Catalysts and events · 2026-09-18

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

DateCardAvg 5d

2026-09-18Fed hikes target rate 25 bps to 3.75%-4.00% as 10-year yields near 5.00%DGS10 QQQ SHY+1.57%
2026-09-18Amazon awards Generac $2.4B-$8.0B data center backup power supply dealGNRC
2026-09-18Flotek Loses $400M Puerto Rico Power Contract Representing 57% of BacklogFTK
2026-09-18Arm Targets $2B in AI Chip Revenue as Supply Chain Constraints SubsideARM TSM+3.67%
2026-09-18Nebius hikes on-demand Nvidia GPU pricing 20% on tight AI cloud capacityNBIS NVDA+1.26%
2026-09-18Taboola announces acquisition of finance ad network Dianomi to bolster Realize platformTBLA
2026-09-18Nvidia confirms Vera Rubin ramp as Nebius raises GPU rental pricing 20%NBIS
2026-09-18Corning Expands AI Fiber Capacity Tenfold via Deals with Meta, Amazon, NvidiaAPH GLW
2026-09-18Fed Raises Target Rate 25bp to 3.75-4.00% as 10Y Yields Approach 5.0%DGS10 QQQ+3.19%
2026-09-18Eli Lilly generates $27.7B in 1H GLP-1 sales as Foundayo gains PBM formularyLLY
2026-09-18Flotek Loses $400M PREPA Power Agreement Representing 57% of Total BacklogFTK
2026-09-18Equinor completes NOK 159M third-tranche buyback at NOK 419.13 average priceEQNR-4.31%
2026-09-18Boeing Declines 2.5% to Deepen Monthly Drop to 9.1% Ahead of Expected Quarterly LossBA-0.07%
2026-09-18CoreWeave Drops 5% on 35M Share ATM and $3B Convertible DebtCRWV+7.66%
2026-09-18Herzfeld Credit Income Fund launches tender offer for 5% of shares at 97.5% NAVHERZ
2026-09-18Corning expands US optical capacity tenfold following agreements with META, AMZN, NVDAGLW
2026-09-18Toll Brothers Falls 10.7% on 10% Delivery Drop and Rising SG&A CostsTOL+3.22%
2026-09-18Corning expands optical capacity tenfold on Meta, Amazon, and Nvidia contractsGLW
2026-09-18Arm Holdings jumps 8.6% as CEO projects $2B revenue from new proprietary AGI CPUARM
2026-09-18Fed hikes rates 25 bps to 3.75%-4.00%; futures price 87% odds of follow-up moveDGS10 QQQ+3.19%
2026-09-18Nebius surges 11% on 20% GPU pricing hike and 454% Q2 revenue growthNBIS
2026-09-18Arm jumps 8.6% targeting $2B from proprietary AGI CPU as supply easesARM
2026-09-18Freeport-McMoRan Outperforms on Forecast 46% Q3 EPS Growth and 59% Annual ExpansionFCX
2026-09-18Arm Surges 8.6% on $2B AGI CPU Revenue Target and Supply ReliefARM
2026-09-18Generac signs $2.4B data center generator agreement with Amazon through 2028AMZN GNRC-1.59%
2026-09-18Arm targets $2B revenue from proprietary AGI CPU as supply bottlenecks easeARM TSM+3.67%
2026-09-18Nvidia Reaffirms $3T-$4T AI Infrastructure Spend as Vera Rubin Architecture Enters Full RunNVDA QQQ+2.23%
2026-09-18Nvidia Reaffirms $4T AI Infra Spend Target as Vera Rubin GPU Enters ProductionNVDA TSM+2.47%
2026-09-18CoreWeave files $3B convertible note issue and 35M ATM equity programCRWV NVDA+4.46%
2026-09-18Nebius Lifts On-Demand GPU Cloud Prices 20% on AI Compute ScarcityNBIS NVDA+1.26%
2026-09-18Centene Delivers $2.51 Q2 EPS as Commercial Margins Offset 9% Medicaid DeclineCNC-5.05%
2026-09-18Generac Secures $2.4B Data Center Power Deal with Amazon Through 2028AMZN GNRC-1.59%
2026-09-18CoreWeave raises $3B in convertible debt and files 35M share ATM offeringCRWV NVDA+4.46%
2026-09-1810-Year Treasury yield approaches 5.0%, compressing defensive dividend risk premiumsDGS10 KO PG-0.50%
2026-09-18Fed hikes policy rate 25bp to 3.75%-4.00%; 10Y Treasury yield approaches 5%QQQ SHY+1.57%
2026-09-18Fed Lifts Target Rate 25 bps to 3.75%-4.00% with 87% Odds of Further HikesDGS10 SHY-0.04%
2026-09-18Toll Brothers deliveries fall 10% in Q3 fiscal 2026 despite 2.3% average price increaseITB TOL+2.77%
2026-09-18Corning Multiplies Optical Capacity 10x Under Meta, Amazon, Nvidia DealsAVGO GLW NVDA-0.04%
2026-09-18Arm Holdings Gains 8.6% as CEO Targets $2B Revenue from Proprietary AGI ChipARM
2026-09-1810-year Treasury yield trades near 5% following Fed rate hike to 3.75%-4.00%DGS10 KO SHY-0.27%
2026-09-18Nvidia confirms Vera Rubin GPU full production as Huang targets $3-4T AI spendNVDA TSM+2.47%
2026-09-18Generac Secures Up to $8B Amazon Data Center Backup Power Supply ContractAMZN GNRC-1.59%
2026-09-18Nebius Raises On-Demand Nvidia GPU Prices 20% as Q2 Revenue Grows 454%NBIS NVDA+1.26%
2026-09-1810-Year Treasury Yields Near 5% Compress Equity Risk Premium vs Dividend Blue ChipsDGS10
2026-09-18Equinor Executes NOK 159M Share Buyback Tranche at NOK 419.13 Per ShareEQNR-4.31%
2026-09-18Taboola Agrees to Acquire Financial Ad Network Dianomi by Year-EndTBLA
2026-09-18Arm surges 8.6% as CEO targets $2B AI chip revenue with AGI CPU rolloutARM
2026-09-18CoreWeave Dips 5% on 35M Share ATM and $3B Convertible Note IssuanceCRWV+7.66%
2026-09-18Boeing falls 9.1% over trailing month as FY loss forecasted at $0.91 per shareBA ITA-0.04%
2026-09-18Generac Secures $2.4B Amazon Data Center Backup Generator DealAMZN GNRC-1.59%

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