Catalyst Watch: Nvidia phenomenon, Amazon to the Dow and Anheuser-Busch drama

seekingalpha02-24

Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events ...

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Check out Saturday morning's regular Stocks to Watch article for a full list of events ...</p>\n\n<a href=\"https://seekingalpha.com/news/4070803-catalyst-watch-nvidia-phenomenon-amazon-to-the-dow-and-anheuser-busch-drama\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Catalyst Watch: Nvidia phenomenon, Amazon to the Dow and Anheuser-Busch drama</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCatalyst Watch: Nvidia phenomenon, Amazon to the Dow and Anheuser-Busch drama\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-24 04:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4070803-catalyst-watch-nvidia-phenomenon-amazon-to-the-dow-and-anheuser-busch-drama><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events ...</p>\n\n<a href=\"https://seekingalpha.com/news/4070803-catalyst-watch-nvidia-phenomenon-amazon-to-the-dow-and-anheuser-busch-drama\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://seekingalpha.com/news/4070803-catalyst-watch-nvidia-phenomenon-amazon-to-the-dow-and-anheuser-busch-drama","article_id":"2413153427","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/547167450/image_547167450.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2413153427","pubTimestamp":1708718400,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. 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Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week, or the Seeking Alpha earnings calendar for companies due to report. Monday - February 26   Volatility watch -  Options trading volume is elevated on Qurate Retail (QRTEA) and Iovance Biotherapeutics (IOVA). Short interest stands at a high level on Virgin Galactic (SPCE) ahead of the space tourism company's earnings report. The most overbought stocks per their 14-day relative strength index include Intercorp Finl (IFS), RayzeBio (RYZB), and Vincerx (VINC). The most oversold stocks per their 14-day Relative Strength Index include SSR Mining (SSRM), Avis Budget (CAR), and Dropbox (DBX). Kroger (KR) and Albertsons Companies (ACI) could also be active with the FTC and several states threatening to sue over the planned merger between the grocery store chain giants. Analysts expect another dramatic week for semiconductors stocks after Nvidia's (NVDA) earnings report sent its shares up 18% and led to strong rallies for AMD (AMD), Super Micro (SMCI), Marvell Technology (MRVL), and Micron (MU) to name just a few.  Earnings watch -  Notable companies due to report include Workday (WDAY), Li Auto (LI), and Zoom Video (ZM). Options trading implies large share price moves for iRobot (IRBT) and Agora (API) after the companies report.  Index watching -  Amazon (AMZN) will join the Dow Jones Industrial Index to replace Walgreens Boots Alliance (WBA). The Dow 30 shift was prompted by Walmart's (WMT) decision to fire off a 3-to-1 stock split, which will reduce the retail giant's weighting in the index. Amazon joins the Dow on the same day that the Walmart stock split is executed. \"Reflecting the evolving nature of the American economy, this change will increase consumer retail exposure as well as other business areas in the DJIA,\" stated S&P Dow Jones Indices on the move. Following the Dow switch, Amazon's weight in the Dow will rank 17th out of the 30 stocks in the index, while Walmart's weighting will drop to 26th from 17th. UnitedHealth Group (UNH) will remain the most heavily weighted stock in the index. In addition to the DJIA drama, the Dow Jones Transportation Average will see Uber Technologies (UBER) replace JetBlue Airways (JBLU) to give the ride-sharing sector increased exposure.  All day - The four-day MWC Barcelona Conference begins. Keynote speakers include Accenture (ACN) CEO Julie Sweet, China Mobile Chairman Yang Jie, and Dell Technologies (DELL) CEO Michael Dell. MWC is described as one of the industry’s largest and most influential connectivity events. Presentations during the event have jolted share prices of participating companies on occasion in the past.  All day - The World Trade Organization will hold its 13th Ministerial Conference in Abu Dhabi, UAE. The meetings are designed to bring together representatives of the WTO’s 164 member countries, business leaders, and civil society representatives to discuss trade negotiations.  Tuesday - February 27   Earnings watch -  Notable companies due to report include Lowe's (LOW), American Tower (AMT), AutoZone (AZO), and eBay (EBAY). Options trading implies large share price moves for Virgin Galactic (SPCE) and Arcutis Biotherapeutics (ARQT) after their reports.  