Catalyst Calendar - February 14, 2026 (Morning)

 ## Major Catalysts Mentioned **Nvidia** - Date: TBD - Why it matters: Nvidia is under scrutiny as CEO Huang will not attend the India AI summit, which may impact market sentiment around the company's AI prospects. - Stocks affected: **$NVDA** **Palantir Technologies** - Date: TBD - Why it matters: Ongoing discussions about Palantir's execution and valuation raise questions about its market position, potentially impacting investor sentiment. - Stocks affected: **$PLTR** **CoreWeave** - Date: February 26 - Why it matters: Anticipation builds around potential investment opportunities in CoreWeave as analysts speculate on its future performance in the AI sector. - Stocks affected: **$CORE** **Berkshire Hathaway** - Date: TBD - Why it matters: Berkshire's CEO Abel praised Kraft Heinz for its turnaround strategies, which may influence investor confidence and market movements in the consumer goods sector. - Stocks affected: **$BRK.B**, **$KHC** **Amazon** - Date: TBD - Why it matters: Amazon's investments in AI could significantly impact its AWS growth strategy, especially following positive news from major tech players like Google and Meta. - Stocks affected: **$AMZN** ## Earnings on Deck - **$PACB** - Reports: TBD - Key watch: Revenue growth and guidance - **$NWG** - Reports: TBD - Key watch: Earnings and revenue estimates - **$TRI** - Reports: TBD - Key watch: Growth metrics ## Economic Events - **U.S. Jobs Report** - TBD - Expected impact: Insights into employment trends may influence Fed policy directions. ## Regulatory & Legal - **Ionis Pharmaceuticals (IONS)** - Investor activity regarding insider selling raises concerns about stock performance and future events. - Date: TBD ## What's NOT Dated But Worth Tracking - AI's impact on various sectors - Watch for: Developments in AI policy, corporate strategies, and market reactions as companies navigate the rapidly changing landscape. - Stock market fluctuations in response to inflation trends - Watch for: Economic indicators that could influence future Fed actions. ## Highest Conviction Catalyst - What: Nvidia's absence from the upcoming AI summit. - When: TBD - Why it matters: This could signal potential challenges for Nvidia in maintaining its competitive edge in the AI space and might affect investor sentiment towards the stock. The market is sensitive to any developments in AI, making this a critical point of focus. - Trade idea: Consider short-term options strategies around **$NVDA** to hedge potential volatility.