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Market events

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

DateCardAvg 5d

2026-10-04Micron Reaches $41.5B Q2 Revenue on High-Bandwidth Memory Demand as Qualcomm SlowsMU QCOM SPY-1.56%
2026-10-04Nvidia Reaffirms $3T-$4T 2030 Data Center Capex Outlook as 2026 Run Rate Nears $800BNVDA SMH-3.16%
2026-10-04Berkshire Deploys $6.8B into Homebuilders as Lennar Position Expands to $2.2BITB LEN-1.22%
2026-10-04Quanta Services Projects Q3 Revenue at $10.99B on Grid Expansion DemandPWR+4.34%
2026-10-0410Y Yield Anchors at 5.30% Post-Fed Hike Ahead of Q3 S&P 500 EarningsMSFT SPY+2.27%
2026-10-04Q3 S&P 500 Earnings Growth Projected at 24.6% Ahead of Bank KickoffSPY XLF+1.74%
2026-10-04TSMC enforces 10% fee hike as AMD server processor market share reaches 34.5%AMD NVDA TSM-3.40%
2026-10-04S&P 500 Shiller CAPE Ratio Touches Historic Extreme as 10-Year Yield Yields 5.30%SPY TLT+0.90%
2026-10-04Meta Muse AI reaches 5M downloads as Amazon blocks agent access to protect ad businessAMZN META SHOP+1.52%
2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV OKLO+0.13%
2026-10-04AMD Expands Server CPU Market Share to 34.5% Against Intel on Advanced Foundry NodesAMD INTC-8.16%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B on Grid and Power Infrastructure DemandPWR+4.34%
2026-10-04TSMC Implements 10% Chipmaking Price Increases Across Leading AI CustomersAMD NVDA TSM-3.40%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Construction Demand ExpandsPWR+4.34%
2026-10-04TSMC 10% Foundry Price Hike Passes Through to Fabless Semiconductor PricingAMD TSM-4.09%
2026-10-04UnitedHealth Prepares Oct 13 Q3 Print Following Q2 Medical Care Ratio of 86.7%UNH XLV+2.39%
2026-10-04Meta Muse AI Agent Reaches 5M Downloads as Amazon Blocks and Shopify Adopts AccessAMZN META SHOP+1.52%
2026-10-04Fed Funds Rate Reaches 3.75%-4.00% as 10-Year Benchmark Yields 5.3%KO TLT+1.73%
2026-10-04Q3 S&P 500 earnings projected to grow 24.6% YoY ahead of bank results on Oct 13SPY+1.16%
2026-10-04Micron AI Memory Revenue Jumps to $41.5B as Higher Component Costs Press Mobile SoCsMU NVDA QCOM-3.14%
2026-10-04Small Modular Reactor Backlogs Diverge as Oklo Logs 18.1 GW in Nonbinding PipelineGEV OKLO SMR+0.13%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B as Grid Modernization AcceleratesPWR SPY+2.75%
2026-10-04TSMC Implements 10% Foundry Fee Increases for Advanced Semiconductor NodesAMD NVDA TSM-3.40%
2026-10-04Copper Advances 36% Over 12 Months as AI Data Center Buildout Strains Grid SupplyCOPX FCX GLD+1.17%
2026-10-04TSMC Leverages Leading-Edge Dominance With 10% Wafer Fee IncreasesAMD TSM-4.09%
2026-10-04Genmab Reports 45.9% Response Rate in Phase 2 Ovarian Cancer Antibody-Drug TrialGMAB XBI-0.43%
2026-10-04Berkshire Deploys $6.8B Into Homebuilders Despite 7.5% Mortgage RatesITB LEN-1.22%
2026-10-04Nvidia Reaffirms $3-4T 2030 Data Center Capex Outlook as 2026 Run-Rate Nears $800BMSFT MU NVDA-0.96%
2026-10-04Hyperscaler 2026 capex approaches $800B as Nvidia projects $3-4T data center market by 2030NVDA SPY-0.42%
2026-10-04TSMC Implements 10% Foundry Fee Increases Passed Through by Fabless CustomersAMD NVDA TSM-3.40%
2026-10-04UnitedHealth Scheduled for Q3 Earnings on Oct 13 Following Q2 MCR Decline to 86.7%UNH+1.99%
2026-10-04Micron Q2 Revenue Reaches $41.5B on 432% Two-Year AI Memory Demand ExpansionMU SMH-4.29%
2026-10-04Fed Raises Target Rate by 25 bps to 3.75%-4.00% as 10-Year Yield Reaches 5.30%DGS10 SPY TLT+0.90%
2026-10-04Cybersecurity Spending Reaches $244B in 2026 as Enterprise Vendor Consolidation AcceleratesCRWD MSFT PANW+3.39%
2026-10-04AMD Server CPU Market Share Expands to 34.5% as Market Cap Exceeds Intel by 60%AMD INTC TSM-6.82%
2026-10-04S&P 500 Q3 Earnings Growth Projected at 24.6% as Bank Reporting Starts Oct 13SPY XLF+1.74%
2026-10-04Quanta Services Projects Q3 Revenue of $10.99B on 43.95% YoY Grid Buildout ExpansionPWR+4.34%
2026-10-04Genmab Phase 2 Trial for Rina-S Demonstrates 45.9% ORR in Ovarian CancerGMAB
2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityAPLD UNG+5.16%
2026-10-04UnitedHealth Previews Q3 Medical Care Ratio Following Q2 Drop to 86.7%SPY UNH+1.57%
2026-10-04Copper Advances 36% Over 12 Months as Data Center Grid Upgrades Constrain SupplyCOPX FCX
2026-10-04Meta Muse AI Hits 5M Downloads as Amazon Blocks and Shopify Adopts AgentAMZN META SHOP+1.52%
2026-10-04AGNC Investment Manages Agency MBS Spread Risk with 16% Dividend DistributionAGNC MBB
2026-10-04UnitedHealth Schedules Q3 Results for Oct 13 with Focus on Medical Care RatioUNH+1.99%
2026-10-04SpaceX Starship Flight 14 achieves orbit and deploys 26 Starlink satellitesSPCX
2026-10-04AMD Reaches 34.5% Server Processor Market Share as Valuation Exceeds Intel by 60%AMD INTC-8.16%
2026-10-04Global Cybersecurity Expenditure Projected to Reach $244B in 2026 on Platform ShiftCRWD PANW
2026-10-04Micron Revenue Jumps 432% Over Two Years on AI Memory Demand SpikeMU QCOM-4.27%
2026-10-04Berkshire Commits $6.8B to Homebuilders as Mortgage Rates Stand Near 7.5%BRK.B LEN+2.58%
2026-10-04TSMC Implements 10% Foundry Price Increases Amid $800B Hyperscaler 2026 CapexAMD NVDA TSM-3.40%

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