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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

2026-09-2530-Year US Treasury Yield Reaches 2004 Highs as Major Equities Pull BackQQQ TLT-0.82%
2026-09-25Bloom Energy expands Fremont plant to 2 GW against $20B commercial backlogBE
2026-09-25ADARx Pharma Prices Upsized $446.3M IPO at $17 on NasdaqADRX XBI-3.04%
2026-09-25SPIE completes €388M buyback of sustainability-linked convertible bonds due 2028SPIIY
2026-09-25IREN Secures $9.7B AI Infrastructure and Cloud Compute Contract with MicrosoftIREN-5.36%
2026-09-25Bloom Energy Targets 2 GW Fremont Factory Capacity to Service $20B BacklogBE
2026-09-25Uxin reports Q2 revenue up 75% to RMB 1.51B but gross margin drops to -0.7%UXIN
2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE ORCL+3.79%
2026-09-25Meta Platforms Deploys Muse AI Agent as App Store Traction Follows 11% RallyMETA-3.14%
2026-09-25TSMC advances $265B Arizona capex footprint holding 72.5% fabrication shareTSM+4.92%
2026-09-25Meta Muse AI Agent Tops App Store Rankings Following 11% Single-Day SurgeMETA-3.14%
2026-09-25U.S. 30-Year Treasury Yield Hits 2004 High, Pressuring Major EquitiesSPY TLT-1.27%
2026-09-25Disney Implements 4% to 13% Streaming Price Hike While Anchoring 21.99 Dollar BundleDIS
2026-09-25ArcelorMittal halts Kryvyi Rih plant and takes $1B impairment after strikesMT-8.76%
2026-09-25Uxin Q2 Revenue Grows 75% to 1.51B RMB as Auto Price War Compresses Gross Margin to -0.7%UXIN
2026-09-25FREELANDER Unveils FREELANDER 8 Ahead of Abu Dhabi Global Launch EventCRAUY
2026-09-25SPIE Buys Back 70% of 2028 Sustainability Convertible Bonds for €388MSPIIY
2026-09-25Bloom Energy Targets 2GW Capacity by End of 2026 Against 20 Billion Dollar BacklogBE
2026-09-25FREELANDER Schedules Sept 29 Abu Dhabi Brand Launch for FREELANDER 8 VehicleCRAUY
2026-09-25Disney Raises Streaming Prices 4% to 13%, Setting Ad-Free Duo Bundle at $21.99DIS
2026-09-25Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service BacklogBE ORCL+3.79%
2026-09-25Ginkgo Bioworks Inks $31M Contract with SaponiQx for AI Vaccine AdjuvantsDNA
2026-09-2530-Year Treasury Yield Hits 2004 High as Equities RetreatDGS30
2026-09-25USA Rare Earth breaks ground on $1.2B South Carolina permanent magnet facilityUSAR
2026-09-25Long-End Treasury Yields Reach 2004 Highs as Equity Indices DeclineSPY TLT-1.27%
2026-09-2530-Year Treasury Yield Hits 2004 High, Pressuring Equity IndicesQQQ SPY+0.23%
2026-09-25Oracle Drops ~5% After Declaring Force Majeure on New Mexico FacilityORCL+3.79%
2026-09-2530-Year Treasury Yield Hits 2004 Highs as Equity Indices Extend Two-Day PullbackTLT-2.32%
2026-09-25Quantum X Labs Files U.S. Patent for Quantum Circuit Watermarking IPQXL
2026-09-25BYD and Solera Hold Strategic Talks on Global NEV Distribution and TechnologyBYDDY
2026-09-25Bloom Energy Details $20B Order Backlog and 2 GW Fremont Factory ExpansionBE
2026-09-25IREN locks in $9.7B Microsoft data center compute infrastructure contractIREN-5.36%
2026-09-25Ginkgo Bioworks Secures $31M SaponiQx Vaccine Adjuvant ContractDNA
2026-09-25Iranian and Russian foreign ministers say diplomacy is the only solution to the regional conflictBRENT
2026-09-25Indonesia's Transportation Ministry says wildfires disrupt 409 flights across KalimantanCITILINK GIAA
2026-09-25Houthi movement says it attacked Saudi Aramco facilities in YanbuBNO BRENT GLD+1.20%
2026-09-25Saudi civil defence issues brief air-raid warning for Mecca after coalition intercepts six Houthi missilesBRENT SAUDIOR XLE+1.26%
2026-09-25Iranian Foreign Minister Abbas Araghchi proposes a seven-day plan to halt hostilities and reopen the Strait of HormuzBZ1! GC1! TLT-2.32%
2026-09-25Banxico leaves benchmark rate at 6.5% and says it need not track the Fed mechanicallyMEXBOL MXN USD/MXN
2026-09-25Moody's Analytics says Taiwan will outgrow China this year on AI supply-chain demandTSM TWDUSD+4.92%
2026-09-25Iranian officials say the Strait of Hormuz will remain closed until US conditions are met despite a proposed seven-day reopening processBDRY BRENT BZ=F CL=F-7.31%
2026-09-24InnoCare and Eli Lilly enter multi-target discovery pact worth up to $3.35 billionLLY
2026-09-24L'Oreal prices 2 billion euro triple-tranche bond offering across 2Y, 3Y, and 7Y maturitiesLRLCY
2026-09-24The Elmet Group invests $124.75 million in Masan High-Tech Materials for tungsten supplyELMT
2026-09-24Elmet Group Invests $125M in Masan to Secure Vietnam Tungsten SupplyELMT
2026-09-24Lucid Signs 45K AV Deals With Bolt and Uber but Delays Midsize EV to 2027UBER-1.94%
2026-09-24Elmet Group Invests $125M in Masan High-Tech Materials to Secure Tungsten SupplyELMT
2026-09-24Anthropic Plans $100B November IPO Following Q2 Revenue Surge to $11.5BAMZN-0.46%
2026-09-24U.S. Advanced Battery Market Projected to Hit $90.3B by 2031 on IRA Tax CreditsQS TSLA-6.31%
2026-09-24Lucid Announces 45k AV Deployment with Bolt and Uber but Delays Midsize EV to Late 2027UBER-1.94%

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