Supply Chain catalysts

Supply Chain catalysts and events, newest first.

DateCardAvg 5d

2026-10-10Specialized Construction Providers See Demand Transmission from Storm RecoveryMTZ PWR-10.33%
2026-10-10Grid Infrastructure Demand Supported by Storm Restoration ActivityMTZ PWR-10.33%
2026-10-10Quanta Services Rises 3% on Citigroup Storm Restoration Demand CatalystPWR-10.49%
2026-10-10Optical Materials Face Surging AI Data Center Demand as Heavy Machinery DivergesGLW
2026-10-10Grid Infrastructure Contractors Gain on Post-Storm Reconstruction DemandMTZ PWR-10.33%
2026-10-09Synopsys Expands Cloud EDA Partnerships with Amazon and OpenAI for FY27SNPS
2026-10-09Nebius Group Reports 350% Revenue Growth as AI Compute Demand Exceeds SupplyNBIS
2026-10-09Specialized AI Cloud Platforms Report Demand Exceeding Compute Hardware SupplyMSFT NVDA-3.87%
2026-10-09AMD Data Center AI Chip Revenue Grows 34.3% as ASML Tooling Bottlenecks PersistAMD ASML-13.05%
2026-10-09Taiwan Infrastructure Forecasts 3.9% Growth on Semiconductor CapexEWT TSM-8.01%
2026-10-08Ford Resolves Novelis Aluminum Bottleneck to Reach Peak Truck OutputF
2026-10-08NOVONIX Obtains ISO 9001 as Chattanooga Graphite Facility ScalesNVX
2026-10-08NOVONIX Secures ISO 9001 Certification for Synthetic Graphite FacilityNVX
2026-10-08NOVONIX achieves ISO 9001 certification for Chattanooga synthetic graphite plantNVX
2026-10-08Constellation Energy Signs 890 MW Nuclear Power Agreement with GoogleCEG
2026-10-07Gevorkyan Expands Defense Metallurgy Deliveries to Rheinmetall in H1RNMBY
2026-10-07GEVORKYAN Starts Defense Deliveries to Rheinmetall as H1 Net Profit Jumps 34%RNMBY
2026-10-07Power IC and discrete markets project 6-7% CAGR expansion on AI datacenter GaN and SiC demandON STM
2026-10-07GEVORKYAN Posts 18% H1 Revenue Growth and Begins Rheinmetall DeliveriesRNMBY
2026-10-07Micron holds 86% gross margin with AI memory customer commitments secured through 2031MU-5.42%
2026-10-07Gevorkyan Delivers 18% H1 Revenue Growth and Initiates Rheinmetall Series DeliveriesRNMBY
2026-10-06Semiconductor Packaging and Test Demand Signals 50% to 140% EPS ExpansionsTER
2026-10-06Vertiv reports 24% revenue growth as AI data centers adopt liquid coolingNVDA VRT-4.48%
2026-10-06Vertiv Posts 24% YoY Growth Driven by AI Data Center Liquid Cooling DemandVRT
2026-10-05Silicon Motion posts 127% revenue growth amid tight data center memory controller supplyMU SIMO-10.41%
2026-10-05Hyperscalers Track $800B in 2026 Capex on Expanding Data Center Compute DemandNVDA-5.27%
2026-10-05TSMC Implements 10% Foundry Fee Increases Passed Through to Fabless ChipmakersTSM-8.53%
2026-10-05AMD Expands Server Processor Market Share to 34.5% in Data Center PushAMD INTC-5.94%
2026-10-05TSMC Institutes 10% Foundry Price Hike Across Advanced Chip CustomersTSM-8.53%
2026-10-05Comfort Systems Backlog Hits $14.06B Outpacing FY2026 Revenue on Data Center DemandFIX
2026-10-05Hyperscaler 2026 Capex Projected at $800B Amid Long-Term Datacenter BuildoutNVDA SMH-6.02%
2026-10-05Silicon Motion Posts 127% YoY Revenue Growth Amid Persistent AI Memory ShortagesMU SIMO-10.41%
2026-10-05Astera Labs posts 115% revenue expansion as PCIe connectivity demand acceleratesALAB ARM
2026-10-04Nvidia Reaffirms $3T-$4T 2030 Data Center Capex Outlook as 2026 Run Rate Nears $800BSMH-4.32%
2026-10-04Global Cybersecurity Spending Projected to Reach $244B in 2026 on AI Platform DemandCRWD PANW
2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ
2026-10-04Small Modular Reactor Backlogs Diverge as Oklo Logs 18.1 GW in Nonbinding PipelineGEV+0.13%
2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ
2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ
2026-10-04Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1APLD
2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM-7.99%
2026-10-04TSMC 10% Foundry Price Hike Passes Through to Fabless Semiconductor PricingTSM-4.12%
2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD
2026-10-04Cybersecurity Spending Reaches $244B in 2026 as Enterprise Vendor Consolidation AcceleratesCRWD PANW
2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD TSM-4.09%
2026-10-04SpaceX Starship Flight 14 achieves orbit and deploys 26 Starlink satellitesSPCX
2026-10-04Applied Digital completes 150 MW IT load in North Dakota, bringing site to 250 MWAPLD
2026-10-04AMD Expands Server CPU Share to 34.5% Leveraging TSMC Advanced Node CapacityAMD INTC TSM-4.09%
2026-10-04Applied Digital Energizes 150 MW IT Load at Polaris Forge 1 FacilityAPLD

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