Catalysts and events · 2026-09-03

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

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2026-09-03NEJM publishes Revolution Medicines Phase 1/2 data showing 42% ORR in NSCLCRVMD
2026-09-03NXP outperformance noted; NXPI $228.50 and expected earnings figures citedNXPI
2026-09-03Nxera Pharma Secures $8.6M Milestone from Lilly Subsidiary CentessaLLY
2026-09-03California Wildfire Liability Bill Fails to Vote; EIX Down 6%EIX
2026-09-03Fortrea Acquires Worldwide Clinical Trials Early Phase Unit for $45 MillionFTRE
2026-09-03Revolution Medicines Publishes Phase 1/2 Data for Daraxonrasib in NEJMRVMD
2026-09-03Tilly's Q2 EPS Reaches $0.27, Topping $0.17 Consensus EstimateTLYS
2026-09-03NXP rises; Zacks flags strong expected earnings and discounted forward P/ENXPI
2026-09-03S&P 500 Q3 Earnings Projected to Grow +23.0% YoY on Broad Sector StrengthSPY-1.15%
2026-09-03Michelin Executes Repurchase of 194.5k Shares at €33.64 Average PriceMGDDY-4.40%
2026-09-03Tilly's Q2 Earnings Reach $0.27 per Share, Beating Consensus Forecast of $0.17TLYS
2026-09-03Credo Technology Drops 20% on 74% Top-3 Customer ConcentrationCRDO
2026-09-03NetApp, Snowflake, HPE beat; signals for enterprise AI spendNVDA-4.45%
2026-09-03PVH Corp Beats Q2 EPS Consensus at $3.70 on Apparel Operating Margin ResiliencePVH
2026-09-03Diversified Energy Acquires Birch Permian for $1.8B via $1.5B ABS FinancingDEC
2026-09-03Varonis Jumps 10.4% to $46.76 as SaaS ARR Grows 25% to $598.1MVRNS
2026-09-03Zacks: S&P Q3 earnings expected +23.0% with tech led by Alphabet, Micron, NvidiaMU NVDA-1.33%
2026-09-03Eos Energy Rallies 18.8% on Google and MN8 Energy Mammoth Solar PartnershipEOSE
2026-09-03Varonis Systems Jumps 10.4% on 25% ARR Growth to $598 MillionVRNS
2026-09-03Edison International falls 6% as CA legislature stalls Wildfire Liability BillEIX
2026-09-03Methode Electronics Q1 Revenue Beats by 12.6% as Loss Narrows to $0.22 per ShareMEI
2026-09-03Eos Energy Jumps 18.8% on Google and MN8 Mammoth Solar Storage DealEOSE GOOGL
2026-09-03Edison International Drops 6% as California Fails to Vote on Wildfire Liability BillEIX
2026-09-03Fortrea to Acquire Worldwide Clinical Trials Early Phase Unit for $45MFTRE
2026-09-03Varonis jumps 10.4% as SaaS ARR rises 25% YoY to $598.1M on AI security demandMSFT VRNS
2026-09-03Credo Tech Plunges 20% on 74% Customer Concentration Despite 115% Revenue GrowthCRDO
2026-09-03Credo shares plunge 20% despite strong growth; concentration flaggedCRDO
2026-09-03Varonis ARR Climbs 25% to $598.1M on Accelerating AI Data Security AdoptionCHKP VRNS
2026-09-03Diversified Energy to Acquire Birch Permian Holdings for $1.8 Billion via ABSDEC
2026-09-03Hong Kong financial commentary highlights the city’s push to strengthen its role as a global finance hubHKEX HSI
2026-09-03South Korea unveils plan to merge state-run energy and utility firms to cut costs and lift competitivenessKEP KRW KS11
2026-09-03China says it will work with ASEAN to bring the upgraded free trade agreement into force early2609.HK CNH FXI-2.15%
2026-09-03Iran warns the United States it would respond forcefully to any Israeli attack in south LebanonBZ=F GC=F ITA-3.08%
2026-09-03Iran says it struck U.S. positions at Al Minhad air base with missiles and dronesBZ=F ITA UAE-0.54%
2026-09-03Iran launches missile and drone attacks against U.S. assets in BahrainBZ=F GC=F TREL.BA
2026-09-03Ukraine says Russian forces fired 174 drones and missiles overnight across multiple regionsBWX HYG VIX-0.77%
2026-09-03Iran warns the United States of a forceful response to any Israeli attack in LebanonBRN1! ITA XAUUSD-3.08%
2026-09-03Oil prices edge lower as traders weigh renewed U.S.-Iran strikesBRN1! CL1! XAUUSD
2026-09-03U.S. Central Command says it struck IRGC targets after attempted attacks on shippingBRN1! DXY ITA-3.08%
2026-09-03PVH Corp Beats Q2 Estimates with $3.70 EPS on Resilient Brand MarginsPVH
2026-09-03HPE Beats Q3 Consensus with $1.11 EPS on $12.21B RevenueHPE+14.05%
2026-09-03Credo Technology Drops 20% on 74% Top-3 Customer ConcentrationCRDO
2026-09-03Sirius XM Gains 7.5% on Deutsche Bank Upgrade and YouTube Ad DealSIRI
2026-09-03Nxera Pharma Secures $8.6M Milestone from Lilly Subsidiary CentessaLLY
2026-09-03NEJM Publishes Revolution Medicines Phase 1/2 Lung Cancer DataRVMD
2026-09-03California Wildfire Liability Bill Fails to Vote; EIX Down 6%EIX
2026-09-03Varonis Jumps 10.4% as Annual Recurring Revenue Rises 25% to $598.1MVRNS
2026-09-03Diversified Energy Buys Birch Permian for $1.8B Funded via $1.5B ABSDEC
2026-09-03Petco Q2 EPS Jumps to $0.16 vs $0.06 Consensus Despite Revenue MissWOOF
2026-09-03S&P 500 Q3 Earnings Growth Projected at +23.0% Led by TechMU SPY+0.32%

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