Luca Moschini is the founder of SharperTrades and a trading and investing educator focused on market structure, price action, and options. A US swing trader with Nasdaq and NYSE recognition, he also co-created the DarkOption Flow fintech platform.
Innovation & Tech
Microsoft’s AI buildout is accelerating as IREN delivers its first 50MW data center under a $9.7 billion deal. Strong Azure growth reinforces demand, while rising AI spending raises questions about customer concentration, financing and returns.
Earnings
Cerebras shares fell sharply after Q2 results as investors focused on near-term margin compression and heavy infrastructure spending, even as cloud revenue nearly quadrupled, core revenue doubled and the company raised its 2026 outlook.
Earnings
Bullish (BLSH) posted 62% growth in adjusted revenue despite weaker crypto trading, as record subscription and services revenue helped offset lower digital asset sales. Shares rallied as investors focused on diversification and the company’s tokenization strategy.
Earnings
Cisco delivered record fiscal 2026 results and stronger-than-expected guidance as AI infrastructure orders surged, but the stock fell as investors weighed gross-margin pressure and high expectations against accelerating networking demand.
Business Trends
Wendy’s shares surged after a report that Nelson Peltz’s Trian Partners is preparing a potential take-private bid, shifting investor attention from deteriorating traffic and a costly turnaround toward the possibility of a strategic transaction.
Earnings
CAVA shares surged after strong traffic drove 9% same-restaurant sales growth, while improving recent sales trends eased concerns about the impact of broader food-safety fears on the fast-casual chain.
Innovation & Tech
CoreWeave and Nebius surged after quarterly results showed accelerating AI infrastructure demand. CoreWeave revenue rose 112% with massive backlog visibility, while Nebius revenue jumped 454% as both companies benefited from expanding demand for AI compute capacity.
Earnings
Super Micro shares surged after strong earnings, improving margins and a much stronger-than-expected outlook. More than $60 billion in new orders and record backlog entering fiscal 2027 reinforced accelerating demand for AI infrastructure.
Earnings
Brinker International shares climbed to a new all-time high as investors looked past a modest fourth-quarter earnings miss and focused on accelerating Chili’s traffic, sustained same-restaurant sales growth and fiscal 2027 guidance that came in above expectations.
Earnings
On Holding delivered strong direct-to-consumer growth and higher margins in Q2, but a revenue miss and reduced full-year sales outlook sent ONON stock sharply lower as wholesale growth lagged expectations.
Cryptocurrencies
The CLARITY Act faces a critical September 15 Senate vote after lawmakers delayed action before the August recess. Failure could postpone comprehensive U.S. crypto market-structure legislation into 2027, creating different implications for Bitcoin and crypto companies such as Circle.