Catalysts and events · 2026-09-02

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

DateCardAvg 5d

2026-09-02Druckenmiller opens 72,900-share AMD position following previous Nvidia divestmentAMD+10.18%
2026-09-02Russian drones and missiles strike Kyiv and Odesa as Ukraine warns airlines about Russian airspaceJETS RUSL UAH-1.73%
2026-09-02Japan's 10-year government bond yield rises above 3 percent as fiscal strain deepensEWJ JP10Y USDJPY+0.42%
2026-09-02The Central Bank of the Republic of Turkey cuts its policy rate by 250 basis pointsTURKGB USDTRY XU100
2026-09-02Japan's 10-year government bond yield hits 3% for the first time since 1996JGB10Y JPY NIKKEI225+0.23%
2026-09-02Iran's Revolutionary Guards launch ballistic missiles at U.S. base in JordanBRENT DXY RYAAY-2.61%
2026-09-02China says its trade with ASEAN topped $1 trillion for the first time in 2025CNH FXI SSEC-2.23%
2026-09-02Small banks hit 6.49% card delinquencies vs 2.58% at large lenders — KRE credit-loss repricingKRE-0.58%
2026-09-02Japan's August factory activity expands for the eighth straight month as export orders jumpJPY NIKKEI225 TOPIX+0.23%
2026-09-02Israeli forces kill Hamas security chief's wife and seize him west of Gaza CityIAI ILS TA35+0.04%
2026-09-02Small bank credit card delinquencies hit 6.49% while large banks drop to 2.58%KRE-0.58%
2026-09-02Google contracts 396 MW of Utah geothermal power from Fervo EnergyGOOGL
2026-09-02CoreWeave interest expense surges to $640M as debt rises to $35BCRWV+10.12%
2026-09-02Stanley Druckenmiller opened a new AMD position in Q2 after selling Nvidia in 2024AMD+10.18%
2026-09-02Jyske Bank acquires Formuepleje, adding 40B DKK in wealth assetsJYSKY
2026-09-02Subsea 7 wins $50M-$150M contract for Who Dat East project in Gulf of MexicoSUBCY
2026-09-02Broadcom reports Sep 2; profit growth outpaced revenue growth per pre-report noteAVGO-1.75%
2026-09-02Novonesis announces 600M euro enzyme production expansion in IndiaNVZMY
2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsDKS NKE
2026-09-02ASUS shows ProArt PCs with NVIDIA RTX Spark at IFA; index AI concentration flagged for SeptemberNVDA-2.70%
2026-09-02FLSmidth signs mining lifecycle agreement with Lloyds Metals and Energy in IndiaFLIDY+5.63%
2026-09-02KraneShares completes Japan trust notification for LUMA Photonic and Optical ETFAAOI LUMA
2026-09-02Dell posts record revenue; AI server orders $60.9B and $95B backlog lift hardware demandNVDA TSM+0.16%
2026-09-02KraneShares registers Photonic and Optical ETF (LUMA) for Japan distributionLUMA
2026-09-02Dell reports $47B revenue, lifts FY27 target to $192B on $95B AI backlogDELL+2.93%
2026-09-02Dicks Sporting Goods drops 30% after Q2 net income falls to $315M and guidance cutDKS
2026-09-02European Commission initiates interim review of Chinese silicon metal tariffsGSM
2026-09-02Analyst projects Micron above $2,000 by end-2027; warns on memory cyclicalityMU+2.23%
2026-09-02Novonesis commits 600M euros to expand India enzyme facility by 2030NVZMY
2026-09-02Taiwan manufacturing stays in expansion as August PMI remains above 50EWT TPE:2330 TWD-0.47%
2026-09-02South Korea's manufacturing activity expands in August on AI hardware demand005930.KS KOSPI USDKRW
2026-09-02South Korea opens a Bank of Korea and OECD conference on population agingEWY KRW KTB10Y+2.19%
2026-09-02Hong Kong shares fall as Asian equities slide on oil gains and Fed hike bets2800.HK HSI USDHKD
2026-09-02China says its trade with ASEAN topped $1 trillion for the first time in 2025CNH FXI SSEC-2.23%
2026-09-02Japan's 10-year government bond yield rises above 3 percent as fiscal strain deepensEWJ JP10Y USDJPY+0.42%
2026-09-02Russian drones and missiles strike Kyiv and Odesa as Ukraine warns airlines about Russian airspaceJETS RUSL UAH-1.73%
2026-09-02Zelenskyy warns airlines and insurers that Russian airspace is becoming unsafeAAL AIG JETS-1.85%
2026-09-02Anthropic's real constraint is electricity; U.S. AI sector may need 50 GW by 2028 and GE Vernova positionedGEV NVDA-1.24%
2026-09-02Small bank credit card delinquencies reach 6.49% vs 2.58% at large lendersFTXO KRE-0.58%
2026-09-02Subsea 7 wins $50M-$150M contract for Who Dat East project in Gulf of MexicoSUBCY
2026-09-02Broadcom reports Sep 2; profit growth outpaced revenue growth per pre-report noteAVGO SOX-1.75%
2026-09-02CoreWeave interest expense surges to $640M as debt rises to $35BCRWV NVDA+3.71%
2026-09-02European Commission opens interim review of Chinese silicon metal tariffsGSM
2026-09-02KraneShares registers Photonic and Optical ETF (LUMA) for Japan distributionLUMA
2026-09-02Gilead secures FDA approval for Bixlenvo and lifts 2026 HIV sales outlookGILD
2026-09-02Novonesis announces 600M euro enzyme production expansion in IndiaNVZMY
2026-09-02Dell posts record revenue; AI server orders $60.9B and $95B backlog lift hardware demandNVDA TSM+0.16%
2026-09-02Stanley Druckenmiller opened a new AMD position in Q2 after selling Nvidia in 2024AMD+10.18%
2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsDKS NKE
2026-09-02Jyske Bank acquires Formuepleje, adding 40B DKK in wealth assetsJYSKY

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