Equity catalysts

Equity catalysts and events, newest first.

DateCardAvg 5d

2026-10-05AMD Expands Server Processor Market Share to 34.5% in Data Center PushINTC
2026-10-05TSMC 10% Foundry Fee Increases Transmit Price Adjustments to Fabless ChipmakersTSM-8.53%
2026-10-05Meta Launches Muse AI Shopping Agent as Amazon Blocks and Shopify Integrates PlatformMETA SHOP+0.14%
2026-10-05Google Cloud Delivers 82% Q2 Revenue Growth Lifting Operating MarginsSPY+0.42%
2026-10-05HPE Q3 Revenue Up 34% to $12.2B on $2.4B AI Server Order AccelerationAMD-5.94%
2026-10-05Meta's Muse AI Agent Reaches 5M Downloads as Amazon and Shopify DivergeAMZN META SHOP+1.69%
2026-10-05Nebius Secures $40B in AI Cloud Commitments Led by Microsoft and MetaMETA MSFT NBIS+1.59%
2026-10-05Silicon Motion Posts 127% YoY Revenue Growth Amid Persistent AI Memory ShortagesMU SIMO-10.41%
2026-10-05Alm. Brand Upgrades 2026 Guidance on Favorable Q3 Claims and Run-Off GainsABDBY
2026-10-05UnitedHealth Sets Q3 Release for Oct 13 with Medical Care Ratio Improvement in FocusUNH-0.02%
2026-10-05Tesla Delivers 486,532 Vehicles in Q3 2026, Tracking ~1.79M Full-Year Run RateTSLA+0.51%
2026-10-05Broadcom Q2 Revenue Surges 86% to $29.6B as Intel Rebounds 25% Under New LeadershipAVGO INTC-2.15%
2026-10-05Comfort Systems Backlog Hits $14.06B Outpacing FY2026 Revenue on Data Center DemandFIX
2026-10-05HPE Q3 Revenue Increases 34% to $12.2B on $2.4B in AI Systems OrdersAMD HPE-5.94%
2026-10-05Nike Reports 4% Fiscal Q1 Revenue Drop and 26% Contraction in Greater ChinaNKE+4.09%
2026-10-05AMD Expands Server Processor Market Share to 34.5% in Data Center PushAMD INTC-5.94%
2026-10-05UnitedHealth Sets Q3 Earnings for Oct 13 With Focus on Medical Care RatioUNH-0.02%
2026-10-05UnitedHealth heads into Oct. 13 earnings with Q2 MCR benchmark at 86.7%UNH-0.02%
2026-10-05UnitedHealth Schedules Q3 Results for Oct 13 Following Q2 MCR Drop to 86.7%UNH-0.02%
2026-10-05Nike Reports 4% Q1 Revenue Drop With China Down 26% and Payout Ratio at 85.7%NKE+4.09%
2026-10-05Meta Muse AI Hits 5M Downloads as Amazon and Shopify Diverge on Platform AccessAMZN META SHOP+1.69%
2026-10-05HPE posts 34% Q3 revenue growth to $12.2B on $2.4B in AI orders and $1.2B Vultr winAMD HPE-5.94%
2026-10-05Tesla Delivers 486,532 Vehicles in Q3 2026, Tracking 1.79M Full-Year Run RateTSLA+0.51%
2026-10-05Alm. Brand raises 2026 guidance as combined ratio improves to 86.5-87.5ABDBY
2026-10-05TSMC enforces 10% foundry fee hikes on leading-edge AI chip customers Nvidia and AMDAMD NVDA TSM-6.58%
2026-10-05TSMC Implements 10% Foundry Fee Increases Passed Through to Fabless ChipmakersAMD NVDA TSM-6.58%
2026-10-05Nebius Logs $40B in Commitments With $32B Sourced From Microsoft and MetaMETA MSFT+1.59%
2026-10-05Chery Auto Expands European NEV Footprint With LEPAS L8 PHEV Launch in RomaniaCRAUY
2026-10-05Lucid targets $1.4B cost cuts by 2026 and 2027 Cosmos SUV rollout to avert solvency riskLCID RIVN
2026-10-05Alm. Brand Upgrades 2026 Guidance on Favorable Claims and Lower Combined RatioABDBY
2026-10-05Hyperscalers Track $800B in 2026 Capex on Expanding Data Center Compute DemandMSFT NVDA-1.11%
2026-10-05Silicon Motion Reports 127% YoY Revenue Growth Driven by AI Memory Controller DemandMU SIMO-10.41%
2026-10-05Lucid Pursues $1.4B Cost Cut Target Ahead of 2027 Cosmos Platform RolloutLCID TSLA+0.51%
2026-10-05HPE Q3 AI Systems Orders Top $2.4B With $1.2B Vultr AMD Helios DealAMD HPE-5.94%
2026-10-05Tesla posts 486,532 Q3 deliveries putting 2026 run-rate on pace for 1.79M unitsTSLA+0.51%
2026-10-05Nebius Secures $40B Total Compute Backlog Led by Microsoft and MetaMETA MSFT NBIS+1.59%
2026-10-05Silicon Motion posts 127% revenue growth amid tight data center memory controller supplyMU SIMO-10.41%
2026-10-05Lucid Targets $1.4B in 2026 Cost Cuts Ahead of 2027 Cosmos Platform RolloutLCID
2026-10-05Nike Reports Fiscal Q1 Revenue Down 4% With Greater China Sales Dropping 26%NKE+4.09%
2026-10-05TSMC Institutes 10% Foundry Price Hike Across Advanced Chip CustomersAMD NVDA TSM-6.58%
2026-10-05FLSmidth Repurchases 55,000 Shares Lifting Treasury Holding to 8.01%FLIDY
2026-10-05Nebius discloses $40B in AI commitments with $32B concentrated in MSFT and META contractsMETA MSFT NBIS+1.59%
2026-10-05Broadcom Q2 revenue surges 86% to $29.6B while Intel posts 25% recovery growthAVGO INTC-2.15%
2026-10-05AMD Server CPU Share Reaches 34.5% as Data Center Revenue Increases 107%AMD INTC-5.94%
2026-10-05Nike fiscal Q1 revenue falls 4% with Greater China down 26% and payout ratio at 85.7%NKE+4.09%
2026-10-05HPE Q3 Revenue Up 34% to $12.2B on $2.4B AI Server Order AccelerationAMD HPE-5.94%
2026-10-05Alphabet Q2 operating income rises 30% led by 82% Google Cloud expansionGOOGL+2.99%
2026-10-05Broadcom Q2 Revenue Hits $29.6B (+86% YoY) While Intel Delivers 25% GrowthAVGO INTC-2.15%
2026-10-05Meta Muse AI reaches 5M downloads as Amazon blocks platform access and Shopify adoptsAMZN META SHOP+1.69%
2026-10-05Alphabet Q2 Operating Income Surges 30% as Google Cloud Revenue Jumps 82%GOOGL+2.99%

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