
## Major Catalysts Mentioned
**Viatris**
- Date: TBD
- Why it matters: The company is seen as a deep-value pharmaceutical stock with emerging growth catalysts and strong cash generation, making it a potential investment opportunity.
- Stocks affected: **$VTRS**
**AMC Entertainment**
- Date: TBD
- Why it matters: The company is under scrutiny ahead of its Q4 earnings results, with analysts advising caution before the report due to potential disappointing outcomes.
- Stocks affected: **$AMC**
**AstraZeneca**
- Date: TBD
- Why it matters: The company's Calquence treatment has received FDA approval for CLL, which could lead to increased sales and market share in the oncology segment.
- Stocks affected: **$AZN**
**Nvidia**
- Date: TBD
- Why it matters: Nvidia is reportedly finalizing a $30 billion investment in OpenAI, which could significantly enhance its AI capabilities and market position.
- Stocks affected: **$NVDA**
**Opendoor Technologies**
- Date: TBD
- Why it matters: The company has shown progress in pivoting to a leaner business model, which may boost investor confidence and stock performance.
- Stocks affected: **$OPEN**
## Earnings on Deck
- **$AMC** - Reports: TBD - Key watch: Earnings results and guidance.
- **$NEM** - Reports: TBD - Key watch: Production and cost metrics.
## Economic Events
- **U.S. Goods Trade Deficit Report** - Date: TBD - Expected impact: Affects GDP and economic outlook.
## Regulatory & Legal
- **AstraZeneca** - FDA approval for Calquence - Date: TBD
## What's NOT Dated But Worth Tracking
- **US-Iran Tensions** - Watch for: Market reactions to geopolitical developments and their impact on oil prices.
- **Nvidia's Investment in OpenAI** - Watch for: Future announcements regarding AI product developments and partnerships.
## Highest Conviction Catalyst
- What: AstraZeneca's FDA approval for Calquence
- When: TBD
- Why it matters: This approval could significantly boost AstraZeneca's revenue and market share in the oncology market, potentially leading to a positive revaluation of the stock.
- Trade idea: Consider buying **$AZN** as it may see a price increase following the approval.
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