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
Onsemi (ON) announced a $7 billion all-stock acquisition of Synaptics, expanding its reach into edge AI and intelligent systems. Investors reacted cautiously, sending shares sharply lower as they assessed dilution and execution risks.
Innovation & Tech
Qualcomm (QCOM) rallied after unveiling new AI infrastructure partnerships, raising its long-term non-handset revenue target, and outlining an expanded data center strategy that strengthens its diversification beyond smartphones.
Earnings
Micron (MU) delivered stronger-than-expected quarterly results and a robust outlook, reinforcing confidence in the AI-driven memory market as management said supply constraints could extend beyond 2027.
Sector
New housing legislation, improving builder backlogs, and easing refinancing activity put housing-related stocks in focus as investors assess whether supply reforms and lower mortgage rates can support a broader housing recovery.
Cryptocurrencies
Bitcoin fell to a fresh 12-month low, dragging Strategy (MSTR) lower as investors focused on declining crypto prices, preferred dividend obligations, and questions about the company’s Bitcoin funding model
Business Trends
Nike has named Pfizer CFO David Denton as its next finance chief, a move that underscores the company's focus on discipline, capital allocation, and execution as it works through a slower-than-expected turnaround.
Earnings
FedEx beat fourth-quarter revenue and earnings expectations, but shares fell after management issued a lower-than-expected profit outlook and highlighted several cost pressures facing the business.
Innovation & Tech
Oracle (ORCL) reduced its workforce by approximately 21,000 employees during fiscal 2026 as artificial intelligence initiatives and aggressive cloud infrastructure investments reshaped the company's cost structure and operating strategy.
Innovation & Tech
IBM shares outperformed a broader technology selloff after a JPMorgan upgrade highlighted accelerating software growth, AI opportunities, and increasing confidence in the company’s quantum computing roadmap.
Innovation & Tech
Technology stocks led markets lower as investors reassessed AI-driven valuations, reacted to a more hawkish Federal Reserve outlook, and questioned whether massive infrastructure spending can generate sufficient returns.
Earnings
Carnival (CCL) delivered record second-quarter revenue and an earnings beat, but softer-than-expected guidance and higher fuel costs overshadowed strong booking trends, sending shares lower despite continued demand strength.
Business Trends
Walt Disney (DIS) drew attention after Toy Story 5 delivered the biggest movie debut of the year, while Shanghai Disney Resort plans a multibillion-dollar expansion tied to the company's Experiences strategy.