Options catalysts

Options catalysts and events, newest first.

DateCardAvg 5d

2026-09-22Fed hikes 25 bps to 3.75%-4.00% citing inflation target — QQQ duration multiple de-ratesQQQ-1.27%
2026-09-22Super Micro FY26 revenue hits $39.1B and FY27 guide $65B-$72B — AI-server backlog re-rateSMCI-1.25%
2026-09-22Broadcom AI ASIC revenue projected from $16.7B to $230B by FY28 — custom silicon margin re-rateAVGO-2.59%
2026-09-22Paramount settles antitrust and adds $300M annual film spend — WBD merger overhang re-pricesWBD+0.06%
2026-09-22Fed hikes 25 bps to 3.75%-4.00% — QQQ growth-duration multiple compresses on higher yieldsQQQ-1.27%
2026-09-22Paramount-WBD settles state antitrust case with $300M annual film pledge — WBD deal-spread compressesWBD+0.06%
2026-09-22Iran hits LR Stephanie and two Hormuz tankers as US attack pauses — USO re-prices chokepoint riskUSO-0.51%
2026-09-22Fed raises 25 bps to 3.75%-4.00% citing inflation target — QQQ duration multiple reprices lowerQQQ-1.27%
2026-09-22Broadcom targets $230B custom AI ASIC revenue by FY2028 — AVGO hyperscaler silicon mix re-rateAVGO-2.59%
2026-09-22Iran hits LR Stephanie and only 17 Hormuz vessels transit weekend — USO war-premium and roll-yield repricingUSO-0.51%
2026-09-21Iran keeps Strait of Hormuz closed at critical level — USO crude-risk premium reprices chokepointUSO+1.25%
2026-09-21California SB 492 removes wildfire suit shield after PCG -25% month — liability tail reprices equityPCG
2026-09-21Anthropic IPO marks AMZN 20% stake at $190.4B — AWS compute demand and balance-sheet value repriceAMZN-4.76%
2026-09-21Fed hikes 25bp to 3.75%-4.00% and keeps tightening door open — TLT duration re-prices lowerTLT-3.89%
2026-09-21Iran critical alert keeps Strait of Hormuz closed until U.S. terms — USO crude-shipping risk premiumUSO+1.25%
2026-09-21S&P top-10 weight hits 40% as 10-year nears 5.0% vs 1.1% dividend yield — QQQ multiple squeezeQQQ-0.67%
2026-09-21California SB 492 removal drives PCG 25% monthly drop — wildfire liability re-prices utility equityPCG
2026-09-21California SB 492 removes PG&E lawsuit shields after 25% drop — PCG liability overhang re-pricesPCG
2026-09-21Anthropic IPO marks Amazon’s 20% stake at $190.4B — AMZN cloud and balance-sheet re-rateAMZN-4.76%
2026-09-21Fed hikes 25bp to 3.75%-4.00% as 10Y nears 5.0% — QQQ duration multiples re-price lowerQQQ-0.67%
2026-09-21The Trade Desk guides to 12% revenue contraction after 90% drawdown — TTD adtech multiple resetTTD-11.10%
2026-09-21Iran says Strait of Hormuz stays closed until US conditions met — USO supply-risk premium risesUSO+1.25%
2026-09-18Russia hits Kyiv as Ukraine reports 131 aerial targets suppressed — GLD safe-haven bid from war escalationGLD-1.93%
2026-09-18Nvidia starts Vera Rubin production as Nebius lifts GPU prices 20% Oct. 1 — NVDA AI-margin durabilityNVDA+1.26%
2026-09-18IRGC strikes Togo-flagged tanker as Hormuz traffic slips below 10-day average — USO war premium repricesUSO-3.57%
2026-09-18Fed hikes 25 bp to 3.75%-4.00% with 10Y near 5% — QQQ multiples compress on higher discount ratesQQQ+3.19%
2026-09-18Nvidia Vera Rubin hits full production as Nebius lifts GPU prices 20% — NVDA margin durability re-rateNVDA+1.26%
2026-09-18US approves $24.3B F-35 sale to Saudi Arabia as EU sends €3.3B to Ukraine — LMT backlog bidLMT-2.59%
2026-09-18BoJ raises policy rate to 1.25% and signals more tightening — EWJ reprices yen and JGB shockEWJ+0.96%
2026-09-18IRGC strikes Togo-flagged tanker as Hormuz traffic slips below 10-day avg — USO risk premium widensUSO-3.57%
2026-09-18Arm CEO targets $2B AGI CPU revenue after 8.6% surge — ARM re-rates from IP licensing to merchant siliconARM
2026-09-18US approves $24.3B F-35 sale to Saudi Arabia after Houthi strikes — LMT backlog and defense-risk premiumLMT-2.59%
2026-09-18Fed hikes 25 bps to 3.75%-4.00% with 87% follow-up odds — QQQ multiples compress on 5% 10YQQQ+3.19%
2026-09-18IRGC strikes Togo-flagged tanker as Hormuz traffic lags 10-day avg — USO reprices chokepoint riskUSO-3.57%
2026-09-18Nvidia Vera Rubin enters full production as Nebius hikes GPU rentals 20% on Oct. 1 — NVDA margin defenseNVDA+1.26%
2026-09-18Generac secures $2.4B Amazon backup power contract with $8B expansion optionAMZN GNRC-1.59%
2026-09-17US-Iran tensions cut Hormuz vessel transits to three on Sept. 16 — USO reprices supply disruption riskUSO-1.43%
2026-09-17Nvidia buys Hugging Face for $11.9B with 18M developers — NVDA AI-software moat re-ratesNVDA+2.39%
2026-09-17Federal Reserve hikes 25 bps after 3.4% CPI and signals more tightening — TLT duration reprices lowerTLT-2.89%
2026-09-17Fed hikes 25 bps after 3.4% August CPI and signals more tightening — SPY duration-multiple compressionSPY+0.60%
2026-09-17Saudi cancels September crude cargoes as Hormuz transits fall to 3 on Sep 16 — USO supply-risk premiumUSO-1.43%
2026-09-17Broadcom targets $230B AI semiconductor revenue by FY2028 — AVGO custom-ASIC backlog multiple re-rateAVGO+0.88%
2026-09-17Nvidia buys Hugging Face for $11.9B at 86x revenue — NVDA software-moat multiple re-rateNVDA+2.39%
2026-09-17US-Iran Hormuz escalation redirects 103 vessels as transits fall to 3 on Sep 16 — USO crude risk bidUSO-1.43%
2026-09-17Nvidia buys Hugging Face for $11.9B at 86x revenue — NVDA AI software moat re-ratingNVDA+2.39%
2026-09-17Fed raises 25 bps after 3.4% August CPI — SPY duration multiple compression on tighter policySPY+0.60%
2026-09-16US-Iran and Houthi shocks lift crude 134.72% YTD as FANG gains 2.82% — XLE cash-flow re-rateXLE-2.59%
2026-09-16Houthis hit Yanbu as Saudi East-West Pipeline stays offline for weeks — USO re-prices supply riskUSO-4.70%
2026-09-16Fed decision today with 70% odds of 50bp hike and 10Y at 5.041% — QQQ duration multiples compressQQQ+5.18%
2026-09-16Fed decision today with 70% expecting 50bp as 10-year hits 5.041% — QQQ duration multiples compressQQQ+5.18%

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