## Today's Catalyst Results
How did scheduled events play out?
- **PayPal Earnings** - Result: Q4 earnings miss with a new CEO announcement - Market reaction: Stock fell over 20%.
- **Palantir Earnings** - Result: Strong Q4 beat with high revenue growth - Market reaction: Stock surged 10%.
- **Chipotle Earnings** - Result: Forecast for weak annual sales as consumer spending tightens - Market reaction: Shares declined as investors expressed concern.
## Surprise News Today
Unexpected developments that moved markets:
- **$AMD** - Strong earnings report with a 34% increase in sales driven by AI demand - Reaction: Initial drop in stock price despite solid fundamentals.
- **$MCD** - Raises dividend by 4% amid strong Q4 results, highlighting resiliency in its business model - Reaction: Stock price rose as investors viewed it positively.
## After-Hours Catalysts
Earnings and events happening tonight:
- **$AMD** - Watch for insights on AI chip demand and guidance amid concerns over market competition.
- **$CMG** - Monitor for details on consumer spending outlook and pricing strategies.
## Tomorrow's Calendar
Key events scheduled for tomorrow:
- **$PFE Earnings** - Time: 8:00 AM EST - Watch for: Updates on obesity drug performance and 2026 guidance.
- **ISM Manufacturing PMI** - Time: 10:00 AM EST - Watch for: Insights into manufacturing sector health amid economic shifts.
## This Week Ahead
Other catalysts coming this week:
- **Thursday**: **$AAPL Earnings** - Anticipated focus on iPhone sales and services growth.
## Highest Conviction Setup
Based on today's action and upcoming catalysts:
- Stock: **$PLTR**
- Catalyst: Strong earnings and guidance amid AI growth.
- Thesis: Investors are showing confidence in the company’s ability to capitalize on defense spending and AI integration, easing fears from the broader tech sell-off.
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