Supply Chain catalysts
Supply Chain catalysts and events, newest first.
DateCardAvg 5d
- 2026-07-13Nvidia Kyber NVL144 Rack Delayed to 2028; AMD and Google Gain WindowAMD NVDA-2.94%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
- 2026-07-13AI Data Center Capex Forecasts Revised Upward to $750 Billion for 2026GEV VRT+3.51%
- 2026-07-13Google's In-House TPU Strategy Targets 30% AI Compute Cost ReductionGOOGL NVDA-0.14%
- 2026-07-13Micron Secures Ford Agreement; $100B Long-Term Revenue BacklogMU-7.64%
- 2026-07-13Nvidia Kyber NVL144 Rack Delayed to 2028 on Manufacturing IssuesAMD NVDA-2.94%
- 2026-07-13Nvidia Kyber NVL144 Rack Delayed to 2028; AMD and Google Gain OpeningAMD GOOGL NVDA-2.01%
- 2026-07-13Google's TPU Strategy Targets 30% AI Compute Cost ReductionGOOGL NVDA-0.14%
- 2026-07-11Micron Announces $250 Billion AI Memory Investment Through 2035MU-13.31%
- 2026-07-11Rocket Lab Unveils 'Hungry Hippo' Fairing for Neutron RocketRKLB-16.56%
- 2026-07-11Micron CEO Identifies Humanoid Robots as 10x Memory Growth DriverMU-13.31%
- 2026-07-10Meta secures NAND flash supply via multi-year Sandisk agreementSNDK-29.29%
- 2026-07-10Meta Secures NAND Supply via Multi-Year Sandisk Deal for AI InfrastructureSNDK-29.29%
- 2026-07-10Micron and AMD lead semiconductor rally on domestic investment and Helios pushAMD MU-12.22%
- 2026-07-10Meta Secures Multi-Year NAND Supply Deal with SanDisk for AIMETA SNDK-16.38%
- 2026-07-09SanDisk Surges 6.4% on Multi-Year NAND Supply Deal with MetaSNDK-24.06%
- 2026-07-09AI Infrastructure Demand Surges: Penguin Solutions and HPE Report Record GrowthHPE PENG-8.10%
- 2026-07-08Chevron Rallies on 20-Year Microsoft Data Center Power DealCVX+3.20%
- 2026-07-08Apple and Broadcom Extend Silicon Partnership Through 2031AAPL AVGO+2.97%
- 2026-07-07AI Server Upgrades Drive MLCC Book-to-Bill Ratios to Post-Pandemic HighsMRAAY
- 2026-07-07Sandisk Surges 635% YTD on AI-Driven NAND Supply ConstraintsMU SNDK+6.71%
- 2026-07-07AI Server Demand Pushes MLCC Book-to-Bill Ratios to Post-Pandemic PeakMRAAY
- 2026-07-07Samsung and SK Hynix Plan $2T Investment to Double Memory CapacityMU+4.77%
- 2026-07-07AI Server Demand Pushes MLCC Book-to-Bill Ratios to Post-Pandemic HighsAAPL+1.35%
- 2026-07-07Samsung and SK Hynix Plan $2 Trillion South Korean Memory ExpansionMU+4.77%
- 2026-07-07AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic HighsMRAAY
- 2026-07-07AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic PeakMRAAY
- 2026-07-07AI Server Demand Pushes MLCC Book-to-Bill to Post-Pandemic HighsMRAAY
- 2026-07-07Broadcom Extends Apple Supply Deal Through 2031; Surges 4.4%AVGO+4.94%
- 2026-07-07Marvell Positioned as 'Next Micron' on AI Data Center ConnectivityMRVL-3.58%
- 2026-07-06AI Server Demand Drives MLCC Book-to-Bill to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06Data Center Direct-to-Chip Cooling Market to Hit $17.3B by 2032VRT
- 2026-07-06AI Server Demand Pushes MLCC Book-to-Bill Ratios to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06AI Server Demand Drives MLCC Book-to-Bill to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06AI Server Demand Drives MLCC Book-to-Bill to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06CBAK Energy Unveils High-Rate LFP Cells for AI Data Center Backup PowerCBAT
- 2026-07-06CBAK Energy Unveils High-Rate LFP Cells for AI Data Center BackupCBAT
- 2026-07-06AI Server Demand Pushes MLCC Book-to-Bill to Post-Pandemic HighsAAPL+1.49%
- 2026-07-06AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06CBAK Energy Previews High-Rate LFP Cells for AI Data Center BackupCBAT
- 2026-07-06AI Server Demand Pushes MLCC Book-to-Bill to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06AI Server Demand Pushes MLCC Book-to-Bill to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-06Direct-to-Chip Cooling Market Forecasted to Hit $17.3B by 2032SMCI VRT+1.73%
- 2026-07-06Data Center Direct-to-Chip Cooling Market Projected to Reach $17.3B by 2032SMCI VRT+1.73%
- 2026-07-06AI Server Demand Drives MLCC Book-to-Bill Ratios to Post-Pandemic HighsAAPL MRAAY+1.49%
- 2026-07-05Qualcomm Secures 3 Hyperscaler Deals; Targets $15B Data Center RevenueQCOM
- 2026-07-05AI Demand Drives Record $240B Utility Capex for 2026CEG GEV-1.94%
- 2026-07-05Qualcomm Secures Data Center Deals with Three HyperscalersQCOM
- 2026-07-05Apple Plans $2,500 Foldable iPhone for Late 2026 LaunchAAPL+2.17%
- 2026-07-05Industrial Stocks GE Vernova and nVent Raise 2026 GuidanceGEV NVT-1.94%
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.