Catalysts and events · 2026-09-04

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

DateCardAvg 5d

2026-09-04US-Iran attacks hit Saudi Bahri tanker, killing 2 — USO crude-risk premium reprices Hormuz disruptionUSO+10.36%
2026-09-04Nvidia buys Hugging Face for $12.93B and 18M developers — NVDA AI-software multiple re-rateNVDA-8.42%
2026-09-04US-Iran tanker strike kills 2 as Hormuz transits fall to 6/day — USO war-premium re-prices supply riskUSO+10.36%
2026-09-04Fed Waller backs a rate hold as Bitcoin jumps 5.5% to $81,491.82 — IBIT discount-rate bidIBIT
2026-09-04HPE $12.2B +34%, Broadcom $29.6B +86%, Dell $95B backlog — AVGO AI-capex earnings re-rateAVGO-3.68%
2026-09-04Circle Internet Rallies 52.6% on New York and National Trust Charter ApprovalsCRCL IBIT
2026-09-04Nvidia to buy Hugging Face for $12.93B; Q2 revenue +106% and Vera CPU targets flaggedAMD INTC+3.32%
2026-09-04Samsara Beats Q2 Estimates with $0.20 EPS and 5.2% Revenue OutperformanceIOT
2026-09-04Bitcoin reclaims $81,000 as Fed Governor Waller signals support for rate pauseIBIT
2026-09-04Robinhood Posts 32% Q2 Revenue Growth to $1.31B Across 13 Scaled Business LinesHOOD-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 cutNKE
2026-09-04Nvidia Announces $12.93B Hugging Face Acquisition to Expand AI Platform ControlAMD+3.32%
2026-09-04Waller backs holding rates; Bitcoin jumps 5.5% to $81,491.82DXY IBIT TLT-1.56%
2026-09-04Anthropic Prepares Early Autumn IPO Prospectus Targeting $2T ValuationAMZN-1.92%
2026-09-04Robinhood reports $1.31B Q2 revenue as product lines expand to 13 unitsHOOD-6.37%
2026-09-04HPE and Broadcom Post Record Quarters on AI Infrastructure SpendAVGO DELL HPE+1.60%
2026-09-04Dell, HPE, and Broadcom report surging AI server revenue and raised FY27 guidanceHPE+6.56%
2026-09-04Robinhood posts $1.31B Q2 revenue with 13 business lines exceeding $100M ARRHOOD-6.37%
2026-09-04Anthropic targets post-Labor Day IPO filing with $2 trillion valuation ambitionAMZN NVDA-5.17%
2026-09-04Dell, HPE, Broadcom report AI-driven top-line strength; Dell cites $95B server backlogAVGO HPE MU-2.07%
2026-09-04Robinhood Scales to 13 $100M+ Revenue Lines as Q2 Revenue Hits $1.31BHOOD-6.37%
2026-09-04Samsara tops Q2 estimates with EPS of $0.20 and revenue of $508.44MIOT
2026-09-04Waller hold signal lifts Bitcoin to $81,491.82HOOD IBIT-6.37%
2026-09-04Snowflake Surges 16% as Q2 Earnings Beat and FY Product Guidance Reaches $6.07BAMZN-1.92%
2026-09-04Enterprise AI Demand Accelerates: Dell Backlog Reaches $95B; Broadcom and HPE Post GainsAVGO DELL HPE+1.60%
2026-09-04HPE, Broadcom, and Dell post revenue growth on sustained AI infrastructure ordersAVGO DELL HPE+1.60%
2026-09-04Snowflake shares jump 16% after Q2 beat and raised product revenue guidanceSPY-1.21%
2026-09-04Nvidia buys Hugging Face for $12.93B and 18M developers — NVDA software-lock-in re-rateNVDA-8.42%
2026-09-04BlackRock integrates 5 to 20 percent private asset exposure into target-date fundsBLK-5.05%
2026-09-04Nvidia agrees to acquire Hugging Face for $12.93B to expand software platformNVDA-8.42%
2026-09-04Circle surges 52.6% in August following New York and national trust approvalsCRCL
2026-09-04Snowflake shares gain 16% on Q2 beat and raised full-year product outlookAMZN-1.92%
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
2026-09-04Tenable partners with OpenAI to launch CyberAgents Exchange AI InspectorTENB+2.42%
2026-09-04Critical Iran missiles hit US bases as CENTCOM strikes IRGC mine layers — LMT escalation bidLMT+0.78%
2026-09-04Lululemon Drops on 9% Comparable Sales Decline and Full-Year Guidance CutNKE
2026-09-04BlackRock integrates 5% to 20% private asset allocations into 401(k) target-date fundsBLK-5.05%
2026-09-04Nvidia agrees to buy Hugging Face for $12.93bnAMD+3.32%
2026-09-04Anthropic Prepares Post-Labor Day IPO Filing Targeting $2 Trillion ValuationAMZN-1.92%
2026-09-04Samsara reports Q2 revenue of $508.44M, beating consensus by 5.20 percentIOT
2026-09-04Robinhood grows Q2 revenue 32% as annualized product lines reach 13 categoriesHOOD-6.37%
2026-09-04Fed Waller hold signal lifts Bitcoin 5.5% to $81,491.82 — IBIT discount-rate bid extendsIBIT
2026-09-04Rocket Lab advances $8B Iridium deal as space systems revenue drives growthIRDM
2026-09-04Snowflake surges 16% on Q2 earnings beat and raised full-year revenue outlookSNOW
2026-09-04Dell reports 58% revenue growth, 203% EPS surge and $95B AI server backlog; raised fiscal 2027 guidanceDELL+1.93%
2026-09-04Nvidia announces $12.93B acquisition of Hugging Face open-source platformNVDA-8.42%
2026-09-04Snowflake shares gain 16% on Q2 earnings beat and FY product revenue guide of $6.07BSNOW
2026-09-04Lululemon Drops on 9% Comparable Sales Decline and Full-Year Guidance CutLULU NKE

See today's live cards

Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

Open Desk — $399/month