Catalysts and events · 2026-09-04

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

DateCardAvg 5d

2026-09-04Credo Technology drops 29.5% on gross margin decline despite 115% top-line growthCRDO
2026-09-04Nvidia Acquires Open-Source Platform Hugging Face for $12.93BNVDA-8.42%
2026-09-04Snowflake shares gain 16% on Q2 beat and raised full-year product guidance to $6.07BSNOW
2026-09-04LGI Homes August Closings Increase 9.9% Year-Over-Year to 409 UnitsLGIH
2026-09-04Tenable Partners With OpenAI to Launch CyberAgents AI Inspector ToolTENB+2.42%
2026-09-04Credo Technology drops 29.5% on gross margin decline to 64.5% despite revenue beatCRDO
2026-09-04Tenable partners with OpenAI to launch AI agent security review platformTENB+2.42%
2026-09-04Consob Approves Tata Motors Subsidiary Tender Offer for Iveco GroupIVCGF
2026-09-04BlackRock introduces 5% to 20% private asset allocations in target-date fundsBLK-5.05%
2026-09-04Snowflake Surges 16% on Q2 Beat and Upgraded Full-Year Product GuidanceSNOW
2026-09-04Consob approves TML CV Holdings tender offer for Iveco Group at €14.10 per shareIVCGF
2026-09-04Samsara Tops Q2 Estimates With $508M Revenue and $0.20 Adjusted EPSIOT
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82DXY IBIT TLT-1.56%
2026-09-04Circle surges 52.6% in August following New York and national trust approvalsCRCL
2026-09-04Anthropic targets post-Labor Day IPO filing with $2 trillion valuation ambitionAMZN NVDA-5.17%
2026-09-04Nvidia agrees to acquire Hugging Face for $12.93B to expand software platformNVDA-8.42%
2026-09-04BlackRock integrates 5% to 20% private asset allocations into 401(k) target-date fundsBLK-5.05%
2026-09-04Robinhood grows Q2 revenue 32% as annualized product lines reach 13 categoriesHOOD-6.37%
2026-09-04Samsara tops Q2 estimates with EPS of $0.20 and revenue of $508.44MIOT
2026-09-04Bitcoin reclaims $81,000 as Fed Governor Waller signals support for rate pauseIBIT
2026-09-04HPE, Broadcom, and Dell post revenue growth on sustained AI infrastructure ordersAVGO DELL HPE+1.60%
2026-09-04Robinhood posts $1.31B Q2 revenue with 13 business lines exceeding $100M ARRHOOD-6.37%
2026-09-04Samsara reports Q2 revenue of $508.44M, beating consensus by 5.20 percentIOT
2026-09-04Robinhood reports $1.31B Q2 revenue as product lines expand to 13 unitsHOOD-6.37%
2026-09-04Tenable partners with OpenAI to launch CyberAgents Exchange AI InspectorTENB+2.42%
2026-09-04BlackRock integrates 5 to 20 percent private asset exposure into target-date fundsBLK-5.05%
2026-09-04Snowflake shares gain 16% on Q2 beat and raised full-year product outlookAMZN SNOW-1.92%
2026-09-04Waller hold signal lifts Bitcoin to $81,491.82HOOD IBIT-6.37%
2026-09-04Anthropic Prepares Early Autumn IPO Prospectus Targeting $2T ValuationAMZN-1.92%
2026-09-04Robinhood Scales to 13 $100M+ Revenue Lines as Q2 Revenue Hits $1.31BHOOD-6.37%
2026-09-04Samsara reports Q2 EPS of $0.20 beating consensus on $508.4M revenueIOT
2026-09-04Lululemon comparable sales drop 9% in Q2 prompting full-year guidance cutLULU NKE
2026-09-04HPE and Broadcom Post Record Quarters on AI Infrastructure SpendAVGO DELL HPE+1.60%
2026-09-04HPE, Broadcom, Dell report AI-driven revenue strength and raise outlookAVGO DELL HPE+1.60%
2026-09-04Circle Internet gained 52.6% in August following NY and national trust authorizationsCRCL
2026-09-04White House reviews candidates to replace Deputy Defense Secretary Steve Feinberg amid Iran-war munitions strainIEF LMT RTX-1.12%
2026-09-04Bessent says EU joins U.S.-led Operation Economic Outcast against Iran → Bullish XLEXLE+0.73%
2026-09-04Nvidia agrees to buy Hugging Face for $12.93bn → Bearish AMD → Bearish AMDAMD+3.32%
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82 → Bullish TLT → Bullish TLT → Bullish TLTTLT-1.56%
2026-09-04Dell, HPE, Broadcom report AI-driven top-line strength; Dell cites $95B server backlogAVGO DELL HPE MU-1.07%
2026-09-04Oil prices rise on Friday as traders price intensifying U.S.-Iran tensions → Bullish XLEXLE+0.73%
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82 → Bullish TLT → Bullish TLTTLT-1.56%
2026-09-04Snowflake Surges 16% as Q2 Earnings Beat and FY Product Guidance Reaches $6.07B → Bullish AMZNAMZN-1.92%
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82 → Bearish DXY → Bearish DXYDXY
2026-09-04Nvidia agrees to buy Hugging Face for $12.93bn → Bearish AMDAMD+3.32%
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82 → Bearish DXYDXY
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82 → Bullish TLTTLT-1.56%
2026-09-04Broadcom prints $29.6B revenue as HPE hits $12.2B and Dell $95B backlog — AVGO AI-capex revisionsAVGO-3.68%
2026-09-04Nvidia buys Hugging Face for $12.93B and 18M developers — NVDA software lock-in re-rateNVDA-8.42%
2026-09-04Fed Waller backs rate hold as Bitcoin jumps 5.5% to $81,491.82 — IBIT duration-risk bid extendsIBIT

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