It is one of the most important weeks of the second-quarter 2026 earnings season.

Four of the Magnificent Seven, Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and Meta Platforms Inc. (NASDAQ:META), all report between Tuesday and Thursday.

On top of them come payment giants Visa Inc. (NYSE:V) and Mastercard Inc. (NYSE:MA), oil majors Exxon Mobil Corp. (NYSE:XOM) and Chevron Corp. (NYSE:CVX), and a deep bench of AI-trade names including Arm Holdings PLC (NASDAQ:ARM), Qualcomm Inc. (NASDAQ:QCOM), Seagate Technology Holdings PLC (NASDAQ:STX) and Eaton Corp. PLC (NYSE:ETN).

Yet the biggest expected mover of the week is none of them. It is a fuel cell company.

Screening Benzinga Pro data for U.S.-listed companies worth more than $50 billion, 12 names carry double-digit implied moves this week.

An implied move Implied is the percentage swing in either direction that options traders expect immediately after earnings.

Which Stocks Could Swing The Most this week?

12. Equinix.: 10.36% Implied Move

The data center operator reports July 29 after the close. Consensus calls for $2.57 billion in revenue and $11.18 per share.

Watch adjusted funds from operations guidance, the cash-flow measure data center REITs report in place of earnings, and the pace of new bookings.

Shares of Equinix Inc. (NASDAQ:EQIX) are up 34.9% this year.

11. Robinhood Markets.: 10.96% Implied Move

The online brokerage reports July 29 after the close.

Analysts model $1.28 billion in revenue and 44 cents per share. Crypto trading revenue, net deposits and prediction market volumes are the swing factors here.

Robinhood Markets Inc. (NASDAQ:HOOD) is the only name on this list down for the year, off 17.8%.

10. Vertiv Holdings: 11.38% Implied Move

The data center power and cooling supplier reports July 29 before the open. The Street expects $3.38 billion in revenue and $1.43 per share.

Order growth and book-to-bill, the ratio of new orders to sales that signals future demand, is the focus.

Vertiv Holdings Co (NYSE:VRT) has gained 83.9% in 2026.

9. Quanta Services: 11.96% Implied Move

The electrical infrastructure contractor reports July 30 before the open. Estimates sit at $8.61 billion in revenue and $3.30 per share.

The number to watch is 12-month backlog, the work already contracted but not yet built, plus power margins.

Quanta Services Inc. (NYSE:PWR) is up 51% year to date.

8. Amphenol: 12.15% Implied Move

The connector maker reports July 29 before the open. Consensus is $8.24 billion in revenue and $1.18 per share.

Organic growth in the IT datacom segment, which supplies cabling for AI servers, is the tell.

Amphenol Corp. (NYSE:APH) has added 14.5% this year, the smallest advance among the gainers here.

7. Fortinet: 12.40% Implied Move

The cybersecurity company reports July 29 after the close. Analysts expect $1.89 billion in revenue and 75 cents per share.

Billings growth and the firewall refresh cycle drive the reaction more than reported revenue.

Shares of Fortinet Inc. (NASDAQ:FTNT) have climbed 93.2% in 2026.

6. Lam Research: 12.62% Implied Move

The chipmaking equipment supplier reports July 29 after the close. The Street models $6.66 billion in revenue and $1.68 per share for the fiscal fourth quarter.

Memory spending, China mix and the first read on 2027 equipment budgets are drivers market focuses on.

Lam Research Corp. (NASDAQ:LRCX) is up 82.1% this year.

5. Corning: 12.83% Implied Move

The glass and optical fiber manufacturer reports July 28 before the open. Consensus sits at $4.61 billion in revenue and 76 cents per share.

Optical communications growth, driven by fiber sold into data centers, is the segment that matters.

Corning Inc. (NYSE:GLW) has advanced 71.9% in 2026.

4. Teradyne: 15.76% Implied Move

The chip testing specialist reports July 28 after the close. Analysts expect $1.22 billion in revenue and $2.09 per share.

Test demand tied to high-bandwidth memory and AI compute is the driver, alongside the robotics unit.

Shares of Teradyne Inc. (NASDAQ:TER) are up 84.9% year to date.

3. Monolithic Power Systems: 17.81% Implied Move

The power chip designer reports July 30 after the close. The Street models $902.11 million in revenue and $5.87 per share.

Enterprise data center revenue and gross margin are the pressure points.

Monolithic Power Systems Inc. (NASDAQ:MPWR) has risen 48.6% this year.

2. KLA: 19.08% Implied Move

The chip inspection equipment maker reports July 28 after the close. Consensus calls for $3.60 billion in revenue and $1.00 per share for the fiscal fourth quarter.

Process control demand at the leading edge and advanced packaging orders set the tone.

KLA Corp. (NASDAQ:KLAC) is up 76.1% in 2026.

1. Bloom Energy: 27.25% Implied Move

The fuel cell manufacturer reports July 28 after the close. Analysts model $822.77 million in revenue and 40 cents per share.

Orders from data center customers, product backlog and gross margin are what the market is pricing.

Shares of Bloom Energy Corp. (NYSE:BE) have gained 131.1% this year.