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Source document· February 20, 2026

Catalyst Watch: Nvidia blockbuster, JPMorgan event, and reactions to the tariff reset

View original at seekingalpha.com

Catalyst Watch: Nvidia blockbuster, JPMorgan event, and reactions to the tariff reset [New York City and London multiple exposure image] Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out…

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SCOTUS ruling could put over $175 billion in U.S. tariff revenue at risk
80% confidence
CFO Jeremy Barnum's firm-wide overview expected to be more in-depth than in recent years with key points for each main business line
80% confidence
Government shutdown cut at least two points from GDP in Q4
80% confidence
Options trading implies 6% share price move for Nvidia after earnings report
80% confidence
Nvidia earnings call expected to provide crucial color on 2026-2027 AI capex plans from hyperscalers
80% confidence