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
Twilio and Atlassian surged after stronger-than-expected results showed accelerating adoption of AI-powered communications and workplace software. Twilio raised its 2026 outlook, while Atlassian reported 31% cloud growth and expanding use of its Rovo AI platform.
Earnings
The Trade Desk shares fell sharply after Q2 revenue missed expectations and its Q3 outlook pointed to a potential 12% revenue decline, as macro pressure, execution issues, lower-cost media alternatives, and weaker spending from major advertiser categories weighed on growth.
Innovation & Tech
Meta Platforms (META) launched Muse Code, a new AI coding agent powered by Muse Spark 1.2, expanding its push into enterprise AI tools as the company raises infrastructure spending and explores new ways to monetize computing capacity.
Earnings
Expedia (EXPE) delivered stronger-than-expected second-quarter results, raised its full-year outlook, and highlighted continued momentum in B2B travel, AI-powered personalization, and operating margin expansion despite ongoing pressure in parts of Europe.
Earnings
Etsy (ETSY) paired stronger marketplace growth and a higher full-year outlook with a 12% workforce reduction and organizational restructuring, highlighting management's effort to accelerate execution while continuing to invest in long-term growth.
Earnings
DoorDash (DASH) delivered another quarter of strong revenue, order, and profitability growth as expanding grocery, international operations, subscriptions, and AI-powered initiatives reinforced confidence in its long-term local commerce strategy.
Earnings
eBay (EBAY) reported stronger-than-expected second-quarter results, raised its full-year outlook, and completed its $1.4 billion acquisition of Depop, highlighting accelerating marketplace growth despite near-term integration costs.
Earnings
Sandisk (NASDAQ:SNDK) delivered stronger-than-expected quarterly results as AI-driven data center demand fueled record revenue and margins. However, slightly softer guidance than investors anticipated triggered a sharp selloff after the stock's massive rally.
Earnings
Zillow Group (NASDAQ:Z, ZG) exceeded second-quarter revenue and adjusted earnings expectations, but weaker near-term guidance and a strategic revenue transition overshadowed results, sending shares sharply lower as investors focused on slowing reported growth
Earnings
Datadog (DDOG) exceeded second-quarter expectations and raised full-year guidance, but shares fell sharply as investors took profits after a massive rally and looked for even stronger growth acceleration.
Earnings
Western Digital (WDC) delivered better-than-expected quarterly results and solid guidance, but shares tumbled as investors focused on slower margin expansion, AI storage expectations, and a high valuation following a sharp rally.
Earnings
Wynn Resorts (WYNN) reported stronger second-quarter results as solid demand in Las Vegas, Boston, and Macau supported revenue and profitability, while management reaffirmed confidence in long-term growth despite higher costs for its UAE resort project.