Catalysts and events · 2026-10-20
Everything the Opportunity Map and Intelligence Feed published for this date.
DateCardAvg 5d
- 2026-10-20CoreWeave falls as yields and debt service costs biteCRWV NVDA+2.54%
- 2026-10-20Nvidia faces in-house chip competition from major customersGOOG MSFT NVDA+2.54%
- 2026-10-20Meta earnings on Oct. 21 frame AI capex scrutinyAMZN META MSFT
- 2026-10-20Tepper's portfolio keeps Amazon and Micron in the AI buildup tradeAMZN MU
- 2026-10-20Costco gets a positive retail quality readCOST+0.37%
- 2026-10-20Meta opens earnings season with a 35% capex-to-revenue ratioMETA NVDA+2.54%
- 2026-10-20Alphabet stays in a show-me phase after big AI capexAMZN GOOGL
- 2026-10-20Oil-linked names await Shell's Oct. 29 print and crude setupSHEL USO
- 2026-10-20Alphabet and Microsoft remain under AI capex valuation pressureGOOG MSFT
- 2026-10-20TSMC says AI chip demand remains strong and capex can reach $64BMU NVDA TSM+2.54%
- 2026-10-20AI buildout themes extend from chips to data centersAVGO TSM VCISY
- 2026-10-20Shell heads into Oct. 29 with strong monthly gainsSHEL
- 2026-10-20Aeromexico reports flat Q3 revenue at $1.62B as EPS misses at $0.28AERO USO+2.55%
- 2026-10-20Alphabet Q3 Setup Tests $195B-$205B Full-Year Capex Target and Cloud GrowthAMZN GOOGL
- 2026-10-20Meta Set to Report Q3 Earnings on October 21 Amid 35% Capex-to-Revenue RatioGOOGL META NVDA+2.54%
- 2026-10-20Tesla Delivered 486.5k Vehicles in Q3 Ahead of Earnings Under Margin PressureTSLA
- 2026-10-20Cadence Design gains ahead of Oct. 26 earnings on 20% top-line expectationsCDNS SNPS
- 2026-10-20Steel Dynamics Q3 revenue rises 34.8% to $6.51B but misses on earningsCPER STLD
- 2026-10-20Steel Dynamics Posts 35% Revenue Surge but Misses Q3 EPSNUE STLD
- 2026-10-20TSMC Upgrades Outlook as AI-Chip Demand Exceeds Current CapacityNVDA TSM+2.54%
- 2026-10-20Microsoft and Oracle frame the premium valuation debateMSFT ORCL
- 2026-10-20TSMC says demand is outrunning supply and it is lifting forecastMU NVDA TSM+2.54%
- 2026-10-20Tesla delivery volume of 486.5k sets stage for Q3 automotive margin focusTSLA
- 2026-10-20VINCI Secures 165 Million Euro Cooling Contract for Iberian Data CenterVCISY
- 2026-10-20VINCI unit secures €165M cooling contract for 200 MW Iberian data centerVCISY
- 2026-10-20Airbnb's rate sensitivity cuts both waysABNB EXPE
- 2026-10-20Tesla earnings week centers on deliveries and margin pressureTSLA
- 2026-10-20Copper-linked exposure appears only through CPER follow contextCPER
- 2026-10-20RLI beats Q3 estimates with 48% EPS surprise on specialty lines and yieldKRE RLI
- 2026-10-20Anteris Secures German BfArM Regulatory Clearance for DurAVR PARADIGM TrialAVR
- 2026-10-20XBiotech Reports Positive Final Efficacy Results in Phase II TASKIN StudyXBIT
- 2026-10-20Dorchester Minerals agrees to buy Williston Basin royalty interestsDMLP
- 2026-10-20Dorchester Minerals acquires 4,300 net royalty acres in Williston BasinDMLP
- 2026-10-20Regional Bank Q3 Results Show Margin Squeeze and Efficiency VarianceWAL WTFC ZION
- 2026-10-20CoreWeave Faces 24% Weekly Decline Amid Rising Bond YieldsCRWV NVDA+2.54%
- 2026-10-20Broadcom signs 10-year VMware Cloud Foundation deal with NTT DOCOMOAVGO
- 2026-10-20Cadence Design Systems Outperforms Ahead of October 26 Q3 EarningsCDNS
- 2026-10-20RLI Beats Q3 Consensus with $0.86 EPS as Net Investment Income Jumps 13.1%RLI
- 2026-10-20Steel Dynamics posts 34.8% Q3 revenue gain but EPS misses on cost squeezeNUE STLD
- 2026-10-20VINCI wins 165 million euro Iberian data center contractVCISY
- 2026-10-20Shell slips ahead of Oct. 29 earningsSHEL
- 2026-10-20Broadcom Enters 10-Year Agreement with NTT DOCOMO for VMware CloudAVGO
- 2026-10-20Broadcom signs 10-year VMware Cloud Foundation deal with NTT DOCOMOAVGO
- 2026-10-20Dorchester Minerals Acquires 4,300 Net Royalty Acres in Williston BasinDMLP
- 2026-10-20Cadence Design Systems gains ahead of Q3 print with $1.61B revenue estimateCDNS
- 2026-10-20Hims & Hers nears three million membersHIMS
- 2026-10-20European industrial leaders flag water shortages as a growth riskSBGSY
- 2026-10-20Schneider Electric study identifies water stress as top European industry threatCPER SBGSY
- 2026-10-20Airbnb and other rate-sensitive names are framed by higher ratesABNB
- 2026-10-20Regional banks post mixed Q3 beats and margin pressureBOKF WAL WTFC ZION
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