Catalysts and events · 2026-09-16

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

DateCardAvg 5d

2026-09-16Booz Allen and Rocket Lab Outperform Broader Market on Defense DemandBAH ITA RKLB+4.88%
2026-09-16Amazon and Microsoft Disclose Massive Capex Commitments for AI InfrastructureAMZN MSFT+1.35%
2026-09-16Capgemini: 83% of Firms Boost Climate Adaptation Spending While 15% Measure RiskCGEMY
2026-09-16AI Interconnect Demand Accelerates as Credo Faces 84% Client ConcentrationCRDO MRVL+13.58%
2026-09-16M/I Homes Forecasts 26% EPS Decline as 5% Treasury Yields Pressure HousingITB MHO+0.76%
2026-09-1610-Year Treasury Yield Touches 5.041% as Major Indices DropQQQ SPY+3.50%
2026-09-16Carlsmed Sues DeGen Medical Over AI-Enabled Personalized Spine PatentsCARL
2026-09-16Consumer Discretionary Shares Drop as SBUX and RCL Trail Broader MarketF RCL SBUX
2026-09-16Crude Oil Up 134.72% YTD on Escalating U.S.-Iran Military ConflictCL XLE-1.92%
2026-09-16Airlines Face Margin Squeeze from Elevated Fuel and Capacity ImbalancesJETS LTM VLRS+1.62%
2026-09-16Anthropic S-1 Filing Targeted for Late September Ahead of Mid-October IPOGOOGL NVDA+5.43%
2026-09-16Hong Kong unveils its first five-year plan to boost jobs, housing and mainland tech tiesHKD HKEX XHKG
2026-09-16China says August industrial output and trade accelerated as manufacturing backflow strengthenedCNH FXI TCEHY+1.50%
2026-09-16Reuters data shows Strait of Hormuz vessel transits remain in single digitsBRENT TANKER RATES WTI-3.86%
2026-09-16Saudi Arabia suspends some Yanbu crude loadings after pipeline attackBNO BRENT TANK-2.19%
2026-09-16Saudi Arabia shifts more crude loading to Oman after pipeline attacksOMAN LOGISTICS SECTOR VLCC SPOT RATES
2026-09-16Saudi Capital Market Authority tightens money market fund rules on foreign assetsSARUSD SAUDI MONEY MARKET FUNDS TASI.SR
2026-09-16Saudi air defences intercept Houthi drone south of Mecca after coalition alertBRN TADAWUL TASI-1.00%
2026-09-16University Study Projects Small Modular Reactor Costs at $93/MWh vs $45 Market PricesOKLO
2026-09-16First American Financial Gains 18% YTD on 140% Data Center Revenue SurgeFAF
2026-09-16The Pentagon says the U.S. military has enough munitions to keep striking IranBRENT LMT XAR-1.78%
2026-09-16Super Micro Drops 3.1% to 8.29x Forward P/E Despite 202.9% EPS Growth OutlookSMCI+12.46%
2026-09-16U.S. Central Command says Iranian drone hit the tanker El Gaia off OmanBRENT FRO INSURE-11.38%
2026-09-16Saudi Arabia's coalition says it destroyed a Houthi drone near Mecca after fresh attacks on kingdom infrastructureBRN CL1 USO-2.85%
2026-09-16Japan's trade deficit extends to four months as imports surge on higher crude oil and semiconductor components1321.T JPY SOX-0.85%
2026-09-16Omani maritime authorities say a vessel was struck near the Strait of Hormuz and two crew are missingBRENT FRO NAT-11.38%
2026-09-16Boeing Navigates 10x Debt-to-Equity and Negative Cash Flow on $89.5B RevenueBA-1.01%
2026-09-16Moderna and Merck Report Positive Phase III Trial Results for mRNA Cancer TherapyMRK
2026-09-16ASML Q3 Forecast Projects 96.4% EPS and 50.0% Revenue Growth Ahead of Oct 14NVDA+5.43%
2026-09-16Federal Product Liability Filings Reach 10-Year High on Auto Warranty ClaimsF RELX
2026-09-16Energy Producers Rally as Elevated Oil Prices Counteract Broader Market SelloffCVX USO-4.70%
2026-09-16Congress' bookkeeper says the U.S. war against Iran has cost $38 billion so farDXY UST10Y
2026-09-1610-Year Treasury Yield Surges to 5.041%, Highest Level Since July 2007SPY VIX+1.82%
2026-09-16Preliminary shipping data shows Strait of Hormuz transits fell to four on TuesdayAAL BRENT LNG+3.65%
2026-09-16ONEOK Prices $2.0B Debt Tender Across 20 Note Series with Full SubscriptionOKE
2026-09-16Pentagon watchdog says Iran war has depleted U.S. munitions and damaged hundreds of base structuresLMT RTX TLT-1.74%
2026-09-16Tesla Details Cybercab Architecture with 50% Smaller Footprint and Zero Rare EarthsTSLA+6.16%
2026-09-16Moderna and Merck Report Positive Phase III Trial Results for mRNA Cancer TherapyMRK MRNA
2026-09-16ASML Q3 Forecast Projects 96.4% EPS and 50.0% Revenue Growth Ahead of Oct 14ASML NVDA+5.43%
2026-09-16Airlines Post Mixed August Traffic as Capacity Growth Outpaces Passenger VolumeCPA LTM VLRS
2026-09-16University Study Projects Small Modular Reactor Costs at $93/MWh vs $45 Market PricesOKLO SMR
2026-09-1610-Year Treasury Yield Surges to 5.041%, Highest Level Since July 2007ARKK SPY TLT VIX+0.65%
2026-09-16Intuitive Machines Holds $1.1B NASA Backlog for Lunar Infrastructure ContractsLUNR
2026-09-16Preliminary shipping data shows Strait of Hormuz transits fell to four on TuesdayAAL BRENT LNG+3.65%
2026-09-16The Pentagon says the U.S. military has enough munitions to keep striking IranBRENT LMT XAR-1.78%
2026-09-16Congress' bookkeeper says the U.S. war against Iran has cost $38 billion so farDXY UST10Y XLF-2.49%
2026-09-16Saudi Arabia tells European buyers it will cancel some September crude cargoesBRENT FORTIES TANKERRATES
2026-09-16South Korean memory stocks slide as stockpiles at Samsung and SK hynix fall below 10 days000660.KS 005930.KS SOX
2026-09-16Japan's trade deficit extends to four months as imports surge on higher crude oil and semiconductor components1321.T JPY SOX-0.85%
2026-09-16Saudi Arabia's coalition says it destroyed a Houthi drone near Mecca after fresh attacks on kingdom infrastructureBRN CL1 USO-2.85%

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