Catalysts and events · 2026-09-18

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

DateCardAvg 5d

2026-09-18Citigroup says South Korea's chip boom could keep growth above 3% through 2028005930.KS KOSPI KRW
2026-09-18Bank of Japan raises policy rate to 1.25% and signals further tighteningJGB 10Y JPY NIKKEI 225+0.96%
2026-09-18China and ASEAN officials push higher-standard free-trade upgrade at Nanning forumCNH DHL FXI-1.86%
2026-09-18Russians begin three-day State Duma voting as early ballots open nationwideMOEX RSX RUB
2026-09-18Russia strikes Kyiv and other Ukrainian cities, injuring civilians and damaging civilian sitesEUR/UAH UCG UGAZ
2026-09-18Iran’s Revolutionary Guards say they strike Togo-flagged tanker in Strait of HormuzBZ=F CL=F
2026-09-18Goldman Sachs and Morgan Stanley Lead Advisors on Anthropic October IPO TargetGS MS-3.10%
2026-09-18Corning Expands AI Fiber Capacity Tenfold via Deals with Meta, Amazon, NvidiaAPH GLW
2026-09-18MP Materials Posts $32M Q2 Loss Despite 89% Revenue Jump on Magnet Ramp CostsMP UUUU
2026-09-18CoreWeave Dips 5% on 35M Share ATM and $3B Convertible Note IssuanceCRWV NVDA+4.46%
2026-09-18Arm Holdings Gains 8.6% as CEO Targets $2B Revenue from Proprietary AGI ChipARM
2026-09-18Nvidia Reaffirms $3T-$4T AI Infrastructure Spend as Vera Rubin Architecture Enters Full RunNVDA QQQ+2.23%
2026-09-18Qualcomm Forecasts QCT Margins Dropping to 23%-25% on Component Cost InflationAMD QCOM+12.65%
2026-09-1810-Year Treasury Yields Near 5% Compress Equity Risk Premium vs Dividend Blue ChipsDGS10 KO PG-0.50%
2026-09-18Fed Lifts Target Rate 25 bps to 3.75%-4.00% with 87% Odds of Further HikesDGS10 QQQ SHY+1.57%
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%
2026-09-18S&P 500 CAPE Ratio Hits 41 After Consecutive Annual Gains of 26%, 25%, and 18%QQQ SPY+2.23%
2026-09-18Taboola Enters Agreement to Acquire Financial Ad Network DianomiTBLA
2026-09-18Ford Launches Industrial Battery Division Ford Energy Amid $7B Institutional InflowF TSLA+2.15%
2026-09-18Centene Posts $2.51 Q2 EPS as Medical Cost Turnaround Offsets 8%-9% Medicaid ShrinkageCNC UNH-2.57%
2026-09-18Toll Brothers Falls 10.7% Post-Earnings as Deliveries Drop 10% on Cost SqueezeITB TOL+2.77%
2026-09-18Nebius surges 11% on 20% GPU pricing hike and 454% Q2 revenue growthNBIS NVDA+1.26%
2026-09-18Qualcomm Forecasts QCT Margins Dropping to 23-25% on Input Cost PressuresQCOM TSM+3.67%
2026-09-18Nvidia confirms Vera Rubin GPU full production as Huang targets $3-4T AI spendAMD NVDA TSM+5.86%
2026-09-18NextEra faces rate headwinds as Q3 revenue is projected to rise 15.4%NEE XLU-3.87%
2026-09-18Generac Secures $2.4B Data Center Power Deal with Amazon Through 2028AMZN GNRC-1.59%
2026-09-18Amazon awards Generac $2.4B-$8.0B data center backup power supply dealAMZN GNRC-1.59%
2026-09-18Corning expands optical capacity tenfold on Meta, Amazon, and Nvidia contractsGLW NVDA+1.26%
2026-09-18Qualcomm warns QCT margins to contract to 23-25% on rising silicon input costsQCOM TSM+3.67%
2026-09-18Alphabet Q3 consensus targets 27.2% revenue growth to $111.3B ahead of printGOOGL NVDA+1.26%
2026-09-18Meta gains 23.3% over past month as Q3 revenue is projected to rise 23.3% to $63.2BMETA NVDA+7.08%
2026-09-18Arm surges 8.6% as CEO targets $2B AI chip revenue with AGI CPU rolloutARM AVGO NVDA-0.04%
2026-09-18Equinor Executes NOK 159M Share Buyback Tranche at NOK 419.13 Per ShareEQNR-4.31%
2026-09-18Taboola to Acquire Dianomi to Consolidate Premium Financial Ad InventoryTBLA
2026-09-18Freeport-McMoRan Outperforms on Forecast 46% Q3 EPS Growth and 59% Annual ExpansionFCX
2026-09-18Ford Sees $7B Institutional Inflow in Q2, Launches Battery Storage UnitF
2026-09-18Flotek Loses $400M Puerto Rico Power Contract Representing 57% of BacklogFTK
2026-09-18CoreWeave Drops 5% on 35M Share ATM and $3B Convertible Debt OfferingCRWV NVDA+4.46%
2026-09-18Goldman Sachs and Morgan Stanley tapped to lead $100B Anthropic October IPOGOOGL GS MS-3.10%
2026-09-18Centene posts Q2 adjusted EPS of $2.51 amid 8%-9% projected Medicaid roll-offCNC UNH-2.57%
2026-09-18Toll Brothers deliveries fall 10% in Q3 fiscal 2026 despite 2.3% average price increaseITB TOL+2.77%
2026-09-18Boeing falls 9.1% over trailing month as FY loss forecasted at $0.91 per shareBA ITA-0.04%
2026-09-18Anthropic Targets October IPO with Projected $100B Valuation Lead UnderwritersGS MS MSFT+0.71%
2026-09-18Eli Lilly H1 GLP-1 sales reach $27.7B as oral obesity pill Foundayo secures PBMsLLY NVO-10.27%
2026-09-18Toll Brothers deliveries fall 10% in Q3 as higher costs pressure forward marginsITB TOL+2.77%
2026-09-18Fed raises policy rate 25 bps to 3.75%-4.00% as futures price 87% odds of further hikesGLD SHY USO-1.85%
2026-09-18CoreWeave Drops 5% on 35M Share ATM and $3B Convertible DebtCRWV NVDA+4.46%
2026-09-18Boeing Sinks 9.1% Over Past Month Ahead of Expected -$0.15 Q3 LossBA-0.07%
2026-09-18Boeing Declines 2.5% to Deepen Monthly Drop to 9.1% Ahead of Expected Quarterly LossBA-0.07%

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