Catalysts and events · 2026-08-26

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

DateCardAvg 5d

2026-08-26Russia moves to extend diesel export ban through September as refinery outages persistGASOIL LGO RUBUSD
2026-08-26Kremlin says CIA Director Ratcliffe held talks with Russian intelligence officials in MoscowRUBCOP RUBUSD USDRUB
2026-08-26Ukraine renews strikes on Wildberries logistics hub in Tambov region, setting facility ablazeRTSI RUBUSD WTI+7.56%
2026-08-26Constellation Energy Raises Guidance on Calpine Integration and AI Power DemandCEG
2026-08-26US Markets Face GDP, PCE Inflation, and Nvidia Earnings ConvergenceSPY-0.12%
2026-08-26Nvidia Reports Q2 Earnings Amid 97% Growth Expectations and Margin ConcernsNVDA SMH+3.04%
2026-08-26Canada Auto Tariffs Set to Double in 2027; GM Shows Historical ResilienceGM-1.69%
2026-08-2630-Year Treasury Yield Hits 5.23% Amid Debt and Inflation ConcernsKO TLT-1.83%
2026-08-26Iran and Oman discuss a temporary Hormuz shipping corridor as mine-clearing talks advanceBDI BRENT WTI+7.56%
2026-08-26Navitas Semiconductor Acquires Claros for $233MNVTS
2026-08-26Iran's foreign ministry condemns expanded U.S. sanctions and vows retaliationBRENT CRUDE EURUSD XAUUSD
2026-08-26AI Server Prices to Rise 15% in 2027 on Memory CostsNVDA+7.04%
2026-08-26AI Server Prices to Rise 15% as Memory Costs SurgeGOOGL+1.35%
2026-08-26SpaceX Power Needs Highlight AI-Driven Energy Arms RaceCEG UNG+3.27%
2026-08-26Singapore factory output growth eases to 6.8% in July as electronics production advances 11.2%SOXX-2.71%
2026-08-26Canada Vehicle Tariffs to Double to 50% in 2027F GM-1.69%
2026-08-26Palantir Loses $875M FAA Contract Amid Valuation ConcernsPLTR-4.53%
2026-08-26Berkshire Hathaway Becomes Net Buyer; Adds $17B Alphabet StakeBRK.B GOOGL+0.71%
2026-08-26Constellation Energy Raises Guidance on Calpine IntegrationCEG
2026-08-26Oil prices fall as Iran-Oman talks advance on restoring Hormuz trafficBRENT TLT WTI+2.97%
2026-08-26Berkshire adds $17B Alphabet stake as Google Cloud grows 82% — GOOGL AI monetization re-rateGOOGL+1.35%
2026-08-26Super Micro Rallies 9.4% on Cisco AI Server PartnershipSMCI-1.04%
2026-08-26China’s top economic official says first-half GDP grew 4.7% and activity stayed in line with expectationsCNY FXI MCHI-0.53%
2026-08-26Ukrainian drone strike hits Afipski refinery near Krasnodar and sparks fire, governor saysBZ RUB-8.17%
2026-08-26Reuters reports Qatari gas exports have been slashed as Hormuz disruptions persistHENRY HUB LNG QATAR SOVEREIGN EXPOSURE+4.15%
2026-08-26UK maritime says tanker disabled off Oman as Iran blacklists 45 ships — USO vol re-prices Hormuz transit riskUSO+10.84%
2026-08-26US to Double Canadian Auto Tariffs to 50% in 2027DXY
2026-08-26US doubles Canadian auto tariffs to 50% in January 2027 — GM margins re-price supply-chain cost shockGM-1.69%
2026-08-26Rocket Lab Neutron Rocket Launch Delayed to 2027RKLB-4.65%
2026-08-26Dick’s Sporting Goods Shares Drop 30% on Weak GuidanceDKS
2026-08-26Dick's Sporting Goods Plummets 30% on Foot Locker Unit WeaknessDKS
2026-08-26US to Double Canadian Auto Tariffs to 50% in 2027DXY GM-1.69%
2026-08-26Berkshire Hathaway Becomes Net Buyer; Adds $17B Alphabet StakeMSFT+8.82%
2026-08-26Shell Continues Aggressive Buyback with 1.67M Share PurchaseSHEL+1.85%
2026-08-26Google Cloud Revenue Growth Hits 82% on AI DemandGOOGL+1.35%
2026-08-26Singapore factory output growth eases to 6.8% in July as electronics production advances 11.2%SOXX XSP-2.71%
2026-08-26APEC economies adopt food-system resilience principles in GuangzhouCWA DBA
2026-08-26China’s top economic official says first-half GDP grew 4.7% and activity stayed in line with expectationsCNY FXI MCHI-0.53%
2026-08-26Reuters data show Strait of Hormuz traffic stays far below normal as Saudi and Emirati bypass routes carry more crudeBRENT CRUDE SABIC TANKER RATES
2026-08-26Qatari gas exports have been slashed as Hormuz disruptions persistHENRY HUB LNG QATAR SOVEREIGN EXPOSURE+4.15%
2026-08-26Iran's foreign ministry condemns expanded U.S. sanctions and vows retaliationBRENT CRUDE EURUSD XAUUSD
2026-08-26Canada Vehicle Tariffs to Double to 50% in 2027F GM-1.69%
2026-08-26Shell Continues Aggressive Buyback with 1.67M Share PurchaseSHEL USO+6.34%
2026-08-26Berkshire Hathaway Becomes Net Buyer; Adds $17B Alphabet StakeGOOGL MSFT+5.08%
2026-08-26AI Server Prices to Rise 15% as Memory Costs SurgeGOOGL NVDA+4.20%
2026-08-26SpaceX Power Needs Highlight AI-Driven Energy Arms RaceCEG UNG+3.27%
2026-08-26Canada Auto Tariffs to Double to 50% in January 2027F GM-1.69%
2026-08-26Nvidia Backs $105 Billion in OpenAI Data Center LeasesNVDA+7.04%
2026-08-26AI Server Prices to Rise 15% in 2027 as Memory Costs SurgeAMD GOOGL-1.80%
2026-08-26Nvidia Reports Q2 Earnings Amid 97% Growth Forecast and Valuation PressureNVDA+7.04%

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