Catalysts and events · 2026-09-02

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

DateCardAvg 5d

2026-09-02Anthropic's real constraint is electricity; U.S. AI sector may need 50 GW by 2028 and GE Vernova positionedGEV+0.21%
2026-09-02Small bank credit card delinquencies hit 6.49% as large lenders drop to 2.58%KRE-0.58%
2026-09-02Small bank credit card delinquencies hit 6.49% as large lenders drop to 2.58%KRE-0.58%
2026-09-02Gilead secures FDA approval for Bixlenvo, raises 2026 HIV sales outlook to 9-10%GILD GSK
2026-09-02Druckenmiller opens 72,900-share AMD position following previous Nvidia divestmentAMD+10.18%
2026-09-02RTX expands backlog to $289B following $22.9B Tomahawk missile awardRTX-1.32%
2026-09-02US AI sector projected to need 50 GW by 2028, lifting gas turbine demand for GEVGEV XLU-0.07%
2026-09-02US military says it completed latest wave of strikes on Iranian IRGC targets → Bullish XLEXLE-0.26%
2026-09-02Iranian forces attack Saudi Bahri tanker Sidr in the Strait of Hormuz, killing two Filipino sailorsBAHRI:SR BRENT WTI+9.11%
2026-09-02Iranian forces attack Saudi Bahri tanker Sidr in the Strait of Hormuz, killing two Filipino sailorsBAHRI:SR BRENT WTI+9.11%
2026-09-02Russia summons Germany's charge d'affaires after Berlin announces sanctions over drone allegationsEUOIL MOEX RUB
2026-09-02U.S. Central Command completes strikes on Iranian air-defence, radar and maritime targetsBZ=F GLD XAR-1.91%
2026-09-02US strikes Iranian targets in southern Iran as Tehran launches retaliatory attacks on regi → Bullish XLEXLE-0.26%
2026-09-02US Central Command strikes Iranian Revolutionary Guard targets near the Strait of Hormuz and expands maritime blockade after attempted attacks on shippingBRN00 CL00 DWT GCZ26
2026-09-02U.S. Central Command completes strikes on Iranian air-defence, radar and maritime targetsBZ=F GLD XAR-1.91%
2026-09-02Chris Wright said 17 million barrels of oil transited the Strait of Hormuz on MondayBZ=F USO+12.21%
2026-09-02US Central Command strikes Iranian Revolutionary Guard targets near the Strait of Hormuz and expands maritime blockade after attempted attacks on shippingBRN00 CL00 DWT GCZ26
2026-09-02Russia summons Germany's charge d'affaires after Berlin announces sanctions over drone allegationsEUOIL MOEX RUB
2026-09-02Russia launches overnight drone and missile barrage against Ukraine after a week of repeated strikesDBRGN RHM UCHI
2026-09-02Thailand cuts visa-free stays for 60 countries to 30 days starting Sept. 15AOT
2026-09-02Fed Governor Barr says he would back a rate hike if inflation fails to moderate → Bearish QQQQQQ-0.08%
2026-09-02Indonesia's parliament approves a 0.5% tax on e-commerce sellers above 500 million rupiah in annual salesBUKA GOTO
2026-09-02Bank of Canada leaves policy rate unchanged at 2.25%CAD CGB
2026-09-02Russia summons German envoy after Berlin announces sanctions over alleged drone attackRSX RUB URALS
2026-09-02Iran blacklists 11 more ships for sailing through the Strait of HormuzBDRY DHT HAFN+1.40%
2026-09-02Argentina's government advances BCRA charter reform to tighten central-bank rulesARGY ARS GD30
2026-09-02China expands export-control tracking with a new policy filing on East Asia Brief009150.KS ASML SOXX+3.19%
2026-09-02Taiwan semiconductor supply chain stays in focus as East Asia policy tracking flags new export-control developmentsSOXX TSM TWD+3.10%
2026-09-02White House hosts President Trump and U.S. travel executivesEXPE JETS-1.73%
2026-09-02Bank of Canada leaves policy rate unchanged at 2.25%CAD CGB
2026-09-02Argentina's government advances BCRA charter reform to tighten central-bank rulesARGY ARS GD30
2026-09-02Banxico Deputy Governor Heath says Mexico should avoid another near-term rate cutMBONOS MEXBOL MXN
2026-09-02Thailand and Singapore agree to deepen cooperation on digital economy and supply chain resilienceSATS SGX
2026-09-02Thailand cuts visa-free stays for 60 countries to 30 days starting Sept. 15AOT THB
2026-09-02Indonesia's parliament approves a 0.5% tax on e-commerce sellers above 500 million rupiah in annual salesBUKA GOTO IDR-3.96%
2026-09-02Russia launches overnight drone and missile barrage against Ukraine after a week of repeated strikesDBRGN RHM UCHI
2026-09-02Donald Tusk warns Poland to prepare for various scenarios after call with NATO chiefPLN PZU WIG20
2026-09-02Russia summons German envoy after Berlin announces sanctions over alleged drone attackRSX RUB URALS
2026-09-02Iran blacklists 11 more ships for sailing through the Strait of HormuzBDRY DHT HAFN+1.40%
2026-09-02US military says it struck Iranian targets in response to attacks on commercial shipping in the Strait of HormuzBDRY CL1 LNG-5.04%
2026-09-02U.S. says Iran sought to mine the Strait of Hormuz before renewed strikes on IRGC targetsBDRY BRENT DXY-3.98%
2026-09-02US strikes hit Iranian targets after Tehran launches missile and drone attacks on American forces and shippingBRENT USO WTI XAUUSD+10.66%
2026-09-02Bessent says the U.S. may target airlines, maritime firms and digital assets tied to IranBZ=F IEMG TNK USO+12.21%
2026-09-02Iran says it struck U.S. assets in Iraq, Bahrain, Jordan and Kuwait after renewed U.S. attacksRTX USO+5.45%
2026-09-02U.S. military strikes IRGC air defences and mine-laying sites near the Strait of HormuzBRENT USD XAR-0.67%
2026-09-02Iran adds 11 more ships to its Hormuz blacklistBDRY BZ=F LPG-3.98%
2026-09-02Scott Bessent says U.S. may target airlines, maritime industry and digital assets over Iran supportBA DXY LNG-4.02%
2026-09-02Iran adds 11 more ships to Strait of Hormuz blacklist, widening detention riskBRENT OSG WTI+9.11%
2026-09-02Two tankers are struck by unknown projectiles while transiting the Strait of HormuzBZ=F LPG WTI+9.11%
2026-09-02Trump says the renewed U.S. campaign against Iran will not last longBRN1! CL1! DXY TLT-1.43%

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