Applied Materials (AMAT) heads into fiscal fourth-quarter earnings as a key barometer for semiconductor capital spending.
earnings
Options Action: Nvidia Vol Looks Rich While Apple’s Stays Muted
Nvidia earnings implied volatility sits near the top of its one-year range. See what elevated put skew and the post-event vol crush mean for traders.
CoreWeave Earnings Preview: Can AI Demand Outrun the Cost of Growth?
CoreWeave reports third-quarter results Tuesday, with its conference call at 5 p.m. ET. The central question is whether accelerating AI demand can translate into profitable growth without an increasingly expensive financing burden. Reassuring execution could fuel a recovery, while disappointing guidance could deepen concerns about the business model. Monday’s $49.01 close, is actually up nearly […]
Tech Vol Collapsed, Put Skew Held Rich: Options Action Live on CNBC
How post-election put skew compression and falling implied vol reshaped options pricing in NVIDIA, Qualcomm and Alphabet, with the trades to match.
AMD Earnings Preview: Can AI Growth Overcome Rising Volatility and Expectations?
Advanced Micro Devices (AMD) reports third-quarter earnings Tuesday, November 3, after the close. Investors will focus on AI accelerators, data center growth, and the next-generation Helios platform.
Palantir (PLTR) Earnings Preview: Can AI Growth Justify Another Explosive Move?
Palantir (PLTR) heads into Monday’s third-quarter earnings report with expectations elevated following another remarkable quarter of AI-driven growth. The company’s last report featured 93% revenue growth and sent shares sharply higher.
Apple (AAPL) Earnings Preview: Options Price a 4.3% Move as Holiday Guidance Takes Center Stage
Apple (AAPL) heads into its fiscal fourth-quarter earnings report trading near all-time highs, with expectations elevated for its latest iPhone cycle, Services growth, and the critical holiday shopping season.
INTC Earnings Preview: Can Intel’s Turnaround Outrun a 9.3% Implied Move?
Intel enters earnings facing a critical test of its turnaround.
AMZN Earnings Preview: Can AWS Growth Justify the AI Spending Boom?
Amazon enters earnings with investors asking whether accelerating AWS demand can justify aggressive AI infrastructure spending.
Options Action Live: Call Selling Can Cap Mega-Cap Upside
Positive gamma resistance from mega-cap call selling can cap upside into earnings. See how dealer hedging and implied moves shaped Microsoft and Oracle.