Micron Technology (MU) will take center stage in next week’s U.S. earnings calendar, followed by Jabil (JBL) and Dow component Nike (NKE). Micron shares have more than tripled this year and remain above the $1,016.44 trendline buy point. The stock has also formed a cup-with-handle pattern, with a technical buy point at $1,255.
With results arriving across several industries, investors will be watching whether artificial intelligence infrastructure spending continues to translate into revenue growth for chipmakers, memory suppliers and data-center contractors. They will also assess how softer consumer demand, higher oil prices and changes in corporate IT budgets are affecting companies outside the AI supply chain.
Micron’s Memory Demand Drives Earnings Expectations
Micron is scheduled to report fourth-quarter results after the U.S. market closes on Wednesday. Demand for high-bandwidth memory products has risen sharply in 2026. As AI agents become more autonomous, systems require greater memory capacity alongside computing power, supporting demand for both DRAM and NAND products.
Micron’s DRAM is used for rapid data access and serves as high-speed short-term memory. NAND retains data when power is removed and is widely used to meet data centers’ need for high-capacity storage. The company has delivered three-digit earnings growth for nine consecutive quarters. In its latest fiscal third quarter, earnings rose 1,215% year over year, while revenue accelerated for a fourth straight quarter.
The report will give investors a fresh indication of whether AI-related investment is still expanding and whether memory pricing, product mix and demand from data-center customers can support Micron’s valuation after its substantial share-price gains.
Jabil Results to Test Its AI Supply-Chain Exposure
Jabil plans to report fourth-quarter results before the U.S. market opens on Wednesday. The stock has found support near its 200-day moving average but remains slightly below its 50-day average, leaving its technical recovery incomplete.
Jabil provides engineering, design, manufacturing and supply-chain services to the data-center, healthcare, semiconductor manufacturing and warehouse-automation industries. As an important supplier to the AI ecosystem, the company’s results will be watched for signs of data-center order strength, demand for manufacturing services and profitability across its supply-chain operations.
Nike Investors Focus on China and a New Strategy
Nike is due to report fiscal first-quarter results on Thursday afternoon. Weak sales in China have continued to weigh on the stock, which has spent most of the year below a declining 50-day moving average.
Nike is revising its strategy in China, with the new approach set to begin in 2027. The company plans to place greater emphasis on the in-store experience and is expected to provide more details during next week’s earnings call. Investors will focus on China revenue, inventory levels, promotional activity and the potential effect of the new strategy on margins.
AAR, Carnival and CarMax Add to the Schedule
AAR Corp. (AIR), an aerospace and defense company, plans to report fiscal first-quarter results for the period ended Aug. 31 on Tuesday. The stock rose for a fifth consecutive session on Thursday and moved back above its 200-day moving average. It still needs to repair more of its earlier decline before forming a more complete base.
Carnival (CCL) is also scheduled to report on Tuesday morning. Higher oil prices and geopolitical tensions have affected the cruise operator, whose shares reached a new low for the year ahead of the release. Used-car retailer CarMax (KMX) will report on the same day. The stock had moved into a profit zone after breaking above a $49.88 buy point before retreating ahead of earnings.
Progress Software (PRGS) will release results on Wednesday, while Accenture (ACN) is scheduled to report early Thursday. Progress Software previously broke above the $40.50 pivot point of a cup-with-handle pattern and briefly entered a zone more than 5% above that level. It has since returned to that range. Accenture remains below its 200-day moving average, with its 50-day average also below the 200-day line, leaving the chart structure weak.
How Option Costs Can Shift Around Earnings
Individual stocks can make large moves in either direction after earnings are released. For options used around an earnings event, the premium depends on the underlying share price and the time remaining until expiration. One commonly used cost comparison measures the premium against the stock price, with a premium no higher than 4% of the share price serving as a reference point for controlling cost. That threshold does not remove the risk that an option expires worthless or that the underlying stock moves sharply.
A call option gives the holder the right to buy 100 shares at a stated strike price during a specified period. If the stock rises, the option may gain value; if the stock falls, the holder can allow it to expire, with the loss generally limited to the premium paid. A put option provides exposure to a decline, but liquidity, bid-ask spreads and expiration timing can materially affect the actual cost of any contract.
Micron and Progress Software Examples
In one Micron example, the stock was trading at $1,069. A slightly out-of-the-money call with a $1,070 strike price expiring Oct. 2 carried a premium of $48.15, or 4.5% of the share price, slightly above the 4% reference level. Because each contract represents 100 shares, the premium cost was $4,815. If held close to expiration, the stock would need to rise to $1,118.15 for the position to reach breakeven.
In a Progress Software example, the stock was priced at $40.56. An out-of-the-money call with a $42.50 strike price expiring Oct. 16 carried a premium of $1.78, equal to 4.4% of the share price. The premium for one contract was $178, and the stock would need to rise above $44.28 before the option moved beyond its breakeven level.
These calculations reflect prices and contract terms at a specific point in time. Implied volatility, share prices and options liquidity can change quickly after an earnings release. Next week’s results, along with company commentary on demand, margins and subsequent business conditions, will provide the information most likely to drive repricing in the affected stocks.