Catalyst Watch: Spotlight on Nvidia, Alibaba, PCE inflation read, and the return of Bed Bath & Beyond

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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.

Readers are invited to take part in Seeking Alpha's _Weekly News Quiz_ [https://seekingalpha.com/quiz/9-investment-news-quiz-friday-aug-22-2025-08-22]

MONDAY - AUGUST 25

* VOLATILITY WATCH - Opendoor (OPEN [https://seekingalpha.com/symbol/OPEN]) and Asset Entities (ASST [https://seekingalpha.com/symbol/ASST]) 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 Avidia (AVBC [https://seekingalpha.com/symbol/AVBC]), QMMM Holdings (QMMM [https://seekingalpha.com/symbol/QMMM]), and Indivior (INDV [https://seekingalpha.com/symbol/INDV]). The most oversold stocks per their 14-day Relative Strength Index include Bragg Gaming Group Inc (BRAG [https://seekingalpha.com/symbol/BRAG]), Monday.com (MNDY [https://seekingalpha.com/symbol/MNDY]), and Vtex (VTEX [https://seekingalpha.com/symbol/VTEX]).
* EARNINGS WATCH - Notable companies due to report include PDD Holdings (PDD [https://seekingalpha.com/symbol/PDD]).
* IPO WATCH - No new IPOs are expected to be launched next week in the runup to the typical Labor Day slowdown. IPO quiet period expires on Figma (FIG [https://seekingalpha.com/symbol/FIG]), Ambiq Micro (AMBQ [https://seekingalpha.com/symbol/AMBQ]), and Avidia Bancorp (AVBC [https://seekingalpha.com/symbol/AVBC]) to free up analysts to post ratings.
* DIVIDEND WATCH - Companies that have an ex-dividend date coming next week include Johnson & Johnson (JNJ [https://seekingalpha.com/symbol/JNJ]), S&P Global (SPGI [https://seekingalpha.com/symbol/SPGI]), Hyatt (H [https://seekingalpha.com/symbol/H]), and Tyson Foods (TSN [https://seekingalpha.com/symbol/TSN]).
* ALL WEEK - The VMware Explore 2025 event will take place in Las Vegas. The VMware’s flagship technology conference under Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) ownership is one of the most influential enterprise IT gatherings of the year. A major highlight will be the keynote by Broadcom President and CEO Hock Tan on August 26, focusing on "Shaping the Future of Private Cloud and AI Innovation."
* 7:15 P.M. New York Federal Reserve Bank President John Williams will give a keynote talk before the Bank of Mexico Centennial Conference.

TUESDAY - AUGUST 26

* EARNINGS WATCH - Notable companies due to report include Bank of Montreal (BMO [https://seekingalpha.com/symbol/BMO]), Bank of Nova Scotia (BNS [https://seekingalpha.com/symbol/BNS]), MongoDB (MDB [https://seekingalpha.com/symbol/MDB]), and Okta (OKTA [https://seekingalpha.com/symbol/OKTA]).
* ALL DAY - Starbucks (SBUX [https://seekingalpha.com/symbol/SBUX]) officially brings back the wildly successful Pumpkin Spice Latte product along with the rest of the coffee chain's fall menu, which will also include seasonal favorites like the Pumpkin Cream Cold Brew, Iced Pumpkin Cream Chai, and Pecan Crunch Oatmilk Latte.
* ALL DAY - Companies due to participate at the Jefferies Semiconductor, IT Hardware & Communication Technology Summit include Tower Semiconductor (TSEM [https://seekingalpha.com/symbol/TSEM]), Amdocs (DOX [https://seekingalpha.com/symbol/DOX]), NXP Semiconductors (NXPI [https://seekingalpha.com/symbol/NXPI]), and ASML Holding (ASML [https://seekingalpha.com/symbol/ASML]).
* 8:30 A.M. The July Durable Goods Orders will be released. Economists forecast a 1.2% year-over-year decline after the 9.3% decline in June.
* 9:00 A.M. Economists have the release of the S&P/Case-Shiller House Price Index circled as a key update for the housing market.

