Supply Chain catalysts
Supply Chain catalysts and events, newest first.
DateCardAvg 5d
- 2026-07-05Sandisk and Micron Surge on Severe NAND ShortagesMU SNDK+5.08%
- 2026-07-05Industrial Giants GE Vernova and nVent Raise Guidance on AI Power DemandGEV NVT-1.94%
- 2026-07-05Chery Auto Opens South Africa Plant, Targeting 50k Annual ProductionCRAUY
- 2026-07-05AI Demand Drives Record $240B Utility Capex in 2026CEG GEV-1.94%
- 2026-07-05Sandisk Surges 800% in H1 2026 on NAND Memory ShortageMU SNDK+5.08%
- 2026-07-05AI Demand Drives Record $240B Utility Capex in 2026CEG GEV-1.94%
- 2026-07-03Meta to Sell Excess AI Compute; Cloud Specialists PlungeCRWV META+11.77%
- 2026-07-01Europe Data Center Market to Reach $58.7B by 2031 on AI DemandEQIX SBGSY
- 2026-07-01European Data Center Market Projected to Reach $58.7B by 2031EQIX SIEGY
- 2026-06-30Amazon AWS Raises GPU Access Prices by 20% Amid Surging AI DemandAMZN NVDA+2.12%
- 2026-06-30Broadcom Unveils 'Jalapeño' Inference Chip for OpenAI WorkloadsAVGO+2.90%
- 2026-06-30AI Memory Shortage Reverses Tech Deflation; Apple Raises Device PricesMU-17.80%
- 2026-06-30AI Memory Shortage Reverses Tech Deflation; Apple Raises Device PricesMU-17.80%
- 2026-06-29Ford Pivots to Battery Energy Storage Systems (BESS) for AI Data CentersF
- 2026-06-29VivoPower Selects AI Tenant for 41.5MW Norway Data CenterVIVO
- 2026-06-29Tesla Completes AI5 Chip Tape-Out for Optimus and CybercabTSLA TSM-3.56%
- 2026-06-28Ford Pivots to AI Data Center Battery Storage; $2B InvestmentF
- 2026-06-28AI Infrastructure Shift: CoreWeave Backlog Hits $99B; Tesla Tapes Out AI5MU NVDA-5.73%
- 2026-06-26Microsoft and Chevron Sign 20-Year Power Deal for AICVX MSFT+0.98%
- 2026-06-26Microsoft and Chevron Sign 20-Year Power Deal for AI Data CentersCVX MSFT+0.98%
- 2026-06-25Chevron and Microsoft Partner for 2.7GW AI Data Center PowerCVX GEV+0.39%
- 2026-06-25AI Chip Density Drives Demand for Liquid Cooling RetrofitsGOOGL VRT+4.71%
- 2026-06-24Chevron and Microsoft Partner for 2.7GW AI Power ProjectCVX GEV+1.94%
- 2026-06-24Liquid Cooling Becomes Essential Infrastructure for AI Data CentersSMCI VRT-14.79%
- 2026-06-24Apple Partners with Intel for US-Based Chip DesignINTC TSM-1.38%
- 2026-06-23Intel Enters Risk Production for 18A-P Node to Challenge AMD in Server MarketAMD INTC+8.65%
- 2026-06-23Chevron to build 2.67 GW power plant for Microsoft AI data centersCVX MSFT-3.03%
- 2026-06-20Memory chip prices double; Apple faces $200 iPhone cost pressureAAPL MU-2.47%
- 2026-06-20AI memory boom shifts focus to testing and interface IPTER
- 2026-06-18Apple to Raise Prices on '100-Year Flood' in Memory Costs; AI Demand Squeezes SupplyINTC-4.23%
- 2026-06-17Applied Materials Unveils SENZ Platform for Next-Gen Smart GlassesAMAT QCOM
- 2026-06-17Broadcom and Marvell Capture $30B+ in Custom AI Chip OrdersAVGO-3.56%
- 2026-06-15Software Prices Surge 14.5% as AI Data Centers Absorb Chip SupplyMU-3.33%
- 2026-06-05Nvidia Helps AI Companies Secure Data Center Space and ElectricityDLR NVDA-0.68%
- 2026-06-02Broadcom and Google Highlighted for Co-Developed AI Tensor Processing Units (TPUs)AVGO GOOGL-8.95%
- 2026-05-30Super Micro stock surges on European AI cloud partnershipNVDA SMCI-6.26%
- 2026-05-30Intuitive Machines stock drops on Blue Origin rocket explosion.LUNR
- 2026-05-28Super Micro stock jumps 10% on strengthened controls to prevent AI server smugglingSMCI+13.56%
- 2026-05-28North American Rare Earth Supply Chain Strengthens Ahead of Pentagon BanALOY+41.21%
- 2026-05-28North American Rare Earth Supply Chain Strengthened by Greenland DealALOY XME+21.48%
- 2026-05-26Goldman Sachs sees custom AI chips (ASICs) matching GPU demand by 2027AVGO MRVL+26.87%
- 2026-05-25TSMC positioned as critical AI chip manufacturer.TSM+7.69%
- 2026-05-25Massive AI Capex Plans at Microsoft and Google Pressure Margins and Stock PricesGOOGL MSFT NVDA+4.16%
- 2026-05-21Nokia Launches AI Networking Lab with Partners Including AMDAMD NOK NVDA+5.49%
- 2026-05-21Sandisk Stock Jumps on Nvidia Demand, Samsung Strike EndsNVDA-3.81%
- 2026-05-21NVIDIA-backed Nebius partners with Bloom Energy for AI data center powerBE XLU-1.29%
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