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

2026-10-17Northland Power Installs Final Hai Long Turbine, Reaching 1.0 GW in TaiwanNPIXY
2026-10-17Micron and Sandisk sign long-term memory contracts through 2030-2031MU SNDK
2026-10-17AI data center power demand spurs on-site fuel cell and baseload nuclear contractsBE CEG
2026-10-17TSMC posts record Q3 results and issues strong Q4 revenue guidanceASML
2026-10-17Bloom Energy Targets 85% Growth as Data Centers Seek On-Site Solid Oxide Fuel CellsBE
2026-10-17Changan Signs European Expansion LOIs Across Seven Markets at Paris Motor ShowKHNGY
2026-10-1710-year Treasury at 5.3% keeps pressure on REIT valuationsNLY O SPG
2026-10-17Northland Power Completes 73-Turbine Hai Long Offshore Wind Project in TaiwanNPIXY
2026-10-17General Dynamics rises ahead of Oct. 30 earningsGD
2026-10-17Broadcom slides despite strong growth expectationsAVGO
2026-10-17Changan Signs Agreements Across Seven European Nations for Localized EV InfrastructureKHNGY
2026-10-17BYD International Shipments Surge 134.5% as Foreign Sales Reach 53% of RevenueBYDDY
2026-10-17J.B. Hunt shifts to higher contract rates to offset rising costsJBHT
2026-10-17Social Security Announces 3.6% COLA for 2027, Raising Monthly Benefit by $75SOFI
2026-10-17J.B. Hunt plans multiyear contract rate increasesJBHT
2026-10-17Changan signs Europe letters of intent across seven marketsKHNGY
2026-10-17BYD expansion and Tesla demo keep EV names in focusBYDDY
2026-10-1710-Year Treasury Yield at 5.3% Forces Public REIT Dividend Yields to 6-15%NLY
2026-10-17U.S. Bancorp Reports $8B Net Revenue and Targets 10% Capital Markets Fee MixUSB
2026-10-17BYD expands global footprint with 134.5 percent surge in international vehicle shipmentsBYDDY
2026-10-17Northland Power installs all 73 turbines at 1.0 GW Hai Long offshore wind projectNPIXY
2026-10-17U.S. Bancorp posts record Q3 revenue and grows fee mixUSB
2026-10-17HudBay Minerals Drops 2.87% as Basic Materials Lag and Q3 Copper Estimates LoomHBM
2026-10-17Albemarle drops to $95.39 as 1-month loss reaches 14.66% ahead of Nov. 4 reportALB LIT
2026-10-17Fastenal Q3 sales growth points to industrial demand resilienceFAST
2026-10-17TSMC says AI chip demand remains far above supply capacityAMD NVDA TSM+1.57%
2026-10-17Fastenal reports Q3 sales growth and digital share gainsFAST
2026-10-17Fastenal reports 15.5% sales growth on large-account gainsFAST
2026-10-16Simmons First efficiency ratio deteriorates to 71.6% as regional banks report Q3SFNC WAFD
2026-10-16Sandisk Reports 51% Sequential Revenue Growth to $9B on AI Data Center DemandSNDK
2026-10-16Rocket Lab postpones Neutron inaugural launch to 2027 on tank dome defectRKLB
2026-10-16Phillips 66 projected to post 331% Q3 EPS surge to $10.87 despite top-line contractionPSX
2026-10-16UnitedHealth, J&J, and BWXT raise FY26 outlooks after solid quarterly earningsBWXT UNH+1.36%
2026-10-16Paccar projects 43.8% Q3 EPS growth to $1.61 on $7.56B commercial truck revenuePCAR
2026-10-16Bloom Energy projects 106% Q3 revenue jump to $1.07B on data center power demandBE
2026-10-16Apple's $1,999 iPhone Duo foldable enters Friday preorder periodAAPL TSM-0.15%
2026-10-16Ackman plans to invest up to $3 billion in Vantage insurance unit via Howard HughesHHH
2026-10-16Micron reports 379% Q4 revenue growth and 80.7% operating margin as shares remain 23% below peakTSM
2026-10-16Tesla commercial robotaxi fleet pushed to 2027 as operational units stall at hundredsTSLA
2026-10-16Credo posts 205% revenue surge on high-speed AI data center interconnectsCRDO
2026-10-16CoreWeave Bond Yields Hit 14.5% as CDS Spreads Widen to 1,038 bpsNVDA+1.38%
2026-10-16Sandisk posts 51% sequential revenue jump to $9B on enterprise AI demandMU
2026-10-16Sandisk cited as a major AI storage winner after 497% YTD surgeSNDK
2026-10-16Arista Networks provides high-speed Ethernet switching for AI data-center bottlenecksAMD ANET NVDA+1.57%
2026-10-16Fed Hike Odds Reach 35% for Four 25bp Increases by September 2027CME DGS10
2026-10-16Apple foldable preorder window opens Friday at $1,999AAPL-0.15%
2026-10-16Boeing holds below $200 after strike deadline risk easesNOC
2026-10-16Arista framed as the AI networking layer for data centersANET
2026-10-16Tesla robotaxi fleet is still framed as a 2027 storyTSLA
2026-10-16Howard Hughes links $2.5-3 billion insurance investment plan to VantageHHH

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