Catalyst Calendar - February 02, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **$GOOGL** - Google stock reached a record high, leading a group of 14 stocks recognized for their strong performance - Market reaction: Positive sentiment drove broader market gains, contributing to a strong start for February. - **$PLTR** - Palantir reported stronger-than-expected earnings, with a notable rise in US commercial revenue - Market reaction: Shares surged in after-hours trading following the announcement, reflecting increased investor confidence. ## Surprise News Today Unexpected developments that moved markets: - **$TSLA** - Tesla's stock declined sharply as sales figures pointed to a 88% drop in Norway, raising concerns over demand for its vehicles - Reaction: Investors expressed increased caution, leading to a sell-off in the stock. - **$DIS** - Disney reported a profit hit due to rising costs, despite strong revenue from its parks, as the CEO succession process nears completion - Reaction: The stock tumbled on the news, indicating investor disappointment with forward guidance. ## After-Hours Catalysts Earnings and events happening tonight: - **$AAPL** - Apple is expected to report its quarterly earnings, where strong iPhone sales are anticipated to boost performance amid ongoing AI discussions - Watch for: Investor focus will be on revenue growth and guidance for the upcoming quarter. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **$MSFT Earnings Report** - Time: N/A - Watch for: Analysts will be looking closely at cloud revenue performance and any updates on AI initiatives, which have been crucial to Microsoft's growth strategy. ## This Week Ahead Other catalysts coming this week: - **February 3**: **$AMZN Earnings Report** - Expectations include a focus on AWS performance amid rising competition. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$PLTR** - Catalyst: Strong earnings report and guidance. - Thesis: Given the rising demand for AI solutions and Palantir’s significant growth in commercial revenue, the stock appears poised for further appreciation.