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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

2026-09-07Thailand's National Economic and Social Development Council pauses all data centre builds and approvalsADVANC.BK BGRIM.BK TRUE.BK
2026-09-07Iran says it will announce a restricted zone in the Gulf and new Strait of Hormuz shipping mapsBDRY-7.61%
2026-09-07Israeli airstrikes kill at least 12 in Lebanon's Kfar Rumman, health ministry saysBRN IAG LBNBOND+2.24%
2026-09-07Constellation 22 GW nuclear fleet locks 20-year hyperscaler PPAs — CEG contracted cash-flow multiple expandsCEG
2026-09-07European Council approves bloc-wide customs overhaul and ends duty-free treatment for low-value e-commerce parcelsAMZN DHLGY XRT-2.14%
2026-09-07Oil rises and Asian shares rally as investors weigh U.S. jobs strength against Middle East supply riskBRENT DXY
2026-09-07Iran sets Hormuz restricted zone as US strikes three tankers — USO reprices Gulf supply-risk premiumUSO+10.36%
2026-09-07Nvidia pays $12.9B for Hugging Face at 86x revenue — NVDA CUDA ecosystem moat re-prices higherNVDA-8.42%
2026-09-07South Korea reports August exports surged on semiconductor shipments and AI investment demand000660.KS 005930.KS KOSPI KRW/USD
2026-09-07Fed September hike odds rise to 60.4% with 4.2% inflation — QQQ duration multiples compressQQQ-1.36%
2026-09-07Japan's revised second-quarter GDP is due this week as markets look for an upward revisionJPY+0.45%
2026-09-07Iran says it will announce a new exclusion zone near the Strait of HormuzBRN VAK XLE+4.29%
2026-09-07US military says it destroyed an Iranian oil tanker in the Gulf of Oman after weekend attacks on shippingBNO BRENT LNG FREIGHT+10.78%
2026-09-07Iran says it will announce a new restricted zone and shipping corridor through the Strait of HormuzBRENT WTI+4.71%
2026-09-07Oman evacuates 16 crew members from Saudi-owned tanker attacked in the Strait of HormuzBRENT CRUDE BRN GLOBAL TANKER FREIGHT MARINE INSURANCE+7.85%
2026-09-07Indonesian authorities shut eight airports after Anak Krakatau eruption spreads volcanic ash across western JavaAIRD.JK GIAA.JK IDR-7.76%
2026-09-07Iran flags critical restricted zone outside Hormuz in coming days — USO crude-risk premium re-pricesUSO+10.36%
2026-09-07Broadcom targets $115B FY2027 and $230B FY2028 AI chip revenue — AVGO custom-ASIC capex re-rateAVGO-3.68%
2026-09-07AMD Data Center Mix Heads Above 70% as MI450 and Helios Rack Deployments AccelerateAMD+3.32%
2026-09-0730-Year Treasury Yield Touches 5.25%, Widening Spread Over Defensive Equity DividendsKO+1.45%
2026-09-07Clean Power Generators Rally as Projections Show 60% US Electricity Demand JumpBEPC CEG XLU-2.92%
2026-09-0730-Year Treasury Yield Holds at 5.25%, Pressuring High-Yield Equity MultiplesPEP XLP-0.19%
2026-09-07Berkshire deploys $31B in Q2, initiating $17B Alphabet positionBRK.A GOOGL+1.64%
2026-09-07Chevron Inks $7B Deal to Expand Venezuela Energy Production Over Five YearsCOP CVX+1.80%
2026-09-07Archer Aviation Acquires Three Boeing Units Including Wisk and Insitu for eVTOL ScaleACHR-3.50%
2026-09-07Nvidia Announces $12.9B Acquisition of Hugging Face to Secure AI Software TierAMD INTC NVDA-2.55%
2026-09-07Chevron commits $7B to double Venezuelan oil production over five yearsCVX
2026-09-07July ETF Inflows Reach Record $193B with Structural Rotation to Active ProductsBLK-5.05%
2026-09-07Archer Aviation Acquires Boeing Wisk eVTOL and $200M Insitu Drone Defense BusinessBA-0.93%
2026-09-07TSMC Valuation Reaches $2.2T as Shares Trade at $427 on Accelerating Q2 RevenueTSM-2.54%
2026-09-07Tesla Shares Drop 5.9% Following Cybercab Event and Federal Safety AuditARKK
2026-09-07Fed Rate Hike Odds Near 60% for September as Chair Warsh Cites 4.2% InflationAGNC ARCC CME-0.30%
2026-09-07Alphabet Shares Drop 2.2% as Q2 Results Depend on $77.1B Unrealized Equity GainGOOG GOOGL+3.10%
2026-09-07Fed September hike odds rise to 60.4% with inflation at 4.2% — QQQ duration multiples de-rateQQQ-1.36%
2026-09-07Tesla Drops 5.9% Following Cybercab Debut and Opening of Federal Safety AuditARKK TSLA+1.38%
2026-09-07Berkshire Hathaway Deploys $31B of Cash, Initiating $17B Stake in AlphabetBRK.B DAL GOOGL+0.65%
2026-09-07ETF Inflows Hit Record $1.23T YTD as Allocation Mix Shifts Toward Active ManagementBLK-5.05%
2026-09-07Ukraine presses for Patriot air defenses and winter energy support in talks with US envoysUAGG
2026-09-07Teva Launches EUR and USD Senior Notes Offering to Redeem 2028-2029 DebtTEVA
2026-09-07Nvidia buys Hugging Face for $12.9B at 86x revenue — NVDA CUDA ecosystem re-rates switching costsNVDA-8.42%
2026-09-07Home Depot Q2 Same-Store Sales Rise 1.7% as High Rates Pressure Big-Ticket ProjectsXHB
2026-09-07Constellation locks 20-year hyperscaler PPAs on 22 GW nuclear fleet — CEG baseload cash-flow multiple re-rateCEG
2026-09-07Teva Launches Multi-Currency Senior Notes to Refinance High-Coupon 2028-2029 DebtTEVA
2026-09-07TSMC Valuation Reaches $2.2T as Advanced Foundry Capacity Nears Full UtilizationSMH-4.50%
2026-09-07Nvidia Announces $12.9B Acquisition of Hugging Face PlatformAMD+3.32%
2026-09-07ETF inflows reach $193B in July as capital shifts toward active fee structuresBLK-5.05%
2026-09-07Broadcom Projects AI Revenue Doubling to $115B in FY27 and $230B in FY28AVGO-3.68%
2026-09-07Fed Hike Probability Climbs to 60.4% as Warsh Targets 4.2% InflationAGNC CME ONEQ-0.30%
2026-09-07AMD Data Center Share Set to Exceed 70% of Revenue on MI450 DeploymentsMETA+7.92%
2026-09-07China approves 360 billion yuan capital injection for major state-backed banks and insurers000001.SS 3988.HK USDCNH

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