Options catalysts

Options catalysts and events, newest first.

DateCardAvg 5d

2026-10-19Dell drops after Barclays questions pace of enterprise AI adoptionDELL HPE HPQ
2026-10-19Microsoft AI cloud growth and Copilot adoption support the AI tradeMSFT NVDA
2026-10-19Microsoft Azure growth and Copilot adoption support the AI capex tradeMSFT NVDA SPY
2026-10-15Broadcom secures multi-year hyperscaler commitments at $1.7T value — AVGO ASIC margin visibility re-ratesAVGO
2026-10-15US 10Y/30Y yields hold above 5.00% for first time since 2002 — TLT duration discount rate re-pricesTLT
2026-10-15Google pays $920M monthly for 110k Nvidia GPUs through June 2029 — NVDA accelerator demand re-ratesNVDA-1.43%
2026-10-15U.S. Treasury 10Y/30Y yields hold above 5.00% since 2002 — TLT duration sells on term premiumTLT
2026-10-15Vistra 30%+ profit growth as data-center power demand runs 24% CAGR — VST merchant margin re-rateVST
2026-10-15Google signs $30B deal for 110k Nvidia GPUs through June 2029 — NVDA utilization re-rateNVDA-1.43%
2026-10-15U.S. Treasury 10Y and 30Y yields hold above 5.00% — TLT duration de-ratesTLT
2026-10-15Iran attacks sink 2 vessels and hit 12 tankers near Hormuz — crude risk premium re-pricesUSO
2026-10-15Tesla Oct. 21 earnings faces >$25B 2026 capex and 165x 2027 P/E — free-cash-flow de-rateTSLA
2026-10-15Iran sinks two Hormuz vessels after 12 tanker attacks in a week — USO crude-risk premium widensUSO
2026-10-14TSMC holds 73% foundry share and over 95% AI chip output — TSM advanced-node pricing powerTSM-1.80%
2026-10-14Fed 2027 hike pricing rises as US market cap/GDP reaches 237% — SPY multiple compression riskSPY+0.28%
2026-10-14TSMC holds 73% foundry and >95% AI-chip output — TSM pricing power re-prices scarce capacityTSM-1.80%
2026-10-14Iran targets Hormuz ships as U.S. escorts 19M barrels — USO volatility re-prices on chokepoint riskUSO+2.44%
2026-10-14Fed 2027 hike pricing rises as market-cap/GDP hits 237% — SPY multiples re-price on term premiumSPY+0.28%
2026-10-14Fed 2027 hike pricing rises as US market-cap/GDP hits 237% — SPY multiple compression on higher ratesSPY+0.28%
2026-10-14Iran strikes two Hormuz vessels as one-fifth of oil/LNG trade is at risk — USO crude-risk premium repricesUSO+2.44%
2026-10-13Nvidia data-center revenue jumps 117% as Google Cloud grows 82% — NVDA AI accelerator re-rateNVDA-3.16%
2026-10-13S&P 500 CAPE reaches 41 after 21% annualized 4-year run — SPY downside convexity repricesSPY-1.08%
2026-10-13Microsoft Intelligent Cloud hits $39.3B with 32% growth — MSFT Azure AI monetization repricesMSFT
2026-10-13Iran-backed Hormuz attacks hit at least 16 vessels this month — USO crude risk premium repricesUSO+0.31%
2026-10-13United Airlines EPS estimates cut 19.9% despite 17.25% revenue growth — UAL margin compression repricesUAL
2026-10-13S&P 500 CAPE reaches 41 after 21% annualized 4-year run — SPY multiple-risk repricingSPY-1.08%
2026-10-13Nvidia data-center revenue jumps 117% as Google Cloud grows 82% — NVDA AI-capex earnings re-rateNVDA-3.16%
2026-10-13United Airlines EPS estimates cut 19.9% despite 17.25% revenue growth — UAL margin compressionUAL
2026-10-13Microsoft Intelligent Cloud rises 32% to $39.3B revenue — MSFT Azure margin validationMSFT
2026-10-13Microsoft Intelligent Cloud grows 32% to $39.3B — MSFT Azure AI monetization supports marginsMSFT
2026-10-13Iran and Houthi strikes hit Hormuz tankers and Riyadh airport killing 12 — USO crude risk premium risesUSO+0.31%
2026-10-13UAL EPS estimates cut 19.9% as full-year earnings fall 25.24% — airline margin compression repricesUAL
2026-10-13S&P 500 CAPE reaches 41 after 21% annualized four-year run — SPY downside convexity repricesSPY-1.08%
2026-10-13Iran IRGC strikes supertanker in Hormuz as costs near 30% of crude — USO war-premium re-rateUSO+0.31%
2026-10-12Fed signals further tightening above 4.00% on energy and tariff shocks — QQQ duration multiple compressionQQQ-0.33%
2026-10-12TSMC Oct 15 Q3 print follows 50% YoY revenue and 54.6% September sales — HPC foundry demand re-rateTSM+0.17%
2026-10-12OpenAI revenue drops to $50B as Cerebras wins 750MW through 2028 — NVDA GPU demand multiple resetNVDA+0.97%
2026-10-12UKMTO confirms Sohar drone attack as Iran cites 750,000-barrel mine hit — USO crude disruption premiumUSO+1.36%
2026-10-12TSMC Oct 15 Q3 print follows 50% YoY revenue and 54.6% September sales jump — TSM HPC guide re-rateTSM+0.17%
2026-10-12OpenAI revenue drops to $50B as Cerebras signs 750MW through 2028 — NVDA GPU demand de-ratingNVDA+0.97%
2026-10-12IRGC cites 750,000-barrel Hormuz mine hit as UKMTO confirms Sohar attack — USO crude risk premiumUSO+1.36%
2026-10-12Fed flags further tightening above 4.00% on energy and tariff shocks — QQQ duration multiple compressionQQQ-0.33%
2026-10-12TSMC Oct 15 Q3 follows 50% YoY revenue and 54.6% September sales jump — AI foundry demand re-rateTSM+0.17%
2026-10-12Iran IRGC reports 750,000-barrel Hormuz tanker mine after UKMTO Sohar drone hit — USO Gulf crude riskUSO+1.36%
2026-10-12GLP-1 Adoption Reaches 11% of US Adults, Pressuring Packaged Food SpendLLY MDLZ PEP+0.49%
2026-10-12FOMC signals tightening above 4.00% on energy and tariff shocks — QQQ duration multiple compressionQQQ-0.33%
2026-10-12AMD 180% 2026 rally lifts forward P/E to 85x versus NVDA 26x — AI-chip premium compression riskAMD+1.90%
2026-10-12ASML advances High-NA EUV lithography adoption in TSMC collaborationASML TSM+0.17%
2026-10-12GLP-1 Adoption Reaches 11% of US Adults, Pressuring Packaged Food SpendLLY MDLZ PEP+0.49%
2026-10-09Iran tanker attacks hit highest weekly level as Hormuz traffic hits 2-month low — USO crude-risk repriceUSO+1.91%

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