Catalysts and events · 2026-08-25

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

DateCardAvg 5d

2026-08-25Nvidia Q2 Earnings Preview: Focus on Hyperscaler Mix and $92B Revenue TargetTSM-0.82%
2026-08-25TSMC Positioned for Growth on Nvidia Orders and Potential 15% Price HikesTSM-0.82%
2026-08-25Nvidia Reports Aug 26; Analysts Expect 97% YoY Growth and New Revenue SegmentsMU+0.05%
2026-08-25Amazon Raises 2026 AI Capex to $220 Billion; AWS Growth Hits 4-Year HighAMZN MU-1.15%
2026-08-25Ukrainian drones set Afipsky refinery on fire after strikes on Russian fuel infrastructureBRENT RUB
2026-08-25Samsung Authorizes Record 110T Won Return; Memory Sector Declines on DetailsSKHY
2026-08-25TSMC holds 72% advanced-node share with potential 15% hikes — TSM AI packaging pricing power re-ratesTSM-0.82%
2026-08-25Russian authorities report a major Ukrainian drone assault on oil, retail and logistics sitesWTI+6.94%
2026-08-25U.S. Permits Apple to Source Chinese Memory; Domestic Chipmakers Under PressureAAPL+10.03%
2026-08-25Shipping data shows commodity vessel transits through the Strait of Hormuz fell to a three-month lowBDTI U.S. OIL VLCC
2026-08-25Tesla Recalls 3 Million Vehicles in China Over Door Handle Safety IssuesTSLA+1.67%
2026-08-25UK maritime agency says projectile strikes and disables oil tanker off Oman in Strait of HormuzBZ=F CL=F SCFI XOP+0.95%
2026-08-25Iran vows retaliation after the United States widens sanctions on its economyBRENT IRR XLE+4.37%
2026-08-25Washington scrutiny intensifies risks for mainland and Hong Kong capital flows into the United StatesBABA FXI-0.62%
2026-08-25US Permits Apple to Use Chinese Memory Chips; Domestic Suppliers PressureAAPL MU+5.04%
2026-08-25U.S. Permits Apple to Source Chinese Memory Chips; SOXL Drops 8%MU SOXL-4.20%
2026-08-25People's Bank of China signals concern over yuan's rapid gains as the currency eases from a three-and-a-half-year highCNH USD/CNH+8.13%
2026-08-25Bank of Korea is set to lift its 2026 growth outlook above 3 percent on stronger semiconductor exportsKOSPI KRW SK HYNIX
2026-08-25China reports first-half GDP growth of 4.7 percent as officials say property stabilization is improvingCHINA VANKE CNH CSI300+8.13%
2026-08-25Washington scrutiny intensifies risks for mainland and Hong Kong capital flows into the United StatesBABA CNH FXI+3.75%
2026-08-25Japan's casino sector faces a slump as Beijing's crackdown on capital outflows hits Macau demand6508.T TOPIX
2026-08-25Russian authorities report a major Ukrainian drone assault on oil, retail and logistics sitesWILDBERRIES WTI+6.94%
2026-08-25Ukrainian drones set Afipsky refinery on fire after strikes on Russian fuel infrastructureBRENT RUB
2026-08-25Shipping data shows commodity vessel transits through the Strait of Hormuz fell to a three-month lowBDTI U.S. OIL VLCC
2026-08-25Iran vows retaliation after the United States widens sanctions on its economyBRENT IRR XLE+4.37%
2026-08-25U.S. Permits Apple to Source Chinese Memory Chips; SOXL Drops 8%MU SOXL-4.20%
2026-08-25Amazon Raises 2026 AI Capex to $220B; Cites Rising Memory CostsAMZN-2.35%
2026-08-25Samsung Authorizes Record 110T Won Return; Memory Sector Slumps on DetailsSKHY
2026-08-25Tesla Recalls 3 Million Vehicles in China Over Safety ConcernsTSLA+1.67%
2026-08-25Nvidia Q2 Earnings Preview: Focus on Hyperscaler Mix and $92B Revenue TargetNVDA TSM+0.62%
2026-08-25Tesla Recalls 3 Million Vehicles in China Over Door Handle Safety IssuesTSLA+1.67%
2026-08-25Amazon Raises 2026 AI Capex to $220 Billion Amid Rising Memory CostsAMZN MU-1.15%
2026-08-25US Permits Apple to Use Chinese Memory Chips; Domestic Suppliers PressureAAPL MU+5.04%
2026-08-25Nvidia Q2 Earnings Preview: $92B Revenue Target and New Segment ReportingMU NVDA+1.05%
2026-08-25Samsung Authorizes Record 110T Won Return; Memory Sector Declines on DetailsSKHY
2026-08-25TSMC Positioned for Growth on Nvidia Orders and Potential 15% Price HikesAMD TSM-2.45%
2026-08-25U.S. Permits Apple to Source Chinese Memory; Domestic Chipmakers Under PressureAAPL MU+5.04%
2026-08-25Nvidia Reports Aug 26; Analysts Expect 97% YoY Growth and New Revenue SegmentsMU NVDA+1.05%
2026-08-25Amazon Raises 2026 AI Capex to $220 Billion; AWS Growth Hits 4-Year HighAMZN MU-1.15%
2026-08-25Tesla Recalls 3 Million Vehicles in China Over Electric Door Handle SafetyTSLA+1.67%
2026-08-25Syria says the United States removes it from the US terror listEGP LEB SOVEREIGN RISK SYRIA SOVEREIGN DEBT-1.34%
2026-08-25US State Department sanctions Iranian military activities and fuel exports under Operation Economic OutcastBZ=F DXY EEM USO+5.53%
2026-08-25UK maritime agency says projectile strikes and disables oil tanker off Oman in Strait of HormuzBZ=F CL=F SCFI XOP+0.95%
2026-08-25US administration formally removes Syria from state sponsor of terrorism listILS LEC USDILS+0.65%
2026-08-25United States launches Operation Economic Outcast to isolate Iran from global financeIRN QATAR-USD SWAP SPREAD WTI+6.94%
2026-08-25Saudi Arabia and France oppose fees on navigation through the Strait of HormuzCL LNG SAUDIA+1.82%
2026-08-25Carney says Canada will impose retaliatory tariffs on U.S. goods starting Sept. 8CNR TSX USDCAD
2026-08-25Vietnam is upgraded to upper-middle income status under the World Bank classification systemUSDVND VNINDEX VNM+0.89%
2026-08-25Treasury Secretary Bessent unveils expanded Iran sanctions campaign and signals Beijing will not be exemptDXY EEM WTI+3.12%
2026-08-25Canadian business and market coverage warns the U.S. tariff shock is threatening the recoveryCA10Y CAD XIC

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