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.
Earnings
Nvidia delivered another major earnings beat as data center revenue surged, but the stock barely moved as investors weighed valuation, China restrictions, and rising expectations.
Business Trends
Airbnb expanded into hotels, car rentals, grocery delivery, and travel services as CEO Brian Chesky outlined plans to build an “Amazon for services” focused on travel and living.
Earnings
Cava raised its full-year guidance after another quarter of strong traffic growth, expanding restaurant margins, and accelerating national expansion helped the Mediterranean fast-casual chain outperform expectations.
Earnings
Target reported its strongest comparable-sales growth in more than a year, raised its full-year sales outlook, and showed renewed traffic growth as digital expansion and merchandising improvements helped reverse a prolonged slowdown.
Earnings
Lowe’s delivered another quarter of positive comparable-sales growth as strength in professional contractors, appliances, and online demand helped counter continued weakness in discretionary home-improvement spending.
Earnings
Home Depot’s latest earnings report showed stable consumer demand and stronger online sales, but elevated mortgage rates and housing affordability pressures continued weighing on larger home-improvement projects and overall profitability.
Macro
Trump’s latest ethics disclosure revealed thousands of stock transactions tied heavily to AI infrastructure, chipmakers, and major technology companies, highlighting how political visibility and the artificial intelligence trade increasingly overlapped during the first quarter of 2026.
Innovation & Tech
SpaceX accelerated plans for a historic Nasdaq debut while implementing a 5-for-1 stock split, intensifying investor focus on AI infrastructure, space-related ETFs, and possible spillover effects on Tesla (TSLA) and the broader space economy.
Innovation & Tech
Baidu (BIDU) rose after first-quarter earnings showed accelerating demand for its AI cloud and autonomous driving businesses, helping offset continued weakness in traditional online advertising revenue.
Sector
NextEra Energy (NEE) agreed to acquire Dominion Energy (D) in a nearly $67 billion all-stock deal, creating the world’s largest regulated electric utility as surging AI-driven electricity demand reshapes the power sector.
Innovation & Tech
Across technology, retail, infrastructure, and China-linked equities, markets repeatedly rewarded companies that paired AI investment, operational execution, or recurring demand with visible revenue durability and disciplined growth.
Earnings
Figma (FIG) surged after the design software company delivered stronger-than-expected quarterly results, raised full-year guidance, and showed growing monetization from its AI-powered design tools and enterprise customer expansion.