Catalyst Calendar - February 02, 2026 (Morning)

 ## Major Catalysts Mentioned **Devon Energy and Coterra Energy** - Date: TBD - Why it matters: The two companies are merging in an all-stock deal to create a major player in the shale oil sector, valued at $58 billion, potentially reshaping the competitive landscape. - Stocks affected: **$DVN**, **$CTRA** **Exelixis** - Date: TBD - Why it matters: The FDA has accepted an NDA for Exelixis' zanzalintinib, which could lead to a significant boost in sales from the colorectal cancer treatment if approved. - Stocks affected: **$EXEL** **Trump Media** - Date: February 2026 - Why it matters: A record date has been set for the distribution of digital tokens, which could have implications for the company's valuation and investor interest. - Stocks affected: **$TMTG** **IDEXX Laboratories** - Date: February 2, 2026 - Why it matters: The company faces challenges despite a reportedly strong earnings report, indicating investor sentiment may be shifting and could impact stock performance. - Stocks affected: **$IDXX** ## Earnings on Deck - **$DIS** - Reports: February 2026 - Key watch: Profitability and theme park performance amid rising costs. ## Economic Events - **U.S. Jobs Data** - Date: TBD - Expected impact: Major influence on Fed’s policy decisions going forward, particularly with the appointment of Kevin Warsh as Fed chair. ## What's NOT Dated But Worth Tracking - **Ripple's New Files** - Watch for: Market reactions to potential bullish developments for **$XRP**, particularly in relation to ongoing legal matters. - **Healthcare REIT Advances** - Watch for: Developments in AI-driven medical technologies that may impact healthcare real estate investments. ## Highest Conviction Catalyst - What: Merger between Devon Energy and Coterra Energy - When: TBD - Why it matters: This merger creates a large shale oil operator, which may lead to increased market share and operational efficiencies, affecting both companies' stocks and the broader energy sector. - Trade idea: Consider potential long positions in **$DVN** and **$CTRA** based on anticipated growth and market consolidation benefits.