Catalysts and events · 2026-09-25

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

DateCardAvg 5d

2026-09-25Goldman Sachs stays bullish on AI spending as cloud giants' capex heads toward $1.2 trillionMSFT QQQ SMH+1.63%
2026-09-25Saudi crude exports through Hormuz rebound toward 3.6 million barrels per day as ship-to-ship capacity reaches its limitBDRY BZ=F SAUDI ARAMCO-7.31%
2026-09-25Only nine vessels cross the Strait of Hormuz as Cyprus joins calls to restore free navigationBDRY BZ=F-7.31%
2026-09-25VLCC rates reach a record $1.27 million a day as Gulf of Oman transfers absorb Saudi crude flowsBDRY BZ=F FRO+1.59%
2026-09-25European Central Bank says euro zone business lending slowed slightly in AugustEONIA EUFN EURUSD-4.90%
2026-09-25EU urges Britain to align tariffs on Chinese cars with its trade policyBYD GBP VOW3.DE
2026-09-25EU foreign policy chief says Red Sea mission needs more than 10 warshipsBDRY HMM ZIM-2.90%
2026-09-25Central Bank of the Republic of Turkey signals policy action as markets weigh inflation and currency stabilityBIST100 TRY TUR-5.77%
2026-09-25Gulf of Oman ship-to-ship oil transfers reach capacity as Saudi exports surgeBZ=F DHT FRO+9.61%
2026-09-25Commodity-ship transits through the Strait of Hormuz fall to nine as tanker traffic remains severely reducedBRENT CRUDE FRO GLD WTI CRUDE+3.56%
2026-09-25Saudi Arabia, Turkiye and Pakistan plan urgent chiefs-of-staff talks after Houthi attacksBRENT SARUSD TANKER RATES
2026-09-25France says it will deploy military means to protect Saudi Arabia's Yanbu oil terminal from Houthi attacksBRENT TANKER RATES TASI
2026-09-25Iran submits a plan to reopen the Strait of Hormuz within seven days, reports sayBRENT TANKER RATES WTI-2.47%
2026-09-25Iraq's Najaf International Airport suspends all flights to and from IranIRRUSD NAJAF AIRPORT TRAFFIC REGIONAL AIRLINES
2026-09-25The U.S. military blockade redirects 115 commercial vessels entering or leaving Iranian ports, CBS reportsBRENT CRUDE FUTURES IRANIAN CRUDE EXPORTS VLCC FREIGHT RATES
2026-09-25Saudi, Turkish and Pakistani military chiefs plan talks on support for Saudi Arabia after Houthi attacksMSCI SAUDI ARABIA INDEX SAUDI RIYAL FORWARDS
2026-09-25War-risk premiums rise for Saudi tankers calling at Yanbu and southern Red Sea portsBRENT CRUDE FUTURES SAUDI ARAMCO
2026-09-25Iran proposes reopening the Strait of Hormuz within seven days if the United States meets its conditionsBRENT CRUDE FUTURES DXY VLCC FREIGHT RATES
2026-09-25Iranian military adviser Yahya Safavi says Tehran will retain control of the Strait of Hormuz and has agreed a transit mechanism with OmanBRENT CRUDE FUTURES VLCC FREIGHT RATES
2026-09-25Oracle Falls ~5% After Declaring Force Majeure on Data Center ProjectORCL-1.03%
2026-09-25Pfizer and Nvidia Back $80M AI Computational Immunology VentureNVDA PFE+3.95%
2026-09-25Meta Surges 11% as Muse AI Agent Tops App Store Rankings Post-LaunchGOOGL
2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices by 4% to 13%DIS
2026-09-25ArcelorMittal Halts Ukraine Plant Restart and Takes $1B ImpairmentMT-8.76%
2026-09-25Russian drone and missile barrage kills civilians and damages Kyiv infrastructureEUAD EURRUB MOEX-6.17%
2026-09-25Solera Meets BYD Leadership to Coordinate Global NEV ExpansionBYDDY TSLA-0.41%
2026-09-25Pfizer and NVIDIA Commit $80M Joint Venture to AI Vaccine Adjuvant DiscoveryDNA NVDA PFE+3.95%
2026-09-25Ormat Selected for $35M US DOE Geothermal Development GrantsORA
2026-09-25Pfizer and NVIDIA Form $80M CytoReason Venture as Vaccine AI R&D ExpandsDNA PFE
2026-09-25TSMC Advances $265B Arizona Manufacturing Buildout Across Advanced Node FabsNVDA+3.95%
2026-09-25Moody's says Taiwan is among the Asia-Pacific economies set to grow faster than China in 20262330.TW 2454.TW TWD
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices Between 4% and 13%NFLX
2026-09-25Ormat Technologies Selected for $35M in U.S. DOE Geothermal GrantsSLB
2026-09-25SPIE Completes 388 Million Euro Buyback of 2028 Sustainability Convertible BondsSPIIY
2026-09-25Google Plans October 1 Satellite Launch to Test Space-Based TPU Data CentersGOOGL
2026-09-25Gulf of Oman ship-to-ship oil transfers reach capacity as Saudi exports increase tanker demandVLCC FREIGHT
2026-09-25U.S. DOE Awards $35M to Ormat for Enhanced Geothermal DevelopmentORA
2026-09-25Ormat Selected for ~$35M in U.S. DOE Funding for Geothermal ProjectsORA
2026-09-25Meta's Muse AI agent hits top app rankings, driving ad targeting intent data captureGOOGL
2026-09-25H.B. Fuller Dips on Q3 2026 Revenue Miss Despite Adjusted EPS BeatFUL
2026-09-25Saudi Arabia faces sharply higher insurance costs for Red Sea oil exportsBZ=F TD3C USO-0.65%
2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE
2026-09-25Commodity-vessel transits through the Strait of Hormuz fall to nine from 14 a day earlierBRENT CRUDE USO-0.65%
2026-09-2530-Year Treasury Yield Hits 2004 High as Oil Rises and Stocks FallCOMP SPX US30Y-2.99%
2026-09-25Ormat Technologies Selected for Up to $35M in US DOE Geothermal FundingORA
2026-09-25Iran submits a seven-day proposal to reopen the Strait of Hormuz as U.S. and Iranian negotiators discuss ending the blockadeBZ=F CL=F GC=F
2026-09-25IREN Operates Under $9.7B Cloud Computing Infrastructure Agreement with MicrosoftIREN-21.13%
2026-09-25Pfizer and NVIDIA invest $80M in CytoReason JV as vaccine AI funding tops $140MDNA NVDA+3.95%
2026-09-25ADARx Pharmaceuticals Prices Upsized $446.3M Initial Public Offering at $17XBI-0.39%

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