WEDNESDAY - AUGUST 27

* EARNINGS WATCH - Notable companies due to report include Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), Royal Bank of Canada (RY [https://seekingalpha.com/symbol/RY]), Crowdstrike (CRWD [https://seekingalpha.com/symbol/CRWD]), Snowflake (SNOW [https://seekingalpha.com/symbol/SNOW]), Veeva Systems (VEEV [https://seekingalpha.com/symbol/VEEV]), Agilent (A [https://seekingalpha.com/symbol/A]), Pure Storage (PSTG [https://seekingalpha.com/symbol/PSTG]), Five Below (FIVE [https://seekingalpha.com/symbol/FIVE]), Williams-Sonoma (WSM [https://seekingalpha.com/symbol/WSM]), and HP (HPQ [https://seekingalpha.com/symbol/HPQ]). Options trading implies a double-digit move for Kohl's (KSS [https://seekingalpha.com/symbol/KSS]) and Abercrombie & Fitch (ANF [https://seekingalpha.com/symbol/ANF]) after their earnings are released.
* ALL DAY - Companies due to participate at the two-day Deutsche Bank Technology Conference include Fortinet (FTNT [https://seekingalpha.com/symbol/FTNT]), Cisco (CSCO [https://seekingalpha.com/symbol/CSCO]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Arista Networks (ANET [https://seekingalpha.com/symbol/ANET]), Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]), and ServiceNow (NOW [https://seekingalpha.com/symbol/NOW]).
* ALL DAY - Rocket Lab Corp (RKLB [https://seekingalpha.com/symbol/RKLB]), SoFi Technologies (SOFI [https://seekingalpha.com/symbol/SOFI]), and Affirm Holdings (AFRM [https://seekingalpha.com/symbol/AFRM]) will be added to the MSCI ACWI Index.
* ALL DAY - The U.S. will begin to apply a 50% duty rate on certain Indian imports unless an extension or deal is worked out.
* ALL DAY - Circana will release its July report on video game hardware and software sales.
* ALL DAY - It is the five-year anniversary of XPeng's (XPEV [https://seekingalpha.com/symbol/XPEV]) IPO.
* 11:45 A.M. - Richmond Federal Reserve Bank President Thomas Barkin will speak before the Greensboro Chamber of Commerce State of Our Community Luncheon 2025.
* 2:00 P.M. - Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) will hold its earnings conference call. AMD (AMD [https://seekingalpha.com/symbol/AMD]) and Taiwan Semi (TSM [https://seekingalpha.com/symbol/TSM]) have the closest trading correlation to Nvidia. Suppliers that derive a significant portion of revenue from the chipmaker and typically trade directionally with it after earnings include Fabrinet (FN [https://seekingalpha.com/symbol/FN]) and Micron (MU [https://seekingalpha.com/symbol/MU]).

THURSDAY - AUGUST 28

* EARNINGS WATCH - Notable companies due to report include Dell Technologies (DELL [https://seekingalpha.com/symbol/DELL]), Marvell Technology (MRVL [https://seekingalpha.com/symbol/MRVL]), Autodesk (ADSK [https://seekingalpha.com/symbol/ADSK]), Dollar General (DG [https://seekingalpha.com/symbol/DG]), Li Auto (LI [https://seekingalpha.com/symbol/LI]), Best Buy (BBY [https://seekingalpha.com/symbol/BBY]) and Dick's Sporting Goods (DKS [https://seekingalpha.com/symbol/DKS]). Options trading implies a double-digit move for Victoria's Secret (VSCO [https://seekingalpha.com/symbol/VSCO]) and Affirm (AFRM [https://seekingalpha.com/symbol/AFRM]) after their earnings are released.
* 11:45 A.M. - Intel (INTC [https://seekingalpha.com/symbol/INTC]) CFO David Zinsner will participate in a fireside chat at the Deutsche Bank Technology Conference. It will be one of the first public appearances by Intel management since the company secured a $2B investment from Japan's SoftBank (OTCPK:SFTBY [https://seekingalpha.com/symbol/SFTBY]) (OTCPK:SFTBF [https://seekingalpha.com/symbol/SFTBF]) and learned that the U.S. government may acquire a stake.

FRIDAY - AUGUST 29

* EARNINGS WATCH - Notable companies due to report include Alibaba (BABA [https://seekingalpha.com/symbol/BABA]).
* 8:30 A.M. The core PCE price index report for July will be released. The Fed's favored inflation gauge was up 2.8% year-over-year in June and 2.7% in May.
* ALL DAY - The U.S. "de minimis" exemption, which has allowed most imports valued at $800 or less to enter duty-free, is set to end for nearly all countries.
* ALL DAY - It is the last trading session before the first major weekend of the college football season that features several marquee match-ups, including Ohio State vs. Texas and Florida State vs. Alabama. The sports betting sector is expected to see an early surge of volume this year, which may increase investor interest in DraftKings (DKNG [https://seekingalpha.com/symbol/DKNG]) and FanDuel owner Flutter Entertainment (FLUT [https://seekingalpha.com/symbol/FLUT]).
* ALL DAY - Beyond Inc. (BYON [https://seekingalpha.com/symbol/BYON]) will change its corporate name to Bed Bath & Beyond (BBBY). The company currently owns Bed Bath & Beyond, Overstock, buybuy BABY, and other related brands and websites, as well as a blockchain asset portfolio.

_Seeking Alpha Editor Josh Fineman contributed to this story_

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