Catalysts and events · 2026-09-18

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

DateCardAvg 5d

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%
2026-09-18Fed raises policy rate 25 bps to 3.75%-4.00% as futures price 87% odds of further hikesGLD SHY USO-1.85%
2026-09-18Boeing falls 9.1% over trailing month as FY loss forecasted at $0.91 per shareBA ITA-0.04%
2026-09-18Eli Lilly GLP-1 Franchise Hits $27.7B in H1 2026 as Foundayo Gains PBM CoverageLLY NVO-10.27%
2026-09-18Arm surges 8.6% as CEO targets $2B AI chip revenue with AGI CPU rolloutARM AVGO NVDA-0.04%
2026-09-18Fed Raises Target Rate 25bp to 3.75-4.00% as 10Y Yields Approach 5.0%DGS10 MSFT QQQ+3.86%
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%
2026-09-18Toll Brothers deliveries fall 10% in Q3 as higher costs pressure forward marginsITB TOL+2.77%
2026-09-18CoreWeave files 35M share ATM and $3B convertible note issue amid $25B backlogCRWV NVDA+4.46%
2026-09-18Goldman Sachs, Morgan Stanley Lead Expected $100B Anthropic IPOGS MS-3.10%
2026-09-18Ford attracts $7B institutional inflow in Q2 on Ford Energy battery storage expansionF TSLA+2.15%
2026-09-18Anthropic targets October IPO with $100B valuation led by Goldman and MSGS MS-3.10%
2026-09-18CoreWeave raises $3B in convertible debt and files 35M share ATM offeringCRWV NVDA+4.46%
2026-09-18Boeing Declines 2.5% to Deepen Monthly Drop to 9.1% Ahead of Expected Quarterly LossBA-0.07%
2026-09-18Herzfeld Credit Income Fund Begins Tender Offer for 5% of Shares at 97.5% NAVHERZ
2026-09-18Centene posts Q2 adjusted EPS of $2.51 amid 8%-9% projected Medicaid roll-offCNC UNH-2.57%
2026-09-18MP Materials narrows Q2 operating loss to $32M as NdPr rare earth sales surge 89%MP UUUU
2026-09-18Equinor completes NOK 159M third-tranche buyback at NOK 419.13 average priceEQNR USO-3.94%
2026-09-18Mining and construction equipment sector gains 59.7% on energy transition demandCAT CPER+0.94%
2026-09-18Corning Multiplies Optical Capacity 10x Under Meta, Amazon, Nvidia DealsAVGO GLW NVDA-0.04%
2026-09-18Centene Delivers Q2 Adjusted EPS of $2.51, Projects 8%-9% Medicaid DropCNC UNH-2.57%
2026-09-18Centene Delivers $2.51 Q2 EPS as Commercial Margins Offset 9% Medicaid DeclineCNC UNH-2.57%
2026-09-18Anthropic prepares October IPO with $100B target via Goldman Sachs and Morgan StanleyGS MS MSFT+0.71%
2026-09-18Eli Lilly generates $27.7B in 1H GLP-1 sales as Foundayo gains PBM formularyLLY NVO-10.27%
2026-09-18Arm Holdings jumps 8.6% as CEO projects $2B revenue from new proprietary AGI CPUARM
2026-09-18Toll Brothers deliveries fall 10% in Q3 fiscal 2026 despite 2.3% average price increaseITB TOL+2.77%
2026-09-18Centene posts Q2 adjusted EPS of $2.51 as Medicaid rolls face 8%-9% 2026 declineCNC UNH-2.57%
2026-09-18Nvidia Reaffirms $4T AI Infra Spend Target as Vera Rubin GPU Enters ProductionAMD NVDA TSM+5.86%
2026-09-18CoreWeave Drops 5% on 35M Share ATM and $3B Convertible Debt OfferingCRWV NVDA+4.46%
2026-09-18iManage integrates governed content workflows into ChatGPT EnterpriseGOOGL MSFT+4.53%
2026-09-18Ford launches Ford Energy battery storage for data centers as institutional inflows reach $7BF
2026-09-18Ford Sees $7B Institutional Inflow in Q2, Launches Battery Storage UnitF
2026-09-18Toll Brothers drops 10.7% post-earnings as home deliveries decline 10%ITB TOL+2.77%
2026-09-18Fed hikes policy rate 25bp to 3.75%-4.00%; 10Y Treasury yield approaches 5%NVDA QQQ SHY+1.47%
2026-09-1810-Year Treasury yield approaches 5.0%, compressing defensive dividend risk premiumsDGS10 KO PG-0.50%
2026-09-18Arm targets $2B revenue from proprietary AGI CPU as supply bottlenecks easeAMD ARM TSM+8.16%
2026-09-18Ford attracts $7B institutional inflow following launch of data center battery unitF
2026-09-18Freeport-McMoRan projects 46% quarterly EPS growth on structural copper demandCOPX FCX
2026-09-18Boeing slides 2.5% to extend 1-month drop to 9.1% amid projected quarterly lossBA-0.07%
2026-09-18Herzfeld Credit Income Fund Commences Tender Offer for 5% of Shares at 97.5% NAVHERZ
2026-09-18Flotek loses $400M PREPA power generation agreement representing 57% of backlogFTK
2026-09-18Qualcomm guides Q4 QCT margin down to 23%-25% on component cost pressureQCOM

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