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Equity catalysts

Equity catalysts and events, newest first.

DateCardAvg 5d

2026-08-29Dell expands AI server backlog to $51.3B and raises fiscal 2027 segment guidance to $60BNVDA+5.89%
2026-08-29Dell Raises FY2027 AI Server Target to $60B as Backlog Reaches Record $51.3BDELL+14.88%
2026-08-29Bloom Energy revenue clears $1B as AI data center fuel cell backlog grows 2.5xCEG
2026-08-29Marvell Slides 8% After-Hours on Q3 Gross Margin Compression GuidanceSOXX+2.21%
2026-08-29Ackman Builds $3.3B Combined Position in Visa, Mastercard, and S&P GlobalMA SPGI V
2026-08-29Dell Expands Fiscal 2027 AI Server Target to $60B on $51.3B Order BacklogDELL NVDA+10.38%
2026-08-29Hyperscaler Off-Balance Sheet AI Infrastructure Commitments Reach $3 TrillionGEV VRT+3.29%
2026-08-29Bloom Energy Fuel-Cell Backlog Grows 2.5x on Data Center Grid BottlenecksBE XLU+0.82%
2026-08-29Situational Awareness Collapse Forces Over $10B in AI Equity LiquidationsMU TSM+5.86%
2026-08-29PayPal Drops 12% After Rejecting $53B Takeover Bid From Stripe, Advent, and BlockPYPL SQ
2026-08-29Marvell Slides 8% After-Hours on Q3 Gross Margin Compression GuidanceMRVL SOXX+2.71%
2026-08-29Ackman Builds $3.3B Combined Position in Visa, Mastercard, and S&P GlobalMA SPGI V
2026-08-29Dell boosts FY27 AI server target to $60B as backlog reaches $51.3BDELL NVDA+10.38%
2026-08-29Marvell Q2 Revenue Up 37% to $2.74B, Gross Margin Guidance Triggers 8% DropMRVL NVDA+4.55%
2026-08-29Wells Fargo Recruits Independent Advisers to Scale Wealth Unit via Aladdin IntegrationBLK WFC-3.62%
2026-08-29Ulta Beauty Slips 4.2% Despite Q2 Beat and Raised Operating OutlookULTA XLY-1.96%
2026-08-29Pentagon 2027 ban on Chinese rare-earth magnets focuses domestic supply chainDXY USAR
2026-08-29WSJ report: $3T off-balance-sheet AI commitments hit VRT, GE VernovaSPY+0.11%
2026-08-29PayPal Plunges 12% After Rejecting $53B Takeover Bid From Stripe, Advent, and BlockPYPL
2026-08-29Situational Awareness Unwinds Over $10B in AI Holdings Following Leveraged Bet CollapseBE MU TSM+5.86%
2026-08-29Gap Surges 15% on Q2 EPS Beat and 10% Core Brand Comparable Sales GrowthGAP TGT
2026-08-29Pershing Square builds $3.3B total position across Visa, Mastercard, and SPGIMA SPGI V
2026-08-29Bloom Energy revenue clears $1B as AI data center fuel cell backlog grows 2.5xBE CEG
2026-08-29Ulta Beauty falls 4.2% post-earnings despite Q2 EPS beat and operating income guide raiseULTA
2026-08-29MDU Resources Outlines $3.1B Capex Plan With 1 GW Data Center LoadMDU XLU+0.82%
2026-08-29The Hartford Authorizes $4.2B Share Repurchase as NII Rises 22%HIG KIE
2026-08-29MDU Resources Targets $3.1B Capex Plan With Over 1 GW in Signed Data Center PowerMDU OGS
2026-08-29Gap Surges 15% on Q2 Earnings Beat and Core Brand Same-Store Sales Growth of 10%GAP
2026-08-29Pershing Square Discloses $3.3B Capital Allocation Across Visa, Mastercard, and S&P GlobalMA SPGI V
2026-08-29Dell Raises FY2027 AI Server Target to $60B as Backlog Reaches Record $51.3BDELL NVDA+10.38%
2026-08-29PayPal sinks 12% after rejecting $53B takeover offer from Stripe and BlockPYPL SPY+0.11%
2026-08-29Marvell Drops 8% as Custom AI Silicon Mix Compresses Q3 Gross Margin GuidanceMRVL+3.20%
2026-08-29Gap surges 15% on Q2 EPS beat and full-year guidance raise despite brand divergenceAEO GAP
2026-08-29Dell Expands AI Server Backlog to $51.3B and Raises FY2027 AI Revenue Target to $60BDELL+14.88%
2026-08-29Ulta Beauty Slips 4.2% Post-Earnings Despite Upward Revision to Full-Year GuidanceULTA XLY-1.96%
2026-08-29PayPal drops 12% after rejecting $53B takeover proposal from Stripe consortiumPYPL
2026-08-29Tech Giants Amass $3 Trillion in Off-Balance-Sheet AI CommitmentsGEV MSFT VRT+6.05%
2026-08-29Pershing Square Discloses $3.3B Capital Allocation Across Visa, Mastercard, and S&PMA SPGI V
2026-08-29Dell expands AI server backlog to $51.3B and raises fiscal 2027 segment guidance to $60BDELL NVDA+10.38%
2026-08-29Tesla increases Cybertruck prices citing rising input costs and trade barriersTSLA+1.53%
2026-08-29Situational Awareness Fund Unwinds Over $10B in Leveraged AI Infrastructure StakesBE MU TSM+5.86%
2026-08-29Tech Giants Amass $3T in Off-Balance-Sheet AI Commitments, Moving Grid HardwareGEV MSFT VRT+6.05%
2026-08-29Marvell slides 8% as Q3 gross margin guidance overshadows 37% revenue jumpMRVL SPY+1.65%
2026-08-29Situational Awareness fund collapse forces $10B liquidation in leveraged AI assetsBE MU+8.98%
2026-08-29AI infrastructure off-balance-sheet commitments and data center power demand surgeBE CEG VRT
2026-08-29Marvell reports Q2 revenue growth but shares slide 8% on contracting gross margin guideMRVL+3.20%
2026-08-29MDU Resources contracts 1 GW data center load within $3.1B utility capex planCEG MDU
2026-08-29Pershing Square deploys $3.3B across Visa, Mastercard, and S&P Global positionsMA SPGI V
2026-08-29Gap jumps 15% on Q2 earnings beat, gross margin expansion, and raised guidanceGAP
2026-08-28CENTCOM says U.S. forces cleared Iranian sea mines from shipping lanes in the Strait of Ho → Bearish USOUSO+9.45%

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