Catalysts and events · 2026-08-26

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

DateCardAvg 5d

2026-08-26Nvidia Q2 Earnings: Expected 97.2% Revenue Growth Amid 23.6x Forward P/ESPY-0.12%
2026-08-26Oracle Jumps 4.5% as Citigroup Calls 54% Decline an 'Extreme Dislocation'ORCL-2.10%
2026-08-26Intuit Shares Fall 4% on Weak 2027 Revenue Guidance Despite Q4 BeatINTU
2026-08-26Berkshire adds $17B Alphabet as Google Cloud grows 82% — GOOGL AI monetization and quality re-rateGOOGL+1.35%
2026-08-2630-Year Treasury Yield Hits 5.23% Amid Debt and Inflation ConcernsKO-2.04%
2026-08-26SOXX ETF Outperforms SMH by 16.5% YTD on Lower Concentration RiskSMH SOXX-1.83%
2026-08-26Shell Cancels 1.67M Shares in Ongoing Buyback ProgramSHEL+1.85%
2026-08-26Marvell Secures $12.2B Custom Chip Deal with Google for AI InferenceMRVL-15.76%
2026-08-2630-Year Treasury Yield Hits 5.23%, Surpassing Blue-Chip DividendsDXY TLT-1.62%
2026-08-26AMD Unveils MI455X with 432GB Memory Amid Rising HBM4 Input CostsMU+1.88%
2026-08-26Asian equities rise in Hong Kong as oil slides on fresh Strait of Hormuz diplomacyBRENT HSI
2026-08-26Triple Catalyst: Q2 GDP, July PCE, and Nvidia Earnings ConvergeNVDA SPY+3.46%
2026-08-26Shell Cancels 1.67M Shares in Ongoing Buyback ProgramSHEL+1.85%
2026-08-26Billionaire David Tepper Exits UnitedHealth to Focus on AI InvestmentsAMZN UNH-1.19%
2026-08-26SOXX ETF Outperforms SMH by 16.5% YTD on Lower Concentration RiskSMH SOXX-1.83%
2026-08-26Oracle Jumps 4.5% as Citigroup Calls 54% Decline an 'Extreme Dislocation'ORCL-2.10%
2026-08-26Intuit Shares Fall 4% on Weak 2027 Revenue Guidance Despite Q4 BeatINTU
2026-08-26Constellation Energy Raises FY Guidance on Calpine Integration and AI Power DemandCEG
2026-08-26Berkshire Hathaway Becomes Net Buyer in Q2 with $17B Alphabet PurchaseBRK.B GOOGL+0.71%
2026-08-26AMD Unveils MI455X with 432GB Memory Amid Rising HBM4 Input CostsAMD MU-1.54%
2026-08-26Marvell Secures $12.2B Custom Chip Deal with Google for AI InferenceGOOGL MRVL-7.20%
2026-08-26AI Server Prices to Rise 15% in 2027 Amid Surging Memory CostsGOOGL MU+1.62%
2026-08-26U.S. to Double Tariffs on Canadian Vehicles to 50% in 2027F GM-1.69%
2026-08-26Nvidia Q2 Earnings: Expected 97.2% Revenue Growth Amid 23.6x Forward P/ENVDA SPY+3.46%
2026-08-2630-Year Treasury Yield Hits 5.23%, Surpassing Blue-Chip DividendsDXY TLT-1.62%
2026-08-26Russia extends its diesel export ban through September as fuel shortages persist, industry sources sayBZ NYMEX:HO RB-4.00%
2026-08-26Ukrainian drones hit the Nizhegorodnefteorgsintez refinery in Russia's Nizhny Novgorod region, reports sayHO RB RSX+0.17%
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%
2026-08-26Saudi Aramco offers more oil for loading outside the Strait of Hormuz2222.SR BRENT DNB
2026-08-26Oil falls and bond yields ease as traders price a possible Hormuz reopeningBRENT DXY TLT-1.62%
2026-08-26China expands data-centre buildout in Guizhou as AI ambitions deepen000001.SS CSI300 SMIC
2026-08-26Asian tech shares rise in Hong Kong trading ahead of Nvidia earnings0700.HK HKD HSI
2026-08-26Oil falls on renewed Iran-Oman talks, easing Japan’s import-cost pressureBRENT JAL JPY+1.18%
2026-08-26Taiwan semiconductor and AI supply-chain stocks gain as Asian tech markets advanceTSM TWSE USD/TWD-0.52%
2026-08-26Commodity vessel traffic through the Strait of Hormuz remains well below the 10-day averageBDRY BRENT QATARGAS+10.09%
2026-08-26Brent crude falls to a more than two-week low as Iran-Oman Hormuz talks revive reopening hopesBRENT US10Y WTI+7.56%
2026-08-26Aramco offers more crude outside Hormuz through ship-to-ship transfersBDRY BRENT TAN+3.50%
2026-08-26Marco Rubio tells allies the United States does not expect fresh strikes on Iran for nowCL=F DXY XAR-6.17%
2026-08-26Chavismo blocks proposal to dollarize Venezuela's economyBVCC USD/VES
2026-08-26Brazil's inflation slows as prices post first monthly decline in a yearBRL/USD DI1 EWZ+6.63%
2026-08-26U.S. economy grows at 1.5% pace in second quarter as consumer spending holds upDXY TLT XLY-1.79%
2026-08-26Conference Board says U.S. consumer confidence dips to 89.4 in AugustTLT XLY-1.79%
2026-08-26U.S. home price growth accelerates to 1.5% in June on the Case-Shiller indexITB TLT-3.12%
2026-08-26Statistics Canada says July wholesale sales are estimated to have fallen 0.6%USD/CAD XIU
2026-08-26U.S. core PCE rises 0.2% in July as consumer spending is flatDXY QQQ TLT-0.96%
2026-08-26Malaysia's palm oil exports fall 20.03% in the first 25 days of August, Intertek data showFCPO MPOB
2026-08-26Singapore Monetary Authority announces FinTech Festival 2026 to examine forces rewiring global financeSGD STI
2026-08-26Hanoi transport operator plans 45,800 bus trips for National Day holiday travel surgeVIC VNM-0.61%
2026-08-26Russian drone attack kills a mother and child in Chernihiv as Ukraine reports new overnight strikes on RussiaEURPLN GAZP XLE+4.28%

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