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Market catalysts

Every catalyst the Opportunity Map has produced, exactly as shown in the product, with what prices did afterwards. Cards are published 24 hours after they appear in Desk.

DateCardAvg 5d

2026-09-15Viasat and Space42 sign binding agreement for $1B Equatys D2D satellite platformVSAT
2026-09-15Semiconductor Complex Drops Following Frontier AI Development Slowdown CallsAMD MU SOXL+30.13%
2026-09-15NuScale advances 6 GW small modular nuclear capacity framework with TVA and ENTRA1SMR
2026-09-1510-Year Treasury Yield Reaches 5.00% Ahead of September 16 FOMC DecisionDGS10 NFLX NVDA+7.87%
2026-09-15Sandisk Surges to $1,552 Per Share as Enterprise Storage Demand TightensSNDK WDC+12.78%
2026-09-15AbbVie Gains 1.8% Following Citadel 500% Stake Increase in Defensive RotationABBV
2026-09-15AbbVie Advances 1.8% to $261.70 Following 500% Citadel Stake ExpansionABBV
2026-09-15Aehr Test Systems pivots 95% of fiscal 2026 revenue to AI and silicon photonicsAEHR
2026-09-15Netflix Gains 4% as Content Spending Decouples from AI Infrastructure CapExNFLX-7.37%
2026-09-15French Procurement Central Selects Thales-Atos Consortium for Cloud ServicesAEXAY THLLY
2026-09-15Netflix Rallies 4% on Content Capital Focus as AI Hardware Spenders RetraceNFLX-7.37%
2026-09-15Generation Mining completes $340M project financing for Marathon Copper-Palladium mineGLNCY WPM
2026-09-15US 10-Year Treasury Yield Touches 5.00% ThresholdNVDA+7.87%
2026-09-15Netflix gains 4% as capital allocation favors content spending over AI siliconGOOGL NFLX-7.37%
2026-09-15Netflix gains 4% as capital allocation model diverges from AI silicon capexGOOGL
2026-09-15Tenable Gains 16.5% on Tenable One Expansion and 106% Net Expansion RateRPD TENB-5.72%
2026-09-15Netflix Gains 4% as Low Hardware Capex Model Outperforms Tech SelloffNFLX-7.37%
2026-09-15Arm Holdings Falls 40% from Highs Amid AI Pace Debate Despite 22% Revenue GrowthNVDA+7.87%
2026-09-15Generation Mining Secures $340M Construction Package for Marathon MineGLNCY
2026-09-15CoreWeave launches Physical AI Field Engineering service, expanding GPU enterprise pipelineNVDA+7.87%
2026-09-15NuScale Power Advances Non-Binding 6 GW Nuclear Development Talks with TVASMR
2026-09-15UGAP selects Atos and Thales consortium for 4-year French public cloud contractAEXAY THLLY
2026-09-15Medium Voltage Switchgear Market Projected to Reach $109B by 2035 on Grid UpgradesABBNY SBGSY SIEGY
2026-09-15Generation Mining Secures $340M Construction Package for Marathon ProjectGLNCY WPM
2026-09-15Netflix Outperforms AI Selloff on Asset-Light Silicon ExposureNFLX-7.37%
2026-09-15Docusign Posts $875.7M Q2 Revenue and Expands Enterprise AI IntegrationsDOCU
2026-09-15Netflix Advances 4% as Investors Rotate Toward Low-Silicon Capex Business ModelsNFLX-7.37%
2026-09-15Netflix Rises 4% as Asset-Light Model Diverges from AI Capex SpendersNFLX-7.37%
2026-09-15Space42 and Viasat Form $1B Direct-to-Device Joint Venture EquatysVSAT
2026-09-15Viasat and Space42 Commit $1B to Establish Equatys Direct-to-Device JVVSAT
2026-09-15Netflix Gains 4% as Content-Driven Capital Allocation Decouples from AI Capex DragGOOGL NFLX-7.37%
2026-09-15Citadel Expands AbbVie Stake by Over 500% in Defensive RotationABBV
2026-09-15Citadel Expands AbbVie Holding by Over 500% as Defensive Dividend Yield Draws CapitalABBV
2026-09-15Tenet Healthcare Raises 2026 EBITDA Outlook on USPI Ambulatory Platform ExpansionTHC
2026-09-15Docusign Generates $875.7M in Q2 Revenue on Agreement Management Platform AdoptionDOCU
2026-09-15Docusign posts 40.2% 6-month gain as Q2 revenue hits $875.7M on AI expansionDOCU
2026-09-15Atos, Open, and Thales Win 4-Year French UGAP Public Cloud Infrastructure ContractAEXAY
2026-09-15Atos, Open, and Thales Win 4-Year French UGAP Public Cloud and IT DealAEXAY THLLY
2026-09-15Netflix Rallies 4% on Rotation Out of Capital-Intensive AI InfrastructureNFLX-7.37%
2026-09-15DocuSign Reports Q2 Fiscal 2027 Revenue of $875.7M on Intelligent Agreement DemandDOCU
2026-09-15Citadel increases AbbVie position by over 500% amid defensive yield rotationABBV
2026-09-15CoreWeave launches Physical AI engineering unit across manufacturing and roboticsSPY+2.11%
2026-09-15US State Department reissues Level 3 travel warning for Saudi Arabia over drone and missile riskAAL BRENT EWA+6.58%
2026-09-15House adopts Iran war powers resolution after Republican defectionsBRENT GLD LMT-0.29%
2026-09-15US House adopts war powers resolution to block further military action against IranBRENT DXY XAR-0.01%
2026-09-15U.S. officials meet Houthi representatives in Oman after Red Sea coast seizureBDRY UUP XLE-1.27%
2026-09-15Saudi air defences intercept Houthi drone south of Mecca after coalition alertBRN TADAWUL TASI-5.81%
2026-09-15Ukraine confirms Operation Vivaldi counteroffensive against Russian salient northwest of LymanBZ=F RSX RUB
2026-09-15Ukraine's 3rd Army Corps expands Operation Vivaldi against Russian logistics near LymanBRN-5.81%
2026-09-15Pentagon watchdog says the Iran conflict left U.S. missile-defense stocks depletedITA LMT RTX-1.46%

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