Catalyst Calendar - July 03, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **ASKUL Corporation Q4 Earnings** - Result: Earnings call presentation released; details not specified - Market reaction: data not available - **i3 Verticals, Inc. Q2 Earnings** - Result: Earnings call presentation released; details not specified - Market reaction: data not available - **Platzer Fastigheter Q2 2026 Earnings** - Result: Earnings call presentation and slides highlighted record net letting and occupancy gains - Market reaction: positive leasing momentum noted, supporting stock strength - **Trifast FY26 Results** - Result: Margins rose to 7.8% amid strategic pivot despite revenue decline - Market reaction: mixed, reflecting margin improvement but revenue pressure - **Ethos Technologies Inc. Q1 Results** - Result: Earnings call presentation released; details not specified - Market reaction: data not available - **Terrestrial Energy Inc. Q1 Results** - Result: Earnings call presentation released; details not specified - Market reaction: data not available - **Platzer Q3 FY2026 Revenue** - Result: Revenue beats forecasts, Brazil drag less severe than feared - Market reaction: positive surprise supporting outlook - **Platzer Q3 2026 Sales/Trading Call** - Result: Call transcript released; details not specified - Market reaction: data not available ## Surprise News Today Unexpected developments that moved markets: - **$TSLA** - Tesla rolls out robotaxi service in Miami, signaling a strategic expansion in autonomous vehicle services - Reaction: Tesla stock declined despite Q2 delivery beat, reflecting investor concerns about product concentration and broader challenges. - **$META** - Meta Platforms reportedly to spend $135 billion on AI in 2026 and is also tapping Samsung for a $6.5 billion AI chip manufacturing deal - Reaction: Market shows mixed sentiment with skepticism on CapEx but recognition of AI strategic positioning. - **$MU** - Michael Burry makes a bearish bet against Micron Technology, sparking debate as analysts highlight AI infrastructure demand as a structural growth driver - Reaction: Micron stock plummeted in July after a strong first half, reflecting volatility from conflicting views. - **$SNDK** - SanDisk identified as the best-performing S&P 500 stock during the first half of 2026 with over 6,000% gain since spin-off - Reaction: Strong investor interest and potential for a stock split discussed. - **$SPY / $QQQ** - Dow Jones futures fell while tech stocks, including Apple and other AI-related names, flashed buy signals after recent sell-offs - Reaction: Mixed market tone with rotation and selective buying in tech and AI sectors. - **$NVDA** - Nvidia emphasizes AI CapEx could reach $3 trillion to $4 trillion by 2030, supporting a bullish long-term thesis - Reaction: Nvidia remains a key focus for AI-driven growth despite recent volatility. ## After-Hours Catalysts Earnings and events happening tonight: - **ASKUL Corporation** - Monitor for detailed Q4 earnings results and management commentary. - **i3 Verticals, Inc.** - Watch for Q2 earnings details and guidance updates. - **Platzer Fastigheter** - Additional Q3 revenue and leasing updates expected to clarify growth trajectory. - **Ethos Technologies Inc.** - Q1 earnings call may provide insights into AI infrastructure exposure. - **Terrestrial Energy Inc.** - Q1 results could shed light on nuclear energy sector developments. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **ISM Non-Manufacturing PMI** - Time: Monday - Watch for: Service sector activity as a gauge of economic momentum amid mixed jobs data. - **Services PMI** - Time: Monday - Watch for: Eurozone and US service sector trends influencing market sentiment. ## This Week Ahead Other catalysts coming this week: - Monday: ISM Non-Manufacturing PMI and Services PMI data releases to provide insight into economic health and inflation pressures. - July 21: MHA plc FY26 results announcement, relevant for industrial and infrastructure sectors. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$TSLA** - Catalyst: Expansion of robotaxi service in Miami and strategic product diversification efforts. - Thesis: Despite recent stock weakness, Tesla’s move into robotaxi services represents a significant growth avenue beyond traditional EV sales, potentially unlocking new revenue streams and market leadership in autonomous mobility. Investors should watch for operational execution and regulatory developments.