Catalysts and events · 2026-08-29

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

DateCardAvg 5d

2026-08-29The Hartford Authorizes $4.2B Share Repurchase as NII Rises 22%HIG KIE
2026-08-29MDU Resources Targets $3.1B Capex Plan With Over 1 GW in Signed Data Center PowerMDU OGS
2026-08-29Gold and Silver Miners Drop Over 4% as Hawkish Fed Signals Hit Precious MetalsDXY GLD SSRM-0.52%
2026-08-29Gap Surges 15% on Q2 Earnings Beat and Core Brand Same-Store Sales Growth of 10%GAP
2026-08-29Pershing Square Discloses $3.3B Capital Allocation Across Visa, Mastercard, and S&P GlobalMA SPGI V
2026-08-29Dell Raises FY2027 AI Server Target to $60B as Backlog Reaches Record $51.3BDELL NVDA+10.38%
2026-08-29PayPal sinks 12% after rejecting $53B takeover offer from Stripe and BlockPYPL SPY+0.11%
2026-08-29Marvell Drops 8% as Custom AI Silicon Mix Compresses Q3 Gross Margin GuidanceMRVL+3.20%
2026-08-29Gap surges 15% on Q2 EPS beat and full-year guidance raise despite brand divergenceAEO GAP
2026-08-29Tesla Raises Cybertruck Pricing Citing Input Inflation and Rising Trade BarriersTSLA+1.53%
2026-08-29Jiayin transaction volume drops 74% in Q2 under China fintech regulatory pressuresJFIN
2026-08-29Gold and silver slump post-Warsh; miners SSRM and GORO fallDXY GLD-0.52%
2026-08-29Dell Expands AI Server Backlog to $51.3B and Raises FY2027 AI Revenue Target to $60BDELL+14.88%
2026-08-29Ulta Beauty Slips 4.2% Post-Earnings Despite Upward Revision to Full-Year GuidanceULTA XLY-1.96%
2026-08-29Fed Chair Kevin Warsh delivers hawkish Jackson Hole address, warning of inflation risksCME SOXX SSRM+0.32%
2026-08-29Jiayin posts Q2 net loss of RMB 183.6M as China regulatory pressures biteJFIN
2026-08-29PayPal drops 12% after rejecting $53B takeover proposal from Stripe consortiumPYPL
2026-08-29Tesla raises Cybertruck prices citing higher input costs and rising trade barriersTSLA+1.53%
2026-08-29Tech Giants Amass $3 Trillion in Off-Balance-Sheet AI CommitmentsGEV MSFT VRT+6.05%
2026-08-29Pershing Square Discloses $3.3B Capital Allocation Across Visa, Mastercard, and S&PMA SPGI V
2026-08-29Dell expands AI server backlog to $51.3B and raises fiscal 2027 segment guidance to $60BDELL NVDA+10.38%
2026-08-29Tesla increases Cybertruck prices citing rising input costs and trade barriersTSLA+1.53%
2026-08-29Jiayin Q2 Revenue Falls 61% as China Fintech Regulation Compresses VolumeJFIN KWEB-1.03%
2026-08-29Situational Awareness Fund Unwinds Over $10B in Leveraged AI Infrastructure StakesBE MU TSM+5.86%
2026-08-29Tech Giants Amass $3T in Off-Balance-Sheet AI Commitments, Moving Grid HardwareGEV MSFT VRT+6.05%
2026-08-29Marvell slides 8% as Q3 gross margin guidance overshadows 37% revenue jumpMRVL SPY+1.65%
2026-08-29Situational Awareness fund collapse forces $10B liquidation in leveraged AI assetsBE MU+8.98%
2026-08-29AI infrastructure off-balance-sheet commitments and data center power demand surgeBE CEG VRT
2026-08-29Jiayin Q2 Revenue Plunges 60.9% on Chinese Consumer Credit Regulatory PressuresJFIN
2026-08-29Marvell reports Q2 revenue growth but shares slide 8% on contracting gross margin guideMRVL+3.20%
2026-08-29MDU Resources contracts 1 GW data center load within $3.1B utility capex planCEG MDU
2026-08-29Gold and silver equities tumble as Fed rate hike speculation lifts real yieldsGORO SSRM
2026-08-29Warsh Signals 2026 Rate Hikes Possible as Fed Warns Inflation Progress StalledDXY GLD SPY TLT-0.41%
2026-08-29Administration outlines CFTC compliance pathway for decentralized token marketsCOIN+3.36%
2026-08-29Defense supply chain regulations set to restrict foreign rare-earth magnets from 2027USAR
2026-08-29Pershing Square deploys $3.3B across Visa, Mastercard, and S&P Global positionsMA SPGI V
2026-08-29Warsh at Jackson Hole: 2026 cuts unlikely; hikes remain possibleDXY GLD SPY TLT-0.41%
2026-08-29Pentagon 2027 ban on Chinese rare-earth magnets focuses domestic supply chainDXY USAR
2026-08-29The Hartford Authorizes $4.2B Buyback as Net Investment Income Surges 22% to $800MHIG TRV
2026-08-29Gap jumps 15% on Q2 earnings beat, gross margin expansion, and raised guidanceGAP
2026-08-29HP Rises 3% on Q3 Beat Bolstered by Federal Tariff Rebates and PC DemandHPQ+6.95%
2026-08-29Trump signals CFTC clearance path for Hyperliquid token in US marketsCOIN+3.36%
2026-08-29CFTC Prepares Regulatory Approval for Hyperliquid HYPE Token in US MarketCOIN+3.36%
2026-08-29Dell boosts FY27 AI server target to $60B as backlog reaches $51.3BDELL NVDA+10.38%
2026-08-29Marvell Q2 Revenue Up 37% to $2.74B, Gross Margin Guidance Triggers 8% DropMRVL NVDA+4.55%
2026-08-29Wells Fargo Recruits Independent Advisers to Scale Wealth Unit via Aladdin IntegrationBLK WFC-3.62%
2026-08-29Ulta Beauty Slips 4.2% Despite Q2 Beat and Raised Operating OutlookULTA XLY-1.96%
2026-08-29Fed Chair Warsh Signals 2026 Rate Cuts Unlikely, Hikes Remain PossibleGORO QQQ SSRM+0.35%
2026-08-29China pushes for Asia-Pacific free trade area agreement at APEC talksCNH FXI NKY+12.16%
2026-08-29G20 trade data show East Asia semiconductor exports supporting Taiwan-linked supply chains2330.TW SOX TWD

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