By Nicholas Brown, Tech & Politics Correspondent, Stock Trader Network

Expected Moves:

• Advanced Micro Devices (AMD): ±8.9%, or about ±$46.04
• SpaceX (SPCX): ±15.0%, or about ±$17.94
• Arista Networks (ANET): ±10.7%, or about ±$20.43
• Lumen Technologies (LUMN): ±14.1%, or about ±$0.95
• Pinterest (PINS): ±15.7%, or about ±$3.97 
• Astera Labs (ALAB): ±16.2%, or about ±$56.17
• Lucid Group (LCID): ±16.9%, or about ±$1.29
• Booking Holdings (BKNG): ±6.4%, or about ±$12.35

AMD: What Wall Street Expects

•         EPS: $1.61
•         Revenue: $11.31 billion

If AMD provides September-quarter guidance:

•         EPS: $1.86
•         Revenue: $12.51 billion

Investors will be looking for updates on:

1)      Data Center AI momentum.

2)      Gross margin trajectory.

3)      Forward guidance & long-term AI revenue targets.

SpaceX: What Wall Street Expects

•         EPS: $(-0.29)
•         Revenue: $6.82 billion

If SpaceX provides September-quarter guidance:

•         EPS: $0.08
•         Revenue: $12 billion

Investors will be looking for updates on:

1)      Starship flight cadence.

2)      Starlink profitability + Gen3 rollout.

3)      IPO timing signals.

Arista Networks: What Wall Street Expects

•         EPS: $0.89
•         Revenue: $2.83 billion

If Arista Networks provides September-quarter guidance:

•         EPS: $0.92
•         Revenue: $2.95 billion

Investors will be looking for updates on:

1)      AI networking demand

2)      Cloud Titan spending patterns

3)      Campus & enterprise momentum

Lumen Technologies: What Wall Street Expects

•         EPS: $(-0.14)
•         Revenue: $2.74 billion

If Lumen Technologies provides September-quarter guidance:

•         EPS: $(-0.15)
•         Revenue: $2.71 billion

Investors will be looking for updates on:

1)      Debt restructuring + balance‑sheet stability

2)      Quantum Fiber rollout + subscriber growth

3)      Enterprise revenue stabilization

Astera Labs: What Wall Street Expects

•         EPS: $0.69
•         Revenue: $360.81 million

If Astera Labs provides September-quarter guidance:

•         EPS: $0.81
•         Revenue: $417.02 million

Investors will be looking for updates on:

1)      AI connectivity demand

2)      Hyperscaler + OEM adoption

3)      Gross margin + supply chain scaling

Lucid Group: What Wall Street Expects

•         EPS: $(-2.45)
•         Revenue: $419.91 million

If Lucid Group provides September-quarter guidance:

•         EPS: $(-2.23)
•         Revenue: $575.81 million

Investors will be looking for updates on:

1)      Cash burn + liquidity runway

2)      Gravity SUV production ramp

3)      Demand signals + pricing strategy

Booking Holdings: What Wall Street Expects

•         EPS: $2.25
•         Revenue: $7.19 billion

If Booking Holdings provides September-quarter guidance:

•         EPS: $4.53
•         Revenue: $9.71 billion

Investors will be looking for updates on:

1)      Travel demand resilience

2)      Connected Trip + AI monetization

3)      Sept guidance vs. expectations