←2026-08-01 · VM Genius
Analysis
Volatility watch: Options volatility has risen over the past week for Sandisk and Amylyx Pharmaceuticals. Based on the 14-day Relative Strength Index (RSI), the most overbought stocks include PN Smart Energy and Marcus Corp. The most oversold names include Berto Acquisition Corp. II and Hadron Energy. Short interest has moved higher again on Virgin Galactic and Kohl's.
Dividend watch: Companies trading ex-dividend next week include Citigroup, Metlife, Carnival, and JB Hunt.
IPO watch: IPOs expected to price and begin trading this week include clinical-stage biotech Braveheart Bio, digital asset infrastructure company Ionic Digital, and biotech Attovia Therapeutics. The quiet period for SK Hynix ends, allowing analysts to begin issuing ratings on the volatile semiconductor stock.
Earnings watch: Notable companies set to report earnings include Palantir, Marriott International, Diamondback Energy, and Tyson Foods.
All day: Energy markets may react to the progress from the OPEC+ meeting of seven voluntary production-cut countries held online over the weekend, which aimed to review market conditions and determine September output.
All day: The Federal Reserve will release the Senior Loan Officer Opinion Survey (SLOOS). The SLOOS report will provide an update on lending conditions, supply, and demand for bank loans made to U.S. customers. Tightening credit standards could signal stress in the banking system or broader economy, impacting financial stocks.
Earnings watch: Notable companies set to report earnings include SpaceX, AMD, Caterpillar, Merck, McDonald's, Amgen, Arista Networks, BP, and Pfizer. Options trading implies double-digit post-earnings share price moves for Bed, Bath & Beyond and Upstart.
All day: ADI Global Distribution will begin trading following its spin-off from Resideo Technologies. As an independent company, ADI Global will be a global distributor of professionally installed low-voltage products, serving commercial and residential markets through an omnichannel platform.
All day: The three-day Ai4 conference opens in Las Vegas. Notable speakers include Waymo co-CEO Dmitri Dolgov, OpenAI compute lead Sachin Katti, Siri co-founder Tom Gruber, and Cisco Chief Product Officer Jeetu Patel.
All day: Scotts Miracle-Gro will host an Investor Day at the New York Stock Exchange.
All day: Datavault AI will hold its inaugural Analyst and Investor Day.
4:30 p.m.: SpaceX will hold its first earnings call as a publicly traded company. Key investor topics include Starlink growth, the Starship timeline, and capital expenditure expectations. Elon Musk is expected to participate on the call.
Earnings watch: Notable companies set to report earnings include Shopify, Eli Lilly, Novo Nordisk, Disney, DoorDash, eBay, and Uber. Options trading implies double-digit post-earnings share price moves for Globalfoundries, Fastly, and Applovin.
All day: CMC will host an Investor Day. The leadership team will provide an update on the company’s strategy, operations, and long-term growth outlook.
After market close: Costco will release its monthly sales report.
Earnings watch: Notable companies set to report earnings include ConocoPhillips, Cloudflare, Datadog, Monster Beverage, Airbnb, Warner Bros. Discovery, Instacart, and Keurig Dr Pepper. Options trading implies double-digit post-earnings share price moves for Chegg and Hertz Global.
All day: The four-day Def Con hacking and cybersecurity conference begins in Las Vegas. Cloudflare and CoreWeave are among the notable tech companies in attendance.
5:30 p.m.: St. Louis Fed President Alberto Musalem will speak at the Center for Public Policy Debate.
Earnings watch: Notable companies set to report earnings include Vistra, Take-Two Interactive, Oklo, and Mobility Global.
All day: The New York Fed will release its monthly Survey of Consumer Expectations.
All day: The Manheim Used Vehicle Value Index will be released.
All day: Boeing and Airbus are expected to release their monthly delivery reports.
All day: The Phase 1 regulatory review in the U.K. for the Warner Bros. Discovery and Paramount Skydance deal expires.
8:00 a.m.: Take-Two Interactive will hold its earnings call. Investors may receive more details on the highly anticipated November launch expectations for Grand Theft Auto 6.
8:30 a.m.: The July nonfarm payrolls report will be released. Economists expect 88,000 jobs to be added this month, up from 57,000 in June, and the unemployment rate to hold at 4.2%.
10:00 a.m.: Richmond Fed President Thomas Barkin will participate in a virtual fireside chat on the economy, leadership, and the evolving role of the Fed ahead of an event hosted by the National Association for Business Economics.