Catalyst Calendar - February 03, 2026 (Morning)

 ## Major Catalysts Mentioned **Disney** - Date: March 18, 2026 - Why it matters: Disney's Parks Chief Josh D’Amaro will succeed Bob Iger as CEO, marking a significant leadership transition that may affect company strategy and operations. - Stocks affected: **$DIS** **PJT Partners Inc.** - Date: TBD - Why it matters: The company recently announced better-than-expected earnings, which may indicate strong performance in investment banking and financial advisory services. - Stocks affected: **$PJT** **PayPal Holdings, Inc.** - Date: TBD - Why it matters: Following a disappointing earnings report and a CEO change, investor sentiment may shift, causing volatility in the stock as the new leadership aims to stabilize the company's direction. - Stocks affected: **$PYPL** **Rambus Inc.** - Date: TBD - Why it matters: The company's stock has faced pressure due to weak Q1 guidance, indicating potential challenges in revenue and growth that could affect investor confidence. - Stocks affected: **$RMBS** **Teradyne, Inc.** - Date: TBD - Why it matters: The company recently reported a significant increase in stock value after posting a strong earnings forecast, reflecting robust demand for its semiconductor testing solutions. - Stocks affected: **$TER** ## Earnings on Deck - **$AAPL** - Reports: TBD - Key watch: Revenue growth and iPhone sales performance. ## Economic Events - **Reserve Bank Of Australia Rate Hike** - Date: TBD - Expected impact: The rate hike signals tightening monetary policy, which could influence global markets and investor strategies. ## What's NOT Dated But Worth Tracking - PayPal's leadership change and its impact on future earnings guidance. - Disney's strategic direction under new CEO Josh D’Amaro. - Rambus' potential recovery strategies following disappointing guidance. ## Highest Conviction Catalyst - What: Disney's CEO succession - When: March 18, 2026 - Why it matters: This transition represents a pivotal moment for Disney, as leadership changes often lead to shifts in corporate strategy and investor sentiment. Stakeholders will be keenly observing how D’Amaro plans to address current challenges in streaming and theme park operations. - Trade idea: Consider a cautious approach to **$DIS** as the new leadership's vision unfolds.