---
title: "Nvidia earnings meets Jackson Hole – a double‑catalyst week. Where are the opportunities?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000866025.md"
description: "How Is The Earning Move WorkFor event-driven moves like earnings, options market makers generally price the range at roughly ±2 standard deviations. Halve the implied move and you get a rough read on ..."
datetime: "2026-08-24T11:38:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000866025.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000866025.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000866025.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# Nvidia earnings meets Jackson Hole – a double‑catalyst week. Where are the opportunities?

## **How Is The Earning Move Work**

For event-driven moves like earnings, options market makers generally price the range at roughly **±2 standard deviations**. Halve the implied move and you get a rough read on what the stock swings on a normal day.

Take **$NVIDIA(NVDA.US)**: the implied move is currently close to near **±7%**, which lines up with a typical daily range of about 3.5%. Knowing how much a name *can* travel — and how it tends to behave around a print — is what lets you size and hedge before the number lands, not after.

The week's focal points: tech, led by NVIDIA after Wednesday's close, then software and retail on Thursday.

**AI & semis:** $NVIDIA(NVDA.US) (AI chips), $Marvell Tech(MRVL.US)(custom ASICs), $$Synopsys(SNPS.US)(EDA / chip design tools)

**Enterprise software:** 

$Salesforce(CRM.US) (CRM), $Intuit(INTU.US) (tax & accounting software), $Workday(WDAY.US) (HR and finance cloud), $Autodesk(ADSK.US) (design software), $Zoom Communications(ZM.US)  (collaboration)

**Cybersecurity:**$CrowdStrike(CRWD.US) (endpoint), $Okta(OKTA.US)(identity)

**China ADRs:** $$PDD(PDD.US)(e-commerce / Temu), $Bilibili(BILI.US)  (video community)

**EVs:** $Li Auto(LI.US) $XPeng(XPEV.US) 

Note: consensus targets are the average of price targets from covering institutions. They are not an intrinsic-value estimate.

## **The Macro Calendar This Week**

-   **Wednesday 8/26** — July PCE and core PCE (8:30 a.m. ET), plus the Q2 GDP revision and July durable goods orders. It's the only inflation print of the week, and it lands the same day as NVIDIA's after-hours results — a combination that can stretch intraday ranges.

-   **Friday 8/28** — Fed Chair Warsh gives the keynote at the Jackson Hole symposium, **his first major outing since taking the job.** His earlier move to sharply pare back forward guidance touched off a debate about policy credibility, with more than 60% of surveyed economists reckoning it pushed long-end yields higher.

> Wall Street broadly expects him to use the speech to flesh out the policy framework and take some heat out of the recent strain in Treasuries. 

-   Also across the week: 2-, 5- and 7-year Treasury auctions. Worth watching while the long end stays the market's sore spot.

The above pulls together public data and sell-side views and is not investment advice. Implied volatility comes out of options pricing models; it describes the two-sided hedging range market makers set ahead of an earnings event, and says nothing about direction. Data source: Longbridge AI. Market data as of 2026-08-21.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**