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May 4, 2026 12:01 PM

Earnings Volatility Watch: 7 AI-Linked Stocks Are Set For Double-Digit Moves This Week

After last week delivered $18.59 trillion in mega-cap earnings led by five Magnificent Seven names, this week shifts to a tighter, more volatile cohort: seven AI-linked stocks with combined market caps of roughly $830 billion.

According to Benzinga Pro data, options markets are pricing post-earnings moves between 10.22% and 14.66% across seven stocks with market capitalizations above $50 billion reporting between Monday and Friday this week.

The list spans AI cloud infrastructure, semiconductor IP, optical networking, edge security, mobile ad-tech, e-commerce and food delivery.

7 Volatile Stocks With The Biggest Implied Moves This Week

Source: Benzinga Pro

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Arm Holdings plc (NASDAQ:ARM) | Mkt Cap: $225.48B | Implied Move: 10.22%

Arm Holdings plc reports fiscal fourth-quarter 2026 results on May 6 after the market close.

Consensus calls for earnings per share of $0.58 on revenue of $1.47 billion, translating to year-over-year EPS growth of +5.33% and a top-line gain of +18.44%.

The option market is pricing a 10.22% swing, the smallest of the cohort but still equivalent to roughly $23 billion of market value at stake, the largest dollar exposure on this week’s list.

Arm has been one of the standout AI-infrastructure beneficiaries of 2026, climbing 93.19% YTD as licensing royalties from Nvidia Corp. (NASDAQ:NVDA)’s GPU partners and custom-silicon design wins have lifted forward guidance. Arm rallied 39% in April, marking the second-best month since the stock went public in 2023.

DoorDash Inc. (NASDAQ:DASH) | Mkt Cap: $76.62B | Implied Move: 10.66%

DoorDash Inc. delivers first-quarter 2026 numbers on May 6 after the bell.

Analysts model EPS of $0.37 on $4.14 billion in revenue, with earnings essentially flat year-over-year ...