Catalysts and events · 2026-08-24

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

DateCardAvg 5d

2026-08-24Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%BND MSFT+0.90%
2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging Expansion Through 2029TSM+1.27%
2026-08-24JPMorgan's Dimon Warns of Record Margin Debt RisksSPY+0.47%
2026-08-24Microsoft Azure Hits $100B Run Rate as Analysts Raise Price Targets to $625MSFT+0.90%
2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging ExpansionAMD+3.06%
2026-08-24Iran warns vessels failing to follow new Hormuz transit rules face fines, detention or seizureBZ=F CL=F SC0
2026-08-24Data Center Power Crunch Benefits Independent Power ProducersGEV VST-4.62%
2026-08-24JPMorgan's Dimon flags record margin debt and 5-10% pullback risk — SPY deleveraging convexity repricesSPY+0.47%
2026-08-24Iran threatens Hormuz seizure as fewer than 20 vessels transit over weekend — USO crude-risk premium repricesUSO+1.13%
2026-08-24Treasury 10Y hits 4.65% multi-year high — TLT duration reprices on higher-for-longer term premiumTLT-0.05%
2026-08-24JPMorgan CEO Warns of Record Margin Debt and Systemic RiskBND
2026-08-24Amazon AI capex hits $169B as FCF turns negative $7.6B — AMZN cash-burn multiple compressionAMZN-0.88%
2026-08-24Broadcom Faces Long-Term Risk as Google Expands Marvell PartnershipAVGO MRVL-2.23%
2026-08-24Jamie Dimon Warns of Record Margin Debt and Systemic RiskSPY+0.47%
2026-08-24Nvidia Enters Earnings Week with Forward P/E at 24x Amid $6T Market Cap ForecastsNVDA+5.90%
2026-08-24Nvidia Faces High Bar Ahead of August 26 Earnings ReportNVDA+5.90%
2026-08-24Bank of Korea policymakers face a split call on whether to raise rates againKOSPI KRW KTB-9.40%
2026-08-24Hong Kong banks flag China's domestic-demand slowdown in weekly outlookCNH HSI+0.60%
2026-08-24Taiwan extends scrutiny of semiconductor supply chains amid export-control pressureSOXX TSM+1.11%
2026-08-24Japan's July core CPI rises 1.8% and keeps pressure on the Bank of JapanJGB JPY N225+1.59%
2026-08-24Fewer than 20 commodity vessels transit the Strait of Hormuz over the weekend as Iranian and US blockades restrict trafficBRENT LNG_JKM SPN
2026-08-24Oil prices fall more than $1 as traders book profits ahead of a US press conference on new Iran sanctionsBRENT TIP WTI-1.39%
2026-08-24US Treasury Secretary Bessent prepares to unveil sweeping Iran sanctions he describes as an 'economic D-Day'BRENT DXY HYG WTI-1.11%
2026-08-24Iran’s Persian Gulf Strait Authority warns ships violating Hormuz transit rules risk fines, detention or seizureBRENT DHT-0.61%
2026-08-24Gold prices climb to around three‑month highs as US–Iran war tensions and anticipated sanctions fuel safe‑haven demandSPX TLT XAUUSD-0.05%
2026-08-24Ukraine and European leaders convene in Kyiv to demand more air-defence supportEURUSD RHM.DE XAR-3.42%
2026-08-24Broadcom Faces Long-Term Risk as Google Expands Marvell PartnershipAVGO MRVL-2.23%
2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging ExpansionAMD TSM+2.17%
2026-08-24Amazon AI Capex Drives Negative Free Cash Flow Despite AWS GrowthAMZN-0.88%
2026-08-24JPMorgan CEO Warns of Record Margin Debt and Systemic RiskBND JPM+0.08%
2026-08-24Nvidia Faces High Bar for August 26 Earnings Amid Valuation ScrutinyNVDA+5.90%
2026-08-24Iraq proposes joint security council with Iran and Saudi ArabiaEWA IQD OIH+5.01%
2026-08-24Iran warns vessels failing to follow new Hormuz transit rules face fines, detention or seizureBZ=F CL=F SC0
2026-08-24Japan's core CPI rises 1.8% in July, bolstering bets on a BoJ rate increase this yearJGB JPY N225+1.59%
2026-08-24Data Center Power Crunch Benefits Independent Power ProducersGEV VST-4.62%
2026-08-24Amazon AI Capex Drives Negative Free Cash Flow of $7.6BAMZN-0.88%
2026-08-24JPMorgan's Dimon Warns of Record Margin Debt RisksJPM SPY+0.28%
2026-08-24Treasury Yields Hit Multi-Year Highs; 10Y at 4.65%BND MSFT+0.90%
2026-08-24Nvidia Faces High Bar Ahead of August 26 Earnings ReportNVDA+5.90%
2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging ExpansionAMD TSM+2.17%
2026-08-24Broadcom Faces Custom Chip Competition as Google Expands Marvell DealAVGO MRVL-2.23%
2026-08-24Amazon AI Capex Drives Negative Free Cash Flow Despite AWS GrowthAMZN-0.88%
2026-08-24Jamie Dimon Warns of Record Margin Debt and Systemic RiskJPM SPY+0.28%
2026-08-24Nvidia Faces High Bar Ahead of August 26 Earnings ReportNVDA+5.90%
2026-08-24Amazon Free Cash Flow Turns Negative as AI Capex Hits $169BAMZN-0.88%
2026-08-24Broadcom Faces Custom Chip Competition as Marvell Expands Google PartnershipAVGO MRVL-2.23%
2026-08-24Microsoft Azure Hits $100B Run Rate as Analysts Raise Price Targets to $625MSFT+0.90%
2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging Expansion Through 2029AMD TSM+2.17%
2026-08-24Nvidia Enters Earnings Week with Forward P/E at 24x Amid $6T Market Cap ForecastsNVDA+5.90%
2026-08-24Zelensky says Russia rejects Black Sea shipping truce offerBDRY ZC ZW+5.31%

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