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
Mercury Systems reported record bookings and backlog alongside improving profitability, lifting MRCY stock as defense electronics demand strengthened. Higher fiscal 2027 guidance reinforced confidence in the company's operational turnaround.
Earnings
CoreWeave shares surged more than 20% after strong quarterly revenue, a higher annual outlook, and plans for lower-cost financing eased concerns about its debt-heavy AI infrastructure expansion.
Earnings
Firefly Aerospace shares rallied after stronger-than-expected quarterly results, a record $1.7 billion backlog, and a major rocket-engine agreement with AST SpaceMobile reinforced its growth outlook despite widening losses.
Economy
U.S. inflation exceeded expectations in October, increasing pressure on the Federal Reserve to raise interest rates in December. Treasury yields surged, while technology stocks weighed on major indexes despite a late-session recovery.
TSMC’s record sales, Nvidia’s regulatory challenges, and Constellation Energy’s power deals reveal competing forces shaping AI investment.
Innovation & Tech
Anthropic’s planned $1 trillion IPO includes a $26 billion investment commitment from major technology companies, including Micron. The offering highlights growing AI financing needs as memory-chip stocks face valuation pressure and uncertainty over data-center spending.
Earnings
Take-Two Interactive shares rallied as strong Grand Theft Auto VI preorders overshadowed weaker quarterly bookings and cautious guidance. The November 19 launch now takes center stage for investors.
Earnings
TSMC reported a nearly 60% increase in October revenue, reinforcing demand for advanced AI chips and supporting its fourth-quarter outlook. New capital approvals and strategic AI investments highlight expansion plans, while manufacturing margins remain in focus.
Earnings
The Trade Desk (TTD) exceeded third-quarter expectations, but declining revenue, weaker margins, and a cautious fourth-quarter outlook highlight continuing challenges in its advertising business.
Earnings
On Holding shares fell nearly 8% despite record quarterly sales and stronger gross margins. A one-time tariff refund boosted earnings, while unchanged revenue and underlying profit guidance tempered investor enthusiasm.
Macro
Nvidia’s controversy threatens to weaken Jensen Huang’s influence over U.S.-China technology policy as Congress considers tighter AI chip export controls and Washington prepares for further trade negotiations with Beijing.
Innovation & Tech
AMD shares jumped more than 12% after Oppenheimer upgraded the chipmaker and Google Cloud selected EPYC processors for its new TPU 8tx system. Strong data center demand and an improving AI growth outlook supported the rally.