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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

2026-09-15Netflix gains 4% as capital allocation model diverges from AI silicon capexGOOGL NFLX-7.37%
2026-09-15CENTCOM disputes Iran claim that El Gaia hit a mine and says tanker was struck by missile and droneBRENT RTX-2.31%
2026-09-15Viasat and Space42 Commit $1B to Establish Equatys Direct-to-Device JVVSAT
2026-09-15Drone attack hits industrial facility in Russia's Samara region, governor saysRB1! ROSN+6.77%
2026-09-15Russia hits petrol station and warehouse facilities in Kyiv, mayor saysU24 WEAT-1.25%
2026-09-15Generation Mining Secures $340M Construction Financing for Marathon ProjectGLD+1.50%
2026-09-15Netflix Gains 4% as Content Spending Decouples from AI Infrastructure CapExNFLX-7.37%
2026-09-15Sandisk Surges to $1,552 Per Share as Enterprise Storage Demand TightensSNDK WDC+12.78%
2026-09-1510-Year U.S. Treasury yield reaches 5.0% threshold for first time since 2007NVDA+7.87%
2026-09-15Netflix Rises 4% as Low Hardware Capex Profile Decouples From AI Infrastructure SelloffNFLX-7.37%
2026-09-15Docusign posts 40.2% 6-month gain as Q2 revenue hits $875.7M on AI expansionDOCU
2026-09-15Fed hike odds lift 10Y Treasury to 5.00% for first time since 2007 — TLT duration reprices lowerTLT+1.29%
2026-09-1510-Year Treasury Yield Hits 5.00% for First Time Since 2007DXY SPY+2.11%
2026-09-15AbbVie Gains 1.8% Following Citadel 500% Stake Increase in Defensive RotationABBV
2026-09-15Semiconductor complex drops sharply as AI leaders call for development slowdownNVDA+7.87%
2026-09-15Semiconductor Stocks Slump as Industry Leaders Call for AI ModerationAMD MU SOXL+30.13%
2026-09-15Aehr Test Systems pivots 95% of fiscal 2026 revenue to AI and silicon photonicsAEHR
2026-09-15Corning drops 14% after launching $2B equity offering for AI optical fiber expansionGLW
2026-09-15US Department of War Commits $450 Million to The Elmet Group for Tungsten SupplyELMT
2026-09-15Environmental Tectonics Wins $11.7M in Navy Spatial Disorientation and Chamber AwardsETCC
2026-09-15US Defense Department Commits $450M to The Elmet Group for Tungsten Supply ChainELMT
2026-09-15NuScale Power Progresses Toward 6 GW SMR Agreement with TVA and ENTRA1SMR
2026-09-15Environmental Tectonics lands $11.7M in U.S. Navy and aeromedical contractsETCC
2026-09-15US Government Commits $450M to Elmet Group for Domestic Tungsten SupplyELMT
2026-09-15ETC secures $11.7 million across US Navy and sterilization hardware contractsETCC
2026-09-15Corning Shares Drop 14% on Launch of $2 Billion Equity Program for Optical FiberGLW
2026-09-15Corning Falls 14% on $2B Equity Offering to Fund AI Optical Fiber CapacityGLW
2026-09-15CoreWeave Launches Physical AI Field Service Supporting Manufacturing and RoboticsCRWV+7.22%
2026-09-15ETC Secures $11.7M Across US Navy Spatial Training and Sterilization ContractsETCC
2026-09-15FOMC Rate Decision Approaches as Multi-Front Cost Pressures Elevate YieldsDGS10 SPY+2.11%
2026-09-1510-Year Treasury Yield Touches 5.0% Amid Persistent Inflation PressuresTLT+1.29%
2026-09-15Semiconductor equities decline as AI industry leaders urge development pacingAMD GLW MU NVDA+16.58%
2026-09-1510-Year Treasury yield reaches 5.00% as markets price potential Fed rate hikeDGS10 NVDA+7.87%
2026-09-15U.S. defense authorities award $450M to The Elmet Group for domestic tungsten supplyELMT
2026-09-15Fed Rate Decision Looms as Tariff Inflation and War Pressures Cloud Policy OutlookDGS10 ONEQ
2026-09-15Corning Falls 14% on $2 Billion Equity Offering for AI Optical InfrastructureGLW
2026-09-1510-Year US Treasury Yield Reaches 5.0% Benchmark ThresholdDGS10 QQQ+6.09%
2026-09-15ETC Wins $11.7 Million in Navy Flight Training and Chamber ContractsETCC
2026-09-15Atos-Open-Thales Consortium Awarded 4-Year French Public Sector IT FrameworkAEXAY THLLY
2026-09-15Aehr Test Systems Shifts 95% of Revenue to AI and PhotonicsAEHR
2026-09-15Tenable Rises 16.5% on Tenable One Adoption and 106% Net Dollar ExpansionTENB-5.72%
2026-09-15US 10-Year Treasury Yield Touches 5.00% for First Time Since 2007DGS10 GLD+1.50%
2026-09-15Semiconductor Complex Drops Following Tech Calls for AI Model GovernanceAMD MU SOXL+30.13%
2026-09-15AI development slowdown warnings trigger semiconductor selloff across major chipmakersAMD NVDA SOXL+26.69%
2026-09-15Arm Highlights 22% Revenue Growth from Architecture Royalties After 40% DrawdownSOXL+48.50%
2026-09-15Semiconductors Sell Off as AI Leaders Urge Development ModerationGLW MU NVDA SOXL+24.85%
2026-09-15Direxion Daily Semiconductor Bull 3X ETF Plunges 14.9% on Leveraged LiquidationAMD MU SOXL+30.13%
2026-09-15Tenable Advances 16.5% on Q2 Results with 106% Net Dollar ExpansionTENB-5.72%
2026-09-15Semiconductor Equities Drop as AI Leaders Call for Training SlowdownAMD MU+20.94%
2026-09-15NuScale Advances 6 GW Small Modular Reactor Pipeline with TVA and ENTRA1SMR

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