Catalysts and events · 2026-09-25

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

DateCardAvg 5d

2026-09-25Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service BacklogBE ORCL-1.03%
2026-09-25Ginkgo Bioworks Secures $31M SaponiQx Vaccine Adjuvant ContractDNA
2026-09-25FedEx Discloses $3B in Enterprise AI Cost Reductions at Austin SummitFDX
2026-09-25Oracle Declares Force Majeure on Data Center Due to Power ShortagesORCL-1.03%
2026-09-25Howard Buffett Assumes Berkshire Chairmanship as Warren Buffett Steps DownBRK.A BRK.B-0.52%
2026-09-25ArcelorMittal Halts Kryvyi Rih Plant, Taking $1B Impairment After StrikesMT-8.76%
2026-09-25Oil prices fall as markets weigh US-Iran truce prospects against attacks on Saudi ArabiaBZ=F CL=F GC=F
2026-09-25Gulf of Oman ship-to-ship oil transfers reach capacity as regional exporters reroute cargoesBDTI BZ=F CL=F
2026-09-25Saudi Arabia faces sharply higher insurance costs for Red Sea oil exportsBZ=F TD3C USO-0.65%
2026-09-25Iran submits a proposal to reopen the Strait of Hormuz through intermediariesBDTI BZ=F GC=F
2026-09-25Saudi Arabia, Turkey and Pakistan plan an urgent defense meeting over Houthi attacksBZ=F ITA SARUSD-2.82%
2026-09-25Ginkgo Bioworks Inks $31M Contract with SaponiQx for AI Vaccine AdjuvantsDNA
2026-09-25Uxin Posts 75% Revenue Growth to RMB 1.51B as Gross Margin Turns NegativeUXIN
2026-09-25ArcelorMittal Halts Kryvyi Rih Plant Restart Following Strikes, Takes $1B ChargeMT-8.76%
2026-09-25ADARx Pharmaceuticals Prices Upsized $446.3M Initial Public Offering at $17ADRX-5.68%
2026-09-25Google to Launch Project Suncatcher Satellite to Test Space-Based AI Data CentersGOOGL
2026-09-25Bloom Energy Plans 2 GW Fremont Factory Expansion to Service $20B Order BacklogBE
2026-09-25Long-End Treasury Yields Reach 2004 Highs as Equity Indices DeclineSPY TLT-1.27%
2026-09-25TSMC maintains 72.5% fabrication share with $265B Arizona capex pipelineAMD NVDA TSM+3.13%
2026-09-25Pfizer and NVIDIA Form $80M Joint Venture in AI Biopharma Platform CytoReasonDNA NVDA PFE+3.95%
2026-09-25Disney Implements 4% to 13% Streaming Price Hike While Anchoring 21.99 Dollar BundleDIS
2026-09-25Warren Buffett Steps Down as Berkshire Chairman; Howard Buffett Assumes RoleBRK.A BRK.B-0.52%
2026-09-25ADARx Pharmaceuticals prices upsized $446.3M initial public offering at $17 per shareADRX-5.68%
2026-09-25Oracle Drops ~5% After Declaring Force Majeure on New Mexico FacilityORCL-1.03%
2026-09-25Pfizer and Nvidia deploy $80M joint investment into CytoReason AI platformNVDA PFE+3.95%
2026-09-25SPIE Repurchases 70% of 2028 Convertible Bonds for 388 Million EurosSPIIY
2026-09-25Ormat Technologies Selected for Up to $35M in US DOE Geothermal FundingORA
2026-09-25TSMC advances $265B Arizona capex footprint holding 72.5% fabrication shareNVDA TSM+4.44%
2026-09-25Alebex Ranks 8th in Global Speech-to-Text Benchmark, Surpassing Big Tech ModelsGOOGL MSFT NVDA+2.10%
2026-09-25Meta Platforms Deploys Muse AI Agent as App Store Traction Follows 11% RallyGOOGL META-3.14%
2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE MSFT+0.26%
2026-09-25USA Rare Earth breaks ground on $1.2B South Carolina permanent magnet facilityUSAR
2026-09-25Ormat Selected for $35M in DOE Grants for Nevada and Utah Geothermal ProjectsORA
2026-09-25ArcelorMittal halts Kryvyi Rih plant and takes $1B impairment after strikesMT-8.76%
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices Between 4% and 13%DIS NFLX
2026-09-25USA Rare Earth breaks ground on $1.2B South Carolina magnet plantUSAR
2026-09-25Solera Meets BYD Leadership to Advance Global NEV Expansion StrategyBYDDY
2026-09-25U.S. 30-Year Treasury Yield Hits 2004 High, Pressuring Major EquitiesSPY TLT-1.27%
2026-09-25Disney Raises Disney+ and Hulu Subscription Prices by 4% to 13%DIS NFLX
2026-09-25H.B. Fuller Dips After Q3 Results Beat Adjusted EPS but Miss Net RevenueFUL
2026-09-25Yields hit 2004 highs as Oracle force majeure highlights power grid riskORCL SPY TLT USO-1.05%
2026-09-25SPIE Completes €388M Buyback of 2028 Sustainability-Linked Convertible BondsSPIIY
2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE ORCL-1.03%
2026-09-25ArcelorMittal records $1B impairment and halts Kryvyi Rih restart after missile strikesMT-8.76%
2026-09-25Pfizer and NVIDIA invest $80M in CytoReason JV as vaccine AI funding tops $140MDNA NVDA PFE+3.95%
2026-09-25Google to Launch Project Suncatcher Satellite Testing Space-Based AI TPUs on Oct 1GOOGL SPY-0.22%
2026-09-25ArcelorMittal Halts Kryvyi Rih Plant Operations and Takes $1B ImpairmentMT-8.76%
2026-09-25IREN Secures $9.7B Microsoft Deal for High-Performance AI Data Center HostingAPLD IREN MSFT-10.44%
2026-09-25Bloom Energy Doubles Factory Capacity to 2GW on $20B Order BacklogBE
2026-09-25ADARx Pharmaceuticals prices upsized $446.3M IPO at $17 per shareADRX-5.68%

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