Catalyst Watch: Fedspeak ramps up post-Powell, core PCE, and box office blitz

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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 - MAY 25

* ALL DAY - The U.S. stock market will be closed for observance of the Memorial Day holiday.

TUESDAY - MAY 26

* VOLATILITY WATCH - Ford Motor (F [https://seekingalpha.com/symbol/F]) and Cypherpunk Technologies (CYPH [https://seekingalpha.com/symbol/CYPH]) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include Cleancore Solutions (ZONE [https://seekingalpha.com/symbol/ZONE]), AmpliTech Group (AMPG [https://seekingalpha.com/symbol/AMPG]), and Zion Oil (ZNOG [https://seekingalpha.com/symbol/ZNOG]). The most oversold stocks per their 14-day Relative Strength Index include GoldQuest (GDQMF [https://seekingalpha.com/symbol/GDQMF]), Black Rock Coffee Bar (BRCB [https://seekingalpha.com/symbol/BRCB]), and CarGurus (CARG [https://seekingalpha.com/symbol/CARG]). Short interest is elevated on Sphere Entertainment (SPHR [https://seekingalpha.com/symbol/SPHR]) and Evgo (EVGO [https://seekingalpha.com/symbol/EVGO]) again.
* EARNINGS WATCH - Notable companies due to report include AutoZone (AZO [https://seekingalpha.com/symbol/AZO]), Box (BOX [https://seekingalpha.com/symbol/BOX]), and Zscaler (ZS [https://seekingalpha.com/symbol/ZS]).
* DIVIDEND WATCH - Companies that have an ex-dividend date coming next week include Johnson & Johnson (JNJ [https://seekingalpha.com/symbol/JNJ]), Loews (L [https://seekingalpha.com/symbol/L]), TransUnion (TRU [https://seekingalpha.com/symbol/TRU]), and eBay (EBAY [https://seekingalpha.com/symbol/EBAY]).
* IPO WATCH - Riku Dining Group (RIKU) is expected to price its IPO and begin trading. The analyst quiet period ends on Pershing Square USA (PSUS [https://seekingalpha.com/symbol/PSUS]), Hemab Therapeutics (COAG [https://seekingalpha.com/symbol/COAG]), Avalyn Pharma (AVLN [https://seekingalpha.com/symbol/AVLN]), Seaport Therapeutics (SPTX [https://seekingalpha.com/symbol/SPTX]), and Silver Bow Mining (SBMT [https://seekingalpha.com/symbol/SBMT]) to free up analysts to post ratings.
* ALL WEEK - Key conferences scheduled for the week include the TD Cowen Oncology Innovation Summit, KeyBanc Industrials & Basic Materials Conference, and Jefferies Software, Internet & AI Conference.
* FEDSPEAK - A four-day blitz of Federal Reserve speakers includes talks from Minneapolis Fed President Neel Kashkari; Dallas Fed President Lorie Logan, Fed Governor Lisa Cook, Fed Vice Chair Philip Jefferson, Chicago Fed President Austan Goolsbee, New York Fed President John Williams, Philadelphia Fed President Anna Paulson, and Kansas City Fed President Jeffrey Schmid.
* 10:00 A.M. The Conference Board will release its latest consumer confidence report.
* 1:00 P.M. Aya Gold & Silver (AYA [https://seekingalpha.com/symbol/AYA]) will present at Raymond James' Silver Day event.

WEDNESDAY - MAY 27

* EARNINGS WATCH - Notable companies due to report include Marvell Technology (MRVL [https://seekingalpha.com/symbol/MRVL]), Salesforce (CRM [https://seekingalpha.com/symbol/CRM]), Dick's Sporting Goods (DKS [https://seekingalpha.com/symbol/DKS]), Snowflake (SNOW [https://seekingalpha.com/symbol/SNOW]), and HP (HPQ [https://seekingalpha.com/symbol/HPQ]). Options trading implies double-digit swings for Arxis (ARXS [https://seekingalpha.com/symbol/ARXS]) and Braze (BRZE [https://seekingalpha.com/symbol/BRZE]) after their reports are released.
* INDEX ADDITIONS - Peloton Interactive (PTON [https://seekingalpha.com/symbol/PTON]) and Universal Technical Institute (UTI [https://seekingalpha.com/symbol/UTI]) will join the S&P SmallCap 600 index.
* ALL DAY - Meta Platforms (META [https://seekingalpha.com/symbol/META]) holds its annual meeting. The event will give investors a chance to press Mark Zuckerberg and the board on heavy AI and metaverse spending after a volatile stretch for the stock. Shareholders will also be watching for any updates on capital return plans, regulatory risks, and how management frames growth priorities across Facebook, Instagram, WhatsApp, and newer AI initiatives.
* ALL DAY - TTM Technologies (TTMI [https://seekingalpha.com/symbol/TTMI]) will hold an Investor Day event featuring presentations, as well as a question-and-answer session with members of the company’s executive leadership team.
* 11:00 A.M. The Survey of Business Uncertainty will be released by the Federal Reserve Bank of Atlanta. The survey is an innovative monthly panel survey conducted that measures one-year-ahead expectations and uncertainties that firms have about their employment and sales growth.

