## Today's Catalyst Results
How did scheduled events play out?
- **Arm Holdings (ARM)** - Result: Revenue surged 26% amid AI growth, but stock fell post-earnings due to high expectations - Market reaction: Stock declined as investors adjusted to elevated valuations.
- **Snap Inc. (SNAP)** - Result: Reported a 10% revenue increase; however, the stock dipped despite beating earnings expectations - Market reaction: Investors reacted negatively, possibly due to concerns over sustainability of growth.
- **Uber Technologies, Inc. (UBER)** - Result: Q4 earnings missed expectations, with a disappointing profit outlook - Market reaction: Shares tumbled as the market reassessed growth potential amid rising operational costs.
## Surprise News Today
Unexpected developments that moved markets:
- **$NVDA** - Nvidia faced hurdles in AI chip sales to ByteDance due to new US conditions - Reaction: Stocks fell as concerns about regulatory impacts on revenue grew.
- **$AMD** - Advanced Micro Devices saw a drop of 16.7% after reporting earnings that did not meet elevated market expectations - Reaction: The sharp decline triggered intraday rebalancing of exchange-traded products.
## After-Hours Catalysts
Earnings and events happening tonight:
- **$AMZN** - Focus on Q4 earnings release, particularly regarding AI and cloud growth metrics. Analysts will watch for capex spending impact.
## Tomorrow's Calendar
Key events scheduled for tomorrow:
- **Jobless Claims** - Time: Unknown - Watch for: Any significant shifts in employment data that could affect market sentiment.
## This Week Ahead
Other catalysts coming this week:
- **February 6**: Alphabet Q4 earnings report - Expected focus on AI growth and cloud profitability.
## Highest Conviction Setup
Based on today's action and upcoming catalysts:
- Stock: **$LLY**
- Catalyst: Strong growth in GLP-1 products with an optimistic 2026 outlook.
- Thesis: Eli Lilly's robust sales and market positioning amid competitors like Novo Nordisk present a compelling buy opportunity as it continues to capture market share in the obesity sector.
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