Welcome to Seeking Alpha’s Catalyst Watch – a breakdown of some of next week’s actionable events that stand out. Read more about the events that may impact stock prices next week.
Monday – December 1
- Volatility watch – Cipher Mining (CIFR) and Bitmine Immersion Technologies (BMNR) are set up for a volatile week of trading based on options volume. The most overbought stocks per their 14-day relative strength index include Haemonetics (HAE), Exact Sciences (EXAS), and Quince Therapeutics (QNCX). The most oversold stocks per their 14-day relative strength index include Nutanix (NTNX), Northland Power (OTCPK:NPIFF), and Fiserv (FISV).
- IPO watch – The quiet period expires on Beta Technologies (BETA), BillionToOne (BLLN), Aeromexico (AERO), and Evommune (EVMN) to free up analysts to post ratings. The IPO lock-up period expires on certain blocks of shares of Circle Internet (CRCL), Omada Health (OMDA), and zSpace (ZSPC). Some of the blocks of shares of Circle had an IPO expiration date of November 16.
- Earnings watch – Notable companies due to report include MongoDB (MDB).
- Data watch – Key data reports due to arrive during the first few days of the week include updates on deliveries from Nio (NIO), XPeng (XPEV), Li Auto (LI), BYD Company (OTCPK:BYDDF), and ZEEKR Intelligent (ZK). Other reports of high interest to investors will be the monthly Macau gross gaming revenue release, the monthly update on Class 8 truck orders, firearm background check data from the FBI, and discount broker DARTs reports.
- All week – Notable investor conferences during the week include the Goldman Sachs Industrials and Materials Conference, Benchmark Discovery Investor Conference, Citi Global Healthcare Conference, Barclays Eat, Sleep, Play, Shop Conference, and the UBS Global Technology and AI Conference.
- All day – Amazon (AMZN) will hold its big annual cloud conference in Las Vegas next week. AWS re:Invent will have a heavy focus on agentic AI, infrastructure, and hands-on technical content. Notable speakers include AWS CEO Matt Garman, senior AWS engineering leaders, and Amazon CTO Dr. Werner Vogels in the closing keynote.
Tuesday – December 2
- Earnings watch – Notable companies due to report include Crowdstrike (CRWD), Marvell Technology (MRVL), Pure Storage (PSTG), Box (BOX), and Okta (OKTA). Options trading implies a double-digit move for American Eagle Outfitters (AEO) and GitLab (GTLB) after they report.
- All day – Monster Beverage (MNST) CEO Hilton Schlosberg will host an investor meeting to provide an update on the company’s business and operations.
- All day – Vale (VALE) will hold its annual meeting with investors and capital market participants.
- All day – Salesforce (CRM) will release its full Cyber Monday recap.
- All day – Nvidia (NVDA) will participate in the 2025 NeurIPS conference. The company will have demos and sessions on AI, robotics, self-driving cars, and simulation, as well as co-host talks with partners on applied generative AI, recommendations, and other production use cases.
- 11:00 a.m. The National Retail Federation will announce Thanksgiving weekend shopping results during a media call.
Wednesday – December 3
- Earnings watch – Notable companies due to report include Salesforce (CRM), Royal Bank of Canada (RY), Snowflake (SNOW), Dollar Tree (DLTR), Five Below (FIVE), Guidewire Software (GWRE), and Macy’s (M). Options trading implies a double-digit move for C3.ai (AI) and Tilly’s (TLYS) after they report.
- All day – The New York Times DealBook Summit will include interviews with Anthropic CEO Dario Amodei, Coinbase (COIN) CEO Brian Armstrong, General Motors (GM) CEO Mary Barra, Paramount Skydance (PSKY) CEO David Ellison, BlackRock (BLK) CEO Larry Fink, Palantir (PLTR) CEO Alex Karp, Under Armour (UAA) CEO Kevin Plank, California Governor Gavin Newsom, and U.S. Treasury Secretary Scott Bessent.
- All day – Notable investor events include Genius Sports’ (GENI) Investor Day, Masimo’s Investor Day (MASI), and GlobalFoundries’ (GFS) Investor Meeting.
- Genius Sports (GENI) will hold its Investor Day. The event will feature presentations from the senior leadership team, providing a comprehensive overview of the business strategy, key growth drivers, product demonstrations, and financial outlook.
- All day – GlobalFoundries (GFS) will host a webinar for investors and analysts to provide a market, technical, and strategy update on the opportunities for the company across the rapidly evolving physical AI market.
Thursday – December 4
- Earnings watch – Notable companies due to report include Toronto-Dominion Bank (TD), Kroger (KR), Hewlett Packard Enterprise (HPE), Ulta Beauty (ULTA), and Dollar General (DG). Options trading implies a double-digit move for Rubrik (RBRK) and Samsara (IOT) after they report.
- All day – Rio Tinto (RIO) will hold its Capital Markets Day event.
- All day – IMAX Corporation (IMAX) will host an investor day to detail the company’s long-term growth plan across its global content portfolio, system network, and technology platform.
- All day – Denali Therapeutics (DNLI) will hold its Investor Day event.
Friday – December 5
- Earnings watch – Notable companies due to report include Victoria’s Secret (VSCO).
- All day – The go-shop period on the Golden Entertainment (GDEN) sale of operating assets to Blake Sartini and VICI Properties (VICI) ends.
- All day – ServiceNow (NOW) shareholders will vote on the company’s proposed five-for-one stock split.
- All day – The United Nations will release its latest FAO Food Price Index and monthly grains report, which are watched by commodities traders.
- All day – The delayed core PCE price index report for September will be released.