Catalysts and events · 2026-09-25

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

DateCardAvg 5d

2026-09-25Yields hit 2004 highs as Oracle force majeure highlights power grid riskSPY USO-0.43%
2026-09-25Ormat Selected for $35M US DOE Geothermal Development GrantsORA
2026-09-25Commodity-vessel transits through the Strait of Hormuz fall to nine from 14 a day earlierBRENT CRUDE USO-0.65%
2026-09-25Google Plans October 1 Satellite Launch to Test Space-Based TPU Data CentersGOOGL
2026-09-25Meta Rallies on Muse AI Agent App Store Traction and Ad Targeting PotentialMETA SPY-1.68%
2026-09-25ArcelorMittal Halts Ukraine Plant Restart and Takes $1B ImpairmentMT-8.76%
2026-09-25SPIE Repurchases 70% of 2028 Convertible Bonds for 388 Million EurosSPIIY
2026-09-25ADARx Pharmaceuticals Prices Upsized $446.3M Initial Public Offering at $17XBI-0.39%
2026-09-25War-risk insurance premiums for tankers loading at Saudi Arabia's Yanbu port triple as Red Sea risks riseBZ=F FRO TCE.VLCC+10.50%
2026-09-25SPIE Completes 388 Million Euro Buyback of 2028 Sustainability Convertible BondsSPIIY
2026-09-25Ormat Technologies Selected for $35M in U.S. DOE Geothermal GrantsSLB
2026-09-25USA Rare Earth Breaks Ground on $1.2B South Carolina Magnet FacilityREMX
2026-09-25U.S. Department of Energy selects Ormat for up to $35M in EGS geothermal grantsORA SLB
2026-09-25Google to Launch Project Suncatcher Satellite Testing Space-Based AI TPUs on Oct 1GOOGL SPY-0.22%
2026-09-25Pfizer and Nvidia Back $80M AI Computational Immunology VentureNVDA PFE+3.95%
2026-09-25BYD Engages Solera on Global New Energy Vehicle Expansion and Data InfrastructureBYDDY
2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE
2026-09-25Russian drone and missile barrage kills civilians and damages Kyiv infrastructureEUAD EURRUB MOEX-6.17%
2026-09-25Ormat Technologies Selected for Up to $35M in US DOE Geothermal FundingORA
2026-09-25Pfizer and NVIDIA invest $80M in CytoReason JV as vaccine AI funding tops $140MDNA NVDA+3.95%
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices by 4% to 13%DIS
2026-09-25FedEx Discloses $3B in Enterprise AI Cost Reductions at Austin SummitFDX
2026-09-25Solera Meets BYD Leadership to Coordinate Global NEV ExpansionBYDDY TSLA-0.41%
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices Between 4% and 13%NFLX
2026-09-25US 30-year Treasury yield reaches 2004 high as equities slide — QQQ duration multiple compressionQQQ+0.68%
2026-09-25Disney Implements 4-13% Price Increases Across Disney+ and Hulu Streaming PlansDIS
2026-09-25TSMC Directs $265B to Arizona Facilities Amid 72.5% Fabrication ShareNVDA+3.95%
2026-09-25Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service BacklogORCL-1.03%
2026-09-2530-Year Treasury Yield Hits 2004 High, Pressuring Equity IndicesSPY-0.22%
2026-09-25Pfizer and NVIDIA Form $80M AI Venture as Vaccine Discovery Investments Top $140MDNA NVDA PFE+3.95%
2026-09-25Oracle declares New Mexico data-center force majeure after 5% drop — ORCL cloud-capacity delay repriceORCL-1.03%
2026-09-25Houthis strike Saudi Aramco Yanbu as six missiles are intercepted — USO crude disruption premiumUSO-0.65%
2026-09-25Meta Muse reaches top app rankings after 11% rally — META ad-intent monetization re-rateMETA-3.14%
2026-09-25TSMC commits $265B Arizona capex with 72.5% fab share — TSM leading-edge wafer pricing powerTSM+4.92%
2026-09-25Uxin Posts 75% Revenue Surge in Q2 but Records Negative 0.7% Gross MarginUXIN
2026-09-25Quantum X Labs Files U.S. Patent for Quantum Circuit Watermarking IPQXL
2026-09-2530-Year Treasury Yield Hits 2004 High as Equities RetreatDGS30
2026-09-25Disney Raises Streaming Prices 4% to 13%, Setting Ad-Free Duo Bundle at $21.99DIS
2026-09-25U.S. Indices Fall as 30-Year Treasury Yield Touches 2004 HighCOMP SPX US30Y-2.99%
2026-09-25BYD and Solera Hold Strategic Talks on Global NEV Distribution and TechnologyBYDDY
2026-09-25SPIE Buys Back 70% of 2028 Sustainability Convertible Bonds for €388MSPIIY
2026-09-25Bloom Energy Details $20B Order Backlog and 2 GW Fremont Factory ExpansionBE
2026-09-25Uxin Q2 Revenue Grows 75% to 1.51B RMB as Auto Price War Compresses Gross Margin to -0.7%UXIN
2026-09-25ArcelorMittal records $1B impairment and halts Kryvyi Rih restart after missile strikesMT-8.76%
2026-09-25Disney Implements 4% to 13% Streaming Price Hike While Anchoring 21.99 Dollar BundleDIS
2026-09-25IREN locks in $9.7B Microsoft data center compute infrastructure contractIREN-21.13%
2026-09-25Meta Platforms Deploys Muse AI Agent as App Store Traction Follows 11% RallyMETA-3.14%
2026-09-25Yields hit 2004 highs as Oracle force majeure highlights power grid riskORCL SPY TLT USO-1.05%
2026-09-25Oracle Declares Force Majeure on New Mexico Data Center Over PowerORCL-1.03%
2026-09-25ArcelorMittal halts Kryvyi Rih plant and takes $1B impairment after strikesMT-8.76%

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