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%. According to Pro, the options market is pricing a 10.39% 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...
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%.
According to Pro, the options market is pricing a 10.39% 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.
Venture Global: 10.95% Implied Move The LNG exporter reports Aug.
11 before the open.
Analysts expect $4.66 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. (NYSE: VG ) has nearly doubled this year, up 98.8%.
9.
BridgeBio Pharma: 11.50% Implied Move The biotech reports Aug.
10 after the close.
Consensus sits at $218.74 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. (NASDAQ: BBIO ) has added a modest 8.5% in 2026.
8.
Pershing Square: 12.88% Implied Move Bill Ackman 's investment firm reports Aug.
13 before the open.
Pro lists $75.90 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.
AST SpaceMobile: 13.11% Implied Move The satellite company reports Aug.
10 after the close.
Analysts model $34.98 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. (NASDAQ: ASTS ) is roughly flat on the year, off 1.9%.
6.
Super Micro Computer: 13.29% Implied Move The AI server maker reports Aug.
11 after the close.