Micron Technology Inc. (MU) reports its fiscal fourth quarter results Tuesday, and it is the number the AI trade is waiting on.

The memory maker sits at the center of the buildout, its high-bandwidth chips feeding the data centers everyone else is racing to fill. The stock is up 276% this year.

The options market is pricing a post-earnings move of 8.06% in either direction for Micron, according to market data.

Big as that number is, Micron ranks only seventh on the board. These are the 10 largest expected movers of the week, among stocks with at least $2 billion market cap.

Which Stocks Could Swing The Most This Week?

10. Carnival: 6.98% Implied Move

The cruise operator reports Sept. 29 before the open. Analyst consensus calls for $8.30 billion in revenue and earnings at $1.36 per share.

Shares hit a fresh 16-month low of $21.45 on Thursday, and TD Cowen, Wells Fargo, Stifel and Barclays have all trimmed price targets this month, with Weiss Ratings cutting to Hold.

Carnival Corp. (CCL) has slipped 27.9% this year.

9. Nike: 7.49% Implied Move

The footwear giant reports Oct. 1 after the close. Analysts expect $11.33 billion in revenue and earnings of 44 cents per share.

Nike quietly exited the S&P 100 on Sept. 21 after an 18-year run, and the stock has kept grinding lower, down to around $38 from about $44 in mid-July. Truist downgraded to Hold on "footwear-sector headwinds," while JPMorgan cut it to Underweight, arguing CEO Elliott Hill's turnaround will keep weighing on results through fiscal 2028.

China demand, direct-to-consumer trends, gross margin and inventory frame are the key things to watch.

At 43.9% lower year to date, Nike Inc. (NKE) is the worst performer on this list.

8. McCormick: 7.79% Implied Move

The spices and flavorings company reports Oct. 1 before the open. Consensus sits at $1.98 billion in revenue and earnings of 76 cents per share.

McCormick was removed from the FTSE All-World Index last week, adding technical selling pressure days before earnings; shares closed at $49.09 on Sept. 23, well off their $72.41 high.

Last quarter, revenue rose 16.7% and EPS beat by 11 cents, but organic sales grew just 1.7% as pricing masked a 0.5% volume decline.

McCormick & Co. (MKC) has fallen 30.2% in 2026.

7. Micron Technology: 8.06% Implied Move

The memory chipmaker reports Sept. 30 after the close. Analyst consensus calls for $50.75 billion in revenue and $31.45 per share in earnings.

DRAM and high-bandwidth memory pricing, data center demand and guidance make this the clearest read on the AI memory cycle.

Micron Technology closed its second straight week of gains. The memory giant has soared 276% this year, one of the market's biggest winners.

6. Acuity: 8.94% Implied Move

The lighting and building-management company reports Oct. 1 before the open. Analysts model $1.25 billion in revenue and earnings at $5.66 per share.

Shares have quietly outperformed into the print, up 4.7% over the past week to $317.24, including a 2.5% jump Friday.

Acuity Inc. (AYI) has eased 12.5% lower on the year.

5. Accenture: 9.31% Implied Move

The IT consulting firm reports Oct. 1 before the open. Consensus calls for $18.03 billion in revenue and earnings at $3.18 per share.

Shares spiked on news of a five-year, $1 billion AI-safety partnership with Anthropic earlier this week, but have since given it back.

Bookings, the generative-AI project pipeline and fiscal 2027 guidance will likely drive the stock reaction.

Accenture PLC (ACN) has dropped 33.3% since January.

4. FactSet Research Systems: 9.70% Implied Move

The financial data provider reports Sept. 30 before the open. Analysts expect $629.83 million in revenue and earnings at $4.33 per share.

Shares are down 3.2% over the past week to $274.70, after a 6.7% single-session swing two weeks ago underscored how jumpy this normally calm name has gotten into the print.

Annual subscription value growth, client retention and margins are what matters to watch for investors.

FactSet Research Systems Inc. (FDS) is down a modest 5.6% this year.

3. Jabil: 9.77% Implied Move

The contract manufacturer reports Sept. 30 before the open. Consensus sits at $9.69 billion in revenue and earnings at $4.06 per share.

Shares are the biggest mover on this list heading into earnings, up 7.1% over the past week to $320.94.

AI and cloud hardware demand, plus guidance for the new fiscal year, are the swing factors.

Jabil Inc. (JBL) has climbed 40.8% in 2026.

2. Jefferies Financial Group: 10.94% Implied Move

The investment bank reports Sept. 28 after the close. Analysts model $2.17 billion in revenue and earnings of 93 cents per share.

Investment banking fees, trading revenue and the pace of the M&A recovery will likely drive the move.

Jefferies Financial Group Inc. (JEF) has fallen 24.7% this year.

1. CarMax: 11.76% Implied Move

The used-car retailer reports Sept. 29 before the open. Consensus calls for $6.98 billion in revenue and earnings of 71 cents per share.

The company confirmed 145 corporate job cuts last week as part of a broader cost-reduction push.

Used-vehicle unit sales, gross profit per unit, finance income and affordability are what the market is watching closely heading into the results.

Up 46.2% in 2026, CarMax Inc. (KMX) carries the widest expected swing of the week.