Catalyst Calendar - July 24, 2026 (Morning)

 ## Major Catalysts Mentioned **SpaceX Starship Test Flight Delay** - Date: July 24, 2026 (delayed to Friday) - Why it matters: The Starship test flight is a critical milestone for SpaceX’s ambitious space exploration and commercial launch plans. Delays can impact investor sentiment and the valuation of SpaceX-related investments. - Stocks affected: SpaceX (private), Alphabet **$GOOGL** (noted for large SpaceX stake) **SpaceX Investor Event** - Date: August 4, 2026 - Why it matters: This event is likely to provide updates on SpaceX’s progress, financials, or strategic direction. Given Alphabet’s $94 billion stake in SpaceX, developments here could influence related tech stocks and the broader space sector. - Stocks affected: SpaceX (private), Alphabet **$GOOGL** **Amazon Earnings Report** - Date: July 30, 2026 - Why it matters: Amazon’s earnings will be closely watched amid recent market volatility and competitive pressures. The report could set the tone for tech sector sentiment and influence retail and cloud computing stocks. - Stocks affected: **$AMZN** **Federal Reserve Rate Decision Preview** - Date: July 24, 2026 (FOMC Preview) - Why it matters: The Fed is expected to stay on hold after a hawkish shift in June. Market participants will closely monitor for any signals on future rate hikes or policy changes, which could impact bond yields, equities, and the dollar. - Stocks affected: Broad market, financials, interest rate sensitive sectors **Apple Earnings Approaching** - Date: Date TBD (earnings approaching) - Why it matters: Apple shares are trading above major moving averages with bullish technical setups. Earnings will be critical to confirm growth momentum, especially with AI and hardware innovation themes in focus. - Stocks affected: **$AAPL** ## Earnings on Deck - **$AMZN** - Reports July 30, 2026 - Key watch: revenue growth and margin outlook amid competitive pressures - **$GOOGL** - Data not available for exact earnings date but recent earnings showed record YouTube ad sales and a slowdown in search revenue growth - **$INTC** - Data not available for exact date but recent Q2 beat and raised guidance due to AI demand - **$MXL** (MaxLinear) - Reported Q2 2026 results with revenue of $168.8 million; raised revenue expectations again - **$DECK** (Deckers Outdoor) - Reported Q1 2027 results; shares fell despite thesis intact - **$META** - Data not available for exact earnings date but recent product launches and financing deals noted - **$SAP** - Raised price target on cloud growth; recent Q2 results positive - **$RHI** (Robert Half) - Reported Q2 2026 earnings beat and revenue beat - **$PCG** (PG&E) - Reported Q2 2026 results - **$HON** (Honeywell) - Reported Q2 2026 earnings with positive outlook post spin-off - **$BF.B** (Brown-Forman) - Earnings call transcript available, no specific date mentioned - **$NEM** (Newmont Corporation) - Q2 2026 earnings call transcript available - **$RHI** (Robert Half) - Q2 2026 earnings call transcript available ## Economic Events - **FOMC Preview** - July 24, 2026 - Fed expected to hold rates steady after June hawkish shift; market to watch for forward guidance on rate trajectory and inflation outlook - No other specific dated economic releases mentioned ## Regulatory & Legal - **CHMP** backs obicetrapib for cholesterol treatment in Europe - Date TBD - No explicit FDA or court ruling dates mentioned ## What's NOT Dated But Worth Tracking - SpaceX’s ongoing Starship program progress and valuation impacts, especially with Alphabet’s large stake and recent market volatility in tech stocks. - Alphabet’s decade-long EU litigation saga and recent CapEx clearance, which could influence regulatory risk and investment in the company. - Rising geopolitical tensions involving Iran, Middle East conflicts, and US tariffs that are impacting oil prices, bond markets, and global equities. - AI-driven growth themes in semiconductor and cloud sectors, with Intel, MaxLinear, and SAP showing strong momentum. - Market reactions to tech sector earnings surprises and guidance, particularly for Apple, Meta, and Amazon. - The evolving bond market dynamics amid oil price surges and inflation concerns. - The impact of new tariffs and trade policies on global supply chains and multinational companies. ## Highest Conviction Catalyst - What: SpaceX Investor Event on August 4, 2026 - When: August 4, 2026 - Why it matters: This event is poised to be a pivotal moment for SpaceX investors and the broader tech and space sectors. With Alphabet holding a $94 billion stake in SpaceX, any updates on funding, launch schedules, or strategic partnerships could significantly influence market sentiment. The event follows a recent delay in the Starship test flight, adding to the anticipation. Given the scale of investment and the strategic importance of space technology, this event could drive notable volatility and opportunity in related stocks. - Trade idea: Monitor **$GOOGL** for potential price movement around the event; consider exposure to space-related ETFs or suppliers benefiting from SpaceX’s growth trajectory. Avoid speculative positions in SpaceX until clarity emerges post-event.