Catalyst Calendar - February 06, 2026 (Morning)

 ## Major Catalysts Mentioned **$AMD** - Date: TBD - Why it matters: AMD's Q4 FY 2025 earnings review has resulted in a 'do nothing' rating, which could influence investor sentiment and stock performance. - Stocks affected: **$AMD** **$DOCS** - Date: TBD - Why it matters: Doximity's Q3 2026 earnings call transcript will provide insights into its performance and future outlook, which is crucial for investors. - Stocks affected: **$DOCS** **$EXPO** - Date: TBD - Why it matters: Exponent's Q4 2025 earnings call transcript is expected to shed light on the company's financial health and strategic direction. - Stocks affected: **$EXPO** **$VSAT** - Date: TBD - Why it matters: Viasat's reiteration of a buy rating following its Q3 earnings signifies confidence in its growth potential, making it a stock to watch. - Stocks affected: **$VSAT** **$TNL** - Date: TBD - Why it matters: TNL Mediagene's goal for EBITDA break-even in 2026 can impact its financial recovery and investor perception. - Stocks affected: **$TNL** ## Earnings on Deck - **$DOCS** - Reports: TBD - Key watch: Earnings performance and guidance. - **$EXPO** - Reports: TBD - Key watch: Financial metrics and growth outlook. - **$VSAT** - Reports: TBD - Key watch: Revenue growth and market positioning. ## What's NOT Dated But Worth Tracking - **Amazon's Capex Plans** - Watch for: The impact of Amazon's projected capex on market sentiment, especially amidst concerns about AI valuations. - **Stellantis' EV Strategy** - Watch for: The implications of Stellantis scaling back its EV strategy and the associated $26 billion charge on investor confidence. - **Bitcoin Market Dynamics** - Watch for: The effects of macroeconomic factors and regulatory news on Bitcoin's performance, especially after the recent selloff. ## Highest Conviction Catalyst - What: Doximity's Q3 2026 earnings call - When: TBD - Why it matters: As a key player in the telehealth sector, its earnings report will provide significant insights into industry trends and Doximity’s market position. Investors will be keen to assess its growth trajectory and any shifts in its business model. - Trade idea: Consider monitoring the stock for potential volatility surrounding the earnings announcement, as investor sentiment may shift based on the results.