All day - The Nasdaq is due to release the latest update on short interest positions.  All day - Investor events include Whirlpool's (WHR) Investor Day and Cisco's (CSCO) business update call, and fireside chats for AMC Networks (AMCX) and Cinemark (CNK) at a J.P. Morgan conference.  All day - The four-day Geneva International Motor Show begins. One of the most anticipated debuts at the event will be the new Renault 5 electric vehicle. Fresh off a dismal earnings update, Lucid Motors (LCID) will also showcase its Air model in Geneva. While German automakers BMW (OTCPK:BMWYY), Mercedes-Benz (OTCPK:MBGAF), and Audi (OTCPK:VLKAF) are skipping this year's show, Chinese automakers BYD Company (OTCPK:BYDDF) and Yangwang will be showcasing models.  Wednesday - February 28   Earnings watch -  Notable companies due to report include Salesforce (CRM), Royal Bank of Canada (RY), Baidu (BIDU), HP (HPQ), and Snowflake (SNOW). Options trading implies double-digit share price moves for Qurate Retail (QRTEA) and C3.ai (AI) after the companies report.  All day - Federal Reserve speakers due to make appearances include Atlanta Federal Reserve Bank President Raphael Bostic speaking on monetary policy and the economy, Boston Federal Reserve Bank President Susan Collins participating in a fireside chat at the Dartmouth College Tuck School of Business, and New York Federal Reserve Bank President John Williams participating in a hybrid economic briefing organized by the Long Island Association.  All day - Apple (AAPL) will hold its annual meeting. Shareholders will vote on proposals covering AI goals, ESG targets, and CEO compensation.  All day - Shareholders with Powerfleet (PWFL) and MiX Telematics (MIXT) will meet to vote on the proposed business combination between the companies.  9:00 a.m. Notable events scheduled include Oculis Holding's (OCS) in-person R&D Day in New York City, BWX Technologies' (BWXT) Investor Day, Rayonier's (RYN) Investor Day, and Louisiana-Pacific's (LPX) Investor Day.  Thursday - February 29   Earnings watch -  Notable companies due to report include Anheuser-Busch InBev (BUD), Toronto-Dominion Bank (TD), Dell Technologies (DELL) and Autodesk (ADSK). Options trading implies large share price moves for RealReal (REAL) and Polestar Automotive (PSNY) after they report.  All day - MSCI Quarterly Review changes will be implemented. The three largest additions to the MSCI US Mid Cap 450 Index will be Enphase Energy (ENPH), Affirm Holdings (AFRM), and Karuna Therapeutics (KRTX). The three largest additions to the MSCI US Small Cap 1750 Index will be Cable One (CABO), Hertz Global Holdings (HTZ), and Agilon Health (AGL).  All day - The go-shop period for the Thoma Bravo buyout of Everbridge (EVBG) expires.  All day - The Anheuser-Busch InBev (BUD) Teamsters contract will expire. Anheuser-Busch (BUD) has noted that it has contingency plans in place for a nationwide strike. Shares of BUD are up 6% over the last 52 weeks.  8:30 a.m. The PCE Price Index report will be released. Core PCE has fallen in the last two months on a year-over-year comparison.  1:00 p.m. Pfizer (PFE) will hold a live video webcast of its Oncology Innovation Day. During the event, Pfizer Oncology leadership will provide details on the new combined Pfizer Oncology Division, including its strategic approach, robust portfolio, industry-leading R&D capabilities and potential for growth through 2030 and beyond.  1:00 p.m. Phillips Edison & Company (PECO) will host a PECO GROW Update for financial advisors and retail investors.  Friday - March 1   Earnings watch -  Notable companies due to report include fuboTV (FUBO) and Plug Power (PLUG).  All day - Key data reports expected include deliveries reports from NIO (NIO), XPeng (XPEV), and Li Auto (LI). Investors will also monitor the monthly Macau gross gaming revenue report, the monthly update on Class 8 truck orders, firearm background check data, and discount broker DARTs reports.  1:30 p.m. San Francisco Federal Reserve Bank President Mary Daly will participate in a panel titled \"AI and the Labor Market\" before the 2024 U.S. Monetary Policy Forum hosted by the Chicago Booth School of Business.  Seeking Alpha Editor Josh Fineman contributed to this story.  More on the markets  SPDR S&P 500 ETF And Invesco QQQ Trust: Almost All Investors Are Crowded Into The Same Side Of The Boat SPY: The U.S. Is Positioned To Expand Its Global Dominance S&P 500: Correction In Progress, Deeper Selloff Expected Is Nvidia the Fed's biggest enemy? 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