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

2026-10-18Lockheed Martin's $230B backlog keeps defense cash flow visibleLMT
2026-10-18Oil trades above $100 as Strait of Hormuz disruption lifts diesel marginsMPC
2026-10-18Nvidia Authorizes Record $150 Billion Repurchase Program Alongside Safety InitiativeNVDA
2026-10-18Strait of Hormuz Disruption Escalates Diesel Prices and Widens Refining SpreadsMPC
2026-10-18CoreWeave 15% Bond Yields Signal Balance Sheet Stress Across Neocloud DebtCRWV
2026-10-18Annualized Inflation Reaches 4.2% Under Tariff and Geopolitical Cost PressuresDGS10
2026-10-18JPMorgan's net interest margin guidance raises rate-sensitivity read-throughJPM
2026-10-18Reddit and Pinterest are framed as AI data-licensing rivalsRDDT
2026-10-18Gartner says 80% of neocloud companies could cease to exist by 2030CRWV
2026-10-18Broadcom Projects AI Chip Revenue Reaching $230 Billion by 2028 on Custom ASIC DemandAVGO
2026-10-18TSMC Reports 51% Q3 Revenue Growth and Controls 73% of Third-Party Chip ManufacturingTSM
2026-10-18TSMC reports 51% revenue growth and 69% net income growth in Q3 2026TSM
2026-10-18Dividend rotation into energy keeps SCHD bidAVGO NVDA
2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAMZN META MSFT+0.84%
2026-10-18Nvidia buyback and AI safety effort frame supportive sentimentNVDA
2026-10-18Tesla Optimus supplier read-through points to TSMC and MicronMU TSM
2026-10-18Microsoft's $175B capex keeps margin pressure in viewMSFT+0.84%
2026-10-18JPMorgan, BofA and Wells Fargo frame a rates-sensitive bank tapeBAC JPM WFC
2026-10-18Berkshire adds Alphabet while buybacks reinforce capital-return signalGOOG
2026-10-18TSMC cited as a safer AI infrastructure play amid chip volatilityTSM
2026-10-18CoreWeave bond yield and leverage keep pressure on neocloudsCRWV IREN NBIS
2026-10-18Berkshire added Alphabet and Delta, then repurchased $4.4B of stockBRK.B GOOG
2026-10-18High diesel prices tied to Strait of Hormuz disruption lift refinersCVX EPD ET MPC
2026-10-18Apple unveils Home Collection with LG and Schneider ElectricAAPL-0.15%
2026-10-18Tesla Optimus read-through lifts TSMC, Micron and PanasonicMU TSM
2026-10-18AMD run-up faces valuation pressure versus NvidiaAMD NVDA+1.76%
2026-10-18TSMC is framed as the safer AI infrastructure playTSM
2026-10-18TSMC and Micron are positioned ahead of Tesla's Optimus buildoutMU TSM
2026-10-1710-year Treasury at 5.3% keeps pressure on REIT valuationsNLY O SPG
2026-10-17BYD expansion and Tesla demo keep EV names in focusBYDDY
2026-10-17BYD expands global footprint with 134.5 percent surge in international vehicle shipmentsBYDDY
2026-10-17AI power demand keeps utility and gas use in the frameCEG UNG
2026-10-17Trump says gasoline prices will drop when the Iran war endsWTI XLE
2026-10-17Social Security 2027 COLA is set at 3.6 percent, lifting average checks by 75 dollarsXLP
2026-10-17Penguin Solutions reports strong integrated-memory growth tied to AI data-center demandMU PENG SNDK
2026-10-17General Dynamics Rises 2.1% Ahead of October 30 Q3 Deliveries and Revenue ExpansionGD
2026-10-17Several software and internet names gap on pre-earnings movesTTD
2026-10-17Trade Desk remains in a deep post-peak de-ratingTTD
2026-10-17General Dynamics rises ahead of Oct. 30 earningsGD
2026-10-17Broadcom slides 4.37% to $329.28 despite 95.9% quarterly EPS growth forecastAVGO SMH
2026-10-17Micron and Sandisk long-term contracts cut memory pricing volatilityMU SNDK
2026-10-17Berkshire Hathaway gains 1.2 percent as defensive allocation resists market dropBRK.B
2026-10-17Bond markets flag AI infrastructure financing stressCRWV META ORCL
2026-10-17J.B. Hunt plans multiyear contract rate increasesJBHT
2026-10-17U.S. Bancorp posts record Q3 revenue and grows fee mixUSB
2026-10-17U.S. Bancorp Reports $8B Net Revenue and Targets 10% Capital Markets Fee MixUSB
2026-10-17Bond market stress rises around AI infrastructure spendingCRWV META ORCL SFTBY
2026-10-17Micron and Sandisk sign long-term memory contracts through 2030-2031MU SNDK
2026-10-17Bloom Energy Targets 85% Growth as Data Centers Seek On-Site Solid Oxide Fuel CellsBE
2026-10-17J.B. Hunt Shifts to Multiyear Contract Rate Hikes to Offset Wage CostsJBHT

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