Catalysts and events · 2026-09-02

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

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2026-09-02RTX backlog expands to $289B following $22.9B Tomahawk missile contractRTX-1.32%
2026-09-02ASUS shows ProArt PCs with NVIDIA RTX Spark at IFA; index AI concentration flagged for SeptemberMSFT NVDA-2.70%
2026-09-02Symbotic backlog stands at $22.5B with Walmart generating 85% of revenueSYM WMT
2026-09-02Analyst projects Micron above $2,000 by end-2027; warns on memory cyclicalityMU SOX+2.23%
2026-09-02Iran's Revolutionary Guards launch ballistic missiles at U.S. base in JordanBRENT DXY RYAAY-2.61%
2026-09-02Iran attacks U.S. tanker traffic in wider wave of maritime strikesBRENT LNG SHIPPING VLCC FREIGHT
2026-09-02Israeli forces kill Hamas security chief's wife and seize him west of Gaza CityIAI ILS TA35+0.04%
2026-09-02Jordanian toddler arrives in Dubai for funded medical treatmentDHN
2026-09-02KraneShares completes Japan trust notification for LUMA Photonic and Optical ETFAAOI LUMA
2026-09-02Gilead secures FDA approval for Bixlenvo, raises 2026 HIV sales outlook to 9-10%GILD GSK
2026-09-02Small bank credit card delinquencies hit 6.49% as large lenders drop to 2.58%FTXO KRE-0.58%
2026-09-02Dell reports $47B revenue, lifts FY27 target to $192B on $95B AI backlogDELL+2.93%
2026-09-02FLSmidth signs mining lifecycle agreement with Lloyds Metals and Energy in IndiaFLIDY+5.63%
2026-09-02Druckenmiller opens 72,900-share AMD position following previous Nvidia divestmentAMD NVDA+3.74%
2026-09-02Dicks Sporting Goods drops 30% after Q2 net income falls to $315M and guidance cutDKS NKE
2026-09-02Broadcom reports fiscal Q3 results today following 48% Q2 revenue growthAVGO-1.75%
2026-09-02European Commission initiates interim review of Chinese silicon metal tariffsGSM
2026-09-02Symbotic holds $22.5B backlog with 85% revenue tied to WalmartSYM WMT
2026-09-02RTX expands backlog to $289B following $22.9B Tomahawk missile awardRTX-1.32%
2026-09-02CoreWeave debt reaches $35B as Q2 interest expense climbs to $640MCRWV+10.12%
2026-09-02Novonesis commits 600M euros to expand India enzyme facility by 2030NVZMY
2026-09-02US AI sector projected to need 50 GW by 2028, lifting gas turbine demand for GEVGEV XLU-0.07%
2026-09-02Subsea 7 wins $50M-$150M contract for Who Dat East project in US GulfSUBCY
2026-09-02Jyske Bank acquires Formuepleje, adding DKK 40B in wealth assetsJYSKY
2026-09-02Subsea 7 secures up to $150M contract for Who Dat East development in Gulf of MexicoSUBCY XLE-0.26%
2026-09-02FDA approves Gilead's Bixlenvo as HIV franchise sales outlook raised to 9-10%GILD GSK
2026-09-02Google contracts 396 MW of Utah geothermal power from Fervo EnergyGOOGL
2026-09-02Teucrium Agricultural ETF hits 52-week high up 25.7% from cycle lowTAGS
2026-09-02Dick's Sporting Goods lowers full-year guidance on Foot Locker acquisition dragDKS NKE
2026-09-02Dell reports $47.0B revenue and lifts FY27 target by $25B on $95B AI backlogDELL NVDA+0.11%
2026-09-02Jyske Bank acquires Formuepleje to add 40 billion Danish kroner in wealth AUMJYSKY
2026-09-02European Commission opens antidumping review on Chinese silicon metal importsGSM
2026-09-02RTX backlog expands to $289B on $22.9B Tomahawk missile contract awardITA RTX-1.79%
2026-09-02Small bank credit card delinquencies hit 6.49% while large banks drop to 2.58%FTXO KRE-0.58%
2026-09-02CoreWeave interest expense hits $640M in Q2 as total debt rises to $35BCRWV+10.12%
2026-09-02Nicox extends cash visibility to Q1 2028 ahead of NCX 470 FDA review decisionBLCO
2026-09-02Broadcom reports fiscal Q3 earnings with profit growth pacing at 127%AVGO-1.75%
2026-09-02KraneShares registers Photonic and Optical ETF for distribution in JapanAGIX LUMA
2026-09-02Novonesis commits 600 million euros to enzyme manufacturing expansion in IndiaNVZMY
2026-09-02FLSmidth secures lifecycle equipment pact with India's Lloyds Metals and EnergyFLIDY+5.63%
2026-09-02Symbotic carries $22.5B backlog with 85% revenue concentration in WalmartSYM WMT
2026-09-02Japan's 10-year government bond yield hits 3% for the first time since 1996JGB10Y JPY NIKKEI225+0.23%
2026-09-02Hong Kong stocks fall as Asian equities slide on oil gains and tighter rate betsHKD HSI
2026-09-02Japan's August factory activity expands for the eighth straight month as export orders jumpJPY NIKKEI225 TOPIX+0.23%
2026-09-02South Korea's August factory activity expands as chip demand offsets cost pressures000660.KS 005930.KS KOSPI KRW
2026-09-02Taiwan's factory activity expands in August as AI hardware demand lifts regional manufacturing2330.TW TAIEX
2026-09-02Volodymyr Zelenskyy warns airlines that Russian airspace is unsafe as Ukraine expands drone strikesAFLT LCO USDRUB+0.21%
2026-09-02The Central Bank of the Republic of Turkey cuts its policy rate by 250 basis pointsTURKGB USDTRY XU100
2026-09-02China's manufacturing PMI returns to expansion in August on AI hardware demandCNH KWEB SMH-1.41%
2026-09-02Russia strikes Kyiv for a sixth straight day, killing seven at a railway depotEUFN ITA UAEU-1.64%

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