Catalysts and events · 2026-09-28

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

DateCardAvg 5d

2026-09-28Solera Partners with China CATARC to Support Global New Energy Vehicle ExpansionBYDDY
2026-09-28HUTCHMED and GSK Initiate Phase Ia Trial for KRAS-EGFR Conjugate TherapyHCM+0.14%
2026-09-28US and Iranian negotiators prepare separate mediated talks on an amended seven-day Hormuz proposalBZ=F DXY GLD LNG1!+0.43%
2026-09-28US and Iranian officials hold separate mediator talks on an amended ceasefire proposalBDTI BZ=F DXY
2026-09-28Eli Lilly Discontinues New GLP-1 Weight-Loss Candidate on EfficacyNVO-3.02%
2026-09-28US Air Force Targets $5B Contract for 500 Massed Modular Aircraft Drones by 2032LMT-2.21%
2026-09-28Fed Chair Warsh Signals Sustained Higher Rates to Combat InflationPFE
2026-09-28Solera partners with China's CATARC to support global NEV export expansionBYDDY
2026-09-2810-Year Treasury Yield Hits 5.23% as Hawkish Fed Signals Higher RatesVOO+1.24%
2026-09-28U.S. National Debt Crosses $40T as Net Interest Expense Hits $1.25TDGS10
2026-09-28MAGS Reaches Record $72.20 as Top 10 Equities Reach 38% of S&P 500 Index WeightMAGS+2.77%
2026-09-28Solera Partners with CATARC to Support Global Expansion of Chinese New Energy VehiclesBYDDY
2026-09-28Solera and CATARC Partner to Support Global Expansion of Chinese NEV ManufacturersBYDDY
2026-09-2810-Year Treasury Yield Rises to 5.23% Following Fed 25bp Rate HikeVOO+1.24%
2026-09-28US Air Force Targets $5B Contract for 500 Massed Modular Aircraft Drones by 2032LMT-2.21%
2026-09-28Solera Partners with China CATARC for Global NEV Fleet ExpansionBYDDY
2026-09-28Iranian forces intensify attacks on oil tankers navigating the Strait of HormuzBDRY BNO XLE-0.36%
2026-09-28Solera Partners with CATARC to Support Global Expansion of Chinese NEV SectorBYDDY
2026-09-28Solera signs partnership with CATARC to support global expansion of China NEVsBYDDY
2026-09-28Palantir Raises Full-Year Revenue Guidance Past $8B as US Commercial Surges 134%IGV-0.20%
2026-09-28S&P 500 top-10 weighting reaches 38% as MAGS ETF marks record $72.20AAPL-1.63%
2026-09-28MAGS ETF Hits Record $72.20 as Mega-Cap Dispersion Widens Across AI WinnersMAGS TSLA+4.36%
2026-09-28S&P 500 top 10 weighting reaches 38% as MAGS ETF achieves record $72.20 highMAGS RSP+2.77%
2026-09-28Eli Lilly Drops Experimental GLP-1 Candidate as Core Incretin Portfolio Reaches 65% of SalesNVO-3.02%
2026-09-28HUTCHMED doses first patient in Phase Ia trial of KRAS-EGFR conjugate HMPL-A830HCM+0.14%
2026-09-28NIO Inks Definitive Deal with Geely for RMB 16 Billion Power Subsidiary StakeNIO-4.74%
2026-09-28Hyperscaler AI Data Center Spending Projected to Hit $1.4 Trillion by 2028IREN VRT-0.81%
2026-09-2810Y Treasury yield reaches 5.23% following Fed 25bp rate hike and hawkish guidanceDXY SPY+1.20%
2026-09-28Meta Launches Muse Personal AI Agent and AI Glasses as Mobile App Reaches Top US ChartMETA+3.67%
2026-09-28Ares Capital maintains 71% floating-rate debt asset exposure post Fed rate hikeARCC
2026-09-28Morgan Stanley Projects $1.4T in Hyperscaler Data Center Spending by 2028IREN-0.81%
2026-09-28Intel Reports Meeting Only 50% of Server CPU Demand as 2026 Share Rally Reaches 250%AMD+3.93%
2026-09-28HUTCHMED and GSK Dose First Patient in Phase Ia Trial of KRAS-EGFR Conjugate HMPL-A830GSK
2026-09-2810-Year US Treasury Yield Tests 5.23% as S&P 500 Index Concentration Touches 38%RSP
2026-09-28Ares Capital Positions 71% Floating-Rate Portfolio to Capture Higher Fed RateARCC
2026-09-28U.S. Bancorp research highlights 1% short-term S&P 500 pullback in divided governmentVIX
2026-09-28MAGS Reaches $72.20 Record High as Top 10 S&P Weight Hits 38%MAGS+2.77%
2026-09-28AI leadership splits on compute regulation as Anthropic urges slower developmentNVDA+4.39%
2026-09-28HUTCHMED Doses First Patient in Global Phase Ia Trial of HMPL-A830 in Solid TumorsGSK
2026-09-28Meta Surges 13% on Muse AI Agent Rollout and Hardware IntegrationMETA SPY+2.44%
2026-09-28HUTCHMED and GSK Initiate Global Phase Ia Trial of KRAS-EGFR Conjugate HMPL-A830HCM+0.14%
2026-09-28S&P 500 Top-10 Weight Reaches 38% as MAGS ETF Sets Record High at $72.20MAGS+2.77%
2026-09-28Geely Invests RMB 640M for 30% Stake in NIO Power at RMB 16B ValuationNIO-4.74%
2026-09-28Federal Reserve 25bp Rate Hike Expands Private Credit Floating-Rate Yield SpreadsARCC
2026-09-28Palantir Raises Full-Year Revenue Guidance Past $8 Billion on Commercial AIP DemandPLTR SPY+1.11%
2026-09-28Iranian forces intensify attacks on oil tankers navigating the Strait of HormuzBDRY BNO XLE-0.36%
2026-09-28Ukraine says Third Army Corps recaptures 51 square kilometres in north DonetskEUN1 EUR/USD UAGB
2026-09-28EU civil protection exercise Crossflood begins in Romania's Suceava CountyEUN1 ROFX
2026-09-28Israeli military sets off large explosion in south Lebanon's Mansouri villageBRN EWC LEBANOEU+0.48%
2026-09-28China's State Council orders new policy measures to stabilise the economy and property marketCNY FXI-0.94%

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