Catalyst Watch: Microsoft earnings, Boeing buzz, FOMC meeting, and fintech IPOs

[Industrial sectors, financial services, food and beverage, banks, consumer goods, stock market information.]
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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 - JANUARY 26

* VOLATILITY WATCH - AppLovin (APP [https://seekingalpha.com/symbol/APP]) and Salesforce (CRM [https://seekingalpha.com/symbol/CRM]) 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 ImmunityBio (IBRX [https://seekingalpha.com/symbol/IBRX]), Corvus Pharmaceuticals (CRVS [https://seekingalpha.com/symbol/CRVS]), and Masonglory (MSGY [https://seekingalpha.com/symbol/MSGY]). The most oversold stocks per their 14-day Relative Strength Index include Abbott (ABT [https://seekingalpha.com/symbol/ABT]), Netflix (NFLX [https://seekingalpha.com/symbol/NFLX]), and Diginex (DGNX [https://seekingalpha.com/symbol/DGNX]).
* EARNINGS WATCH - Notable companies due to report include Nucor (NUE [https://seekingalpha.com/symbol/NUE]), Brown & Brown (BRO [https://seekingalpha.com/symbol/BRO]), and Crane Company (CR [https://seekingalpha.com/symbol/CR]).
* IPO WATCH - Brazilian fintech upstart Picpay (PICS [https://seekingalpha.com/symbol/PICS]) and insurance tech company Ethos Technologies (LIFE [https://seekingalpha.com/symbol/LIFE]) are expected to price their IPOs and begin to trade. The IPO lockup period expires for certain blocks of shares of Ambiq Micro (AMBQ [https://seekingalpha.com/symbol/AMBQ]) and Shoulder Innovations (SI [https://seekingalpha.com/symbol/SI]).
* DIVIDEND WATCH - Companies that have an ex-dividend date coming next week include Clorox (CLX [https://seekingalpha.com/symbol/CLX]), Paychex (PAYX [https://seekingalpha.com/symbol/PAYX]), Costco (COST [https://seekingalpha.com/symbol/COST]), and Morgan Stanley (MS [https://seekingalpha.com/symbol/MS]).
* ALL DAY - Hecla Mining (HL [https://seekingalpha.com/symbol/HL]) will hold an Investor Day event in New York City. Presentations will be made by the senior management covering strategy, finance, operations, exploration, sustainability, and innovation.

TUESDAY - JANUARY 27

* EARNINGS WATCH - Notable companies due to report include Boeing (BA [https://seekingalpha.com/symbol/BA]), RTX (RTX [https://seekingalpha.com/symbol/RTX]), Texas Instruments (TXN [https://seekingalpha.com/symbol/TXN]), Union Pacific (UNP [https://seekingalpha.com/symbol/UNP]), Northrop Grumman (NOC [https://seekingalpha.com/symbol/NOC]), UPS (UPS [https://seekingalpha.com/symbol/UPS]), General Motors (GM [https://seekingalpha.com/symbol/GM]), and Kimberly-Clark (KMB [https://seekingalpha.com/symbol/KMB]). Options trading implies a double-digit swing in share price for Seagate Technology (STX [https://seekingalpha.com/symbol/STX]) and JetBlue (JBLU [https://seekingalpha.com/symbol/JBLU]) after they report.
* ALL DAY - India Energy Week will kick off in Goa. The event is India’s flagship oil, gas, and broader energy exhibition and conference.
* ALL DAY - The all-stock merger between PotlatchDeltic (PCH [https://seekingalpha.com/symbol/PCH]) and Rayonier (RYN [https://seekingalpha.com/symbol/RYN]) will go to a shareholder vote. The New Gold (NGD [https://seekingalpha.com/symbol/NGD])-Coeur Mining (CDE [https://seekingalpha.com/symbol/CDE]) and SM Energy (SM [https://seekingalpha.com/symbol/SM])-Civitas Resources (CIVI [https://seekingalpha.com/symbol/CIVI]) deals also go to a vote.
* ALL DAY - Visa (V [https://seekingalpha.com/symbol/V]) will hold its annual meeting. Shareholders will vote on typical board and corporate governance matters, though management may comment on strategy themes.
* 8:30 A.M. The S&P/Case-Shiller House Price Index will be released.
* 8:30 A.M. The New Home Sales report will be released by the U.S. Census Bureau.
* 10:30 A.M. Boeing (BA [https://seekingalpha.com/symbol/BA]) will hold its earnings call. Updates on 737 MAX 8/9 output, the planned activation of the Everett North Line, and the timeline for 737-10 certification will be closely watched. Astronics (ATRO [https://seekingalpha.com/symbol/ATRO]) derives 12% of its revenue from Boeing and trades in tandem with it following earnings 75% of the time.

