38,000 jobs added, the smallest increase since January and below the 48,000 expected, versus a prior reading of 44,000. After the release, market pricing implied a 37.8% probability that the Federal Reserve would leave rates unchanged in September and a 62.2% probability of a cumulative 25 basis-point hike. Federal Reserve official John Williams said inflation remains the top priority and described the current rate level as appropriate, while also pointing to bond yields as an important signal for assessing economic conditions. In trade policy, Commerce Secretary Lutnick said the Trump administration is considering a new round of import tariffs on semiconductors, potentially paired with tariff relief for companies investing in US manufacturing. Other premarket developments included Oppenheimer raising its SpaceX target price, JPMorgan’s Grace Peters warning that rising bond yields remain a key risk for equities, the SEC releasing the full agenda for its Sept. 17 roundtable on 24-hour trading, reported acquisition talks between Nvidia and Hugging Face, and an SEC filing detailing compensation changes for Apple’s new CEO Ternus.

1030

US premarket

2026-08-24 08:20:27

US premarket chip, memory and optical networking stocks slip, with AAOI down more than 11%

US stocks tied to semiconductors, memory and optical communications moved lower in Monday premarket trading on Aug. 24, according to market data from BIT (bit.com). Chip names broadly posted modest losses, including Lam Research (LRCX), Intel (INTC), Applied Materials (AMAT), and Arm (ARM). Memory-related stocks also traded lower, with SK Hynix (SKHY), Micron Technology (MU), Western Digital (WDC), SanDisk (SNDK), and Seagate Technology (STX) all in the red. Optical communications names saw some of the steeper declines in the group. Astera Labs (ALAB), Coherent (COHR), Credo (CRDO), and Lumentum (LITE) each fell, while Applied Optoelectronics (AAOI) dropped 11.66%, the largest decline among the stocks listed in the report.

1300

US premarket

2026-08-18 13:06:16

US Premarket Watch: Tesla-SpaceX Merger Odds Hit 55% as Anthropic Revenue Miss Weighs on Sentiment

A cluster of premarket developments on Aug. 18 drew attention across U.S. equities and crypto-linked circles. Premarket trading turned weaker across the three major U.S. stock indexes, as well as storage and optical communications names, after renewed focus on Anthropic’s annualized revenue run rate. Bloomberg had previously reported that Anthropic’s run rate stood at about $65 billion as of the end of July, below some third-party data points and bullish AI-sector expectations that had pointed to more than $80 billion. The gap fueled concern that growth may be losing momentum. Separate filings-based data showed that in the first half of 2026, more than a dozen family offices collectively held at least $3.8 billion worth of SpaceX shares. Prediction markets were also pricing a 55% chance that Tesla and SpaceX merge before 2027. Elsewhere, Meta Platforms was set to face trial Tuesday local time in a major case involving alleged harm to child safety and privacy violations. Super League rose more than 20% in premarket trading after receiving a 2,100 BTC capital injection from Metaplanet plus an additional $2.5 million in cash, with Metaplanet expected to own about 95.7% of Superplanet after the deal closes. Bank of America’s latest global fund manager survey showed equity allocations at their highest level in nearly five years, while Goldman Sachs announced an agreement to acquire LCN Capital Partners.

1270

US premarket

2026-08-10 12:59:58

Intel’s $15B Raise, Jefferies Downgrade on Apple Lead U.S. Premarket Roundup

U.S. stocks entered Monday’s premarket session on a busy note. Intel dropped more than 5% as it plans to raise $15 billion to expand AI investment, joining a wave of AI infrastructure financing. Nvidia is weighing an investment of up to $3 billion in Lancium to support AI data center power infrastructure. Jefferies downgraded Apple to Underperform from Hold and cut its price target to $263.66 from $285.56. In crypto-related moves, BitMine added 7,391 ETH last week, lifting its total holdings to 5,805,238 ETH, with staked ETH at 5,067,309, or 87% of the total. Strategy sold 1,690 BTC and raised its dollar reserves to $4.65 billion. Meta released a lightweight, open-source AI model called Muse Glimmer that can run locally on a single GPU card. Berkshire Hathaway repurchased more than $3.3 billion of stock from July 1 through July 29. Archer Aviation gained over 18% in premarket trading after Boeing said it plans to invest and collaborate with the company.

1870

Policy Regula

2026-07-31 13:05:40

US Premarket Roundup: Burry Adds to Chip Shorts, Samsung Executive Buys More Shares

A heavy batch of premarket developments hit global markets on July 31, spanning chip shorts, Big Tech earnings, Bitcoin-related losses, and Korean regulatory changes. Michael Burry added to bearish positions tied to Micron, Nvidia, and the semiconductor ETF SOXX. A Wall Street Journal report said Tesla advisers had discussed a plan to separate the company’s China business, though Tesla China called the claim false. Leopold Aschenbrenner’s hedge fund Situational Awareness posted a roughly 67% drop in net asset value during July’s AI stock sell-off and sold most of its equity holdings to meet margin calls, with Citadel taking over a sizable portion. Amazon’s cloud revenue rose 37% year over year to $42.2 billion, beating expectations and lifting the stock more than 10% in premarket trading, while Apple topped revenue forecasts but fell more than 8% after issuing weaker-than-expected guidance tied to memory shortages and softer-than-expected China and services revenue. Strategy reported an $8.2 billion second-quarter loss driven by unrealized losses on its Bitcoin holdings. In South Korea, Samsung executive Roh Tae-moon bought about 700 million won of company stock, Doosan agreed to buy SK’s 70.6% stake in SK Siltron for 2.3 trillion won, and single-stock leveraged ETF turnover dropped 75.3% on the first day of new restrictions.

2000