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

2026-10-15Quanta Services Retraces Ahead of Oct 29 Earnings with 50% EPS Growth TargetPWR-1.61%
2026-10-15Two vessels sink in the Strait of Hormuz as shipping remains under threatBRENT CRUDE OMRUSD VLCC FREIGHT RATES
2026-10-15Anthropic Reaches $16.8B Q3 Revenue as Google Backs $30B Compute ContractNVDA-1.43%
2026-10-15Micron and SanDisk Face Heightened Margin Pressure from Chinese Memory Chip SupplyMU SNDK
2026-10-15US military develops potential MOAB strike plans for Iranian energy and nuclear sitesBNO GLD ITA+1.48%
2026-10-15Chinese Competition Intensifies Across Semiconductor Memory MarketsMU SNDK
2026-10-15DraftKings Slips Nearly 20% in Past Month Following 19% Consensus EPS DowngradeDKNG
2026-10-15AI Data Center Power Needs Drive Backlog Growth for Vistra and GE VernovaGEV VST
2026-10-15US 10-Year and 30-Year Treasury Yields Hold Above 5.00%QQQ-2.50%
2026-10-15Oman overtakes the United States as India’s top LNG supplier in September as Gulf exporters resume Hormuz shipmentsLNG.US LNG1! OXY
2026-10-15S&P 500 Q3 Earnings Growth Reaches 52.5% Across Early ReportersSPY-1.11%
2026-10-15SK Hynix Q2 Revenue Hits $52.6B Surpassing Broadcom on AI Memory DemandSKHY
2026-10-15Brent crude falls as investors weigh Hormuz shipping attacks against possible US sanctions reliefBZ=F CL=F XLE+2.52%
2026-10-15South Korean shares plunge as chipmakers extend losses amid AI investment concerns005930.KS KOSPI KRWUSD
2026-10-15IMF warns prolonged regional war could disrupt Middle East energy and shipping recoveryBRENT CRUDE GCC SOVEREIGN BONDS MSCI GCC INDEX
2026-10-15Apple Valuation Reaches 40x P/E as Multiples Diverge Across Mega-Cap TechNVDA-1.43%
2026-10-15Home BancShares Reports Q3 EPS Beat of $0.65 Amid Higher Non-Performing AssetsKRE
2026-10-15Turkey joins Bulgaria and Romania in urging NATO to protect Black Sea merchant shippingBALTIC_DRY TRY WHEAT
2026-10-15Anthropic Hits $16.8B Q3 Revenue with $67B Run RateGOOGL NVDA-1.43%
2026-10-15Nuclear and Renewable Energy ETFs Show 32.8% 1-Year Performance DivergenceICLN
2026-10-15Google signs $30B deal for 110k Nvidia GPUs through June 2029 — NVDA utilization re-rateNVDA-1.43%
2026-10-15Microprocessor TAM Forecasted to Reach $191B by 2035 on 8.7% CAGRARM QCOM
2026-10-15Google Enters $30B AI Infrastructure Contract With SpaceXNVDA-1.43%
2026-10-15Iran attacks sink 2 vessels and hit 12 tankers near Hormuz — crude risk premium re-pricesUSO+2.83%
2026-10-15Nuclear ETF NLR Drops 21.8% Over Past Year as Renewables Gain 11.0%ICLN NLR
2026-10-15ATI Trades at $187.84 Ahead of Q3 EPS Consensus Expecting 58.8% GrowthATI
2026-10-15Data Center Power Demand Projected at 24% CAGR Through 2030GEV VST
2026-10-15Tesla Oct. 21 earnings faces >$25B 2026 capex and 165x 2027 P/E — free-cash-flow de-rateTSLA
2026-10-15Chinese Domestic Competition Weighs on Micron and SanDisk Memory OutlookMU
2026-10-15Hyperscaler FCF Constraints Accelerate Custom XPU Silicon ShiftAVGO MRVL
2026-10-15U.S. Treasury 10Y and 30Y yields hold above 5.00% — TLT duration de-ratesTLT+0.10%
2026-10-15Wolters Kluwer Reaches €264.2M in Year-to-Date Share Buyback ExecutionWTKWY
2026-10-15UPS Faces Q3 Margin Headwinds from Elevated Fuel Costs and Amazon Supply Chain ShiftAMZN UPS-1.87%
2026-10-15Atlas SP Partners Prices $750M Senior Notes Due 2032 at 6.250%APO
2026-10-15Boeing Overhauls Board Under CEO Kelly Ortberg with Aerospace Industry VeteransBA
2026-10-15Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month PeriodICLN NLR
2026-10-15AIR Global PLC Establishes $100M Share Repurchase and $0.28 Dividend FrameworkAIIR
2026-10-15ATI Projects 58.8% Q3 EPS Growth to $1.35 on Specialty Metals and Aerospace DemandATI
2026-10-15US 10-Year and 30-Year Treasury Yields Breach 5.00% MarkIEF+0.08%
2026-10-15Broadcom Secures Multi-Year Tech Commitments as Custom Silicon Rivalry Heats UpAVGO
2026-10-15Chinese Domestic Competition Expands in Commodity Semiconductor MemoryMU
2026-10-15Google Enters $30B GPU Compute Agreement for 110,000 Nvidia ChipsNVDA-1.43%
2026-10-15AIR Global Authorizes $100M Share Repurchase and $0.28 Annual DividendAIIR
2026-10-15US 10-Year and 30-Year Treasury Yields Hold Above 5.00%DGS10
2026-10-15China reports September foreign trade growth of 27.5% as monthly imports and exports exceed 5 trillion yuanBDI CNH CSI 300-2.93%
2026-10-15Romanian authorities investigate a possible drone attack on a tanker off the Black Sea coastBDRY BNO EURRON+3.02%
2026-10-15Tanker owners reroute vessels from the Strait of Hormuz as oil flows fall and freight rates surgeCL=F FRO USO+1.36%
2026-10-15US Central Command releases footage of forces destroying an Iranian-affiliated dhow in the Gulf of OmanBZ=F LMT XAUUSD+3.65%
2026-10-15IMF projects slower Asian growth as energy shocks, rising bond yields and AI correction risks mountCOPPER MSCI ASIA EX JAPAN USDJPY
2026-10-15Iran deploys new naval units to expand surveillance across the Strait of HormuzBDTI BZ=F XAUUSD

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