Catalysts and events · 2026-08-29

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

DateCardAvg 5d

2026-08-29Russia’s gasoline output falls to about 70% of domestic demand after refinery drone attacksBRENT RB RUB+0.29%
2026-08-29Wall Street Journal says U.S. munitions stocks have been strained by the Iran warITA LMT RTX-5.03%
2026-08-29CENTCOM says U.S. forces redirected 82 commercial vessels and boarded two to enforce the naval blockade of IranATZ.N BNO JETS+3.84%
2026-08-29Treasury Secretary Scott Bessent says the US will sever Iran's economic lifelinesUS CRUDE BENCHMARKS UUP-0.35%
2026-08-29Pentagon 2027 Chinese Rare-Earth Magnet Exclusion Mandate ApproachesUSAR
2026-08-29Gold and silver slump post-Warsh; miners SSRM and GORO fallDXY GLD-0.52%
2026-08-29Dell Raises FY2027 AI Server Target to $60B as Backlog Reaches Record $51.3BDELL+14.88%
2026-08-29CENTCOM says US forces redirected 82 commercial vessels and cleared Strait of Hormuz mine routesBRENT USD/JPY XAR-3.39%
2026-08-29Russia's gasoline output falls to about 70% of domestic consumption after refinery drone strikesBRN1! RB1! URA-0.13%
2026-08-29Iranian president says foreign trade has shrunk 35% under U.S. sanctions and blockadeGOLD IRR TEPIX+1.27%
2026-08-29Jiayin Q2 Revenue Falls 61% as China Fintech Regulation Compresses VolumeJFIN
2026-08-29Pentagon Mandate Barring Chinese Rare Earth Magnets Set for 2027 ImplementationUSAR
2026-08-29Dell boosts FY27 AI server target to $60B as backlog reaches $51.3BNVDA+5.89%
2026-08-29Dell expands AI server backlog to $51.3B and raises fiscal 2027 segment guidance to $60BNVDA+5.89%
2026-08-29AI infrastructure off-balance-sheet commitments and data center power demand surgeBE
2026-08-29Marvell Q2 Revenue Up 37% to $2.74B, Gross Margin Guidance Triggers 8% DropMRVL+3.20%
2026-08-29The Hartford Net Investment Income Jumps 22% to $800M, Authorizes $4.2B BuybackKIE
2026-08-29Iran says foreign trade has shrunk 35% as US pressure campaign deepensIRR USD/IRR
2026-08-29Pentagon 2027 ban on Chinese rare-earth magnets focuses domestic supply chainUSAR
2026-08-29Situational Awareness Unwinds Over $10B in AI Holdings Following Leveraged Bet CollapseBE MU+8.98%
2026-08-29Gold and Silver Miners Drop Over 4% as Hawkish Fed Signals Hit Precious MetalsDXY GLD SSRM-0.52%
2026-08-29Ulta Beauty Slips 4.2% Post-Earnings Despite Upward Revision to Full-Year GuidanceXLY-1.96%
2026-08-29Situational Awareness Collapse Forces Over $10B in AI Equity LiquidationsMU+8.98%
2026-08-29HP Rises 3% on Q3 Beat Bolstered by Federal Tariff Rebates and PC DemandHPQ+6.95%
2026-08-29Marvell slides 8% as Q3 gross margin guidance overshadows 37% revenue jumpSPY+0.11%
2026-08-29MDU Resources Targets $3.1B Capex Plan With Over 1 GW in Signed Data Center PowerMDU
2026-08-29Warsh Signals 2026 Rate Hikes Possible as Fed Warns Inflation Progress StalledDXY SPY+0.11%
2026-08-29U.S. Defense Ban on Chinese Rare-Earth Magnets Takes Effect in 2027USAR
2026-08-29Trump signals CFTC clearance path for Hyperliquid token in US marketsCOIN+3.36%
2026-08-29PayPal sinks 12% after rejecting $53B takeover offer from Stripe and BlockSPY+0.11%
2026-08-29Warsh Signals 2026 Rate Hikes Possible as Fed Warns Inflation Progress StalledDXY GLD SPY TLT-0.41%
2026-08-29PayPal sinks 12% after rejecting $53B takeover offer from Stripe and BlockPYPL
2026-08-29Jiayin posts Q2 net loss of RMB 183.6M as China regulatory pressures biteJFIN
2026-08-29U.S. Deficit Spending at $1.9T and $1T AI Capex Drive Fiscal LiquidityDGS10
2026-08-29Marvell reports Q2 revenue growth but shares slide 8% on contracting gross margin guideMRVL+3.20%
2026-08-29Fed Chair Warsh Signals Rate Cuts Unlikely in 2026 and Keeps Hikes on TableDGS10 QQQ SSRM+0.35%
2026-08-29Dell Expands Fiscal 2027 AI Server Target to $60B on $51.3B Order BacklogDELL+14.88%
2026-08-29Marvell Drops 8% as Custom AI Silicon Mix Compresses Q3 Gross Margin GuidanceMRVL+3.20%
2026-08-29Bloom Energy revenue clears $1B as AI data center fuel cell backlog grows 2.5xBE CEG
2026-08-29Marvell Slides 8% After-Hours on Q3 Gross Margin Compression GuidanceMRVL SOXX+2.71%
2026-08-29PayPal drops 12% after rejecting $53B takeover proposal from Stripe consortiumPYPL
2026-08-29PayPal Plunges 12% After Rejecting $53B Takeover Bid From Stripe, Advent, and BlockPYPL
2026-08-29HP shares gain 3% on fiscal Q3 beat aided by federal tariff rebatesHPQ+6.95%
2026-08-29Gap jumps 15% on Q2 earnings beat, gross margin expansion, and raised guidanceGAP
2026-08-29Marvell slides 8% as Q3 gross margin guidance overshadows 37% revenue jumpMRVL+3.20%
2026-08-29Warsh at Jackson Hole: 2026 cuts unlikely; hikes remain possibleDXY GLD SPY TLT-0.41%
2026-08-29Jiayin Q2 Revenue Plunges 60.9% on Chinese Consumer Credit Regulatory PressuresJFIN
2026-08-29Gap surges 15% on Q2 EPS beat and full-year guidance raise despite brand divergenceGAP
2026-08-29Bloom Energy Fuel-Cell Backlog Grows 2.5x on Data Center Grid BottlenecksBE
2026-08-29AI infrastructure off-balance-sheet commitments and data center power demand surgeBE CEG

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