Catalysts and events · 2026-08-26

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

DateCardAvg 5d

2026-08-26Iran and Oman keep working on Strait of Hormuz accord after Guards say terms were reachedBRN1 IR
2026-08-26Commodity vessel traffic through the Strait of Hormuz remains far below average as Gulf flows stay constrainedBRN1 DWTI KWT
2026-08-26Oil traders route Saudi cargoes through Fujairah as Strait of Hormuz risks keep Gulf logistics constrainedBRN1 DUBAI
2026-08-26Saudi Aramco offers more crude outside the Strait of Hormuz as buyers shift loadings to Fujairah and SoharBRN1 FUJAI SA
2026-08-26Oman keeps negotiating temporary Hormuz route with Iran as shipping traffic stays subduedBDI BRN1 DWTI
2026-08-26US administration tightens sanctions pressure on Iran as Rubio says fresh strikes are not planned for nowBRN1 CL1 DXY
2026-08-26Qatar’s LNG exports remain heavily disrupted as the Hormuz war curbs gas flows and lifts global energy costsJKM LNG TTF+4.15%
2026-08-26China says Xi Jinping will pay a state visit to Egypt later this monthEGP EGX30 USD/EGP-1.64%
2026-08-26Oil falls as Iran-Oman talks raise hopes of reopening the Strait of HormuzBRENT CRUDE WTI CRUDE XLE+4.28%
2026-08-26US Treasury designates Palestine Action as a Specially Designated Global TerroristUSD V XLF+1.31%
2026-08-26Iran blacklists 45 ships and threatens action over transfers linked to the Strait of HormuzBDTI FRT XOM+3.77%
2026-08-26Iran and Oman reach an understanding on a new framework for Strait of Hormuz trafficIMOEX XLE+4.28%
2026-08-26South Korea unveils lower industrial power tariffs to lure factories beyond Seoul000660.KS 005930.KS KEP
2026-08-26Iran says it has resumed talks with Oman on managing shipping through the Strait of HormuzBDRY BZ=F CL=F+10.09%
2026-08-26Russia prepares to extend its diesel export ban through September as domestic shortages persistRB ULSD+0.17%
2026-08-26Iran blacklists 45 ships as Hormuz corridor talks advance — USO crude-risk premium reprices on transit riskUSO+10.84%
2026-08-26Sodexo Prices €1.1B Dual-Tranche Bond at 4.00% and 4.50% to Refinance 2027 DebtSDXAY
2026-08-26Camus Energy Enters Google Accelerator to Deploy Grid AI with Duke, EIX, and PG&EDUK EIX PCG
2026-08-26July Inflation Rises to 3.7% as Q2 GDP Slows to 1.5% and Core PCE Stalls at 3.3%QQQ SPY-0.21%
2026-08-26Bloom Energy Expands Solid Oxide Fuel Cell Backlog to $20B on Data Center Power BottlenecksBAM
2026-08-26Berkshire adds $17B Alphabet as Google Cloud grows 82% — GOOGL AI monetization re-rate into tech flowsGOOGL+1.35%
2026-08-26AMD Projects Over 80% Server CPU Revenue Growth on Agentic AI Infrastructure ShiftINTC+19.68%
2026-08-26Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural DemandSOXX-2.71%
2026-08-26Kpler data shows Strait of Hormuz transits remain near three-month lowsBDTI CCL VLCC
2026-08-26JPMorgan Commits $750 Billion to U.S. Housing Financing and Preservation Through 2035JPM
2026-08-26Treasury Doubles Bond Buyback to $4B as 30-Year Yield Hits 5.23% Amid $40T DebtTLT-1.62%
2026-08-26FDA Approves Revolution Medicines' RASONQUE as First Targeted RAS InhibitorXBI-1.79%
2026-08-26Iran says it has restarted talks with Oman on managing the Strait of HormuzBRENT WTI XLE+5.92%
2026-08-26Intuit Drops 4% on FY2027 Revenue Guidance Deceleration to 9-10% Despite Q4 BeatIGV INTU+1.01%
2026-08-26Oracle Advances 4.5% as Citigroup Identifies Entry Point Following 54% Peak PullbackORCL-2.10%
2026-08-26Iran’s Revolutionary Guards say the United States is obstructing Hormuz talks with OmanBRN1! JPME TANKER INSURANCE-0.96%
2026-08-26US Q2 GDP 1.5% and 3.3% core inflation meet Nvidia today — SPY stagflation re-pricingSPY-0.12%
2026-08-26Nvidia Reports Post-Close as Data Center Revenue Surges 92% to $75.2BNVDA+7.04%
2026-08-26Bloom Energy Expands Solid Oxide Fuel Cell Backlog to $20B on Data Center Power BottlenecksBAM BE
2026-08-26AMD Projects Over 80% Server CPU Revenue Growth on Agentic AI Infrastructure ShiftAMD INTC+7.36%
2026-08-26Canada Commits C$20M in Tariff Response Funding to Mercer Pulp SubsidiaryMERC
2026-08-26Microsoft P/E Compresses to 27x From 37x as Capex Concerns Offset 31% Net Income GainMSFT+8.82%
2026-08-26AppFolio Secures Enterprise Expansion as PURE HomeRiver Scales Toward 60,000 UnitsAPPF
2026-08-26Marvell Clinches $12.2B Custom AI Chip Deal with Google Ahead of Q2 PrintMRVL-15.76%
2026-08-26FDA Approves Revolution Medicines' RASONQUE as First Targeted RAS InhibitorRVMD XBI-1.79%
2026-08-26Box Gains 1.2% on Q2 Revenue of $321M and FY2027 Top-Line Target Increase to $1.29BBOX
2026-08-26Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural DemandMU SOXX-0.41%
2026-08-26China's AI data-centre buildout continues in Guizhou to support national compute expansion0700.HK 688256.SS CSI300
2026-08-26South Korea unveils lower industrial power tariffs to lure factories beyond Seoul000660.KS 005930.KS KEP
2026-08-26Moody's Analytics cuts its 2026 Asia-Pacific growth outlook to 4.2 percentCL1 MSCI ASIA PACIFIC TWD
2026-08-26Iran and Oman reach an understanding on a new framework for Strait of Hormuz trafficDBO IMOEX XLE+6.82%
2026-08-26July Inflation Rises to 3.7% as Q2 GDP Slows to 1.5% and Core PCE Stalls at 3.3%QQQ SPY-0.21%
2026-08-26Treasury Doubles Bond Buyback to $4B as 30-Year Yield Hits 5.23% Amid $40T DebtDGS30 TLT-1.62%
2026-08-26Nvidia Reports Post-Close as Data Center Revenue Surges 92% to $75.2BNVDA SMH+3.04%
2026-08-26Microsoft P/E Compresses to 27x From 37x as Capex Concerns Offset 31% Net Income GainMSFT QQQ+4.26%

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