Catalysts and events · 2026-07-13

Everything the Opportunity Map and Intelligence Feed published for this date.

DateCardAvg 5d

2026-07-13Major U.S. Banks Report Q2 Earnings Tuesday; NII and Credit Provisions in FocusJPM WFC+1.30%
2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing EstimatesMU TSM-6.10%
2026-07-13AI Data Center Capex Projected to Hit $750B in 2026MU TSM-6.10%
2026-07-13OpenAI IPO Delay to 2027 Creates $40 Billion Liquidity Crunch for SoftBankSFTBY
2026-07-13Fed Chair Warsh Signals Hawkish 2026 Path; Markets Price September HikeDXY NVDA-0.12%
2026-07-13Nvidia Kyber NVL144 Rack Delayed to 2028; Opens Window for AMD and GoogleAMD NVDA-2.94%
2026-07-13Eli Lilly Raises 2026 Guidance to $82-85B on Mounjaro/Zepbound GrowthLLY
2026-07-13Market Repricing for Potential 2026 Rate Hikes Under Fed Chair Kevin WarshCME DGS2
2026-07-13Fed Chair Warsh Signals Hawkish Stance; Markets Price September Rate HikeDXY MSFT+2.89%
2026-07-13Five Major U.S. Banks to Report Q2 Earnings; NII and Credit Provisions in FocusJPM+1.30%
2026-07-13Texas Pacific Land (TPL) Surges 52% in H1 on Permian Oil and AI Data CentersTPL
2026-07-13Solana Network Activity Surges; 1B Weekly Transactions and New Stablecoin LaunchBLK+2.19%
2026-07-13AI Trade Enters 'Eye of the Storm' as Focus Shifts to ProfitabilityMU-7.64%
2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
2026-07-13AI Data Center Capex Forecasts Revised Upward to $750 Billion for 2026GEV VRT+3.51%
2026-07-13Fed Chair Warsh Signals Hawkish Stance; Markets Price September HikeQQQ-2.20%
2026-07-13Fed Chair Warsh Signals Hawkish Stance; Markets Price September Rate HikeDXY MSFT+2.89%
2026-07-13Amazon Explores External Sales of Custom AI Chips; Challenges Nvidia PricingAMZN NVDA+0.48%
2026-07-13WeRide Accelerates Global Expansion of Intelligent Driving Solution with BoschWRD
2026-07-13Major US Banks Report Q2; Net Interest Income and Asset Caps in FocusJPM WFC+1.30%
2026-07-13Wells Fargo Targets $50B NII for 2026 Following Fed Asset Cap RemovalWFC
2026-07-13Major U.S. Banks Report Q2; Net Interest Income and Credit Losses in FocusJPM WFC+1.30%
2026-07-13Michael Burry Shorts AI and Semis; Signals 'Beginning of the End' for TradeAMAT SOXX-5.32%
2026-07-13Fed Chair Warsh Signals Hawkish Stance; Markets Price September Rate HikeDXY
2026-07-13Amazon Explores External Sales of Custom AI Chips; Challenges Nvidia PricingAMZN NVDA+0.48%
2026-07-13Bavarian Nordic Submits Chikungunya Vaccine for Regulatory Approval in BrazilBVNRY+1.26%
2026-07-13Major U.S. Banks Set to Report Q2 Earnings Amid Elevated Rate EnvironmentC JPM+1.30%
2026-07-13Nvidia Market Cap Hits $5T as Kyber Delay Reports Are DismissedAMD NVDA-2.94%
2026-07-13Major U.S. Banks Report Tuesday; NII and Credit Provisions in FocusJPM WFC+1.30%
2026-07-13Coca-Cola Trades at Widest Premium to Pepsi in Years; Mean Reversion RiskPEP
2026-07-13Major U.S. Banks Report Q2 Earnings Tuesday; NII and Credit Losses in FocusJPM WFC+1.30%
2026-07-13Starbucks to Cut $400M in Software Costs via Proprietary AI ShiftMSFT SBUX+2.89%
2026-07-13Software Defined Vehicle Market Projected to Reach $1.7T by 2035TSLA-6.38%
2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
2026-07-13PBOC fixes USD/CNY weaker than model estimate as Middle East shock lifts dollarCNH USDCNH USDCNY-0.86%
2026-07-13Hong Kong equities drop as oil spikes over 4% on US–Iran strikes and Hormuz riskBRENT HSI
2026-07-13Asian semiconductor rebound Friday gives way to renewed caution as oil shock hitsCSI300 SMH SOX-4.57%
2026-07-13Bank of Korea rate‑setting meeting in focus after repeated signals of tighter policyKORGB10 KRW
2026-07-13KOSPI plunges to lowest since early May as semiconductor selloff deepens000660.KS 005930.KS KS11 SOX
2026-07-13Yen slides near 52‑week lows as dollar surges on Middle East escalation and inflation fearsJPXNK400 USDJPY
2026-07-13Bank of Japan signals possible upgrade to 2026 growth outlook while keeping policy steadyJP10Y NKY USDJPY
2026-07-13Nvidia Market Cap Hits $5T as Kyber Delay Reports Are DismissedAMD NVDA-2.94%
2026-07-13Fed Chair Warsh Signals Hawkish 2026 Path; Markets Price September HikeDXY NVDA-0.12%
2026-07-13Starbucks to Cut $400M in Software Costs via Proprietary AI ShiftMSFT SBUX+2.89%
2026-07-13Major U.S. Banks Report Tuesday; NII and Credit Provisions in FocusJPM WFC+1.30%
2026-07-13AI Data Center Capex to Hit $750B in 2026, Outpacing Wall St ForecastsMSFT MU TSM-3.11%
2026-07-13Strait of Hormuz disruption and tight Russian Middle East supplies lift oil pricesBRENT CL URALS-1.37%
2026-07-13EU foreign ministers move toward further sanctions on Russian detention facilitiesRSXJ RU10Y RUBUSD
2026-07-13Ukraine support meeting in Paris gathers at least 25 leaders ahead of Bastille DayCAC40 ITA40 RUBUSD
2026-07-13Kyiv hit by Russian ballistic missiles and drone swarm, causing civilian injuriesBRENT EUROSTOXX50 RUBEUR

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