Equity catalysts

Equity catalysts and events, newest first.

DateCardAvg 5d

2026-10-18Microsoft's $175 billion AI capex keeps margin pressure in focusMSFT+0.84%
2026-10-18TSMC cited as a safer AI infrastructure play amid chip volatilityAVGO NVDA TSM+1.38%
2026-10-18Lockheed Martin's $230B backlog keeps defense cash flow visibleLMT
2026-10-18Costco pullback is a consumer defensiveness checkCOST+0.65%
2026-10-18UnitedHealth reiterates 13% to 16% growth target on 30% prior auth dropUNH XLV+1.36%
2026-10-18Dividend rotation into energy keeps SCHD bidAVGO NVDA+1.38%
2026-10-18Bank of America raises 2027 NII guidance to 8%+ growthBAC
2026-10-18Gartner says 80% of neocloud companies could cease to exist by 2030CRWV NVDA+1.38%
2026-10-18Morgan Stanley forecasts 32-gigawatt US power deficit for data centers by 2028AVGO NVDA+1.38%
2026-10-18Nvidia authorizes historic $150 billion share repurchase programNVDA SMH+1.38%
2026-10-18Microsoft's $175B capex keeps margin pressure in viewAMZN GOOG MSFT+0.84%
2026-10-18Tesla's Oct. 21 earnings have a history of 8%+ post-report swingsMU TSLA TSM
2026-10-18J&J raises sales outlook, but MedTech weakness is in the tapeJNJ
2026-10-18Johnson & Johnson falls 6% on MedTech weakness despite full-year guidance raiseJNJ
2026-10-18TSMC is framed as the safer AI infrastructure playNVDA TSM+1.38%
2026-10-18Costco's pullback is framed as a valuation testCOST+0.65%
2026-10-18AMD run-up faces valuation pressure versus NvidiaAMD NVDA+1.57%
2026-10-18Reddit and Pinterest are framed as AI data-licensing rivalsPINS RDDT
2026-10-18Tesla's October 21 report is a volatility eventTSLA
2026-10-18Microsoft's $175B capex raises margin questionsAMZN MSFT+0.84%
2026-10-18JPMorgan trades 8% below record after mixed Q3JPM
2026-10-18JPMorgan's net interest margin guidance raises rate-sensitivity read-throughBAC JPM
2026-10-18Tesla can swing 8% or more on earningsTSLA
2026-10-18JPMorgan, BofA and Wells Fargo frame a rates-sensitive bank tapeBAC JPM WFC
2026-10-18Tesla earnings date keeps 8% move risk on the tableTSLA
2026-10-18Bank of America raises 2027 net interest income growth outlook to 8%+BAC
2026-10-18TSMC reports 51% revenue growth and 69% net income growth in Q3 2026AVGO NVDA TSM+1.38%
2026-10-18Wells Fargo posts 13% EPS growth on efficiency gainsWFC
2026-10-18Hershey lifts 2026 EPS outlook to $8.36-$8.52 as cocoa cost decline offsets volumeHSY
2026-10-18Wells Fargo posts 13% Q3 EPS growth following multi-year cost reductionsWFC
2026-10-18Rocket Lab secures $168M contract for 20 launches, expanding backlog past $840MRKLB
2026-10-18Apple launches Home Collection with LG and Schneider ElectricAAPL-0.15%
2026-10-18JPMorgan raises full-year net interest margin guidance amid strong equities revenue and loan growthBAC JPM WFC
2026-10-18Broadcom projects custom AI chip market to reach $230B by 2028 across hyperscalersAVGO NVDA+1.38%
2026-10-18Broadcom AI chip growth remains tied to hyperscaler spendingAVGO MSFT+0.84%
2026-10-18Gartner projects 80% neocloud failure rate by 2030 citing $4.9T AI revenue shortfallCRWV MSFT+0.84%
2026-10-18TSMC and Micron are positioned ahead of Tesla's Optimus buildoutMU TSLA TSM
2026-10-18Tesla Optimus supplier read-through points to TSMC and MicronMU TSLA TSM
2026-10-18Tesla Optimus read-through lifts TSMC, Micron and PanasonicMU PANW TSM
2026-10-18AMD rally is being framed against Nvidia's faster AI growthAMD NVDA+1.57%
2026-10-18Apple unveils Home Collection with LG and Schneider ElectricAAPL-0.15%
2026-10-18UnitedHealth reiterates 13-16% growth as AI cuts prior authorizations by 30%UNH XLV+1.36%
2026-10-17The Trade Desk remains in a deep drawdown after revenue shrink warningTTD
2026-10-17Berkshire Hathaway gains 1.2 percent as defensive allocation resists market dropBRK.B KO
2026-10-17Google and SpaceX test orbital AI chips as terrestrial power bottlenecks mountGOOGL NVDA+1.38%
2026-10-17TSMC posts record Q3 and raises Q4 revenue guidanceAMD NVDA TSM+1.57%
2026-10-17Bristol-Myers and J&J compare on valuation, dividend, and patent riskBMY JNJ
2026-10-17Northland Power installs all 73 turbines at 1.0 GW Hai Long offshore wind projectICLN NPIXY
2026-10-17Tesla earnings on Oct. 21 come with a volatile post-report profileQQQ TSLA
2026-10-17Oracle cloud growth and backlog meet capex and cash-flow concernsORCL

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