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.
Innovation & Tech
AMD expanded its AI infrastructure ambitions through major partnerships with Anthropic and Microsoft, while Cerebras strengthened its enterprise position through a new CrowdStrike agreement and manufacturing expansion, highlighting intensifying competition across the AI ecosystem.
Earnings
GE Vernova raised its 2026 outlook after orders surged 88%, backlog reached $176 billion, and data center demand continued to expand. Despite strong growth and higher guidance, shares moved lower following the earnings release.
Innovation & Tech
Super Micro Computer (SMCI) surged after revealing gross margins nearly double prior forecasts and reporting more than $60 billion in new orders, pushing backlog to record levels and reinforcing demand for AI infrastructure systems.
Earnings
Northrop Grumman raised its 2026 outlook after reporting stronger-than-expected quarterly results and a record $105 billion backlog. Robust demand across defense programs helped lift revenue and earnings despite pressure on operating margins.
Earnings
3M raised its 2026 earnings outlook after reporting stronger-than-expected quarterly results. Broad-based sales growth, expanding margins, and solid demand across industrial, semiconductor, and data center markets helped fuel investor optimism.
Earnings
General Motors raised its 2026 profit outlook after reporting stronger-than-expected earnings, revenue, and cash flow. Higher-margin truck sales, improving EV economics, and stronger operating performance helped offset ongoing EV-related charges and tariff costs.
Earnings
Domino’s Pizza reported revenue above expectations and continued order growth despite soft consumer demand. Investors focused on customer traffic, store expansion, and market-share gains, sending shares higher even as earnings missed forecasts.
Innovation & Tech
Hut 8 surged after securing a second $9.8 billion AI data-center lease, fully commercializing its Texas campus. The deal highlights growing demand for AI infrastructure and reinforces the shift of former bitcoin miners toward long-term data-center revenue.
Innovation & Tech
Alphabet shares climbed after reports that Google is developing a new AI chip designed around its Gemini model, highlighting the company's effort to improve efficiency, expand AI capacity, and strengthen its integrated AI infrastructure strategy.
Innovation & Tech
Artificial intelligence is shifting from infrastructure to monetization. Developments involving Apple, Nvidia, Palantir, Microsoft, and software providers highlight how investors are increasingly focusing on which companies can turn AI adoption into lasting revenue and profit growth.
Business Trends
This week’s market action revealed a consistent pattern: investors rewarded companies showing clear growth, profitability, and demand trends while penalizing businesses facing slower momentum, reduced visibility, or uncertainty—even when headline results exceeded expectations.
Earnings
Intuitive Surgical topped second-quarter earnings and revenue expectations, but shares fell after investors focused on slowing U.S. procedure growth and a full-year outlook that implied more moderate growth in the second half of 2026.