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.
Roku shares surged after fourth-quarter earnings and revenue topped expectations, with management guiding to stronger-than-forecast 2026 EBITDA and revenue as advertising and live sports streaming demand accelerate.
Earnings
Rivian (RIVN) stock jumped after reporting improved gross profit, narrowing losses, and strong 2026 delivery guidance, while analysts offered mixed views on execution risks and the upcoming R2 launch.
Earnings
Airbnb (ABNB) and Expedia (EXPE) both beat fourth-quarter expectations and guided first-quarter revenue above estimates, but diverging margin outlooks and AI concerns drove sharply different stock market reactions.
Earnings
Instacart (CART) topped fourth-quarter estimates with 14% GTV growth and strong 2026 guidance, easing concerns about competition and AI disruption as enterprise expansion and advertising momentum supported results.
Earnings
Crocs (CROX) shares surged after the footwear maker topped fourth-quarter earnings expectations and issued stronger-than-expected profit guidance for fiscal 2026, despite a modest revenue decline.
Earnings
Fastly (FSLY) stock surged after the company reported fourth-quarter revenue of $172.6 million and adjusted earnings of $0.12 per share, both exceeding expectations, as AI-driven traffic boosted growth and margins.
Sector
McDonald’s (MCD) reported stronger-than-expected fourth-quarter results, with global comparable sales accelerating and U.S. traffic rebounding as value promotions and menu innovation helped drive sector leadership.
Earnings
Lyft (LYFT) shares fell sharply after fourth-quarter revenue of $1.59 billion missed expectations, overshadowing record active rider growth and a profit boost tied to a one-time tax accounting adjustment.
Earnings
Shopify (SHOP) shares declined after reporting 31% fourth-quarter revenue growth that beat expectations, as margin guidance and broader software sector pressure weighed on investor sentiment.
Earnings
Zillow Group (ZG) shares fell sharply on Wednesday after the company warned that elevated legal expenses will weigh on 2026 earnings, despite 18% fourth-quarter revenue growth and expanding rentals and mortgage segments.
Price Action
Robinhood (HOOD) fell sharply as cryptocurrency prices declined and fourth-quarter revenue missed expectations, reinforcing how closely trading activity and digital assets remain linked in the current market environment.
Macro
A stronger-than-expected January jobs report showed solid hiring and wage gains, but sharp downward revisions and sector concentration highlight underlying fragility in the labor market.