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

2026-10-04AMD Expands Server CPU Share to 34.5% Leveraging TSMC Advanced Node CapacityTSM-4.12%
2026-10-04Copper Advances 36% Over 12 Months as Data Center Grid Upgrades Constrain SupplyFCX
2026-10-04Copper Up 36% in 12 Months as AI Datacenters and Grid Projects Face Supply DeficitsCOPX FCX
2026-10-04AI Infrastructure and Grid Upgrades Drive Copper Prices Up 36% Over Past YearFCX
2026-10-04Micron AI Memory Revenue Jumps to $41.5B as Higher Component Costs Press Mobile SoCsQCOM
2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ
2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ
2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD-4.07%
2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory GrowthQCOM
2026-10-04Small Modular Reactor Backlogs Diverge as Oklo Logs 18.1 GW in Nonbinding PipelineGEV+0.13%
2026-10-04Copper gains 36% over 12 months as AI data center demand threatens 2028 supply deficitCOPX FCX
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% YoY Ahead of October 13 KickoffQQQ+0.23%
2026-10-04AMD Expands Server Market Share to 34.5% Overturning Intel Valuation LeadAMD INTC TSM-6.82%
2026-10-04Quanta Services targets $10.99B Q3 revenue on 43.95% growth from grid power buildoutsPWR SPY+2.75%
2026-10-04UnitedHealth heads to Oct 13 earnings after reducing Q2 medical care ratio to 86.7%UNH+1.99%
2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityNVDA-2.00%
2026-10-04S&P 500 Shiller CAPE Ratio Touches Historic Extreme as 10-Year Yield Yields 5.30%SPY+1.16%
2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ
2026-10-04SpaceX Reaches Orbital Capability with Starship Flight 14 Deploying 26 SatellitesSPCX
2026-10-04Berkshire Commits $6.8B to Homebuilders and Raises Lennar Stake to $2.2B at 7.5% MortgagesLEN
2026-10-04DaVita Projects Q3 EPS Growth of 50.6% YoY to $3.78 with Forward P/E at 12.1DVA
2026-10-04SpaceX Starship Attains Orbit on Flight 14 With 100-Ton Payload CapacitySPCX
2026-10-04Berkshire expands homebuilder exposure to $6.8B despite 7.5% mortgage ratesLEN
2026-10-04Meta Muse AI Agent Sparks E-Commerce Platform Split Between Amazon and ShopifySHOP
2026-10-04Nvidia Reaffirms $3T-$4T 2030 Data Center Capex Outlook as 2026 Run Rate Nears $800BSMH-4.32%
2026-10-04Copper Advances 36% Over 12 Months as AI Data Center Buildout Strains Grid SupplyGLD+1.17%
2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
2026-10-04Micron Q2 Revenue Up 432% Over Two Years to $41.5B as AI Memory Diverges From HandsetsQCOM
2026-10-04Meta's Muse AI Exceeds 5M Downloads as Amazon Blocks Agent AccessMETA SHOP-1.29%
2026-10-04Copper Prices Gain 36% Over 12 Months as AI Data Center and Grid Demand Strain Mine SupplyCOPX
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% as Reporting Cycle ApproachesSPY USO+0.86%
2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ
2026-10-0410-Year Treasury Yield Touches 5.3% as Tightening Reprices Capital CostsKO+2.80%
2026-10-04Fed Funds Rate Reaches 3.75%-4.00% as 10-Year Benchmark Yields 5.3%KO+2.80%
2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030SPY+1.16%
2026-10-04AMD Server CPU Market Share Expands to 34.5% as Market Cap Exceeds Intel by 60%AMD INTC TSM-6.82%
2026-10-04Berkshire Deploys $6.8B into Homebuilders as Lennar Position Expands to $2.2BITB LEN-1.22%
2026-10-04Copper Advances 36% Over 12 Months Amid Data Center and Grid ExpansionCOPX
2026-10-04Meta Muse AI Adoption Sparks Divergent Retail Platform StrategiesMETA SHOP-1.29%
2026-10-04Chery Auto launches LEPAS L8 PHEV in Romania at €45,500, widening European footprintCRAUY
2026-10-04Fed initiates rate hike to 3.75%-4.00% as 10-year Treasury yields reach 5.3%DXY SPY+1.16%
2026-10-0410-Year Yield Anchors at 5.30% Following 25bp Fed Policy Rate IncreaseDXY SPY+1.16%
2026-10-04Berkshire Commits $6.8B to US Homebuilders as Mortgage Rates Linger Near 7.5%XHB-2.00%
2026-10-04Global Cybersecurity Spending Projected to Reach $244B in 2026 on AI Platform DemandCRWD PANW
2026-10-04Chery Auto Enters Romania With LEPAS L8 PHEV Priced at 45,500 EurosCRAUY
2026-10-04TSMC Implements 10% Foundry Fee Hike Across Advanced NodesAMD TSM-4.09%
2026-10-04Genmab Phase 2 Ovarian Cancer Trial Demonstrates 45.9% ORR and 9.5M Median PFSGMAB
2026-10-04AI Infrastructure and Grid Upgrades Drive Copper Prices Up 36% Over Past YearCOPX FCX
2026-10-04S&P 500 Q3 Earnings Projected to Grow 24.6% YoY as Bank Reporting Begins Oct 13SPY+1.16%

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