Micron heads into earnings with expectations extremely high and the options market pricing roughly an 8% move. We break down MU earnings estimates, AI memory demand, gross-margin expectations, historical earnings moves, options flow and the key stock levels traders are watching.
Nebius Q2 2026 Earnings – The Thesis Is Getting Stronger
Nebius delivered $582 million in Q2 revenue as AI cloud margins approached 50%. Here is what the results mean for my core NBIS position.
paypal-stock-stripe-takeover-offer-options-flow
PayPal stock surged after reports of a $53 billion takeover offer from Stripe and Advent International. SmartFlow data showed $891,000 in net bullish PYPL options flow building in the days before the news.
IBM Earnings Miss – Bearish Options Flow Came Before the Sell-Off
SmartFlow detected $2.3 million in net bearish IBM options flow before the company released disappointing preliminary Q2 results and its shares plunged.
Well-Timed QURE Options Flow Appeared Before uniQure FDA News
Bullish options flow appeared in uniQure, $QURE, just days before FDA news sent the stock sharply higher. The move came after the FDA allowed uniQure to use existing AMT-130 data to support a near-term accelerated approval filing path.
NBIS: Bullish Flow Showed Up Before the Headline
Bullish options flow picked up in NBIS before Nebius Group’s Nasdaq-100 inclusion, with elevated call premium continuing as the stock rallied.