Supply Chain catalysts

Supply Chain catalysts and events, newest first.

DateCardAvg 5d

2026-09-26Chery and Jaguar Land Rover Joint Venture Unveils FREELANDER 8 for Global LaunchCRAUY
2026-09-25Oracle Declares Force Majeure on New Mexico AI Data Center FacilityORCL-1.03%
2026-09-25Oracle Invokes Force Majeure on New Mexico Data Center Due to Power ConstraintsBE
2026-09-25USA Rare Earth Breaks Ground on $1.2B South Carolina Magnet FacilityREMX
2026-09-25Google Schedules Oct 1 Launch of Project Suncatcher Space AI SatelliteGOOGL
2026-09-25Google Plans October 1 Satellite Launch to Test Space-Based TPU Data CentersGOOGL
2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE
2026-09-25TSMC Advances $265B Arizona Manufacturing Buildout Across Advanced Node FabsNVDA+3.95%
2026-09-25Google to Launch Project Suncatcher Satellite Testing Space-Based AI TPUs on Oct 1GOOGL SPY-0.22%
2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE ORCL-1.03%
2026-09-25Bloom Energy Details $20B Order Backlog and 2 GW Fremont Factory ExpansionBE
2026-09-25Oracle Drops ~5% After Declaring Force Majeure on New Mexico FacilityORCL-1.03%
2026-09-25TSMC advances $265B Arizona capex footprint holding 72.5% fabrication shareTSM+4.92%
2026-09-25TSMC maintains 72.5% fabrication share with $265B Arizona capex pipelineTSM+4.92%
2026-09-25Bloom Energy Targets 2 GW Fremont Factory Capacity to Service $20B BacklogBE
2026-09-25Bloom Energy expands Fremont plant to 2 GW against $20B commercial backlogBE
2026-09-25USA Rare Earth breaks ground on $1.2B South Carolina permanent magnet facilityUSAR
2026-09-25Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service BacklogBE ORCL-1.03%
2026-09-25TSMC Directs $265B to Arizona Facilities Amid 72.5% Fabrication ShareNVDA TSM+4.44%
2026-09-25IREN secures $9.7B Microsoft AI contract while Applied Digital expands marginsIREN-21.13%
2026-09-24The Elmet Group invests $124.75 million in Masan High-Tech Materials for tungsten supplyELMT
2026-09-24Elmet Group Invests $125M in Masan to Secure Vietnam Tungsten SupplyELMT
2026-09-24Tesla Unveils Accordion Supercharger as BYD Installs 10,000 Fast Charging UnitsBYDDY TSLA-6.31%
2026-09-24Tesla Deploys Accordion Supercharger as BYD Expands Flash ChargingBYDDY
2026-09-24Canadian National Railway Operates First Grain Unit Train from Expanded Illinois FacilityCNI
2026-09-24CNI Dispatches First Unit Train From Expanded Illinois Grain FacilityCNI
2026-09-23Nvidia Hardware Demand Outpaces 70% Growth Target on Agentic AI Compute SurgeMU NVDA-1.68%
2026-09-23Edge Cloud Orchestration Sector Projected to Reach $4.80B by 2035 at 24.9% CAGRCSCO DELL HPE+0.17%
2026-09-23Automated AI Microscopy Sector Projected to Reach $16.63B by 2035 at 7.35% CAGRBRKR DHR TMO
2026-09-22Joby Aviation Completes 3,199-Mile Fully Autonomous Flight Across the United StatesJOBY-6.99%
2026-09-22Broadcom Custom AI ASIC Revenue Projected to Reach $230B by FY2028GOOGL
2026-09-22Joby Aviation Completes 3,199-Mile Autonomous Cross-Country Flight With Supervised SystemJOBY-6.99%
2026-09-22CoreWeave Scale Reaches 51 Data Centers and 250k Nvidia GPUs Amid Secondary RepricingNVDA-0.73%
2026-09-22Fluence Energy Cuts 2026 Guidance by $600M Following Houston Plant Welding IssuesFLNC
2026-09-22AI Data Center Interconnect Market Projected to Expand at 15.3% CAGR to $53.4BANET CIEN CSCO
2026-09-22Broadcom Scales Custom ASIC Pipeline with Hyperscalers Toward $230B FY28 MarketAVGO GOOGL-2.59%
2026-09-22Hitachi Rail to Standardize AI Asset Platform Across All New Fleets From 2027NVDA-0.73%
2026-09-22Target Partners with OpenAI and Google on Agentic Retail CommerceTGT
2026-09-22Hitachi Rail to Deploy AI Diagnostics on All New Rolling Stock by 2027NVDA SPY-0.96%
2026-09-22Broadcom Custom ASIC Pipeline Targets Multi-Year Hyperscaler ExpansionAVGO GOOGL-2.59%
2026-09-22Broadcom Custom AI ASIC Revenue Projected to Reach $230B by FY2028 on Hyperscaler DemandAVGO GOOGL SPY-1.89%
2026-09-22Fluence cuts 2026 revenue view by $600M over Houston manufacturing bottlenecksFLNC
2026-09-21Applied Materials and Nvidia data points outline semi revenue scale and capex dependencyNVDA TSM+1.19%
2026-09-21Central and Eastern Europe Data Center Pipeline Expands with 51 ProjectsDLR EQIX-4.91%
2026-09-21Sigenergy expands into European utility-scale storage with 20-MWh projectSIGEY
2026-09-21Sigenergy Expands into European Commercial Storage with 20 MWh German SiteSIGEY
2026-09-21AMAT Generates $28.4B Revenue as Semi Capex Diverges from NVDA 55.6% Net MarginsNVDA TSM+1.19%
2026-09-21Chery and Jaguar Land Rover Expand FREELANDER into UAE with Premier MotorsCRAUY
2026-09-20Amazon CEO Jassy confirms AWS commitment to Nvidia acceleratorsAMZN NVDA-0.17%
2026-09-20EVE Energy Debuts AI Commercial Battery at IAA, Books Over 30 GWh in Supply OrdersBCCMY

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