Catalysts and events · 2026-09-29

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

DateCardAvg 5d

2026-09-29Iran maintained restrictions on Strait of Hormuz shipping as tanker traffic stayed below prewar levelsBZ=F STNG XAUUSD ZB=F+3.18%
2026-09-29Trump denies offering Iran sanctions relief as Tehran ties Hormuz reopening to conditionsBZ=F CL=F
2026-09-29Broadcom custom AI silicon revenue targeted at $58B in 2026 and $230B by 2028GOOGL
2026-09-29Broadcom Custom ASIC AI Revenue Projected at $58B in FY26 and $230B by FY28AVGO+5.83%
2026-09-29Mortgage rates breach 7% on yield spike, dragging homebuilder ETF down 10%DHI LEN
2026-09-29Reuters poll shows China's factory activity likely returned to growth in SeptemberFXI IRON ORE YINN+0.43%
2026-09-29AstraZeneca files US FDA NDA for savolitinib combo in MET-driven lung cancerAZN
2026-09-29US and Iranian officials hold separate mediator talks on an amended ceasefire proposalBDTI BZ=F DXY
2026-09-29QatarEnergy extends force majeure notices as Hormuz disruption blocks LNG deliveriesE.ON.DE EUA EUA.F JKM
2026-09-29Anthropic Targets Potential October IPO with $2T Valuation Under Fast-Track ETF RulesFPX
2026-09-29Social Security 2027 COLA Projected at 3.5% on Energy and Tariff PressuresDGS10 TIP+0.16%
2026-09-29Crusoe and Google Develop 531 MW Wind-Powered Texas Data Center CampusGOOGL
2026-09-29Russian drone and missile barrage damages buildings across Kyiv and triggers air defensesSHY UAH UKRBOND-0.04%
2026-09-29MongoDB Falls 18.5% Following CEO Departure to Lead Meta Enterprise PlatformMDB META+1.70%
2026-09-29Trump rejects Iran 7-day Hormuz truce as tanker traffic stays below prewar — crude supply premium risesUSO+1.09%
2026-09-29Singapore SORA rate dips to 1.19% as MoneyHero expands mortgage categoryMNY
2026-09-29Nike faces critical Oct 1 earnings after 43% drop on weak China demandNKE
2026-09-29KAYTUS Launches AIHPC Server Powered by AMD EPYC 9005 Processor ArchitectureAMD SMH+5.56%
2026-09-29Spot Bitcoin ETFs log $2.39B weekly net inflows, strongest pace since Oct 2025BLK BTC+0.73%
2026-09-29Yields hit 2002 highs and oil jumps as US rejects Iran peace proposalCL1 DGS10 QQQ+2.94%
2026-09-29Nvidia authorizes $150B buyback expansion, lifting program total to $235BNVDA+5.29%
2026-09-29EHang Expands Global Fast Track Program to Vietnam for EH216 Sandbox TestingEH
2026-09-29Yields Hit 2002 Highs After Iran Deal Rejection Drives Oil SpikeCL QQQ+1.93%
2026-09-29Quantum-Si Interim Proteus Data Shows 30x Alignment Gain Over Platinum ProQSI
2026-09-29Nvidia Expands Buyback Program to $235B Through Fiscal 2028NVDA+5.29%
2026-09-29Broadcom Targets $58B in FY26 AI Revenue as ASIC Adoption AcceleratesAVGO MRVL+5.83%
2026-09-29MongoDB drops 18.5% as CEO departs to lead new Meta Enterprise PlatformMDB META+1.70%
2026-09-29EHang expands eVTOL testing to Vietnam with Hanoi low-altitude sandboxEH
2026-09-29Carbios and Consortium Validate Industrial-Scale Enzymatic Polyester RecyclingPUMSY
2026-09-29Homebuilder ETF Falls 9.9% in Past Month as Mortgage Rates Exceed 7%DHI ITB-1.54%
2026-09-29Broadcom custom AI silicon revenue targeted at $58B in 2026 and $230B by 2028AVGO GOOGL+5.83%
2026-09-29Nike Reports Oct. 1 as Shares Face 43% YTD Drop on China and Consumer HeadwindsNKE
2026-09-29MongoDB Falls 18.5% as CEO Chirantan Desai Departs for Meta EnterpriseMDB META+1.70%
2026-09-29AstraZeneca files US FDA NDA for savolitinib combo in MET-driven lung cancerAZN HCM+3.39%
2026-09-29Mortgage rates breach 7% on yield spike, dragging homebuilder ETF down 10%DHI ITB LEN-1.54%
2026-09-29Japan inflation and wages keep Bank of Japan under pressure as rate path stays in focus8306.T USD/JPY
2026-09-29US and Iranian officials hold separate mediator talks on an amended ceasefire proposalBDTI BZ=F DXY
2026-09-29QatarEnergy extends force majeure on LNG deliveries as Hormuz shipping remains disruptedEDISON JKM LNG TTF NATURAL GAS
2026-09-29Brent crude rises as Iran rejects softer conditions for reopening HormuzBZ=F CL=F XLE+3.59%
2026-09-29Trump denies offering Iran sanctions relief as Tehran presses for conditions to reopen the Strait of HormuzBZ=F CL=F USO+1.09%
2026-09-29Iranian Revolutionary Guards spokesperson challenges US claims that Washington has weakened Tehran’s Hormuz leverageBZ=F TD3C USO+1.09%
2026-09-29Oil prices rise for a second session as US-Iran conflict sustains Middle East supply concernsBZ=F CL=F
2026-09-29Saudi Arabia resumes tanker loadings at Yanbu after restarting East-West Pipeline operationsBZ=F CL=F TD3C
2026-09-29Trump denies offering Iran sanctions relief as Tehran says it is ready for talksBZ=F DXY GC=F
2026-09-29QatarEnergy extends force majeure notices as Hormuz closure disrupts LNG deliveriesEUA JKM TTF
2026-09-29Egypt says African leaders will gather in Cairo for business summit on FridayEGP EGX30-3.72%
2026-09-29Broadcom custom AI silicon revenue targeted at $58B in 2026 and $230B by 2028AVGO GOOGL NVDA+5.56%
2026-09-29Rexel prices €500M accelerated bookbuild at €34.75 to finance US GCG buyoutRXEEY
2026-09-29Schneider Electric unveils software-defined switchgear piloted with EquinixEQIX SBGSY
2026-09-29Crusoe develops 531 MW wind-powered AI data center for Google in TexasGOOGL

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