WEDNESDAY - JANUARY 28

* EARNINGS WATCH - Notable companies due to report include Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]), Meta Platforms (META [https://seekingalpha.com/symbol/META]), Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]), ASML (ASML [https://seekingalpha.com/symbol/ASML]), IBM (IBM [https://seekingalpha.com/symbol/IBM]), Starbucks (SBUX [https://seekingalpha.com/symbol/SBUX]), General Dynamics (GD [https://seekingalpha.com/symbol/GD]), and Las Vegas Sands (LVS [https://seekingalpha.com/symbol/LVS]). Options trading implies a double-digit swing in share price for Brinker International (EAT [https://seekingalpha.com/symbol/EAT]) and LendingClub (LC [https://seekingalpha.com/symbol/LC]) after they report.
* ALL DAY - The Nevada Gaming Control Board is expected to release its gaming revenue report for December.
* 8:30 A.M. The December Durable Goods order report will be released by the U.S. Census Bureau.
* 2:00 P.M. The Federal Reserve will announce its interest rate decision.
* 2:30 P.M. Federal Reserve Chairman Jerome Powell will hold a press conference.
* 5:30 P.M. Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) will hold its earnings conference call. Key topics will include AI and Azure growth and margin forecasts, Copilot monetization trends, and AI capex spending. Options trading is pricing in a +5% move following the earnings release, which would be a bigger post-earnings swing than normal.

THURSDAY - JANUARY 29

* EARNINGS WATCH - Notable companies due to report include Apple (AAPL [https://seekingalpha.com/symbol/AAPL]), Visa (V [https://seekingalpha.com/symbol/V]), Mastercard (MA [https://seekingalpha.com/symbol/MA]), Caterpillar (CAT [https://seekingalpha.com/symbol/CAT]), Honeywell (HON [https://seekingalpha.com/symbol/HON]), Lockheed Martin (LMT [https://seekingalpha.com/symbol/LMT]), Comcast (CMCSA [https://seekingalpha.com/symbol/CMCSA]), Altria (MO [https://seekingalpha.com/symbol/MO]), and Deutsche Bank (DB [https://seekingalpha.com/symbol/DB]). Options trading implies double-digit swings for Western Digital (WDC [https://seekingalpha.com/symbol/WDC]) and Olin (OLN [https://seekingalpha.com/symbol/OLN]) after they report.
* ALL DAY - Starbucks (SBUX [https://seekingalpha.com/symbol/SBUX]) will hold a key Investor Day event.
* M&A WATCH - Shareholders with Kenvue (KVUE [https://seekingalpha.com/symbol/KVUE]) and Kimberly-Clark (KMB [https://seekingalpha.com/symbol/KMB]) vote on the proposed $49B merger between the companies. Shareholders with REV Group (REVG [https://seekingalpha.com/symbol/REVG]) and Terex (TEX [https://seekingalpha.com/symbol/TEX]) will vote on their planned combination.

FRIDAY - JANUARY 30

* EARNINGS WATCH - Notable companies due to report include Exxon Mobil (XOM [https://seekingalpha.com/symbol/XOM]), Chevron (CVX [https://seekingalpha.com/symbol/CVX]), American Express (AXP [https://seekingalpha.com/symbol/AXP]), Verizon (VZ [https://seekingalpha.com/symbol/VZ]), Colgate-Palmolive (CL [https://seekingalpha.com/symbol/CL]), and SoFi Technologies (SOFI [https://seekingalpha.com/symbol/SOFI]). Options trading implies a double-digit swing for Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]) after it reports.
* M&A WATCH - The Sealed Air (SEE [https://seekingalpha.com/symbol/SEE]) sale to CD&R could be ruled on by the Competition Canada and European Commission. Sealed Air (SEE [https://seekingalpha.com/symbol/SEE]) traded less than 1% from the deal price at the time of publication.
* ALL DAY - Church & Dwight (CHD [https://seekingalpha.com/symbol/CHD]) will hold its Analyst Day event.
* 8:30 A.M. The December Producer Price Index report will be released by the Bureau of Labor Statistics.
* 10:00 A.M. It is the government funding deadline.

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