Catalyst Calendar - February 15, 2026 (Morning)

 ## Major Catalysts Mentioned **Walmart** - Date: Second half of February - Why it matters: Walmart is set to lead a group of 11 companies announcing annual dividend increases, signaling financial health and shareholder returns amidst a volatile market. - Stocks affected: **$WMT** **eBay** - Date: February 18 - Why it matters: Investors are considering whether to buy eBay stock before its earnings report, indicating potential market movements based on anticipated performance. - Stocks affected: **$EBAY** **Netflix** - Date: TBD - Why it matters: An activist investor is attempting to thwart Netflix's proposed acquisition of Warner Bros.' assets, which could impact Netflix's strategic direction and market valuation. - Stocks affected: **$NFLX** **XRP** - Date: TBD - Why it matters: XRP has seen a significant uptick as investors regain confidence after a recent sell-off, possibly indicating a shift in market sentiment towards cryptocurrencies. - Stocks affected: **$XRP** ## Earnings on Deck - **$EBAY** - Reports: February 18 - Key watch: Earnings performance and guidance. ## Economic Events - **US and Japanese GDP** - February 2026 - Expected impact: These GDP reports may influence market sentiment and economic forecasts, particularly in relation to growth expectations in these major economies. ## What's NOT Dated But Worth Tracking - Upcoming quarterly DAX review - Watch for: Potential changes that could impact index constituents and market positioning. ## Highest Conviction Catalyst - What: Walmart's announcement of annual dividend increases. - When: Second half of February. - Why it matters: This event showcases Walmart's strong financial position and commitment to returning value to shareholders, potentially influencing investor confidence across the retail sector. It could also set a precedent for other companies considering similar announcements, impacting market dynamics. - Trade idea: Consider positions in **$WMT** ahead of the announcement for potential gains based on market reactions.