Catalyst Calendar - February 22, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **Amazon** - Initiated a position amid tariff-related market volatility, signaling a potential buying opportunity. - Market reaction: Mixed sentiment as investors weigh tariff implications on earnings. - **UBS** - Stated that **Kratos Defense & Security Solutions, Inc. (KTOS)** growth is fully reflected in current valuation. - Market reaction: Limited movement as analysts digest the valuation insights. - **Pantoro Gold** - Launched an on-market buyback as cash flows from Norseman roll in. - Market reaction: Positive, with slight uptick in stock price reflecting investor confidence. ## Surprise News Today Unexpected developments that moved markets: - **$AMZN** - Named the top AI pick by Morgan Stanley, citing AWS acceleration and potential upside. - Market reaction: Bullish, with shares gaining traction as investors respond to strong endorsements. - **$RR** - Plans a £1.5 billion stock buyback, indicating confidence in financial stability. - Market reaction: Positive, shares rose slightly on the news of returning capital to shareholders. ## After-Hours Catalysts Earnings and events happening tonight: - **$DASH** - Releases FQ4 2025 earnings; investors should watch for insights on revenue growth and operational efficiency. - **$SE** - Enters a strategic partnership with Google; stakeholders should monitor potential synergies and impact on future earnings. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **Earnings Call: DoorDash (DASH)** - Time: After market close - Watch for: Revenue growth metrics and operational insights. - **Earnings Call: Sea Limited (SE)** - Time: After market close - Watch for: Strategic partnership details and revenue outlook. ## This Week Ahead Other catalysts coming this week: - **February 25**: Earnings report for **Nvidia (NVDA)**; critical for assessing AI market positioning. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$AMZN** - Catalyst: Top AI pick designation by Morgan Stanley - Thesis: Given the potential for AWS growth and bullish market sentiment, Amazon is well-positioned to capitalize on AI trends, making it a strong investment opportunity moving forward.