Equity catalysts

Equity catalysts and events, newest first.

DateCardAvg 5d

2026-10-04Meta Muse AI Agent Sparks E-Commerce Platform Split Between Amazon and ShopifySHOP
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% YoY Ahead of October 13 KickoffQQQ+0.23%
2026-10-04Berkshire expands homebuilder exposure to $6.8B despite 7.5% mortgage ratesLEN
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon and Shopify Take Divergent Integration PathsSHOP
2026-10-04DaVita Projects Q3 EPS Growth of 50.6% YoY to $3.78 with Forward P/E at 12.1DVA
2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ
2026-10-04Meta Muse AI Reaches 5M Downloads as Amazon Restricts Platform IntegrationMETA SHOP-1.29%
2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD-4.07%
2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ
2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM SPY-3.42%
2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030SPY+1.16%
2026-10-04AMD Server CPU Market Share Expands to 34.5% as Market Cap Exceeds Intel by 60%AMD INTC TSM-4.09%
2026-10-04Genmab Reports 45.9% ORR in Phase 2 Platinum-Resistant Ovarian Cancer TrialGMAB
2026-10-04AMD Server CPU Market Share Reaches 34.5% as Valuation Surpasses Intel by 60%AMD INTC-4.07%
2026-10-04UnitedHealth Previews Q3 Earnings with Medical Care Ratio at 86.7%UNH+1.99%
2026-10-04TSMC Implements 10% Foundry Fee Increase as Leading-Edge Capacity TightensAMD NVDA TSM-3.40%
2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory GrowthMU QCOM-7.99%
2026-10-04Berkshire Hathaway Commits $6.8B to Homebuilders Amid 7.5% Mortgage RatesBRK.B LEN+2.58%
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon and Shopify Take Divergent Integration PathsAMZN META SHOP+1.52%
2026-10-04Applied Digital Energizes 150 MW IT Load at Polaris Forge 1 FacilityAPLD
2026-10-04Lucid Targets $1.4B in 2026 Cost Savings Ahead of 2027 Midsize Platform LaunchLCID
2026-10-04SpaceX Reaches Orbital Capability with Starship Flight 14 Deploying 26 SatellitesSPCX
2026-10-04Global Cybersecurity Spending Projected at $244B as Platform Consolidation AcceleratesCRWD PANW
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% Ahead of Oct 13 Bank KickoffSPY XLF+1.16%
2026-10-04Quanta Services Projects 44% Revenue Growth on Electrification BacklogPWR+4.34%
2026-10-04Quanta Services targets $10.99B Q3 revenue on 43.95% growth from grid power buildoutsPWR SPY+2.75%
2026-10-04TSMC Implements 10% Foundry Fee Increases for Advanced Semiconductor NodesAMD NVDA TSM-3.40%
2026-10-04Micron Q2 revenue reaches $41.5B on 432% two-year surge fueled by AI memory demandMU QCOM-7.99%
2026-10-04Hyperscaler Capex Tracking Near $800B in 2026 as Datacenter Spending ExpandsNVDA-2.00%
2026-10-04AMD Expands Server CPU Market Share to 34.5% Against Intel on Advanced Foundry NodesAMD INTC-4.07%
2026-10-04Berkshire Commits $6.8B to Homebuilders and Raises Lennar Stake to $2.2B at 7.5% MortgagesBRK.B LEN+2.58%
2026-10-04Berkshire Deploys $6.8B into Homebuilders as Lennar Position Expands to $2.2BITB LEN-1.22%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Modernization AcceleratesPWR SPY+2.75%
2026-10-04SpaceX Achieves Orbital Milestone with Starship Flight 14 Deploying 26 SatellitesITA-0.55%
2026-10-04TSMC Implements 10% Foundry Fee Increases Passed Through by Fabless CustomersAMD NVDA TSM-3.40%
2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD NVDA TSM-3.40%
2026-10-04TSMC enforces 10% fee hike as AMD server processor market share reaches 34.5%AMD NVDA TSM-3.40%
2026-10-04TSMC 10% Foundry Price Hike Passes Through to Fabless Semiconductor PricingAMD TSM-4.09%
2026-10-04Meta Muse AI Agent Reaches 5M Downloads as Amazon Blocks and Shopify Adopts AccessAMZN META SHOP+1.52%
2026-10-04UnitedHealth Scheduled for Q3 Earnings on Oct 13 Following Q2 MCR Decline to 86.7%UNH+1.99%
2026-10-04Q3 S&P 500 earnings projected to grow 24.6% YoY ahead of bank results on Oct 13SPY+1.16%
2026-10-04Q3 S&P 500 Earnings Growth Projected at 24.6% Ahead of Bank KickoffSPY XLF+1.16%
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% YoY Ahead of October 13 KickoffQQQ SPY+0.69%
2026-10-04Micron Q2 Revenue Hits $41.5B on Memory Demand as Qualcomm Faces Margin DragMU QCOM-7.99%
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks and Shopify Adopts AgentAMZN META SHOP+1.52%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Construction Demand ExpandsPWR+4.34%
2026-10-04Meta Muse AI Reaches 5M Downloads as Amazon Restricts Platform IntegrationAMZN META SHOP+1.52%
2026-10-04UnitedHealth Faces Medical Care Ratio Scrutiny Ahead of Oct 13 Q3 EarningsUNH XLV+2.39%
2026-10-04Berkshire Deploys $6.8B Into Homebuilders Despite 7.5% Mortgage RatesITB LEN-1.22%
2026-10-04AMD Expands Server Market Share to 34.5% Overturning Intel Valuation LeadAMD INTC TSM-4.09%

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