Supply Chain catalysts

Supply Chain catalysts and events, newest first.

DateCardAvg 5d

2026-09-20EVE Energy secures over 30 GWh in commercial vehicle battery ordersBCCMY
2026-09-20Sigenergy advances European utility storage with 20 MWh German projectSIGEY
2026-09-20Sigenergy Delivers 20 MWh German Solar Storage Project, Expands European C&I FootprintSIGEY
2026-09-20Arm expands hyperscale data center architecture licensing across AI infrastructureARM
2026-09-19Amazon CEO Reaffirms Long-Term Nvidia Accelerator Commitment Across AWS InfrastructureNVDA+1.26%
2026-09-19Nvidia Reaffirms $3T to $4T Global AI Infrastructure Spending Target by 2030SPY+1.27%
2026-09-19Rocket Lab Successfully Completes 96th Electron Orbital LaunchRKLB+14.53%
2026-09-18Nebius surges 11% on 20% on-demand GPU price hike as Q2 revenue climbs 454%NBIS NVDA+1.26%
2026-09-18Corning expands AI optical capacity tenfold on contracts with Meta and NvidiaAPH
2026-09-18Corning expands US optical capacity tenfold on Meta, Amazon, and Nvidia AI dealsAPH NVDA+1.26%
2026-09-18Corning expands optical capacity tenfold on Meta, Amazon, and Nvidia contractsGLW
2026-09-18Corning Multiplies Optical Capacity 10x Under Meta, Amazon, Nvidia DealsAVGO GLW NVDA-0.04%
2026-09-18Arm surges 8.6% as CEO targets $2B AI chip revenue with AGI CPU rolloutARM
2026-09-18Nebius Lifts On-Demand GPU Cloud Prices 20% on AI Compute ScarcityNBIS NVDA+1.26%
2026-09-18Corning expands US optical capacity tenfold following agreements with META, AMZN, NVDAGLW
2026-09-18Corning Expands AI Fiber Capacity Tenfold via Deals with Meta, Amazon, NvidiaAPH GLW
2026-09-18Nebius hikes on-demand Nvidia GPU pricing 20% on tight AI cloud capacityNBIS NVDA+1.26%
2026-09-18Nebius Raises On-Demand Nvidia GPU Prices 20% as Q2 Revenue Grows 454%NBIS NVDA+1.26%
2026-09-18Nvidia confirms Vera Rubin GPU full production as Huang targets $3-4T AI spendNVDA TSM+2.47%
2026-09-17UPS and FedEx Set Flat Peak Surcharges Regardless of Shipping DistanceFDX UPS
2026-09-17Meta Deploys MTIA v1-v3 AI Silicon Globally Across Three ContinentsMETA+13.96%
2026-09-17Eli Lilly Expands US Oral GLP-1 Foundayo Prescriptions to 47.5K Against WegovyLLY
2026-09-17GXO and Exotec Deploy 127-Robot Fulfillment System in Venlo for Guess EMEAGXO
2026-09-17Apple Considers AI Server Venture Combining M8 Ultra and Nvidia NVLinkAAPL NVDA+2.39%
2026-09-16Nokia and Nvidia expand AI-RAN platform as global telecom operators begin live trialsNOK NVDA+5.43%
2026-09-16Credo and Marvell highlight AI networking demand alongside top-customer concentrationCRDO MRVL+13.58%
2026-09-16Tesla Details Cybercab Architecture with 50% Smaller Footprint and Zero Rare EarthsTSLA+6.16%
2026-09-15Aehr Test Systems pivots 95% of fiscal 2026 revenue to AI and silicon photonicsAEHR
2026-09-15CoreWeave launches Physical AI engineering unit across manufacturing and roboticsSPY+2.11%
2026-09-15Medium Voltage Switchgear Market Projected to Reach $109B by 2035 on Grid UpgradesABBNY SBGSY SIEGY
2026-09-15Semiconductor Equities Drop as AI Lab Leaders Call for Coordinated Development SlowdownAMD NVDA SOXL+26.69%
2026-09-15AI development slowdown warnings trigger semiconductor selloff across major chipmakersAMD NVDA SOXL+26.69%
2026-09-15Semiconductor Complex Drops Following Tech Calls for AI Model GovernanceAMD MU SOXL+30.13%
2026-09-15Aehr Test Systems Shifts 95% of Revenue to AI and PhotonicsAEHR
2026-09-15Semiconductor equities decline as AI industry leaders urge development pacingAMD GLW MU NVDA+16.58%
2026-09-14ASML Retains Advanced EUV Monopoly Amid Bifurcated Wafer Fab Equipment SpendingASML
2026-09-14Credo Delivers 205.7% Revenue Growth on High-Speed Datacenter Connectivity DemandARM CRDO
2026-09-14Domestic Rare-Earth Producers Expand Light Magnet and Heavy Element DevelopmentMP
2026-09-14Hyperscaler AI Infrastructure Capex Projected to Reach $760 Billion in 2026NVDA+7.78%
2026-09-14Small Modular Reactor Developers Advance Nuclear Power Plans Amid Grid Queue DelaysSMR
2026-09-13X Pay Launches HTTP Micropayments Settled in USDC on Base MainnetCOIN+10.84%
2026-09-13MP Materials and USA Rare Earth Advance Onshore Critical Magnet Production AssetsMP
2026-09-13Hyperscaler 2026 AI Infrastructure Capex Projected to Reach $760 BillionNVDA+1.82%
2026-09-12Credo posts 205.7% revenue growth as Arm maintains 93.88% gross marginsARM AVGO CRDO-1.21%
2026-09-12Nebius Reaffirms $20-25B 2026 CapEx and Targets 5 GW Contracted Power CapacityMSFT-0.37%
2026-09-12Chevron Expands Power Business with 20-Year Microsoft Texas Data Center PPACVX MSFT-0.37%
2026-09-12Credo Posts 205.7% Revenue Growth Amid High-Speed AI Connectivity DemandAVGO TSM-0.44%
2026-09-12Nebius reaffirms $20-25B 2026 capex guidance targeting 5 GW contracted power for AINVDA+1.82%
2026-09-12Chevron enters 20-year power agreement with Microsoft for Texas data centerCVX MSFT-0.37%
2026-09-12Greenland Mines extracts 104.8 tons in Skaergaard bulk sampling and opens Sarfartoq campGRML

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