Catalysts and events · 2026-10-04

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

DateCardAvg 5d

2026-10-04Meta Muse AI reaches 5M downloads as Amazon blocks agent access to protect ad businessAMZN META SHOP+1.52%
2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
2026-10-04Micron Q2 revenue reaches $41.5B on 432% two-year surge fueled by AI memory demandMU QCOM-7.99%
2026-10-04Berkshire Commits $6.8B to Homebuilders and Raises Lennar Stake to 11% at 7.5% RatesBRK.B LEN+2.58%
2026-10-04Genmab Reports 45.9% ORR in Phase 2 RAINFOL-01 Ovarian Cancer TrialGMAB
2026-10-04Berkshire Commits $6.8B to Homebuilders as Mortgage Rates Hover Near 7.5%LEN SPY+1.16%
2026-10-04TSMC Implements 10% Foundry Fee Increases for Advanced Semiconductor NodesAMD NVDA TSM-3.40%
2026-10-04Micron Revenue Jumps 432% Over Two Years on AI Memory Demand SpikeMU QCOM-7.99%
2026-10-04Q3 S&P 500 earnings projected to grow 24.6% YoY ahead of bank results on Oct 13SPY+1.16%
2026-10-04Quanta Services targets $10.99B Q3 revenue on 43.95% growth from grid power buildoutsPWR SPY+2.75%
2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory Demand ExpansionMU SMH-6.16%
2026-10-04UnitedHealth Previews Q3 Medical Care Ratio Following Q2 Drop to 86.7%SPY UNH+1.57%
2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMSFT MU NVDA-2.20%
2026-10-04AMD Reaches 34.5% Server CPU Share as Valuation Surpasses Intel by 60%AMD INTC TSM-4.09%
2026-10-04UnitedHealth Scheduled for Q3 Earnings on Oct 13 Following Q2 MCR Decline to 86.7%UNH+1.99%
2026-10-04Berkshire Deploys $6.8B Into Homebuilders Despite 7.5% Mortgage RatesITB LEN-1.22%
2026-10-04UnitedHealth heads to Oct 13 earnings after reducing Q2 medical care ratio to 86.7%UNH+1.99%
2026-10-04Berkshire Commits $6.8B to Homebuilders as Mortgage Rates Stand Near 7.5%BRK.B LEN+2.58%
2026-10-04TSMC 10% Foundry Price Hike Passes Through to Fabless Semiconductor PricingAMD TSM-4.09%
2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM SPY-3.42%
2026-10-04Q3 S&P 500 Earnings Growth Projected at 24.6% Ahead of Bank KickoffSPY XLF+1.16%
2026-10-04Copper Supply Faces Structural Deficits by 2028 on AI Data Centers and Grid UpgradesCOPX FCX
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks and Shopify Adopts AgentAMZN META SHOP+1.52%
2026-10-04Quanta Services Projects 43.95% Revenue Growth on Electric Grid and Infrastructure DemandPWR XLI+2.21%
2026-10-04AMD Expands Server CPU Market Share to 34.5% Against Intel on Advanced Foundry NodesAMD INTC-4.07%
2026-10-04Berkshire Commits $6.8B to Homebuilders and Raises Lennar Stake to $2.2B at 7.5% MortgagesBRK.B LEN+2.58%
2026-10-04Micron Q2 Revenue Hits $41.5B on AI Memory Demand as Component Costs Press QualcommMU QCOM-7.99%
2026-10-04AMD Expands Server Market Share to 34.5% Overturning Intel Valuation LeadAMD INTC TSM-4.09%
2026-10-04S&P 500 Q3 Earnings Projected to Grow 24.6% YoY as Bank Reporting Begins Oct 13SPY XLF+1.16%
2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030NVDA SPY-0.42%
2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV OKLO+0.13%
2026-10-04Quanta Services Projects 44% Q3 Revenue Growth on Power Grid Infrastructure DemandPWR+4.34%
2026-10-04UnitedHealth Focuses on Medical Care Ratio Ahead of October 13 Q3 Earnings ReleaseUNH+1.99%
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% Ahead of October 13 Bank ReportsSPY+1.16%
2026-10-04Micron Q2 2026 Revenue Expands 432% Over Two Years to $41.5B on AI Memory DemandMU QCOM-7.99%
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% as Reporting Cycle ApproachesSPY USO+0.86%
2026-10-04Hyperscaler Capex Tracking Toward $800B in 2026 as Long-Term DC Spend Targets $3-4TMSFT NVDA+0.69%
2026-10-04Fed initiates rate hike to 3.75%-4.00% as 10-year Treasury yields reach 5.3%DXY SPY TLT+0.90%
2026-10-04Fed Funds Rate Reaches 3.75%-4.00% as 10-Year Benchmark Yields 5.3%KO TLT+1.73%
2026-10-04Fed Raises Target Rate by 25 bps to 3.75%-4.00% as 10-Year Yield Reaches 5.30%DGS10 SPY TLT+0.90%
2026-10-04Lucid Targets $1.4B in 2026 Cost Cuts Ahead of Planned 2027 Cosmos SUV PlatformLCID RIVN
2026-10-04Cameco Consolidates Near $85 as Long-Term Uranium Contracting Aligns With Power DemandCCJ
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B on 43.95% YoY Grid Buildout ExpansionPWR+4.34%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Modernization AcceleratesPWR SPY+2.75%
2026-10-04TSMC Implements 10% Chipmaking Price Increases Across Leading AI CustomersAMD NVDA TSM-3.40%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Utility Grid Capex Expands 44%PWR XLI+2.21%
2026-10-04TSMC Implements 10% Foundry Price Increases Across Leading-Edge Node CapacityAMD NVDA TSM-3.40%
2026-10-0410Y Yield Anchors at 5.30% Post-Fed Hike Ahead of Q3 S&P 500 EarningsMSFT SPY+2.27%
2026-10-04Copper Advances 36% Over 12 Months as AI Data Center Buildout Strains Grid SupplyCOPX FCX GLD+1.17%
2026-10-04AGNC Investment Manages Agency MBS Spread Risk with 16% Dividend DistributionAGNC MBB

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