THURSDAY - MAY 28

* EARNINGS WATCH - Notable companies due to report include Costco (COST [https://seekingalpha.com/symbol/COST]), Royal Bank of Canada (RY [https://seekingalpha.com/symbol/RY]), Toronto-Dominion Bank (TD [https://seekingalpha.com/symbol/TD]), Autodesk (ADSK [https://seekingalpha.com/symbol/ADSK]), MongoDB (MDB [https://seekingalpha.com/symbol/MDB]), and Dollar Tree (DLTR [https://seekingalpha.com/symbol/DLTR]). Options trading implies a double-digit swing for Asana (ASAN [https://seekingalpha.com/symbol/ASAN]) and UiPath (PATH [https://seekingalpha.com/symbol/PATH]) after they report.
* ALL DAY - Octave Intelligence Limited will begin trading after spinning off from Hexagon (HXGBF [https://seekingalpha.com/symbol/HXGBF]) (HXGBY [https://seekingalpha.com/symbol/HXGBY]). The business separation is intended to establish Octave as a focused, independent software and SaaS company dedicated to operational intelligence across mission-critical industrial and public sector environments.
* ALL DAY - The April Durable Goods Orders will be released by the U.S. Census Bureau.
* ALL DAY - The IEA will publish its annual World Energy Investment report on Thursday
* ALL DAY - The New Home Sales report will be released by the Census Bureau.
* ALL DAY - Shareholders with Two Harbors (TWO [https://seekingalpha.com/symbol/TWO]) will vote on the highly contested merger with CrossCountry Mortgage.
* ALL DAY - Notable investor events include Hyatt Hotels' (H [https://seekingalpha.com/symbol/H]) Investor Day, Salesforce's (CRM [https://seekingalpha.com/symbol/CRM]) annual meeting, Mattel's (MAT [https://seekingalpha.com/symbol/MAT]) annual meeting, F5's (FFIV [https://seekingalpha.com/symbol/FFIV]) investor meeting, and Roblox's (RBLX [https://seekingalpha.com/symbol/RBLX]) annual meeting.
* 8:30 A.M. The May core PCE price index report will be released. Economists forecast an increase to 3.3% for the core rate.
* 9:00 A.M.- Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]) CEO Gary Dickerson will participate at the Bernstein Strategic Decisions Conference.
* 10:15 A.M.- Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) will present at the TD Cowen 54th Annual Technology, Media & Telecom Conference.
* 1:30 P.M.- Uber Technologies (UBER [https://seekingalpha.com/symbol/UBER]) CFO Balaji Krishnamurthy will present at the Bernstein Strategic Decisions Conference.
* 3:00 P.M.-Salesforce (CRM [https://seekingalpha.com/symbol/CRM]) will present at the Jefferies Software, Internet, and AI Conference.
* 4:30 P.M. Dell Technologies (DELL [https://seekingalpha.com/symbol/DELL]) will hold its earnings conference call. Investors will be watching for color on AI infrastructure, ISG growth and margins, PC/CSG trends, and capital return strategy. Options trading implies a share price move of 11% after the report is released. Suppliers Intel (INTC [https://seekingalpha.com/symbol/INTC]) and Synaptics (SYNA [https://seekingalpha.com/symbol/SYNA]) both generate more than 10% of their revenue from Dell and trade directionally with the stock more than 75% of the time after earnings.

FRIDAY - MAY 29

* EARNINGS WATCH - Notable companies due to report include Genesco (GCO [https://seekingalpha.com/symbol/GCO]).
* ALL DAY - The four-day ASCO annual meeting in Chicago will begin. As usual, the event will be a data-heavy showcase for late-stage oncology trials, with big pharma and leading biotechs lining up new readouts. Some of the notable companies presenting include Pfizer (PFE [https://seekingalpha.com/symbol/PFE]), Bristol Myers Squibb (BMY [https://seekingalpha.com/symbol/BMY]), and AstraZeneca (AZN [https://seekingalpha.com/symbol/AZN]).
* ALL DAY - It is the implementation date for all the index changes from the MSCI quarterly review.
* ALL DAY - Notable investor events include the Tempus AI (TEM [https://seekingalpha.com/symbol/TEM]) Investor Day and Arista Networks (ANET [https://seekingalpha.com/symbol/ANET]) general meeting.

_Seeking Alpha Editor Josh Fineman contributed to this article_

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