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

2026-10-01Hyperscaler 2027 CapEx Forecasts Expand to $1.3T, Underpinning Semiconductor DemandNVDA SPY+0.57%
2026-10-01MPLX Drops to $56.32 as Consensus Estimates Model 25.7% Q3 EPS DeclineMPLX
2026-10-01Anthropic Draft IPO Filing Reveals $518B Cloud Plan, $110B Amazon AWS DealAMZN AVGO NVDA+2.33%
2026-10-01CarMax Falls 7% Post-Earnings Despite 81.2% EPS Growth and Higher Unit SalesKMX-3.76%
2026-10-01US and Korea Agree to $120B Nuclear Energy Construction FrameworkCCJ
2026-10-01PepsiCo drops 7.94% over trailing month ahead of October 8 Q3 earnings releasePEP
2026-10-01US and South Korea Sign $120B Framework to Build 8 Nuclear ReactorsBAM CCJ SPY+1.30%
2026-10-01Aeromexico Expands Syndicated Revolver to $250M via BBVA MexicoAERO+5.76%
2026-10-01Survodutide Phase III Trial Meets Endpoints with Up to 13.1% Weight Loss in T2D ObesityZLDPY
2026-10-01Aeromexico Expands Syndicated Revolving Credit Facility to $250M via BBVAAERO+5.76%
2026-10-01GE Vernova Pulls Forward $200B Backlog Target on Surging OrdersGEV+0.13%
2026-10-01Survodutide achieves 13.1% weight loss in Phase III trial for obesity and diabetesZLDPY
2026-10-01Anthropic Discloses $518B Long-Term Cloud Plan with $110B Amazon AWS CommitmentAMZN SPY+1.82%
2026-10-01Grupo Aeromexico Expands Syndicated Revolving Credit Facility to $250 MillionAERO+5.76%
2026-10-01Autodesk Climbs 2.86% as Q3 EPS Consensus Projects 14.98% GrowthADSK
2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK NVDA-0.16%
2026-10-01Autodesk Gains 2.9% as Consensus Projects 15% EPS Growth to $3.07ADSK IGV
2026-10-01GE Vernova CEO highlights order backlog acceleration and wind segment turnaroundGEV+0.13%
2026-10-01Albemarle drops 20.6% over past month as specialty chemicals lag materialsALB
2026-10-01GE Vernova Advances $200B Backlog Target on Power Demand and Wind TurnaroundGEV+0.13%
2026-10-01SolarEdge Projects Q3 2026 EPS of $0.05 as Inventory Normalization Takes HoldSEDG
2026-10-01Semiconductor Equipment Trajectory Diverges as TSMC Outpaces AMAT 2025 Revenue GrowthTSM-0.26%
2026-10-01Anthropic Plans $518B Compute Spend with $110B AWS CommitmentAMZN+2.35%
2026-10-01NCL Corporation Upsizes and Prices $950M 8.750% Senior Notes Due 2031NCLH+3.42%
2026-10-01Theriva Biologics Publishes Positive Phase 2b Pancreatic Cancer DataTOVX
2026-10-01Merck declines 2.66% ahead of October 29 Q3 earnings as consensus models 12.8% EPS dropMRK
2026-10-01Hyperscaler AI Capex Projected to Reach $1.3T as Hardware Guidance ApproachesNVDA SPY+0.57%
2026-10-01Amazon Deploys $220B into 2026 AI Infrastructure and Cloud Data Center BuildoutsAMZN SPY+1.82%
2026-10-01American Airlines Faces Q3 Margin Squeeze Despite 17.7% Projected Topline GrowthAAL-5.73%
2026-10-01SkinHealth Systems Launches SkinStylus SteriLock MicroSystem Across Six European NationsSKIN
2026-10-01Anthropic Draft Prospectus Discloses $518B Total Cloud Plans, $110B to AWSAMZN SPY+1.82%
2026-10-01Aeromexico Renews and Expands Syndicated Credit Line to $250MAERO+5.76%
2026-10-01US and South Korea Commit Up to $120B to Finance Eight Nuclear ReactorsBAM CCJ
2026-10-01Anthropic Discloses $518B Compute Plan With $110B Committed to AWSAMZN+2.35%
2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO NVDA TSM+1.46%
2026-10-01Autodesk Outperforms Market as Consensus Projects 15% Topline and EPS ExpansionADSK
2026-10-01U.S. and South Korea Announce $120B Framework for Eight Domestic Nuclear ReactorsBAM CCJ
2026-10-01HudBay Minerals projects 121.8% Q3 revenue increase to $769.1M amid copper expansionHBM-3.02%
2026-10-01Theriva Biologics Reports Phase 2b VIRAGE Survival Data in Nature MedicineTOVX
2026-10-01Albemarle Declines to $105.78, Deepening One-Month Drop to 20.6%ALB
2026-10-01Hyperscaler Capex Projected to Expand to $1.3T as Nvidia Targets 70% FY28 GrowthNVDA-0.16%
2026-10-01Autodesk Gains 2.86% as Consensus Projects 14.9% Q3 Revenue Growth to $2.13BADSK
2026-10-01Nvidia Eyes October Hyperscaler 2027 Capex Revisions as Spend Expands to $1.3 TrillionNVDA-0.16%
2026-10-01Amazon Directs $220B Toward 2026 AI Infrastructure and Data CentersAMZN+2.35%
2026-10-01GE Vernova Accelerates $200B Backlog Target on Power Order SurgeGEV+0.13%
2026-10-01Ukraine urges Washington to sanction Russian entities tied to Rassvet satellite network developmentRSX XAR-2.05%
2026-10-01European AI Office begins first coordinated EU AI Act inspections of hiring, credit and healthcare systemsAI+2.07%
2026-10-01South Korea's September exports jump 83.5% as semiconductor shipments hit recordKOSPI KRW USD/KRW
2026-10-01Malaysia's factory activity contracts in September survey despite broader Asian expansionFTSE BURSA MALAYSIA KLCI MALAYSIA-PMI MYR
2026-10-01Japan's September factory activity expands for a sixth month as export orders stay strongJPY NIKKEI 225+0.31%

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