Market catalysts

Every catalyst the Opportunity Map has produced, exactly as shown in the product, with what prices did afterwards. Cards are published 24 hours after they appear in Desk.

DateCardAvg 5d

2026-10-19TSMC cites 41% revenue growth and stronger AI demandAMD NVDA TSM
2026-10-19Micron long-term deals and pricing talk support memory namesMU
2026-10-19Bavarian Nordic advances DKK 250M buyback, reaching 5.53% of capitalBVNRY
2026-10-19Micron signs 26 deals covering 35% of sales through 2030MU SMH
2026-10-19Microsoft AI cloud growth and Copilot adoption support the AI tradeMSFT NVDA
2026-10-19Hyperscaler AI capex seen near $780B in 2026NVDA
2026-10-19Warsh comments point to more accommodation, then higher rates laterDGS10 QQQ
2026-10-19Tariffs and Trade Pressures Push Annualized Inflation to 4.2% as Social Security Sets 3.6% COLADXY TLT
2026-10-19Google Cloud Revenue Reaches $24.8B on TPU Hardware Demand as Berkshire BuysGOOGL SPY
2026-10-19TSMC AI chip demand and revenue growth stay central to NVDA read-throughNVDA SMH TSM
2026-10-19Moderna joins the Nasdaq-100 and may lift passive demandMRNA QQQ
2026-10-19CoreWeave Bond Yields Rise to 15-16%, Highlighting Neocloud Liquidity StrainsNVDA
2026-10-19Citizens Financial Posts Record $2.3B Q3 Revenue with Private Deposits at $18.5BCFG SPY
2026-10-19TSMC Reports 69% Profit Growth as CEO Says AI Revenue Could Exceed 50% CAGRNVDA SPY TSM
2026-10-19TSMC Reports 41% Revenue and 69% Profit Growth with Raised AI OutlookSPY TSM
2026-10-19Microsoft Azure Reaches $100B Annual Run-Rate as Copilot Hits 30M Paid UsersMSFT SPY
2026-10-19Microsoft Azure growth and Copilot adoption support the AI capex tradeNVDA
2026-10-19Alphabet TPU monetization gets a direct price target lift from JPMorganGOOG
2026-10-19CoreWeave Bond Yields Hit 15% to 16% Signaling Neocloud Solvency PressureNVDA SPY
2026-10-19Alphabet cloud growth and TPU chip demand keep AI capex in playGOOGL NVDA TSM
2026-10-19CoreWeave Bond Yields Trade at 15-16%, Signaling Financing StressNVDA SPY
2026-10-19Social Security Sets 3.6% 2027 COLA as Annualized Inflation Reaches 4.2%DXY TLT
2026-10-19Microsoft Azure Hits $100B Run Rate as Copilot Reaches 30M Paid SeatsMSFT NVDA
2026-10-19Alphabet cloud and TPU monetization gets a higher targetGOOG TSM
2026-10-19Citigroup Reports Strong Q3 Results; JPMorgan Raises NIM GuidanceC JPM SPY
2026-10-19TSMC reports strong AI-driven growth as Tesla identifies Optimus as a key future productMU NVDA TSM
2026-10-19VGT remains heavily concentrated in four AI megacapsNVDA
2026-10-19CoreWeave bond yields stay in the 15% to 16% zoneCRWV NBIS NVDA
2026-10-19Dell Plunges 22.9% on Barclays Downgrade Highlighting Memory Cost InflationDELL HPE SPY
2026-10-19Optimus supplier read-through favors TSMC, Micron, and PanasonicMU PCRHY TSM
2026-10-19TSMC signals stronger AI foundry demand and higher AI revenue pathNVDA TSM
2026-10-19TSMC Q3 Growth Hits 41% as Management Signals AI Upside Beyond 50% CAGRAMD NVDA TSM
2026-10-19CoreWeave bond yields and Nebius caution pressure Nvidia's AI growth storyCRWV NBIS NVDA
2026-10-19Mowi posts record harvest volumes and seasonal EBITMHGVY
2026-10-19Roche to present pivotal Phase III oncology data at ESMO 2026RHHBY
2026-10-19State Street's Q3 growth extends the financials earnings backdropSTT XLF
2026-10-19CoreWeave and Nebius debt yields flag AI funding stressCRWV NBIS
2026-10-19Citigroup posts record quarterly revenue and higher net incomeC
2026-10-19Moderna Added to Nasdaq-100 Index Following Share SurgeMRNA
2026-10-19Archer Aviation Completes FAA Phase 3 and Moves to Acquire Three Boeing UnitsACHR
2026-10-19ICICI Bank Q2 net profit climbs 20.1% to INR 148.4B on loan growthIBN INDA
2026-10-19State Street Q3 EPS Surges 33% to $3.69 on Double-Digit Asset ServicingBK STT
2026-10-19Citigroup and JPMorgan results keep financials in focusC CFG JPM STT
2026-10-19Roche sets up pivotal ESMO data across lung and breast cancerRHHBY
2026-10-19Citizens Financial Hits Record $2.3B Q3 Revenue on Margin ExpansionCFG KRE
2026-10-19Archer Completes FAA Phase 3 and Plans Acquisition of 3 Boeing UnitsACHR
2026-10-19JPMorgan's raised NIM guidance keeps rates sensitivity in playJPM
2026-10-19Mowi Posts Record Q3 Harvest Volumes and EUR 275 Million Operating EBITMHGVY
2026-10-19Dell selloff spotlights skepticism on enterprise AI hardware demandDELL HPE HPQ
2026-10-19Moderna joins Nasdaq-100 after 700% stock surgeMRNA

See today's live cards

Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

Open Desk — $399/month