☀ Morning Brief

Wed Sep 23 · updated 5:39 PM ET

Today at a glance

🗓no market-moving release today

📈🌅CTASPAYXGIS

🎤no presenters dated today on the tape

✦ Premarket brief — the overnight tape, read

SECTOR	TICKER	IMPACT	NEWS
Biotech	VKTX	⚡ HIGH	Obesity drug trial data shows strong efficacy ahead of competing Wegovy, Zepbound VK2735 patients lost 16-19% bodyweight in 21 weeks vs 0% for placebo Weekly dosing showed progressive weight loss with no plateau observed Maintenance dosing at every-other-week maintained 97% of weight loss over 12 weeks Yahoo Finance · 12:24 AM ET · story
Pharma	NVO	MED	Singapore regulatory approval for Wegovy in liver disease treatment Yahoo Finance · 4:39 AM ET · story
Software	CRM	MED	Salesforce launches largest product update in years to compete with Microsoft Copilot Salesforce announced AIforce at Dreamforce 2026 conference in San Francisco AIforce is the biggest product launch Salesforce has made in years Yahoo Finance · 12:46 AM ET · story
EV	TSLA	MED	Boring Company developing 200+ MPH tunnel project from Austin to San Antonio Project designed for speeds above 200 MPH with travel time under 30 minutes Yahoo Finance · 10:30 PM ET · story
Semis	MCHP	⚡ HIGH	Microchip closes Hailo edge AI acquisition at discounted valuation Microchip completes acquisition of Israeli edge AI processor maker Hailo on September 21 Yahoo Finance · 6:57 PM ET · story
Semis	AVGO	⚡ HIGH	Broadcom surges on massive buyback authorization and AI chip hyperscaler deals Broadcom repurchased 41 million shares for $10.93 billion in completed program AI semiconductors now generate more than half of Broadcom's sales Yahoo Finance · 10:13 PM ET · story
Apparel	ONON	⚡ HIGH	On Holding approves $1 billion stock buyback and raises 2029 guidance targets On Holding targets at least CHF 5.6 billion net sales by 2029 Yahoo Finance · 6:35 PM ET · story
Travel	RCL	⚡ HIGH	Royal Caribbean reportedly nears $6 billion acquisition of Sandals Resorts Royal Caribbean in advanced discussions to acquire controlling stake in Sandals Resorts Yahoo Finance · 7:23 PM ET · story
Banks	JPM	⚡ HIGH	JPMorgan Chase lands $20 billion M&A mandate as dealmaking hits record levels JPMorgan Chase and Qatar Investment Authority agree $20 billion multi-market partnership JPMorgan highlights record global dealmaking and resilient M&A and IPO activity Yahoo Finance · 4:18 AM ET · story
Industrial	HON	MED	Honeywell secures Marine Corps security upgrade and major tech defense awards Honeywell supplies upgraded access control platform for US Marine Corps barracks Yahoo Finance · 1:14 AM ET · story
Pharma	ABBV	MED	AbbVie wins EU approval for Rinvoq pediatric indication in inflammatory disease European Commission approves Rinvoq for children aged 2+ with polyarticular juvenile idiopathic arthritis Yahoo Finance · 6:44 PM ET · story
AI-DataCtr	APLD	⚡ HIGH	Wells Fargo initiates Applied Digital at Overweight with top idea rating Yahoo Finance · 7:09 PM ET · story
Software	FSLY	MED	Fastly targets $1.3 billion revenue by 2029 driven by AI traffic surge Strategy focused on expanding unified edge cloud platform and multi-product adoption Yahoo Finance · 7:02 PM ET · story
Cyber-Sec	BB	⚡ HIGH	BlackBerry scores largest QNX win with Daimler-Volvo autonomous venture ahead of earnings Win adds more than $100 million to QNX's estimated future royalty backlog Yahoo Finance · 12:14 AM ET · story
Retail	COST	MED	Costco Q3 earnings report expected with focus on membership trends and inflation Costco Q3 earnings report due Thursday afternoon Last quarter Costco reported 70.53 billion dollars revenue, up 11.6% year-over-year Market expects Q3 revenue growth of 10.1% year-over-year Yahoo Finance · 11:16 PM ET · story
China	BABA	MED	Alibaba announces European data center expansion for AI infrastructure push Alibaba accelerates European data center expansion in Europe and Middle East Expansion supports 20-gigawatt global infrastructure buildout Yahoo Finance · 9:59 PM ET · story
AI-Hyper	META	LOW	Global AI glasses shipments more than doubled to record 4.2 million units in H1 2026 AI glasses shipments grew 127 percent year-over-year Meta's market momentum and Chinese entrants drove growth in 1H26 Yahoo Finance · 2:09 AM ET · story
Media	DIS	MED	Disney appoints first Chief Technology Officer in broad leadership restructuring Disney creates Chief Technology Officer role and hires Karandeep Anand Anand joining with team members from Character.AI Yahoo Finance · 2:13 AM ET · story

🗓 Economic calendar — this week

9/21 Mon

quiet

9/22 Tue

1:00 PM2-Year Note auctionTreasury

9/23 WedTODAY

10:30 AMEIA Petroleum Status (crude inventories)EIA

1:00 PM5-Year Note auctionTreasury

1:00 PM2-Year Note auction (reopening)Treasury

9/24 Thu

8:30 AMInitial Jobless ClaimsDOL

10:00 AMNew Home Sales (Aug)Census

1:00 PM7-Year Note auctionTreasury

9/25 Fri

8:30 AMDurable Goods (Aug)Census

10:00 AMUMich Consumer Sentiment (final)UMich

Bold cyan = market-moving. All times ET.

Earnings — this week

9/21 Mon

🌆ABVX

9/22 Tue

🌆AZO

9/23 WedTODAY

🌅CTASPAYXGIS

9/24 Thu

🌅DRISNXBB

🌆COSTVFS

9/25 Fri

🌆NB

🌅 before the open · 🌆 after the close. Next week: 15 notable reporters (Mon 2 · Tue 4 · Wed 4 · Thu 5).

🎤 Conferences on the tape — last 10 days

THIS WEEK

Healthcare

BofA Securities Global Healthcare Conference Sep 22 – Oct 26 📄

ELAN1 name · last mention 6d ago

LATER

—

New York Fashion Week Oct 26 · 10:03 PM ET 📄

SAP1 name · last mention 3d ago

—

H.C. Wainwright 28th Annual Global Investment Conference Sep 15 – Oct 26 · 6:01 PM ET 📄

MRAM1 name · last mention 9d ago

MENTIONED · DATE NOT IN THE HEADLINE

—

INSIGHT Conference date not in the headlines yet — the overnight crawl reads the press release 📄

NTAP1 name · last mention 1d ago

—

Analyst Day date not in the headlines yet — the overnight crawl reads the press release 📄

ALK1 name · last mention 1d ago

Built by MomoX3 · momox.io · not financial advice