Catalysts and events · 2026-08-14
Everything the Opportunity Map and Intelligence Feed published for this date.
DateCardAvg 5d
- 2026-08-14U.S. retail sales fell 0.6% in July as tax-refund support fadedSPX TLT US10Y+0.01%
- 2026-08-14U.S. producer prices were unchanged in July, reinforcing bets the Fed will hold rates in SeptemberES1! US2Y USDJPY
- 2026-08-14Lemonade Projects Q4 EBITDA Breakeven After 79% Revenue SurgeLMND
- 2026-08-14The Trump administration tightened pressure on Iran's economy with a new economic isolation planBZ=F CL=F XLE+2.79%
- 2026-08-14Iran hits two ADNOC vessels as U.S. Navy blockade can run indefinitely — USO crude risk premium widensUSO+6.35%
- 2026-08-14UK Maritime Trade Operations says vessel traffic through the Strait of Hormuz remains significantly reducedBRENT CRUDE MARINE INSURANCE VLCC RATES
- 2026-08-14BlackRock Assets Hit $15.3T; Operating Margins Expand to 5-Year HighBLK-1.46%
- 2026-08-14Japan and the United States confirm coordinated intervention to support the yen^N225 USDJPY
- 2026-08-14Hyperscalers lift 2026 capex to $733B from $361B — NVDA GPU demand and earnings reset higherNVDA-4.64%
- 2026-08-14Hyperscaler AI Capex Projected to Hit $733B in 2026NVDA-4.64%
- 2026-08-14Archer Aviation Acquires Three Boeing Units for Equity StakeBA-7.54%
- 2026-08-14September Rate Hike Odds Plunge to 44% After July Jobs MissDGS10
- 2026-08-14Sandisk Authorizes $15.5B Buyback After 429% YTD Stock SurgeMU SNDK-1.62%
- 2026-08-14Hong Kong government raises 2026 growth forecast to 3.5% to 4.5% as AI demand lifts exports0700.HK 0939.HK HKD HSI
- 2026-08-14SpaceX AI Revenue to Surpass All Other Segments by SeptemberSPCX
- 2026-08-14Archer Aviation to Acquire Three Boeing Units; Boeing Takes 19.75% StakeBA-7.54%
- 2026-08-14Intel closes $23B equity offering for fab expansion — INTC dilution reprices IDM 2.0 execution riskINTC-12.13%
- 2026-08-14Nvidia CEO Targets $20B Opportunity in Agentic AI CPUs Ahead of Aug 26 EarningsNVDA-4.64%
- 2026-08-14Nvidia Secures Physical AI Coalition with 7 Japanese Industrial GiantsNVDA SFTBY-4.64%
- 2026-08-14AMD Pulls Back 15% as Valuation Gap with Nvidia WidensAMD NVDA-6.32%
- 2026-08-14CoreWeave Reports $104 Billion Backlog Amid Heavy Cash BurnNVDA-4.64%
- 2026-08-14SpaceX AI Revenue Projected to Surpass Launch Business by SeptemberSPCX
- 2026-08-14BlackRock Assets Hit $15.3 Trillion with Record MarginsBLK-1.46%
- 2026-08-14Chevron Reduces Debt by Record $8.4 Billion in Q2CVX+2.64%
- 2026-08-14Lemonade Projects First Positive EBITDA for Q4 2026LMND
- 2026-08-14Hyperscaler 2026 Capex Projections Revised to $733 BillionAVGO TSM-3.99%
- 2026-08-14Sandisk Authorizes $15.5 Billion Buyback After 429% YTD GainMU SNDK-1.62%
- 2026-08-14SpaceX AI Revenue Projected to Surpass All Other Segments by SeptemberNVDA-4.64%
- 2026-08-14SiriusXM Becomes Exclusive Audio Ad Rep for YouTube USGOOGL SIRI-0.31%
- 2026-08-14Hyperscaler 2026 Capex Projections Doubled to $733 BillionNVDA-4.64%
- 2026-08-14Toyota raises full-year revenue guidance as yen weakness lifts earnings outlook^TOPX 7203.T USDJPY
- 2026-08-14Japan and the United States confirm coordinated intervention to support the yen^N225 JP10Y USDJPY
- 2026-08-14Taiwan raises 2026 growth forecast to the fastest pace in nearly four decades on AI demand2330.TW SOXX USDTWD-5.52%
- 2026-08-14SpaceX AI Revenue Projected to Surpass All Other Segments by SeptemberGOOGL NVDA-2.47%
- 2026-08-14Intel Raises Up to $23 Billion Equity Offering for Fab ExpansionINTC TSM-6.93%
- 2026-08-14AMD Pulls Back 15% as Valuation Gap with Nvidia WidensAMD NVDA-6.32%
- 2026-08-14Nvidia Secures 7 Japanese Industrial Giants for Physical AI CoalitionNVDA-4.64%
- 2026-08-14Hyperscaler 2026 Capex Projections Revised to $733 BillionAVGO TSM-3.99%
- 2026-08-14Malaysia reports 6.0% second-quarter GDP growth as household spending and exports outperformBNM FBM KLCI MYR
- 2026-08-14Prabowo unveils Indonesia's 2027 budget with higher spending and a wider resource role for the stateANTM.JK IDR INDO JCI+2.45%
- 2026-08-14Hong Kong government raises 2026 growth forecast to 3.5% to 4.5% as AI demand lifts exports0700.HK 0939.HK HKD HSI
- 2026-08-14Japan's July trade and second-quarter GDP data point to firmer BoJ tightening expectationsJGB NIKKEI USDJPY
- 2026-08-14Hyperscaler 2026 Capex Projections Doubled to $733 BillionNVDA-4.64%
- 2026-08-14Nvidia Secures Physical AI Coalition with 7 Japanese Industrial GiantsNVDA SFTBY-4.64%
- 2026-08-14CoreWeave Reports $104 Billion Backlog Amid Heavy Cash BurnNVDA-4.64%
- 2026-08-14Sandisk Authorizes $15.5 Billion Buyback After 429% YTD GainMU SNDK-1.62%
- 2026-08-14Tim Cook to Step Down as Apple CEO on September 1AAPL+1.12%
- 2026-08-14Intel Completes $23 Billion Equity Offering for Fab ExpansionBIP INTC-12.13%
- 2026-08-14SpaceX AI Revenue Projected to Surpass Launch Business by SeptemberGOOGL SPCX-0.31%
- 2026-08-14Lemonade Projects First Positive EBITDA for Q4 2026LMND
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