Luca Moschini is the founder of SharperTrades, an investor and trading educator recognized by Nasdaq and NYSE. He created Market Edge and SteadyCapital, helping traders and investors make more informed market decisions.
Earnings
Webull’s record Q2 revenue and sharp profit expansion were powered by surging equity and options activity. The removal of the Pattern Day Trader rule helped lift engagement, while customer assets climbed 79% and operating margins expanded.
Cryptocurrencies
Bitcoin surged above $68,000 and Ethereum climbed above $2,100 as a Treasury bond-market move, regulatory developments and short covering fueled a broad rally across cryptocurrency markets and crypto-linked stocks.
Business Trends
Apple shares advanced after the company simplified its EU App Store terms, easing a long-running regulatory dispute. Corning moved the other way as Apple’s canceled all-glass iPhone continued to weigh on expectations for a future specialty-glass opportunity.
Earnings
TJX delivered 4% comparable-sales growth, stronger margins and a higher full-year profit forecast, but weakness at its largest division and softer near-term guidance pushed the stock lower.
Innovation & Tech
Moderna and Merck reported the first positive Phase 3 results for an individualized mRNA cancer therapy, sending MRNA stock sharply higher. The melanoma study met key endpoints when Moderna’s intismeran was combined with Merck’s Keytruda.
Innovation & Tech
Google is expanding its custom AI silicon partnership with Marvell, giving the chipmaker a path to significant long-term revenue and Google a potential $12.2 billion stake. Marvell shares jumped while Broadcom fell as investors assessed the changing supplier mix.
Earnings
Target delivered another quarter of sales and traffic growth as merchandise changes, lower prices and stronger digital demand gained traction. A tariff refund boosted headline earnings, but underlying margins and profit guidance also improved.
Innovation & Tech
Alphabet is expanding its AI infrastructure buildout with sharply higher capital spending and a planned Australian bond sale, while Berkshire Hathaway has increased its stake in the Google parent. The combination puts funding, AI demand and investor conviction in focus.
Macro
Long-term U.S. borrowing costs climbed to levels not seen since 2007 as oil-driven inflation fears, heavy debt issuance and fiscal concerns hit the bond market. The rise in yields pressured technology stocks and pushed borrowing costs higher across the economy
Earnings
Baidu’s AI cloud and GPU businesses grew rapidly in Q2, but falling search advertising revenue and weaker profits outweighed that progress. The stock dropped as investors questioned how quickly AI growth can offset pressure in the company’s legacy internet business.
Earnings
Klarna delivered double-digit growth in volume, revenue and transaction margins, but weaker European spending and currency effects forced a 2026 outlook reset. The guidance cut sent KLAR stock sharply lower despite improving profitability and strong U.S. growth.