Catalysts and events · 2026-10-01

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

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2026-10-01SkinHealth Systems Expands SkinStylus MicroSystem Across Six European MarketsSKIN
2026-10-01Hyperscaler AI Capex Projected to Reach $1.3T as Hardware Guidance ApproachesNVDA SPY+0.57%
2026-10-01Anthropic Draft IPO Prospectus Outlines $518B Cloud and Infrastructure PlanAMZN+2.35%
2026-10-01Amazon Deploys $220B into 2026 AI Infrastructure and Cloud Data Center BuildoutsAMZN SPY+1.82%
2026-10-01Semiconductor Equipment Trajectory Diverges as TSMC Outpaces AMAT 2025 Revenue GrowthTSM-0.26%
2026-10-01Aeromexico Expands Syndicated Revolving Credit Facility to $250M via BBVAAERO+5.76%
2026-10-01MPLX Drops to $56.32 as Consensus Estimates Model 25.7% Q3 EPS DeclineMPLX
2026-10-01American Airlines Falls as Q3 Loss Estimate Reaches -$0.31 per ShareAAL-5.73%
2026-10-01GE Vernova CEO highlights order backlog acceleration and wind segment turnaroundGEV+0.13%
2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK NVDA-0.16%
2026-10-01Newmont targets $6.06B Q3 revenue with 12.28% EPS growth amid gold betaNEM
2026-10-01Aeromexico and BBVA Expand Revolving Credit Facility to $250 MillionAERO+5.76%
2026-10-01Newmont Models 12.3% YoY Q3 EPS Expansion to $1.92 on $6.06B RevenueGDX NEM
2026-10-01U.S. and South Korea Announce $120B Framework for Eight Domestic Nuclear ReactorsBAM CCJ
2026-10-01Boehringer and Zealand Report 13.1% Weight Loss in Phase III TrialZLDPY
2026-10-01HudBay Minerals projects 121.8% Q3 revenue increase to $769.1M amid copper expansionHBM
2026-10-01Autodesk Outperforms Market as Consensus Projects 15% Topline and EPS ExpansionADSK
2026-10-01Hyperscaler 2027 CapEx Forecasts Expand to $1.3T, Underpinning Semiconductor DemandNVDA SPY+0.57%
2026-10-01Hyperscaler Capex Projected to Expand to $1.3T as Nvidia Targets 70% FY28 GrowthNVDA-0.16%
2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO NVDA TSM+1.46%
2026-10-01Anthropic Discloses $518B Compute Plan With $110B Committed to AWSAMZN+2.35%
2026-10-01SkinHealth Systems Launches SkinStylus SteriLock MicroSystem Across Six European NationsSKIN
2026-10-01FTI Consulting Expands UK Restructuring Practice with Four Managing Director HiresFCN
2026-10-01GE Vernova Accelerates $200B Backlog Target on Power Order SurgeGEV+0.13%
2026-10-01Amazon Directs $220B Toward 2026 AI Infrastructure and Data CentersAMZN+2.35%
2026-10-01US and South Korea Commit Up to $120B to Finance Eight Nuclear ReactorsBAM CCJ
2026-10-01Nvidia Eyes October Hyperscaler 2027 Capex Revisions as Spend Expands to $1.3 TrillionNVDA-0.16%
2026-10-01Theriva Biologics Reports Phase 2b VIRAGE Survival Data in Nature MedicineTOVX
2026-10-01GE Vernova Pulls Forward $200B Backlog Target on Surging OrdersGEV+0.13%
2026-10-01Survodutide achieves 13.1% weight loss in Phase III trial for obesity and diabetesZLDPY
2026-10-01Autodesk Gains 2.86% as Consensus Projects 14.9% Q3 Revenue Growth to $2.13BADSK
2026-10-01GE Vernova Advances $200B Backlog Target on Power Demand and Wind TurnaroundGEV+0.13%
2026-10-01CarMax Falls 7% Post-Earnings Despite 81.2% EPS Growth and Higher Unit SalesKMX-3.76%
2026-10-01FTI Consulting Adds Four UK Restructuring Managing Directors to Corporate Finance UnitFCN
2026-10-01American Airlines Faces Q3 Margin Squeeze Despite 17.7% Projected Topline GrowthAAL-5.73%
2026-10-01SolarEdge Projects Q3 2026 EPS of $0.05 as Inventory Normalization Takes HoldSEDG
2026-10-01Merck declines 2.66% ahead of October 29 Q3 earnings as consensus models 12.8% EPS dropMRK
2026-10-01PepsiCo drops 7.94% over trailing month ahead of October 8 Q3 earnings releasePEP
2026-10-01Aeromexico Renews and Expands Syndicated Credit Line to $250MAERO+5.76%
2026-10-01Autodesk Gains 2.9% as Consensus Projects 15% EPS Growth to $3.07ADSK IGV
2026-10-01South Korea posts fastest factory expansion in four months as export demand strengthensKOSPI KR10Y KRW
2026-10-01Japan's September manufacturing PMI slows but stays in expansion as export orders rise for a ninth monthJP10Y JPY NIKKEI 225+0.31%
2026-10-01Taiwan's September manufacturing activity expands as AI chip demand lifts factoriesSOX TSM TWD-0.26%
2026-10-01Russia launches overnight strikes on Ukraine's power grid and cuts electricity in several regionsEUR/UAH TTF UKRENERGO
2026-10-01Russia strikes a school in Kyiv as overnight drone attacks hit multiple districtsHEI UAH-1.29%
2026-10-01Turkey's central bank keeps policy in focus as markets await fresh inflation signalsTRY
2026-10-01Unknown attackers target a bus near Masyaf Bridge in western Syria and kill seven peopleLEB SYRIA SOVEREIGN CDS XLE+4.05%
2026-10-01CarMax Posts 19.5% Q2 Revenue Growth and 81.2% EPS Surge on Price CutsKMX-3.76%
2026-10-01Osisko Gold Completes $600M Senior Notes Offering at 9.250% to Fund CaribooOGG
2026-10-01Anthropic Discloses $518B Long-Term Capex Plan and $110B AWS Cloud ContractAMZN GOOGL+3.31%

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