Equity catalysts
Equity catalysts and events, newest first.
DateCardAvg 5d
- 2026-10-04Meta Muse AI Agent Sparks E-Commerce Platform Split Between Amazon and ShopifyAMZN META SHOP+1.52%
- 2026-10-04Micron Q2 Revenue Up 432% Over Two Years to $41.5B as AI Memory Diverges From HandsetsMU QCOM-7.99%
- 2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks Agent and Shopify IntegratesAMZN META SHOP+1.52%
- 2026-10-04Nvidia Reaffirms Long-Term Data Center Capex ProjectionsNVDA-2.00%
- 2026-10-04Chery Auto Expands European Footprint Launching LEPAS L8 PHEV in RomaniaCRAUY
- 2026-10-04Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1APLD
- 2026-10-04Lucid targets $1.4B in cost reductions by 2026 ahead of 2027 Cosmos SUV platform rolloutLCID RIVN
- 2026-10-04Small Modular Reactor Backlogs Mount as AI Data Centers Seek Dedicated PowerCCJ OKLO SMR
- 2026-10-04Genmab Phase 2 Ovarian Cancer Trial Demonstrates 45.9% ORR and 9.5M Median PFSGMAB
- 2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD
- 2026-10-04Genmab reports 45.9% ORR and 9.5-month PFS in Phase 2 platinum-resistant ovarian cancer trialGMAB
- 2026-10-04Genmab Reports 45.9% ORR in Phase 2 RAINFOL-01 Ovarian Cancer TrialGMAB
- 2026-10-04Lucid Targets $1.4B in 2026 Cost Reductions Ahead of 2027 Cosmos Midsize PlatformLCID RIVN
- 2026-10-04SpaceX Starship Attains Orbit on Flight 14 With 100-Ton Payload CapacitySPCX
- 2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ OKLO SMR
- 2026-10-04Global Cybersecurity Spending Reaches $244B as Platform Consolidation Drives CRWD and PANWCRWD PANW
- 2026-10-04Q3 Earnings Season Approaching With 24.6% S&P 500 Growth ExpectedSPY XLF+1.16%
- 2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ OKLO SMR
- 2026-10-04Lucid Targets $1.4B in Cost Reductions by 2026 Ahead of 2027 Midsize SUV Platform LaunchLCID RIVN
- 2026-10-04Genmab Reports 45.9% ORR in Phase 2 Platinum-Resistant Ovarian Cancer TrialGMAB
- 2026-10-04DaVita Trades at 12.1x Forward P/E Ahead of Projected 50.6% Q3 Earnings GrowthDVA
- 2026-10-04Applied Digital completes 150 MW IT load in North Dakota, bringing site to 250 MWAPLD
- 2026-10-04DaVita Projects Q3 EPS of $3.78 with 50.6% YoY Growth Trading at 12.1x Forward P/EDVA
- 2026-10-04Lucid Targets $1.4B Cost Reductions by 2026 Ahead of 2027 Cosmos SUV Platform LaunchLCID
- 2026-10-04Global Cybersecurity Spending Reaches $244B Amid Enterprise ConsolidationCRWD PANW
- 2026-10-04Applied Digital Energizes 150MW at North Dakota Data Center, Bringing Load to 250MWAPLD
- 2026-10-04Global Cybersecurity Spending Projected to Reach $244B in 2026 on AI Platform DemandCRWD PANW
- 2026-10-04Lucid Targets $1.4B in Cost Savings Ahead of 2027 Midsize Platform LaunchLCID RIVN
- 2026-10-04Genmab Rina-S ADC Delivers 45.9% Response Rate in Platinum-Resistant Ovarian CancerGMAB
- 2026-10-04Lucid Targets $1.4B in 2026 Cost Savings Ahead of 2027 Midsize SUV Platform LaunchLCID RIVN
- 2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ OKLO
- 2026-10-04Hyperscaler Capex Tracking Near $800B in 2026 as Datacenter Spending ExpandsNVDA-2.00%
- 2026-10-04TSMC Implements 10% Foundry Fee Increases for Advanced Semiconductor NodesAMD NVDA TSM-3.40%
- 2026-10-04Quanta Services targets $10.99B Q3 revenue on 43.95% growth from grid power buildoutsPWR SPY+2.75%
- 2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMSFT MU NVDA-2.20%
- 2026-10-04S&P 500 Q3 Earnings Projected to Grow 24.6% YoY as Bank Reporting Begins Oct 13SPY XLF+1.16%
- 2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Utility Grid Capex Expands 44%PWR XLI+2.21%
- 2026-10-04Berkshire Deploys $6.8B Into Homebuilders Despite 7.5% Mortgage RatesITB LEN-1.22%
- 2026-10-04TSMC enforces 10% fee hike as AMD server processor market share reaches 34.5%AMD NVDA TSM-3.40%
- 2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD NVDA TSM-3.40%
- 2026-10-04Quanta Services Projects Q3 Revenue of $10.99B on Grid and Power Infrastructure DemandPWR+4.34%
- 2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Construction Demand ExpandsPWR+4.34%
- 2026-10-04TSMC Implements 10% Chipmaking Price Increases Across Leading AI CustomersAMD NVDA TSM-3.40%
- 2026-10-04AMD Reaches 34.5% Server CPU Share Relying on TSMC Packaging as Market Cap Leads IntelAMD INTC TSM-4.09%
- 2026-10-04UnitedHealth Prepares Oct 13 Q3 Print Following Q2 Medical Care Ratio of 86.7%UNH XLV+2.39%
- 2026-10-04UnitedHealth Previews Q3 Medical Care Ratio Following Q2 Drop to 86.7%SPY UNH+1.57%
- 2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks and Shopify Adopts AgentAMZN META SHOP+1.52%
- 2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD UNG+5.16%
- 2026-10-04Genmab Reports 45.9% Response Rate in Phase 2 Ovarian Cancer Antibody-Drug TrialGMAB XBI
- 2026-10-04Berkshire expands homebuilder exposure to $6.8B despite 7.5% mortgage ratesBRK.B LEN+2.58%
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