Biggest Earnings Moves This Week + Ackman's Surprise Bet
Plus, Top stories, M&A, Stock of the day, Earnings, and more.
Happy Monday! Last week it was all the momentum picks, and this week investors turn their attention to the retail giants. See the 10 stocks Wall Street expects to make the biggest post-earnings moves.
Bill Ackman makes a surprising comeback to a stock that once cost him $400 million. See what changed his mind, and why he thinks this streaming giant has won the war.
The AI trade is roaring back, but a major test is coming up that could kill the rally. Check out Benzinga’s latest in-depth video to see what’s coming, where billions are flowing, and what Wall Street is watching closely.
Plus, check out today’s sponsor and learn how to use options-based income strategies to capture market upside and generate consistent monthly distributions.
BENZINGA TRIVIA CHALLENGE
🏆 Congratulations To Last Week’s Winners 🏆
Congratulations to all of our winners who participated in our weekly trivia challenge this past week. Join the fun by testing your market knowledge, learn something new, and win some awesome prizes.
The Winners
🏆 1st Place: Achertoff (138)
🥈 2nd Place: TimeTwocontent (134)
🥉 3rd Place: Bmusgerd (126)
🏅 4th Place:: PoorerRich (112)
Take The Quiz — How To Win
Winners are determined by the highest individual quiz score at the end of each week. Most questions are taken directly from the content inside the newsletter so be sure to read it each day.
Don’t have time to play every day? No problem. The contest is not cumulative. You only need one great performance to win prizes.
You can improve your chances of winning by taking the quiz each day to improve your highest daily quiz score. Missed a quiz? Go back and open any newsletter during that week to start competing. Quizzes are only available through this newsletter.
TOP STORY
10 Biggest Earnings Moves To Watch This Week
If you’re looking for massive moves in the market this week, you’ve found the right place as some of Wall Street’s biggest momentum plays are set to report earnings.
Using data from Benzinga Pro, option markets are pricing in implied moves of up to 17%. For these opportunities, timing becomes everything. Are you on the right side of the trade?
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BENZINGA NEWSLETTER SPOTLIGHT
Join Benzinga’s Future Finance Newsletter — Stay Ahead Of The Curve
Join thousands of readers who turn to Future Finance, Benzinga’s free daily newsletter covering the intersection of fintech, crypto and the future of financial services.
Just as AI transformed investing, fintech and crypto are reshaping finance. Get the biggest developments across digital assets, financial technology and the companies building tomorrow’s financial system—all delivered in one quick, easy lunchtime read.
Stay informed, discover what’s next, and stay one step ahead.
Last Week: U.S. indexes finished lower Friday, but still posted weekly gains, as the S&P 500 pushed its winning streak to three weeks and also set all-time highs. The index was boosted by strong earnings which increased investor sentiment despite ongoing Middle East tensions and rising oil prices. Economic data on Friday was less encouraging as data showed retail sales falling 0.6% in July and consumer sentiment declining to 51.0. However, the good news is that inflation data largely came in line with or below expectations, easing concerns about price pressures and helping push the odds of a rate hike down to 30%, from as high as 60% a month ago.
On Our Radar: Looking ahead, Wall Street will be paying attention to today’s Empire State Manufacturing Survey as well as the NAHB Housing Market Index for insights on manufacturing activity and housing-market sentiment. On the earnings front, all eyes will be on Lowe’s (LOW) and TJX (TJX) which report before the market opens on Wednesday.
MARKET HEATMAP
Top Gainers: SanDisk (SNDK), Copart (CPR), AMD (AMD), Fox (FOX), Seagate (STX), Lumentum (LITE), Corning (GLW), Nebius (NBIS)
Top Laggards: Broadcom (AVGO), GoDaddy (GDDY), Applied Materials (AMAT), Robinhood (HOOD), Crowdstrike (CRWD), Workday (WDAY)
But these weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Friday.
See how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.
FIVE ZINGERS
Bulls & Bears: Here’s a look at some of the most notable stocks (SpaceX, Plug Power, SanDisk, Applied Materials, CoreWeave, etc.) making headlines. Catch up on all the top movers now.
Buy The Dip: The AI trade just got cheaper. Bank of America thinks July’s sell-off may have created a buying opportunity. See the 16 stocks on BofA’s list.
Deal, Or No Deal: M&A activity is heating up as some of the biggest names are making moves behind the scenes. Discover who’s buying, who’s selling, canceled deals, and what it means for your portfolio.
USA vs. China: The AI wars continue as China has built a reputation as the bargain option—but a new study suggests that “cheaper” price tag may not mean cheaper AI. Click to see why OpenAI and Anthropic could actually have the edge.
Stock Of The Day: Shares of Super Micro have soared 60% this month, however, the rally may have just ended. See what traders are watching and where shares could be headed next.
BENZINGA VIDEO SPOTLIGHT
The Biggest Moment In AI Is About To Happen
The AI trade has staged a stunning comeback, but the biggest test may still be ahead.
Billions are pouring into the next phase of the AI boom, and one upcoming event could determine whether this rally has room to run, or is about to hit another wall.
The countdown is already on and the biggest AI catalyst of the summer is just days away. click to see where the money is moving and what investors need to watch next.
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