Equity catalysts

Equity catalysts and events, newest first.

DateCardAvg 5d

2026-10-05Silicon Motion Reports 127% YoY Revenue Growth Driven by AI Memory Controller DemandMU SIMO-10.41%
2026-10-05Hyperscaler 2026 Capex Projected at $800B Amid Long-Term Datacenter BuildoutNVDA SMH-6.02%
2026-10-05Alm. Brand Upgrades 2026 Guidance as Combined Ratio Improves to 86.5-87.5ABDBY
2026-10-05FLSmidth acquires 55,000 shares, lifting treasury holding to 8.01% under DKK 1B programFLIDY
2026-10-05Astera Labs posts 115% revenue expansion as PCIe connectivity demand acceleratesALAB ARM
2026-10-05Alm. Brand Upgrades 2026 Earnings Guidance on Combined Ratio Improvement to 86.5%ABDBY
2026-10-05Lucid Targets $1.4B in 2026 Cost Cuts to Protect Cash Ahead of 2027 Cosmos LaunchLCID RIVN
2026-10-05Chery Auto Expands European Footprint With Launch of €45,500 LEPAS L8 in RomaniaCRAUY
2026-10-05HPE Posts 34% Q3 Revenue Growth on $2.4B AI Orders and $1.2B Vultr DealAMD HPE-5.94%
2026-10-05Nebius Discloses $40B Customer Backlog With $32B Sourced From Microsoft and MetaMETA MSFT NBIS+1.59%
2026-10-05AMD Expands Server CPU Share to 34.5% as Data Center Revenue Climbs 107% YoYAMD INTC-5.94%
2026-10-05Nike Reports Fiscal Q1 2027 Revenue Decline of 4% With 26% China ContractionNKE+4.09%
2026-10-05UnitedHealth Prepares Q3 Earnings Following MCR Compression to 86.7% in Q2UNH-0.02%
2026-10-05TSMC 10% Foundry Fee Increases Transmit Price Adjustments to Fabless ChipmakersNVDA TSM-6.90%
2026-10-05Alphabet Cloud Segment Drives 30% Operating Income Growth Amid Rising AI CapexGOOGL+2.99%
2026-10-05Broadcom Reports Q2 2026 Revenue of $29.6B on 86% Surge in Custom AI SiliconAVGO INTC-2.15%
2026-10-05Meta Launches Muse AI Shopping Agent as Amazon Blocks and Shopify Integrates PlatformAMZN META SHOP+1.69%
2026-10-04Iran says it is reviewing a US roadmap for further negotiations after Qatar conveyed Washi → Bullish GLDGLD+1.17%
2026-10-04US President Donald Trump rejects Iran’s proposal for reopening the Strait of Hormuz while → Bullish GLDGLD+1.17%
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks and Shopify Adopts AgentSHOP
2026-10-04Meta Muse AI reaches 5M downloads as Amazon blocks agent access to protect ad businessMETA SHOP-1.29%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Utility Grid Capex Expands 44%XLI+0.09%
2026-10-04Genmab Reports 45.9% Response Rate in Phase 2 Ovarian Cancer Antibody-Drug TrialGMAB
2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory Demand ExpansionSMH-4.32%
2026-10-04Applied Digital Energizes 150MW at North Dakota Data Center, Bringing Load to 250MWAPLD
2026-10-04Berkshire expands homebuilder exposure to $6.8B despite 7.5% mortgage ratesLEN
2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM SPY-3.42%
2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory GrowthQCOM
2026-10-04SpaceX Completes Starship Flight 14 Deploying 26 Satellites with 100t LEO Payload CapacitySPCX
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Construction Demand ExpandsPWR+4.34%
2026-10-04SpaceX Starship Attains Orbit on Flight 14 With 100-Ton Payload CapacitySPCX
2026-10-04Meta Muse AI Agent Sparks E-Commerce Platform Split Between Amazon and ShopifySHOP
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon and Shopify Take Divergent Integration PathsSHOP
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 and Raises Lennar Stake to $2.2B at 7.5% MortgagesLEN
2026-10-04Micron AI Memory Revenue Jumps to $41.5B as Higher Component Costs Press Mobile SoCsQCOM
2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityNVDA-2.00%
2026-10-04Meta Muse AI Reaches 5M Downloads as Amazon Restricts Platform IntegrationMETA SHOP-1.29%
2026-10-04SpaceX Reaches Orbital Capability with Starship Flight 14 Deploying 26 SatellitesSPCX
2026-10-04AMD Expands Server Market Share to 34.5% Overturning Intel Valuation LeadAMD INTC TSM-4.09%
2026-10-04AMD Expands Server CPU Share to 34.5% Leveraging TSMC Advanced Node CapacityTSM-4.12%
2026-10-04Berkshire Hathaway Commits $6.8B to Homebuilders Amid 7.5% Mortgage RatesBRK.B+2.58%
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% YoY Ahead of October 13 KickoffQQQ+0.23%
2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ
2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD-4.07%
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 Hits $41.5B on AI Memory Demand as Component Costs Press QualcommQCOM
2026-10-04Small Modular Reactor Backlogs Diverge as Oklo Logs 18.1 GW in Nonbinding PipelineGEV+0.13%
2026-10-04AMD Reaches 34.5% Server CPU Share as Valuation Surpasses Intel by 60%TSM-4.12%
2026-10-04Quanta Services Projects 44% Revenue Growth on Electrification BacklogPWR+4.34%

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