Market events

Every Intelligence Feed event, exactly as shown in the product, with exposed assets and what their prices did afterwards.

DateCardAvg 5d

2026-10-04UnitedHealth Faces Medical Care Ratio Scrutiny Ahead of Oct 13 Q3 EarningsUNH XLV+2.39%
2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030NVDA SPY-0.42%
2026-10-04Lucid Targets $1.4B in 2026 Cost Savings Ahead of 2027 Midsize SUV Platform LaunchLCID RIVN
2026-10-04Meta Muse AI reaches 5M downloads as Amazon blocks agent access to protect ad businessAMZN META SHOP+1.52%
2026-10-04Federal Reserve Raises Benchmark Policy Rate by 25 Basis Points to 3.75%-4.00%QQQ TLT+0.44%
2026-10-04Q3 S&P 500 Earnings Growth Projected at 24.6% Ahead of Bank KickoffSPY XLF+1.16%
2026-10-04Nvidia Reaffirms $3T-$4T 2030 Data Center Capex Outlook as 2026 Run Rate Nears $800BNVDA SMH-3.16%
2026-10-04SpaceX Achieves Orbital Milestone with Starship Flight 14 Deploying 26 SatellitesITA-0.55%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B on Grid and Power Infrastructure DemandPWR+4.34%
2026-10-04AI Data Centers and Grid Upgrades Drive Physical Copper Demand PressuresCOPX CPER FCX+1.75%
2026-10-0410Y Yield Anchors at 5.30% Post-Fed Hike Ahead of Q3 S&P 500 EarningsMSFT SPY+2.27%
2026-10-04Meta Muse AI Reaches 5M Downloads as Amazon Restricts Platform IntegrationAMZN META SHOP+1.52%
2026-10-04Micron Q2 2026 Revenue Expands 432% Over Two Years to $41.5B on AI Memory DemandMU QCOM-7.99%
2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM SPY-3.42%
2026-10-04Berkshire Deploys $6.8B Into Homebuilders Despite 7.5% Mortgage RatesITB LEN-1.22%
2026-10-04Micron Q2 Revenue Hits $41.5B on Memory Demand as Qualcomm Faces Margin DragMU QCOM-7.99%
2026-10-04Micron Q2 Revenue Hits $41.5B on AI Memory Demand as Component Costs Press QualcommMU QCOM-7.99%
2026-10-04Micron Q2 revenue reaches $41.5B on 432% two-year surge fueled by AI memory demandMU QCOM-7.99%
2026-10-04TSMC 10% Foundry Price Hike Passes Through to Fabless Semiconductor PricingAMD TSM-4.09%
2026-10-04Fed Raises Policy Rate by 25 Bps to 3.75%-4.00% as 10-Year Yield Trades at 5.30%QQQ TLT+0.44%
2026-10-04Quanta Services Projects 43.95% Revenue Growth on Electric Grid and Infrastructure DemandPWR XLI+2.21%
2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMSFT MU NVDA-2.20%
2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV OKLO+0.13%
2026-10-04SpaceX Starship Flight 14 achieves orbit and deploys 26 Starlink satellitesSPCX
2026-10-04Cameco Consolidates Near $85 as Long-Term Uranium Contracting Aligns With Power DemandCCJ
2026-10-04AMD Server CPU Market Share Expands to 34.5% as Market Cap Exceeds Intel by 60%AMD INTC TSM-6.82%
2026-10-04TSMC Leverages Leading-Edge Dominance With 10% Wafer Fee IncreasesAMD TSM-4.09%
2026-10-04SpaceX Starship Achieves Orbital Flight 14 Deploying 26 Starlink SatellitesSPCX
2026-10-04Applied Digital Completes 150MW Critical IT Load at North Dakota Data Center FacilityAPLD NVDA-2.00%
2026-10-04Quanta Services Projects 44% Q3 Revenue Growth on Power Grid Infrastructure DemandPWR+4.34%
2026-10-04Genmab Phase 2 Trial for Rina-S Demonstrates 45.9% ORR in Ovarian CancerGMAB
2026-10-04S&P 500 Shiller CAPE Ratio Touches Historic Extreme as 10-Year Yield Yields 5.30%SPY TLT+0.90%
2026-10-04DaVita Projects Q3 EPS Growth of 50.6% YoY to $3.78 with Forward P/E at 12.1DVA
2026-10-04Global Cybersecurity Spending Projected at $244B as Platform Consolidation AcceleratesCRWD PANW
2026-10-04AMD Expands Server CPU Share to 34.5% Leveraging TSMC Advanced Node CapacityAMD INTC TSM-6.82%
2026-10-04TSMC Implements 10% Foundry Price Increases Across Leading-Edge Node CapacityAMD NVDA TSM-3.40%
2026-10-04Micron Q2 Revenue Up 432% Over Two Years to $41.5B as AI Memory Diverges From HandsetsMU QCOM-7.99%
2026-10-04Micron AI Memory Revenue Jumps to $41.5B as Higher Component Costs Press Mobile SoCsMU NVDA QCOM-5.00%
2026-10-04SpaceX Starship Reaches Orbit and Deploys 26 Satellites on Flight 14SPCX
2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
2026-10-04Chery Auto Enters Romania With LEPAS L8 PHEV Priced at 45,500 EurosCRAUY
2026-10-04Copper Supply Faces Structural Deficits by 2028 on AI Data Centers and Grid UpgradesCOPX FCX
2026-10-04Berkshire Commits $6.8B to Homebuilders as Mortgage Rates Stand Near 7.5%BRK.B LEN+2.58%
2026-10-04AGNC Investment Manages Agency MBS Spread Risk with 16% Dividend DistributionAGNC MBB
2026-10-04Micron Revenue Jumps 432% Over Two Years on AI Memory Demand SpikeMU QCOM-7.99%
2026-10-04Fed Tightens Policy Rate to 3.75%-4.00% as 10-Year Yields Touch 5.30%DGS10 TLT VOO+0.90%
2026-10-04SpaceX Completes Starship Flight 14 Deploying 26 Satellites with 100t LEO Payload CapacitySPCX
2026-10-04Copper Advances 36% Over 12 Months as Data Center Grid Upgrades Constrain SupplyCOPX FCX
2026-10-04Applied Digital Completes 150MW Critical IT Load at Polaris Forge FacilityAPLD
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks and Shopify Adopts AgentAMZN META SHOP+1.52%

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