Catalysts and events · 2026-10-01
Everything the Opportunity Map and Intelligence Feed published for this date.
DateCardAvg 5d
- 2026-10-01Greg Abel Takes Helm as Warren Buffett Steps Down from Berkshire Hathaway ChairSPY+1.30%
- 2026-10-01CarMax Q2 Net Income Surges 81% but Stock Falls 7% on Price CutsKMX-3.76%
- 2026-10-01US-Iran Hormuz talks follow three vessel strikes — USO event-vol prices disruption versus reopeningUSO-1.63%
- 2026-10-01U.S. and South Korea Announce $120B Framework for Eight Domestic Nuclear ReactorsBAM
- 2026-10-01U.S. and South Korea Announce $120B Framework to Build Eight Nuclear ReactorsSPY+1.30%
- 2026-10-01Theriva Biologics VIRAGE Trial in Pancreatic Cancer Published in Nature MedicineTOVX
- 2026-10-01CarMax Shares Fall 7% Post-Earnings Despite 19.5% Revenue and 81.2% EPS GrowthKMX-3.76%
- 2026-10-01TSMC Foundry Momentum Diverges from Applied Materials 4.4% Revenue Growth Run RateTSM-0.26%
- 2026-10-01CarMax Drops 7% Post-Earnings Despite 81% EPS Growth as Price Cuts Compress MarginsKMX-3.76%
- 2026-10-01Anthropic $518B compute plan with $110B to AWS through 2036 — AMZN cloud backlog and AI revenue re-rateAMZN+2.35%
- 2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK
- 2026-10-01US-South Korea $120B reactor framework funds eight units — CCJ uranium demand and reactor backlog re-rateCCJ
- 2026-10-01Hyperscaler AI Capex Projected to Reach $1.3T as Hardware Guidance ApproachesSPY+1.30%
- 2026-10-01CarMax Posts 81% EPS Growth but Shares Drop 7% on Margin RepricingKMX-3.76%
- 2026-10-01CarMax Q2 EPS Surges 81.2% but Shares Drop 7% on Unit Margin PivotKMX-3.76%
- 2026-10-01Amazon Deploys $220B into 2026 AI Infrastructure and Cloud Data Center BuildoutsSPY+1.30%
- 2026-10-01Anthropic Draft IPO Filing Reveals $518B Cloud Plan, $110B Amazon AWS DealAVGO+4.80%
- 2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO+4.80%
- 2026-10-01Osisko Gold Closes $600M at 9.250% to Fund Cariboo Gold ConstructionOGG
- 2026-10-01Albemarle Extends Monthly Loss to 20.6% at $105.78 Ahead of Q3 ResultsALB
- 2026-10-01Newmont Tracks $6.06B Q3 Revenue Consensus Ahead of Mining ResultsGLD NEM-1.08%
- 2026-10-01Morgan Stanley drops 8.66% over trailing month, lagging financial sectorMS-0.30%
- 2026-10-01NIO Delivers 37,408 Vehicles in September, Q3 Volume Increases 25.4% YoYNIO+0.29%
- 2026-10-01Osisko Gold Completes $600M Senior Notes Offering at 9.250% to Fund CaribooOGG
- 2026-10-01HudBay Minerals Slips 1.22% Ahead of Projected 122% Q3 Revenue SurgeHBM
- 2026-10-01Phillips 66 Gains 1.21% to $255.31 on Refining and Midstream ResiliencePSX
- 2026-10-01Hyperscaler AI Capex Projected to Rise to $1.3T Supporting Nvidia 2028 GrowthAVGO+4.80%
- 2026-10-01GE Vernova Signals Accelerating Power Orders and Wind Business Profitability TurnaroundGEV+0.13%
- 2026-10-01NIO Delivers 109,178 Vehicles in Q3 2026, Up 25.4% Year-over-YearNIO+0.29%
- 2026-10-01Anthropic Draft Prospectus Discloses $518B Total Cloud Plans, $110B to AWSSPY+1.30%
- 2026-10-01Russia's heaviest Kyiv-grid attack in months meets three Hormuz ship strikes — GLD safe-haven premium re-pricesGLD-1.08%
- 2026-10-01GE Vernova Advances Power Orders and Backlog Growth at Investor ConferenceGEV+0.13%
- 2026-10-01Anthropic Discloses $518B Long-Term Cloud Plan with $110B Amazon AWS CommitmentSPY+1.30%
- 2026-10-01SolarEdge Projects Q3 2026 EPS of $0.05 as Inventory Normalization Takes HoldSEDG
- 2026-10-01CarMax Falls 7% Post-Earnings Despite 81.2% EPS Growth and Higher Unit SalesKMX-3.76%
- 2026-10-01Semiconductor Equipment Trajectory Diverges as TSMC Outpaces AMAT 2025 Revenue GrowthTSM-0.26%
- 2026-10-01Autodesk Gains 2.9% as Consensus Projects 15% EPS Growth to $3.07ADSK IGV
- 2026-10-01NCL Corporation Upsizes and Prices $950M 8.750% Senior Notes Due 2031NCLH+3.42%
- 2026-10-01Anthropic Discloses $518B Long-Term Cloud Plan with $110B Amazon AWS CommitmentAMZN SPY+1.82%
- 2026-10-01Anthropic Discloses $518B Compute Plan With $110B Committed to AWSAMZN+2.35%
- 2026-10-01Anthropic Plans $518B Compute Spend with $110B AWS CommitmentAMZN+2.35%
- 2026-10-01Anthropic Draft IPO Filing Reveals $518B Cloud Plan, $110B Amazon AWS DealAMZN AVGO NVDA+2.33%
- 2026-10-01GE Vernova CEO highlights order backlog acceleration and wind segment turnaroundGEV+0.13%
- 2026-10-01FTI Consulting Adds Four UK Restructuring Managing Directors to Corporate Finance UnitFCN
- 2026-10-01Theriva Biologics Reports Phase 2b VIRAGE Survival Data in Nature MedicineTOVX
- 2026-10-01GE Vernova Advances $200B Backlog Target on Power Demand and Wind TurnaroundGEV+0.13%
- 2026-10-01Autodesk Outperforms Market as Consensus Projects 15% Topline and EPS ExpansionADSK
- 2026-10-01Albemarle Declines to $105.78, Deepening One-Month Drop to 20.6%ALB
- 2026-10-01US and Korea Agree to $120B Nuclear Energy Construction FrameworkCCJ
- 2026-10-01Theriva Biologics Publishes Positive Phase 2b Pancreatic Cancer DataTOVX
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