Catalysts and events · 2026-09-25

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

DateCardAvg 5d

2026-09-25Bloom Energy Targets 2 GW Fremont Factory Capacity to Service $20B BacklogBE XLU+0.81%
2026-09-25SPIE Completes €388M Buyback of 2028 Sustainability Convertible BondsSPIIY
2026-09-25Uxin Q2 Revenue Grows 75% to RMB 1.51B as Gross Margin Slips to Negative 0.7%KWEB UXIN-0.08%
2026-09-25Quantum X Labs Files U.S. Patent for Circuit Watermarking TechnologyQXL
2026-09-25USA Rare Earth Breaks Ground on $1.2B Magnet Facility in South CarolinaREMX USAR
2026-09-25Pfizer and NVIDIA Form $80M CytoReason Venture as Vaccine AI R&D ExpandsDNA NVDA PFE+3.95%
2026-09-25ADARx Pharmaceuticals Prices Upsized $446.3M Nasdaq IPO at $17/ShareADRX-5.68%
2026-09-25H.B. Fuller Dips Post-Q3 on Net Revenue Miss Despite Adjusted EPS BeatFUL
2026-09-2530-Year Treasury Yield Hits 2004 High as Oil Rises and Stocks FallCOMP SPX US30Y-2.99%
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices Between 4% and 13%DIS NFLX
2026-09-25Oracle Falls ~5% After Declaring Force Majeure on Data Center ProjectORCL-1.03%
2026-09-25ArcelorMittal Halts Ukraine Plant Restart and Takes $1B ImpairmentMT-8.76%
2026-09-25Meta Surges 11% as Muse AI Agent Tops App Store Rankings Post-LaunchGOOGL META-3.14%
2026-09-25CLP Power hosts AESIEAP CEO Conference 2026 in Hong Kong0002.HK HSI
2026-09-25South Korea and Mexico adopt a 2026-2030 joint action plan to deepen trade and supply-chain ties005930.KS KOSPI KRW
2026-09-25Commodity vessel transits through the Strait of Hormuz fall to nine as shipping disruption persistsBRENT CRUDE VLCC FREIGHT RATES
2026-09-25Iran offers to reopen the Strait of Hormuz within seven days if Washington accepts its conditionsBRENT CRUDE GOLD VLCC FREIGHT RATES-3.78%
2026-09-25War-risk premiums for tankers loading at Saudi Arabia's Yanbu port rise to about 3% of vessel valueBRENT CRUDE VLCC FREIGHT RATES
2026-09-25Russian drone and missile barrage kills civilians and damages Kyiv infrastructureEUAD EURRUB MOEX-6.17%
2026-09-25Iranian Foreign Minister Abbas Araghchi submits a seven-day proposal to reopen the Strait of HormuzBZ=F VLCC FREIGHT
2026-09-25Marine insurers triple war-risk premiums for tankers loading at Saudi Arabia's Yanbu portBZ=F SAUDI ARAMCO VLCC FREIGHT
2026-09-25Gulf of Oman ship-to-ship oil transfers reach capacity as Saudi exports increase tanker demandVLCC FREIGHT
2026-09-25Saudi Arabia, Turkey and Pakistan plan urgent chiefs-of-staff talks over support for the kingdomIRAQ OIL EXPORTS SAR TASI-3.68%
2026-09-25Iranian official Mohsen Rezaei gives Washington four or five days to meet conditions for reopening the Strait of HormuzBRENT CRUDE GOLD VLCC FREIGHT RATES-3.78%
2026-09-25Commodity-vessel transits through the Strait of Hormuz fall to nine from 14 a day earlierBRENT CRUDE USO-0.65%
2026-09-25Moody's Analytics says Taiwan will outgrow China this year on AI supply-chain demandTSM TWDUSD+4.92%
2026-09-25Banxico leaves benchmark rate at 6.5% and says it need not track the Fed mechanicallyMEXBOL MXN USD/MXN
2026-09-25Iranian Foreign Minister Abbas Araghchi proposes a seven-day plan to halt hostilities and reopen the Strait of HormuzBZ1! GC1! TLT-2.32%
2026-09-25Indonesia's Transportation Ministry says wildfires disrupt 409 flights across KalimantanCITILINK GIAA
2026-09-25Iranian and Russian foreign ministers say diplomacy is the only solution to the regional conflictBRENT
2026-09-25Saudi civil defence issues brief air-raid warning for Mecca after coalition intercepts six Houthi missilesBRENT SAUDIOR XLE+1.26%
2026-09-25Houthi movement says it attacked Saudi Aramco facilities in YanbuBNO BRENT GLD+1.20%
2026-09-25Banxico leaves benchmark rate at 6.5% and says it need not track the Fed mechanicallyMEXBOL MXN USD/MXN
2026-09-25Argentina reports economic activity fell 1.4% in JulyARGT ARS+1.23%
2026-09-25Gold prices head for a weekly loss as a stronger dollar and Fed outlook weighDXY GLD-3.37%
2026-09-25European Commission launches policy debate on Chips Act 2.0 with EU ministersASML SMH+3.96%
2026-09-25Indonesia's Transportation Ministry says wildfires disrupt 409 flights across KalimantanCITILINK GIAA KALIMANTAN LOGISTICS
2026-09-25US stocks finish near flat as oil prices rise on Iran conflict and diplomatic reportsS&P 500 WTI CRUDE
2026-09-25Iranian and Russian foreign ministers say diplomacy is the only solution to the regional conflictBRENT IRAQGDP IRGC
2026-09-25Houthi movement says it attacked Saudi Aramco facilities in YanbuBNO BRENT GLD+1.20%
2026-09-25Saudi civil defence issues brief air-raid warning for Mecca after coalition intercepts six Houthi missilesBRENT SAUDIOR XLE+1.26%
2026-09-25Iranian and Russian foreign ministers say a diplomatic settlement is the only way to end the Middle East conflictBZ=F GC=F
2026-09-25Moody's Analytics says Taiwan will outgrow China this year on AI supply-chain demandTSM TWDUSD+4.92%
2026-09-25Asian Development Bank raises developing Asia growth outlook and trims inflation forecastCN10Y HSI
2026-09-25Hong Kong government expands immigration scheme to Central Asia and the Middle East from October 1HKDUSD HKHSI
2026-09-25Saudi Arabia increases crude pumping toward its East-West Pipeline and Yanbu export hub as tanker loadings remain suspendedBZ=F DHT TNP+8.72%
2026-09-25Iranian Foreign Minister Abbas Araghchi proposes a seven-day plan to halt hostilities and reopen the Strait of HormuzBZ1! GC1! TLT-2.32%
2026-09-25Iranian officials say the Strait of Hormuz will remain closed until US conditions are met despite a proposed seven-day reopening processBDRY BRENT BZ=F CL=F-7.31%
2026-09-25Iranian officials say the Strait of Hormuz will remain closed until US conditions are met despite a proposed seven-day reopening processBZ=F CL=F GC=F

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