Earnings Volatility Watch: Applied Materials and 10 Other Stocks Could See Double-Digit Moves This Week

It is a make-or-break week for the AI trade. After the market shrugged off strong results from Advanced Micro Devices Inc. (NASDAQ: AMD ), SanDisk Corp. (NASDAQ: SNDK ) and Western Digital Corp.

(NASDAQ: WDC ) last week, a smaller but no less volatile group of names takes the spotlight between Monday and Friday. The headliner is Applied Materials Inc. (NASDAQ: AMAT ), one of the best performing chip names of 2026 with a triple-digit rally of about 110%. 39% post-earnings move on the stock.

It is not even the biggest expected mover on the calendar. Ten other companies worth more than $10 billion carry implied moves above 10%, and the list runs well beyond chips, into space, biotech and energy. An implied move is the swing in either direction, up or down, that options traders are paying to hedge against ahead of a report. It measures expected volatility, not direction.

These are the 10 largest expected movers of the week. Which Stocks Could Swing The Most This Week? 10. 95% Implied Move The LNG exporter reports Aug.

11 before the open. 66 billion in revenue and earnings of 49 cents per share. Cargo volumes, the Plaquemines plant ramp and the mix of long-term versus spot contracts drive the print, with Brent near $85. Venture Global Inc.

8%. 9. 50% Implied Move The biotech reports Aug. 10 after the close.

74 million in revenue and a loss of 58 cents per share. The launch curve for heart drug Attruby, the revenue ramp and cash runway are what matters. BridgeBio Pharma Inc. 5% in 2026.

8. 88% Implied Move Bill Ackman 's investment firm reports Aug. 13 before the open. 90 million in revenue and earnings of 12 cents per share.

Net asset value, portfolio marks and management commentary set how investors can react here. Pershing Square (NYSE: PS ), public only since April, has no year-to-date comparison. 7. 11% Implied Move The satellite company reports Aug.

10 after the close. 98 million in revenue and a loss of 28 cents per share. Launch cadence for the BlueBird constellation, carrier agreements and cash burn are the swing factors for a pre-revenue business. AST SpaceMobile Inc.

9%. 6. 29% Implied Move The AI server maker reports Aug. 11 after the close.

33 billion in revenue and earnings of 62 cents per share. Revenue guidance, gross margin and any lingering filing overhang drive the reaction. Super Micro Computer Inc. 2%.

5. 59% Implied Move The launch company reports Aug. 10 after the close. 35 million in revenue and a loss of 7 cents per share.

Electron launch cadence, the Neutron development timeline and Space Systems backlog are the tell. Rocket Lab Corp. 7% in 2026. 4.

62% Implied Move The AI cloud provider reports Aug. 11 after the close. 22 per share. Revenue backlog, GPU capacity deployment, customer concentration and capital spending are the pressure points.

CoreWeave Inc. 4% since January. 3. 91% Implied Move The optical component maker reports Aug.

11 after the close. 97 per share. Cloud and datacom transceiver demand tied to AI networking, plus guidance, are the levers. Lumentum Holdings Inc.

2%. 2. 01% Implied Move The AI chip designer reports Aug. 12 after the close.

20 million in revenue and a loss of 17 cents per share. Inference revenue traction, customer wins and gross margin matter most in its first quarters as a public company. Cerebras Systems Inc. (NASDAQ: CBRS ) went public in May and has seen its stock price falling by 35%.

1. 79% Implied Move The photonics maker reports Aug. 12 after the close. 61 per share.

Datacom transceiver demand, the telecom recovery and margin expansion are what the market is pricing. Up 105% in 2026, Coherent Corp. (NYSE: COHR ) carries the widest expected swing of the week. Pro