SanDisk, Western Digital and eight other names carry the biggest implied earnings moves in the first week of August, led by the memory chipmakers.
SanDisk and Western Digital report earnings this week with market focus on NAND pricing and AI data center capacity; YTD gains reach 645%. Memory supply tightness and enterprise observability growth signal IT infrastructure capex competition and margin pressures ahead.
After a week dominated by mega-cap earnings, with Microsoft Corp.
(NASDAQ:MSFT) and Amazon.com Inc.
(NASDAQ:AMZN) sharply exceeding expectations while Apple Inc.
(NASDAQ:AAPL) and Meta Platforms Inc.
(NASDAQ:META) were punished over margin concerns, the first week of August brings a different cast.
Apple, Microsoft, Amazon and Meta report this week, but options traders expect bigger swings from Bloom Energy, KLA and 10 other…
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U.S. stock futures trading higher, focus on Apple, Microsoft, Amazon earnings. Meta posts mixed results, Bristol-Myers Squibb to…
Oracle and Adobe headline a heavy week, but Benzinga Pro shows the biggest options-implied moves belong to smaller names.
Applied Materials, Coherent, CoreWeave and eight other names carry double-digit implied earnings moves in the second week of…
SanDisk options price a 16% earnings move as Wall Street expects explosive EPS and revenue growth. Here’s what history says could…
