The U.S. stock market is on a strong streak, with five of the seven "magnificent" earnings this week set to be reported. Major figures include semiconductor leader Advanced Micro Devices (AMD), retail-trading favorites Palantir and Coinbase, and consumer stocks from Uber to Disney. AMD's 270% rise over the past year is predicted to be more than three times the move in Nvidia's. Meanwhile, options traders are anticipating a 7% move in AMD, with call volumes and premiums far outpacing puts. Meanwhile in Palantid, which has been down 30% from all-time highs, is up 550% in the past two years and has rallied after five of its last seven reports. The combination of these stocks could help the hardware and software themes rally together.