Catalysts and events · 2026-08-26

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

DateCardAvg 5d

2026-08-26Marvell Clinches $12.2B Custom AI Chip Deal with Google Ahead of Q2 PrintGOOGL MRVL-7.20%
2026-08-26Multiple System Atrophy Drug Pipeline Expands to 24 Clinical Candidates Across 22 FirmsIONS TEVA XBI-2.50%
2026-08-26AppFolio Secures Enterprise Expansion as PURE HomeRiver Scales Toward 60,000 UnitsAPPF
2026-08-26Box Gains 1.2% on Q2 Revenue of $321M and FY2027 Top-Line Target Increase to $1.29BBOX
2026-08-26Canada Commits C$20M in Tariff Response Funding to Mercer Pulp SubsidiaryMERC
2026-08-26Camus Energy Enters Google Accelerator to Deploy Grid AI with Duke, EIX, and PG&EDUK EIX PCG
2026-08-26Sodexo Prices €1.1B Dual-Tranche Bond at 4.00% and 4.50% to Refinance 2027 DebtSDXAY
2026-08-26Intuit Drops 4% on FY2027 Revenue Guidance Deceleration to 9-10% Despite Q4 BeatIGV INTU+1.01%
2026-08-26FDA Approves Revolution Medicines' RASONQUE as First Targeted RAS InhibitorRVMD XBI-1.79%
2026-08-26Oracle Advances 4.5% as Citigroup Identifies Entry Point Following 54% Peak PullbackIGV ORCL-0.55%
2026-08-26Bloom Energy Expands Solid Oxide Fuel Cell Backlog to $20B on Data Center Power BottlenecksBAM BE
2026-08-26JPMorgan Commits $750 Billion to U.S. Housing Financing and Preservation Through 2035JPM XLF-1.03%
2026-08-26Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural DemandMU SOXX-0.41%
2026-08-26AMD Projects Over 80% Server CPU Revenue Growth on Agentic AI Infrastructure ShiftAMD INTC+7.36%
2026-08-26Dubai International Airport reports a sharp drop in passengers as the Iran war disrupts air travelDEWA EEM QDF-0.03%
2026-08-26Iran says it has resumed talks with Oman on managing shipping through the Strait of HormuzBDRY BZ=F CL=F+10.09%
2026-08-26Oil prices fall as Iran and Oman revive talks on reopening the Strait of HormuzBRENT SINOPEC (0386.HK)
2026-08-26Asian stocks edge higher in Hong Kong as oil prices slide on fresh Middle East hopesCNOOC (0883.HK) HSI
2026-08-26Samsung Electronics and SK Hynix back a 800 trillion won semiconductor expansion plan000660.KS 005930.KS
2026-08-26U.S. inflation data keeps Federal Reserve rate-hike expectations alive as Middle East oil falls2Y UST DXY TLT-1.62%
2026-08-26Iran blacklists 45 ships and threatens action over transfers linked to the Strait of HormuzBDTI FRT XOM+3.77%
2026-08-26Iran’s Revolutionary Guards say the United States is obstructing Hormuz talks with OmanBRN1! JPME TANKER INSURANCE-0.96%
2026-08-26Kpler data shows Strait of Hormuz transits remain near three-month lowsBDTI CCL VLCC
2026-08-26Iran says it has restarted talks with Oman on managing the Strait of HormuzBRENT WTI XLE+5.92%
2026-08-26Brent and WTI fall as traders price in progress on Iran-Oman Hormuz talksBRENT WTI XLE+5.92%
2026-08-26Ukrainian forces report gains in Sumy and Kharkiv while Russia claims control of PisarevkaEEM UAH-0.03%
2026-08-26Russia prepares to extend its diesel export ban through September as domestic shortages persistRB RUB ULSD+0.17%
2026-08-26Dubai International Airport reports sharp second-quarter passenger drop after Iran war disrupted travelAIRFRA.NA DBX DXB
2026-08-26Egyptian foreign minister holds talks on de-escalation and freedom of navigation with US envoyBDRY EGPUSD SUEZ CANAL REVENUE+10.09%
2026-08-26Ukrainian drones hit the Nizhegorodnefteorgsintez refinery in Russia's Nizhny Novgorod region, reports sayHO RB RSX+0.17%
2026-08-26U.S. core PCE rises 0.2% in July as consumer spending is flatDXY QQQ TLT-0.96%
2026-08-26Iran blacklists 45 ships and threatens action against vessels that transfer cargoes with themBDRY LNG WTI+7.27%
2026-08-26Gulf ship traffic through the Strait of Hormuz remains far below normal on shipping dataBDRY DHT XLE+7.97%
2026-08-26Brazil's inflation slows as prices post first monthly decline in a yearBRL/USD DI1 EWZ+6.63%
2026-08-26Russia moves to extend diesel export ban through September as refinery outages persistGASOIL LGO RUBUSD
2026-08-26Ukraine renews strikes on Wildberries logistics hub in Tambov region, setting facility ablazeRTSI RUBUSD WTI+7.56%
2026-08-26U.S. economy grows at 1.5% pace in second quarter as consumer spending holds upDXY TLT XLY-1.79%
2026-08-26Russian drone attack kills a mother and child in Chernihiv as Ukraine reports new overnight strikes on RussiaEURPLN GAZP XLE+4.28%
2026-08-26Iran and Oman discuss a temporary Hormuz shipping corridor as mine-clearing talks advanceBDI BRENT WTI+7.56%
2026-08-26Brent crude falls to a more than two-week low as Iran-Oman Hormuz talks revive reopening hopesBRENT US10Y WTI+7.56%
2026-08-26Taiwan semiconductor and AI supply-chain stocks gain as Asian tech markets advance, Reuters saysTSM TWSE USD/TWD-0.52%
2026-08-26US GDP 1.5%, core inflation 3.3% and Nvidia earnings converge today — SPY vol re-rates on stagflation riskSPY-0.12%
2026-08-26AI Server Prices to Rise 15% in 2027 Amid Surging Memory CostsMU+1.88%
2026-08-2630-Year Treasury Yield Hits 5.23%, Surpassing Blue-Chip DividendsDXY
2026-08-26Billionaire David Tepper Exits UnitedHealth to Focus on AI InvestmentsAMZN UNH-1.19%
2026-08-26US 2027 Canadian auto tariffs double to 50% — GM margins reprice on cross-border supply-chain costGM-1.69%
2026-08-26U.S. to Double Tariffs on Canadian Vehicles to 50% in 2027F GM-1.69%
2026-08-26Triple Catalyst: Q2 GDP, July PCE, and Nvidia Earnings ConvergeSPY-0.12%
2026-08-26US Markets Face GDP, PCE Inflation, and Nvidia Earnings ConvergenceSPY-0.12%
2026-08-26US-Iran Hormuz whipsaws after tanker disabled and mine-clearance claim — USO vol bid on chokepoint riskUSO+10.84%

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