Supply Chain catalysts

Supply Chain catalysts and events, newest first.

DateCardAvg 5d

2026-09-12Aircraft cabin interiors market projected to reach $38.0B by 2031 at 5.39% CAGRHON RTX-1.86%
2026-09-12Credo posts 205.7% revenue growth while Arm sustains 93.88% gross marginsARM CRDO
2026-09-12Commercial Aircraft Cabin Interiors Market Projected to Reach $38B by 2031BA RTX-3.84%
2026-09-11ASML Expands High-NA EUV Ties as Intel Moves Tech to Panther Lake and 18A LayersASML INTC
2026-09-11Ciena Order Backlog Hits $8.5B With FY2027 Revenue Projected to Reach $8.4BCIEN
2026-09-11Rocket Lab Completes 16th Electron Launch of 2026 Amid Launch ConstraintsRKLB+2.57%
2026-09-10AI data center optical demands boost revenue outlook for Lumentum, Coherent, and MACOMCOHR LITE MTSI+0.96%
2026-09-10Amazon plans $220B 2026 capex as Qualcomm secures up to $60B AI chip agreementQCOM
2026-09-10Qualcomm secures up to $60 billion AI data center chip agreement with AmazonAMZN QCOM-0.28%
2026-09-10Proofpoint launches Microsoft 365 AI risk monitoring and insider threat telemetryMSFT+1.08%
2026-09-09Broadcom Projected for 60% Custom AI ASIC Share by 2027 vs Marvell at 20-25%AVGO-6.83%
2026-09-09Vertiv Targets 20% to 22% Annual Sales Growth Toward $26B Target by 2030SPY-1.10%
2026-09-09HealthEx Launches Electronic Health Record Integration for Meta AI Assistant MuseMETA+3.00%
2026-09-09TSMC Reaches Record Gross Margins Driven by AI Chip Foundry Pricing PowerSPY-1.10%
2026-09-09Broadcom Projected at 60% Custom AI Chip Share by 2027 vs Marvell 20-25%AVGO-6.83%
2026-09-09TSMC Sets Gross Margin Record Driven by Advanced AI Foundry DominanceTSM-4.05%
2026-09-09Micware and MulticoreWare Sign MOU for Automotive Edge AI and ADAS OptimizationNVDA-4.37%
2026-09-09TSMC gross margins reach record highs on >70% foundry revenue shareTSM-4.05%
2026-09-09TSMC Hits Record Gross Profit Margins on Leading-Edge AI Foundry DemandTSM-4.05%
2026-09-09Broadcom Custom AI ASIC Share Projected to Reach 60% by 2027AVGO-6.83%
2026-09-09Vertiv Targets $26B Revenue by 2030 on AI Data Center Power and Cooling DemandVRT
2026-09-09Broadcom Positioned for 60% Custom AI Chip Share with $230B FY28 Revenue OutlookAVGO-6.83%
2026-09-09Vertiv Targets $26B Revenue by 2030 on AI Thermal and Power DemandNVDA-4.37%
2026-09-09TSMC Reaches Record Gross Margin on Foundry Pricing Power and AI Fabrication DemandTSM-4.05%
2026-09-07Clean Power Generators Rally as Projections Show 60% US Electricity Demand JumpBEPC CEG XLU-2.92%
2026-09-07AMD Data Center Share Set to Exceed 70% of Revenue on MI450 DeploymentsAMD META+5.62%
2026-09-07Broadcom Projects AI Chip Revenue to Reach $115B in FY2027 and $230B in FY2028AVGO-3.68%
2026-09-07Broadcom targets AI chip sales of $115B in FY2027 and $230B in FY2028 on custom siliconAVGO VGT-3.68%
2026-09-07AMD data center segment grows 107% YoY, projected to exceed 70% of revenueAMD+3.32%
2026-09-06Physical AI Infrastructure Expands Demand for Connectivity and Data Center CoolingALAB FLEX MOD
2026-09-06Physical AI infrastructure demand shifts capital to connectivity and cooling vendorsALAB AMD MOD+3.32%
2026-09-06AI Infrastructure Capex Expands Into Power, Liquid Cooling, and Optical InterconnectsALAB MOD
2026-09-06USA Rare Earth Targets Early November Close for Serra Verde Asset with $550-650M EBITDAUSAR
2026-09-06Global Grid Electricity Demand Faces Nuclear Squeeze With 57 Reactors Building in AsiaCCJ CEG
2026-09-05Apple Drops 3% on Reports Foldable iPhone Yields Limited to Hundreds of Units Per DayAAPL+4.10%
2026-09-05Apple Drops 2-3% as Foldable iPhone Output Constrained to Hundreds DailyAAPL+4.10%
2026-09-04Fresenius Medical Care Converts 227 US Clinics to 5008X Hemodiafiltration SystemFMS
2026-09-03Sigenergy Ranks #1 Globally in Residential Storage with 14% H1 2026 Market ShareSIGEY
2026-09-02US AI sector projected to need 50 GW by 2028, lifting gas turbine demand for GEVGEV XLU-0.07%
2026-09-01Cerebras and Compute Nordic Announce 165 MW Finnish AI FacilityCBRS
2026-09-01SpaceX and xAI Commit Exclusively to Nvidia Vera Rubin AI ArchitectureAMD NVDA+8.13%
2026-09-01Cerebras and Compute Nordic Partner on 165 MW Finnish AI Data CentreCBRS
2026-09-01Space Materials Report Flags Supply Chokepoints as Launch Costs Drop Below $1,500/kgATI HXL
2026-09-01Fervo Energy Plunges 16% on Transmission Shutdowns at Cape StationFRVO
2026-09-01Fervo Energy Drops 16% on Cape Station Grid Transmission CurtailmentFRVO
2026-08-31Semiconductor Chemical Demand Drives Sulfuric Acid Expansion Led by BASF and DSMBASFY
2026-08-31Caterpillar Generator Backlog Hits $72B on Surging AI Data Center Power DemandCAT CVX+2.62%
2026-08-31X-Energy advances 11.5GW SMR pipeline with Amazon, Dow, and Centrica partnershipsXE
2026-08-31Caterpillar logs $72B generator backlog driven by data center power buildoutsCAT CVX+2.62%
2026-08-31Boeing Engineers Authorize October Strike as 737 Production Pace Hits 47 Monthly UnitsBA+1.42%

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