Pre-Market Report — Thursday, May 14, 2026 | CSCO Doubles Its AI Orders, Jensen’s in Beijing, and Inflation Won’t Quit
Cisco just validated the entire AI infrastructure thesis — $9B in hyperscaler orders, networking up 50%, and shares gapping +18%. Jensen Huang is at the Trump-Xi table tonight. But PPI hit +6% YoY, the 30-year cracked 5%, and the new Fed chair takes over tomorrow with his hands tied. This is a borrowed-time rally with three binary events today.
Pre-Market Report — May 13, 2026: Jensen Goes to Beijing — NVDA Retakes the Throne
Oil surges +3% overnight as Iran ceasefire talks fall apart — and CPI drops at 8:30 AM. Semis are taking the hit: SMH −1.75%, INTC −3.55%, AMD −2.44%. HIMS cratered 16% on earnings. The Dow is flat while Nasdaq bleeds. This isn’t panic — it’s rotation. But the 8:30 print changes everything.
Pre-Market Report — May 12, 2026: Oil Surges Into CPI — Growth Stocks Pay the Price
Oil surges +3% overnight as Iran ceasefire talks fall apart — and CPI drops at 8:30 AM. Semis are taking the hit: SMH −1.75%, INTC −3.55%, AMD −2.44%. HIMS cratered 16% on earnings. The Dow is flat while Nasdaq bleeds. This isn’t panic — it’s rotation. But the 8:30 print changes everything.
Pre-Market Report – May 8, 2026: Deal Dead. Software Broken. NFP at 8:30 – Three Catalysts Walk Into the Open
A senior Iranian official rejected the US peace framework. NET, TTD, HUBS, and UPWK are all down 14–19% on earnings carnage. And April NFP drops in 3 hours. The tape looks calm. It isn’t. Here’s everything you need to know before the open.
Pre-Market Report – May 7, 2026: Iran Peace Premium Drives ATH – AMD Validates AI, NFP Looms
Oil crashed 7%, S&P hit a new all-time high, AMD blew out earnings with Data Center revenue up 57% – and now the market is renting this rally on an Iran peace deal that isn’t signed yet. Here’s everything you need to know before the open.