## Today's Catalyst Results
- **Micron Technology (MU)** - Result: Analysts compared Micron to Nvidia, suggesting its potential in AI and memory markets. - Market reaction: Shares rose on optimism regarding AI demand.
- **DBS Group (DBS)** - Result: Reported a 10% decline in Q4 profits due to lower interest rates impacting margins. - Market reaction: Stock fell as investors reacted to the disappointing earnings.
- **Amazon (AMZN)** - Result: CEO Andy Jassy reassured investors about AI spending strategies, stating it's a long-term investment. - Market reaction: Stock stabilized after initial concerns over spending plans.
## Surprise News Today
- **$NIO** - Announced a strategic partnership to enhance EV production capabilities. - Reaction: Shares surged as investors viewed this as a significant growth opportunity in the EV market.
## After-Hours Catalysts
- **$AMD** - Scheduled to release Q4 earnings; watch for commentary on market demand and supply chain issues.
## Tomorrow's Calendar
- **U.S. Jobs Report** - Time: 8:30 AM ET - Watch for: Employment figures which could influence Fed policy on interest rates.
## This Week Ahead
- **Thursday**: CPI Inflation Report - Important for gauging economic inflation trends.
## Highest Conviction Setup
- Stock: **$MU**
- Catalyst: Increased demand for AI applications and memory products.
- Thesis: As AI technology continues to expand, Micron is well-positioned to benefit from heightened demand for memory solutions, driving revenue growth.
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