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Catalyst Watch: Jobs report, SpaceX's first report, AMD, and SK Hynix ratings | Deepscope News
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 August 1, 2026 02:00 AM  seekingalpha.com Positive

Catalyst Watch: Jobs report, SpaceX's first report, AMD, and SK Hynix ratings

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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 - AUGUST 3

* VOLATILITY WATCH - Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]) and Amylyx Pharmaceuticals (AMLX [https://seekingalpha.com/symbol/AMLX]) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include PN Smart Energy (PN [https://seekingalpha.com/symbol/PN]) and Marcus Corp (MCS [https://seekingalpha.com/symbol/MCS]). The most oversold stocks per their 14-day Relative Strength Index include Berto Acquisition Corp. II (GUAC [https://seekingalpha.com/symbol/GUAC]) and Hadron Energy (HDRN [https://seekingalpha.com/symbol/HDRN]). Short interest is elevated again on Virgin Galactic (SPCE [https://seekingalpha.com/symbol/SPCE]) and Kohl's (KSS [https://seekingalpha.com/symbol/KSS]).
* DIVIDEND WATCH - Companies that have an ex-dividend date coming next week include Citigroup (C [https://seekingalpha.com/symbol/C]), Metlife (MET [https://seekingalpha.com/symbol/MET]), Carnival (CCL [https://seekingalpha.com/symbol/CCL]), and JB Hunt (JBHT [https://seekingalpha.com/symbol/JBHT]).
* IPO WATCH - IPOs expected to price during the week and begin to trade include clinical-stage biotech company Braveheart Bio (BRVE [https://seekingalpha.com/symbol/BRVE]), digital asset infrastructure firm Ionic Digital (IOND [https://seekingalpha.com/symbol/IOND]), and biotech Attovia Therapeutics (ATTO [https://seekingalpha.com/symbol/ATTO]). The quiet period ends on SK Hynix (SKHY [https://seekingalpha.com/symbol/SKHY]) to free up analysts to post ratings on the volatile semiconductor stock.
* EARNINGS WATCH - Notable companies due to report include Palantir (PLTR [https://seekingalpha.com/symbol/PLTR]), Marriott International (MAR [https://seekingalpha.com/symbol/MAR]), Diamondback Energy (FANG [https://seekingalpha.com/symbol/FANG]), and Tyson Foods (TSN [https://seekingalpha.com/symbol/TSN]).
* ALL DAY - The energy market could react to developments from the weekend OPEC+ online meeting of seven voluntary-cut producers to review market conditions and set September production.
* ALL DAY - The Federal Reserve's Senior Loan Officer Opinion Survey on Bank Lending Practices will be released. The SLOOS report will provide an update on the conditions, supply, and demand of bank loans extended to customers in the U.S. Tightening standards can signal stress in the banking system or broader economy, impacting financial stocks.

TUESDAY - AUGUST 4

* EARNINGS WATCH - Notable companies due to report include SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]), AMD (AMD [https://seekingalpha.com/symbol/AMD]), Caterpillar (CAT [https://seekingalpha.com/symbol/CAT]), Merck (MRK [https://seekingalpha.com/symbol/MRK]), McDonald's (MCD [https://seekingalpha.com/symbol/MCD]), Amgen (AMGN [https://seekingalpha.com/symbol/AMGN]), Arista Networks (ANET [https://seekingalpha.com/symbol/ANET]), BP (BP [https://seekingalpha.com/symbol/BP]), and Pfizer (PFE [https://seekingalpha.com/symbol/PFE]). Options trading implies a double-digit move for Bed, Bath & Beyond (BBBY [https://seekingalpha.com/symbol/BBBY]) and Upstart (UPST [https://seekingalpha.com/symbol/UPST]) after their reports are released.
* ALL DAY - ADI Global Distribution (ADIG) will begin trading after spinning off from Resideo Technologies (REZI [https://seekingalpha.com/symbol/REZI]). As a standalone, ADI Global (ADIG) will be a global specialty distributor of professionally installed low-voltage products, serving commercial and residential markets through an omnichannel platform.
* ALL DAY - The three-day Ai4 conference will begin in Las Vegas. Notable speakers include Waymo (WAYMO [https://seekingalpha.com/symbol/WAYMO]) Co-CEO Dmitri Dolgov, OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) Head of Compute Sachin Katti, Siri Co-Founder Tom Gruber, and Cisco (CSCO [https://seekingalpha.com/symbol/CSCO]) Chief Product Officer Jeetu Patel.
* ALL DAY - Scotts Miracle-Gro (SMG [https://seekingalpha.com/symbol/SMG]) will hold an investor day event at the New York Stock Exchange.
* ALL DAY - Datavault AI (DVLT [https://seekingalpha.com/symbol/DVLT]) will hold its first Analyst and Investor Day event.
* 4:30 P.M. SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) will hold its first earnings call as a publicly traded company. Major topics of interest to investors will be Starlink (STRLK [https://seekingalpha.com/symbol/STRLK]) growth, the Starship timeline, and capital spending expectations. Elon Musk is expected to participate on the call.

