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Equity catalysts

Equity catalysts and events, newest first.

DateCardAvg 5d

2026-09-02Dell reports $47.0B revenue and lifts FY27 target by $25B on $95B AI backlogNVDA-2.70%
2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsNKE
2026-09-02Anthropic's real constraint is electricity; U.S. AI sector may need 50 GW by 2028 and GE Vernova positionedGEV+0.21%
2026-09-02Broadcom reports Sep 2; profit growth outpaced revenue growth per pre-report noteAVGO SOX-1.75%
2026-09-02Analyst projects Micron above $2,000 by end-2027; warns on memory cyclicalityMU SOX+2.23%
2026-09-02Stanley Druckenmiller opened a new AMD position in Q2 after selling Nvidia in 2024AMD+10.18%
2026-09-02Novonesis announces 600M euro enzyme production expansion in IndiaNVZMY
2026-09-02KraneShares registers Photonic and Optical ETF (LUMA) for Japan distributionLUMA
2026-09-02Symbotic backlog stands at $22.5B with Walmart generating 85% of revenueSYM WMT
2026-09-02ASUS shows ProArt PCs with NVIDIA RTX Spark at IFA; index AI concentration flagged for SeptemberMSFT NVDA-2.70%
2026-09-02Jyske Bank acquires Formuepleje, adding 40B DKK in wealth assetsJYSKY
2026-09-02Dell posts record revenue; AI server orders $60.9B and $95B backlog lift hardware demandNVDA TSM+0.16%
2026-09-02Dick's Sporting Goods cuts full-year EPS guidance on Foot Locker integration costsDKS NKE
2026-09-02Anthropic's real constraint is electricity; U.S. AI sector may need 50 GW by 2028 and GE Vernova positionedGEV NVDA-1.24%
2026-09-02Subsea 7 wins $50M-$150M contract for Who Dat East project in Gulf of MexicoSUBCY
2026-09-02Symbotic holds $22.5B backlog with 85% revenue tied to WalmartSYM WMT
2026-09-02KraneShares completes Japan trust notification for LUMA Photonic and Optical ETFAAOI LUMA
2026-09-02Druckenmiller opens 72,900-share AMD position following previous Nvidia divestmentAMD NVDA+3.74%
2026-09-02Novonesis commits 600M euros to expand India enzyme facility by 2030NVZMY
2026-09-02Dicks Sporting Goods drops 30% after Q2 net income falls to $315M and guidance cutDKS NKE
2026-09-02Jyske Bank acquires Formuepleje, adding DKK 40B in wealth assetsJYSKY
2026-09-02Dell reports $47B revenue, lifts FY27 target to $192B on $95B AI backlogDELL+2.93%
2026-09-02Broadcom reports fiscal Q3 results today following 48% Q2 revenue growthAVGO-1.75%
2026-09-02Subsea 7 secures up to $150M contract for Who Dat East development in Gulf of MexicoSUBCY XLE-0.26%
2026-09-02Jyske Bank acquires Formuepleje to add 40 billion Danish kroner in wealth AUMJYSKY
2026-09-02Broadcom reports fiscal Q3 earnings with profit growth pacing at 127%AVGO-1.75%
2026-09-02KraneShares registers Photonic and Optical ETF for distribution in JapanAGIX LUMA
2026-09-02Symbotic carries $22.5B backlog with 85% revenue concentration in WalmartSYM WMT
2026-09-02Novonesis commits 600 million euros to enzyme manufacturing expansion in IndiaNVZMY
2026-09-02Dell reports $47.0B revenue and lifts FY27 target by $25B on $95B AI backlogDELL NVDA+0.11%
2026-09-01U.S. forces strike Iranian targets overnight as Tehran vows retaliation → Bullish DXYDXY
2026-09-01ISM reports U.S. manufacturing activity slows in August as input prices stay elevated → Be → Bearish XLIXLI-0.54%
2026-09-01Chicago PMI falls back into contraction and misses expectations → Bullish IEF → Bullish IEFIEF-0.22%
2026-09-01ISM says U.S. manufacturing activity eased in August as orders slowed → Bearish XLI → Bearish XLIXLI-0.54%
2026-09-01EU Commission orders Google to pay an €890 million fine despite looming new US tariffs → Bearish GOOGLGOOGL
2026-09-01Russian forces launch a new missile and drone strike on Kyiv, injuring civilians and damag → Bullish SAABSAAB
2026-09-01ISM says U.S. manufacturing activity eased in August as orders slowed → Bearish IWMIWM+0.02%
2026-09-01Maritime authorities report attacks on vessels in the Strait of Hormuz → Bullish BDIBDI
2026-09-01China's manufacturing PMI rises to 51.5 in August on stronger chip and AI demand → Bullish FXIFXI-2.24%
2026-09-01ISM reports U.S. manufacturing activity slows in August as input prices stay elevated → Bearish XLIXLI-0.54%
2026-09-01ISM says U.S. manufacturing activity eased in August as orders slowed → Bearish XLIXLI-0.54%
2026-09-01Chile's July copper output falls 9.4% after storm-hit mines disrupt operations → Bearish CLPCLP
2026-09-01Chicago PMI falls back into contraction and misses expectations → Bearish IWMIWM+0.02%
2026-09-01Chile's July copper output falls 9.4% after storm-hit mines disrupt operations → Bullish FCXFCX
2026-09-01Chicago PMI falls back into contraction and misses expectations → Bullish IEFIEF-0.22%
2026-09-01Cerebras and Compute Nordic Announce 165 MW Finnish AI FacilityCBRS
2026-09-01Musk Selects Nvidia Rubin Architecture Exclusively for SpaceX and xAIAMD NVDA+8.13%
2026-09-01Space Materials Report Flags Supply Chokepoints as Launch Costs Drop Below $1,500/kgATI HXL
2026-09-01Fervo Energy Slashes 2027 Revenue Outlook to $60-80M on Transmission ShutdownsFRVO
2026-09-01SpaceX and xAI Commit Exclusively to Nvidia Vera Rubin AI ArchitectureAMD NVDA+8.13%

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