Supply Chain catalysts
Supply Chain catalysts and events, newest first.
DateCardAvg 5d
- 2026-10-21AI data-center wire and cable demand seen rising through 2031APH GLW TEL
- 2026-10-21Oracle invokes force majeure on Project Jupiter amid New Mexico site delaysBE
- 2026-10-21Oracle cites force majeure on delayed Project Jupiter data centerORCL
- 2026-10-20AI buildout themes extend from chips to data centersAVGO TSM VCISY
- 2026-10-20TSMC Upgrades Outlook as AI-Chip Demand Exceeds Current CapacityNVDA TSM+2.54%
- 2026-10-20Water Scarcity Threatens Growth for European Industrials in Schneider SurveySBGSY
- 2026-10-20Schneider survey shows water scarcity threatens European industrial growthEWG
- 2026-10-19Dell selloff spotlights skepticism on enterprise AI hardware demandDELL HPE HPQ
- 2026-10-19Optimus supplier read-through favors TSMC, Micron, and PanasonicMU PCRHY TSM
- 2026-10-19Micron Secures 26 Long-Term Agreements Covering 35% of Production Through 2030MU
- 2026-10-19Micron long-term customer deals point to tighter memory supplyDELL HPQ MU
- 2026-10-19Micron Contracts 35% of Sales Through 2030 Amid 15% to 20% Memory Price SurgesDELL MU
- 2026-10-19Micron Locks in 35% of Sales Through 2030 Under 26 Long-Term AgreementsMU
- 2026-10-18Data center power buildout accelerates projected post-2030 copper deficitCOPX FCX
- 2026-10-18Broadcom Projects AI Chip Revenue Reaching $230 Billion by 2028 on Custom ASIC DemandAVGO
- 2026-10-18Gartner says 80% of neocloud companies could cease to exist by 2030CRWV
- 2026-10-18Tesla Optimus read-through lifts TSMC, Micron and PanasonicMU TSM
- 2026-10-18TSMC and Micron are positioned ahead of Tesla's Optimus buildoutMU TSM
- 2026-10-17Bloom Energy Targets 85% Growth as Data Centers Seek On-Site Solid Oxide Fuel CellsBE
- 2026-10-17Northland Power installs all 73 turbines at 1.0 GW Hai Long offshore wind projectNPIXY
- 2026-10-17TSMC says AI chip demand remains far above supply capacityAMD NVDA TSM+1.57%
- 2026-10-17BYD International Shipments Surge 134.5% as Foreign Sales Reach 53% of RevenueBYDDY
- 2026-10-17J.B. Hunt Shifts to Multiyear Contract Rate Hikes to Offset Wage CostsJBHT
- 2026-10-17Northland Power Completes 73-Turbine Hai Long Offshore Wind Project in TaiwanNPIXY
- 2026-10-17AI data center power demand spurs on-site fuel cell and baseload nuclear contractsBE CEG
- 2026-10-16Credo posts 205% revenue surge on high-speed AI data center interconnectsCRDO
- 2026-10-16Rocket Lab postpones Neutron inaugural launch to 2027 on tank dome defectRKLB
- 2026-10-16Arista Networks provides high-speed Ethernet switching for AI data-center bottlenecksAMD ANET NVDA+1.57%
- 2026-10-15Google Enters $30B GPU Compute Agreement for 110,000 Nvidia ChipsNVDA-1.43%
- 2026-10-15Broadcom Secures Multi-Year Tech Commitments as Custom Silicon Rivalry Heats UpAVGO
- 2026-10-14Cyber Warfare Defense Market Forecasted to Reach $28.75B by 2031BAH LMT+5.61%
- 2026-10-14Enovix Secures 100,000-Unit Drone Battery Purchase Order for H1 2027 DeliveryENVX
- 2026-10-14TSMC Commands 73% Foundry Share and Over 95% of Advanced AI Chip OutputTSM-1.80%
- 2026-10-13Broadcom and Qualcomm Diverge on AI Datacenter and Mobile Demand TrendsAVGO QCOM
- 2026-10-13Semiconductor Split Widens as Qualcomm Faces China Demand and In-House Chip PressureAVGO QCOM
- 2026-10-13Hyperscaler Cloud and AI Compute Surge with Google Cloud at 82% and Nvidia at 117%GOOGL META NVDA-4.27%
- 2026-10-13Qualcomm Confronts China Mobile Headwinds While Broadcom Leverages AI InfrastructureAVGO QCOM
- 2026-10-13Marwynn Subsidiary NexaCore Signs 18-Month AI Compute MOU with OmniXMWYN
- 2026-10-12ASML advances High-NA EUV lithography adoption in TSMC collaborationASML
- 2026-10-12Symbotic Backlog Reaches $22.5B on Enterprise Supply Chain Automation CommitmentsSYM TGT WMT
- 2026-10-12Symbotic Reports $22.5B Automation Backlog Across Retail Customer DeploymentsSYM WMT
- 2026-10-12Semiconductor Ultrapure Water Market Projected to Reach $4.7B on Fab AdditionsDD PNR XYL
- 2026-10-11AI Data Center Power Demand Projected to Double to 945 TWh by 2030SPY-1.97%
- 2026-10-11Grid Infrastructure Contractors Gain on Post-Storm Rebuild Demand ExpectationsFLR PWR-8.92%
- 2026-10-11AI Power Demand Forecast to Reach 945 TWh Annually by 2030, Driving Grid BuildoutETN NEE VRT
- 2026-10-11Server CPU Market Projected to Reach $210.6B by 2030 on Agentic AI Compute DemandsAMD ARM INTC-8.13%
- 2026-10-11AI Data Center Electricity Demand Forecast to Reach 945 TWh Annually by 2030ETN GEV VRT
- 2026-10-11Credo Revenue Projected to Triple by FY2028 on Hyperscaler AI Cluster NetworkingCRDO
- 2026-10-11Credo Technology Projects Fiscal 2028 Revenue Tripling on Hyperscaler AEC DemandCRDO
- 2026-10-11Credo Projects FY2028 Revenue Tripling on Hyperscaler Cluster Cabling DemandCRDO MRVL
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.