Catalyst Calendar - February 17, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **Infosys Limited (INFY) Discusses Tech Transitions** - Result: The discussion highlighted the company's focus on AI advancements and tech transitions. Market reaction: Shares saw a modest uptick as investors reacted positively to the strategic outlook. - **Vicat S.A. (SDCVF) Q4 2025 Earnings Call** - Result: Reported earnings missed expectations, leading to a drop in stock price. Market reaction: Shares fell as investors processed the disappointing results. - **Axalta** - Result: Underwhelming results coupled with news of a potential merger that failed to excite investors. Market reaction: Stock remained flat as the market digested the lackluster performance and merger news. ## Surprise News Today Unexpected developments that moved markets: - **$AMZN** - Amazon's stock rebounded after nine consecutive days of decline, fueled by a reassessment of its AI investments. Market reaction: Shares rose, indicating renewed investor confidence. - **$NCLH** - Norwegian Cruise Line jumped after Elliott Management disclosed a 10% stake and activist plans. Market reaction: Stock surged as investors anticipated potential strategic changes. ## After-Hours Catalysts Earnings and events happening tonight: - **$WMT** - Walmart is set to report earnings amid a leadership transition and a $1 trillion market cap. Watch for: Insights into how the new CEO plans to steer the company and impact on guidance. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **Palo Alto Networks (PANW) Earnings** - Time: Not specified - Watch for: Guidance on future performance amid recent AI investments and market conditions. - **General Mills (GIS) Earnings** - Time: Not specified - Watch for: Insights on consumer demand and any shifts in their sales outlook. ## This Week Ahead Other catalysts coming this week: - **February 19**: Earnings reports from key consumer and tech companies, including **$PG** and **$CAG**, will provide insights into shifting market dynamics. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$PANW** - Catalyst: Upcoming earnings report - Thesis: The recent sell-off presents a potential buying opportunity if the company can demonstrate strong growth in their AI-driven services amidst market fears.