Catalysts and events · 2026-08-28

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

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2026-08-28Nvidia doubles supply commitments to $279B as Q2 revenue hits $96.2BAMZN MU NVDA+3.97%
2026-08-28Ulta Beauty Q2 net sales reach $3.04B with comparable sales up 3.8%ULTA
2026-08-28Biohaven Secures $795M Licensing Pact With SK Biopharmaceuticals for OpakalimBHVN
2026-08-28Ulta Beauty Q2 Revenue Rises 8.9% to $3.04B as Comp Sales Exceed ForecastsULTA
2026-08-28Hormel Foods Lowers Full-Year Sales Guidance Following 7% Volume DeclineHRL-0.14%
2026-08-28Affirm Reports Q4 Revenue of $1.17B Up 33% YoY and EPS of $4.62AFRM
2026-08-28CFM LEAP Engine Deliveries Increase 41% in H1 2026 to Support Jet OutputBA GE+1.16%
2026-08-28Qualcomm targets $15B data center revenue by 2029QCOM
2026-08-28CrowdStrike and Okta Post Strong Q2 Earnings and Raise Full-Year GuidanceCRWD OKTA SAIL+2.63%
2026-08-28Salesforce Q2 Adjusted EPS Reaches $5.90 Aided by $2.7B Anthropic GainCRM+1.26%
2026-08-28Tesla Initiates Optimus Robot Production at Fremont FacilityTSLA+1.53%
2026-08-28Meta Partners With Oklo for 1.2-Gigawatt Nuclear Power Project in OhioMETA OKLO+6.70%
2026-08-28NVDA's $279B supply commitments concentrate pressure on DRAM/NAND suppliers000660.KS MU+8.98%
2026-08-28NVIDIA Q2 FY2027: $96.2B revenue; Data Center $89.0B; major GPU and memory commitmentsAMD AVGO MU NVDA+3.63%
2026-08-28Broadcom AI semiconductor revenues +143% to $10.8B; Q3 AI revenue expected $16BAVGO NVDA+1.47%
2026-08-28Microsoft reported strong results during Magnificent Seven cycleMSFT+8.82%
2026-08-28AMD Data Center revenue more than doubled; sector competition notedAMD+2.58%
2026-08-28Xanadu and Mitsubishi Chemical Advance Phase 2 Quantum EUV ProjectMTLHY SMH+2.51%
2026-08-28Thailand Launches National AI Roadmap Targeting 15% Industrial Productivity GainEWT+3.97%
2026-08-28HUTCHMED Receives NMPA Conditional Approval for ATLED in ChinaHCM+13.81%
2026-08-28Tesla Commences Optimus Robot Production at Fremont FacilityTSLA+1.53%
2026-08-28Biohaven Signs $795M Licensing Deal with SK Biopharm for OpakalimBHVN XBI+0.88%
2026-08-28Hormel Drops 10% on 7% Volume Decline and Lowered Full-Year Sales GuidanceHRL-0.14%
2026-08-28Ulta Beauty Reports Q2 Sales of $3.04B with 3.8% Comp GrowthULTA XLY-1.96%
2026-08-28Affirm Q4 Revenue Grows 33% to $1.17B as EPS of $4.62 Tops ConsensusAFRM
2026-08-28Renk Group Reports Record H1 2026 Order Intake of €1.2B on Defense DemandRKGRY
2026-08-28Oklo and Meta Agree to Develop 1.2-GW Nuclear Power Facility in OhioCEG META OKLO+6.70%
2026-08-28Gold Trades Near $4,700/oz Following a 14% Rally Across August 2026GDX GLD NEM-0.46%
2026-08-28Salesforce Q2 EPS Reaches $5.90 Aided by $2.7B Anthropic Unrealized GainCRM+1.26%
2026-08-28CFM LEAP Engine Deliveries Surge 41% in H1 2026, Unblocking Boeing and Airbus RampsBA EADSY GE-0.26%
2026-08-28Broadcom Q2 AI Semiconductor Sales Surge 143% to $10.8B, Targets $16B in Q3AMD AVGO-0.18%
2026-08-28Nvidia Reports Q2 Revenue of $96.2B and Guides Q3 to $108B on Hyperscaler DemandAMZN NVDA+1.46%
2026-08-28Moody's flags slower Asia-Pacific growth as AI export gains mask weaknessKRW SOX
2026-08-28China hosts APEC cooperation meeting in DalianCNH FXI+12.16%
2026-08-28Taiwan exports stay strong as semiconductor demand keeps Asia's AI boom intact2330.TW TWD
2026-08-28Japan core CPI accelerates to a six-month high in JulyJGB10Y JPY NIKKEI225+2.05%
2026-08-28Asian equities rise in Hong Kong as investors await Fed Chair Warsh speechHKD HSI
2026-08-28Oil prices head for weekly loss as rising Gulf exports through Hormuz offset Iran war tensions and stalled diplomacyBRENT WTI XLE+4.60%
2026-08-28Oman joins talks on reopening a shipping corridor in the Strait of HormuzBRENT CLARKSONS SHIPPING INDEX XOP+1.62%
2026-08-28AFP analysis says piracy attacks off Somalia hit a 13-year high and concentrate in the Gulf of AdenBDI CL=F
2026-08-28Iranian security chief Mohsen Rezaei sets conditions for reopening the Strait of Hormuz, demanding end of war and lifting of US sanctionsBRN00 CL00 XAUUSD
2026-08-28CENTCOM chief says U.S. forces cleared Iranian sea mines from international Hormuz transit lanesBDRY JPM LMT-0.07%
2026-08-28Reuters says Strait of Hormuz commodity traffic fell below the 10-day average as seven vessels transited on ThursdayBDRY BRENT+6.70%
2026-08-28Reuters says Iran agreed to draft conditions for restoring Strait of Hormuz traffic after Qatar pressed for freedom of navigationBDRY BRENT USO WTI+7.72%
2026-08-28Russia launches a massive overnight missile and drone strike across Ukraine, hitting ports, energy sites and industryBDI NG WHEAT-7.77%
2026-08-28Treasury officials say Washington will press G20 finance leaders to cut Iran economic lifelinesUSDBRL XLF0.00%
2026-08-28Strait of Hormuz commodity traffic fell below the 10-day average as seven vessels transited on ThursdayBDRY BRENT IEO+6.70%
2026-08-28CENTCOM chief says U.S. forces cleared Iranian sea mines from international Hormuz transit lanesBDRY JPM LMT-0.07%
2026-08-28Iran agreed to draft conditions for restoring Strait of Hormuz traffic after Qatar pressed for freedom of navigationBDRY BRENT USO WTI+7.72%
2026-08-28Thailand orders schools to end competitive testing for children under sixSET THCOM

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