WEDNESDAY - AUGUST 5

* EARNINGS WATCH - Notable companies due to report include Shopify (SHOP [https://seekingalpha.com/symbol/SHOP]), Eli Lilly (LLY [https://seekingalpha.com/symbol/LLY]), Novo Nordisk (NVO [https://seekingalpha.com/symbol/NVO]), Disney (DIS [https://seekingalpha.com/symbol/DIS]), DoorDash (DASH [https://seekingalpha.com/symbol/DASH]), eBay (EBAY [https://seekingalpha.com/symbol/EBAY]), and Uber (UBER [https://seekingalpha.com/symbol/UBER]). Options trading implies a double-digit move for Globalfoundries (GFS [https://seekingalpha.com/symbol/GFS]), Fastly (FSLY [https://seekingalpha.com/symbol/FSLY]), and Applovin (APP [https://seekingalpha.com/symbol/APP]) after their reports are released.
* ALL DAY - CMC (CMC [https://seekingalpha.com/symbol/CMC]) will host its Investor Day. The leadership team will present an update on the company's strategy, operations, and long-term growth outlook.
* POSTMARKET Costco (COST [https://seekingalpha.com/symbol/COST]) will release its monthly sales report.

THURSDAY - AUGUST 6

* EARNINGS WATCH - Notable companies due to report include ConocoPhillips (COP [https://seekingalpha.com/symbol/COP]), Cloudflare (NET [https://seekingalpha.com/symbol/NET]), Datadog (DDOG [https://seekingalpha.com/symbol/DDOG]), Monster Beverage (MNST [https://seekingalpha.com/symbol/MNST]), Airbnb (ABNB [https://seekingalpha.com/symbol/ABNB]), Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]), Instacart (CART [https://seekingalpha.com/symbol/CART]), and Keurig Dr Pepper (KDP [https://seekingalpha.com/symbol/KDP]). Options trading implies double-digit moves for Chegg (CHGG [https://seekingalpha.com/symbol/CHGG]) and Hertz Global (HTZ [https://seekingalpha.com/symbol/HTZ]) after their reports are released.
* ALL DAY - The four-day Def Con hacking and cybersecurity conference begins in Las Vegas. Cloudflare (NET [https://seekingalpha.com/symbol/NET]) and CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) are two of the notable tech companies participating.
* 5:30 P.M. St. Louis Federal Reserve President Alberto Musalem will speak at the Center for Public Policy Debate.

FRIDAY - AUGUST 7

* EARNINGS WATCH - Notable companies due to report include Vistra (VST [https://seekingalpha.com/symbol/VST]), Take-Two Interactive (TTWO [https://seekingalpha.com/symbol/TTWO]), Oklo (OKLO [https://seekingalpha.com/symbol/OKLO]) and Mobility Global (MBGL [https://seekingalpha.com/symbol/MBGL])
* ALL DAY - The New York Fed will release its monthly survey of consumer expectations.
* ALL DAY - The Manheim Used Vehicle Value Index will be released.
* ALL DAY - Boeing (BA [https://seekingalpha.com/symbol/BA]) and Airbus (EADSF [https://seekingalpha.com/symbol/EADSF]) are expected to issue their monthly deliveries reports.
* ALL DAY - The Phase 1 regulatory review in the UK of the Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD])-Paramount Skydance (PSKY [https://seekingalpha.com/symbol/PSKY]) deal will expire.
* 8:00 A.M. Take-Two Interactive (TTWO [https://seekingalpha.com/symbol/TTWO]) will hold its earnings conference call. Investors may get more details on the expectations for the highly anticipated release of Grand Theft Auto 6 in November.
* 8:30 A.M. The July jobs report will be released. Economists expect 88K job additions for the month, up from 57K in June, and for the unemployment rate to remain at 4.2%
* 10:00 A.M. Federal Reserve Bank of Richmond President Thomas Barkin will participate virtually in a fireside chat on the economy, leadership, and the evolving role of the Federal Reserve before an event hosted by the National Association for Business Economics.

_Seeking Alpha editor Joshua Fineman contributed to this article_

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* 'A Slow-Moving Train Wreck' - The July Labor Market Report Preview [https://seekingalpha.com/article/4928634-a-slow-moving-train-wreck-the-july-labor-market-report-preview]
* Why Investors Should Expect Another Strong July Job Report [https://seekingalpha.com/article/4928567-why-investors-should-expect-another-strong-july-job-report]
* Energy, tech lead strong Q2 earnings expectations for S&P 500 [https://seekingalpha.com/news/4622691-energy-tech-lead-strong-q2-earnings-expectations-for-s-and-p-500]
* U.S. equity supply could rise in 2026 for first time in decades, Barclays says [https://seekingalpha.com/news/4622649-us-equity-supply-could-rise-in-2026-for-first-time-in-decades-barclays-says]

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