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Tuesday’s Economic Calendar

Semtech outlines over 50% data center revenue growth for FY 2027 amid data center, LoRa, and acquisition momentum

Kaltura outlines agentic digital experience platform strategy with $181.2M–$184.2M revenue target for 2026 following PathFactory acquisition

Shell sees LNG driving more than half of global gas demand by 2040

Playboy outlines $52M debt reduction and new subscription growth model as transformation continues

Rio Tinto-BHP JV now controls Resolution Copper acreage after completing land swap

Middle East output plunges 12M boe/day, could drop 70% from pre-war level, Rystad says

U.S. dollar slips as markets assess Iran war developments and central bank outlook: Currency Recap

Babcock & Wilcox targets $80M–$100M 2026 adjusted EBITDA following $2.4B AI data center contract

AEye outlines $30M transportation OEM program and deepens NVIDIA partnership while expanding customer base to 16

Peraso outlines $1.2M Q1 2026 revenue target amid supplier delays and mmWave expansion

Boeing checks supply chain for fallout from Middle East conflict

Getty Images outlines $948M–$988M 2026 revenue range following record Q4 driven by major licensing deals

RF Industries signals accelerating revenue growth in back half of 2026 as backlog expands to $18.6M

Microvast outlines 2026 production expansion and margin focus as Huzhou Phase 3.2 nears serial launch

U.S. soybean futures plummet as Trump signals delay in U.S.-China summit

Arena Group targets sub-50% ad revenue mix as it advances direct audience and commerce strategy

Roche deploys Nvidia-powered AI factory for drug development

Comtech signals strategic shift to higher-margin products and $732M backlog while advancing cloud and AI initiatives

Dragonfly Energy targets positive adjusted EBITDA at $70M revenue run rate while accelerating OEM and trucking expansion

FinVolution Group Non-GAAP EPS of $0.25, revenue of $432.4M

Assertio outlines $110M–$125M 2026 revenue target with Rolvedon at the core while shifting business development approach

Most oversold consumer discretionary stocks on Wall Street amid Middle East disruptions (market cap $2B to $10B)

Here are the major earnings before the open Tuesday

Nvidia expands its autonomous driving system with new car manufacturers and Uber: GTC

Greystone Housing Impact GAAP EPS of -$0.17 misses by $0.51, revenue of $17.15M misses by $7.2M

RFK Jr. dealt blow as judge blocks changes to childhood immunization schedule

Gold dips below $5,000 as inflation concerns remain main market driver

HF Foods outlines low single-digit 2026 growth as cross-selling and facility expansion ramp up

Swarmer announces pricing of initial public offering

IZEA Worldwide Q4 Earnings Preview

Comscore Q4 2025 Earnings Preview

Energy Vault Holdings Q4 2025 Earnings Preview

High Tide Q1 Earnings Preview

Impinj announces partial repurchase of 1.125% convertible notes due 2027

Huang says OpenClaw to transform every SaaS into agentic company: GTC

Bally's Corporation reports Preliminary Q4 results

Disney Entertainment names leadership team under new president Dana Walden

Valero Energy is the best performing S&P energy holding in the past month amid volatility

Microvast Holdings Non-GAAP EPS of -$0.11 misses by $0.13, revenue of $96.4M misses by $34.98M

Ten-League International receives Nasdaq delisting determination, plans appeal

Rafael Holdings GAAP EPS of -$0.13

Voya Global Equity Dividend and Premium Opportunity Fund declares $0.05 dividend

Voya Global Advantage and Premium Opportunity Fund declares $0.085 dividend

Voya Infrastructure, Industrials and Materials Fund declares $0.10 dividend

Voya Asia Pacific High Dividend Equity Income Fund declares $0.065 dividend

Voya Emerging Markets High Dividend Equity Fund declares $0.055 dividend

Duff & Phelps Utility and Infrastructure Fund declares $0.07 dividend

Saul Centers Inc Deposit Shs Cum Conv Red Perp Pfd Shs Series D declares $0.3828 dividend

Saul Centers, Inc. 6% DP SH PFD E declares $0.375 dividend