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
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.
Earnings
Booking Holdings (BKNG) exceeded second-quarter expectations as resilient domestic and regional travel fueled bookings, revenue, and profitability, while management maintained a cautious outlook due to ongoing geopolitical disruptions affecting long-haul travel.
Earnings
SpaceX (SPCX) delivered stronger-than-expected revenue and earnings in its first quarterly report as a public company, but investors focused on the company's aggressive AI infrastructure spending, sending shares lower despite rapid growth across its businesses.
Earnings
Advanced Micro Devices delivered record second-quarter revenue and more than doubled data center sales, but investors focused on the company's next growth phase, AI platform rollout, and competitive positioning despite guidance that topped Wall Street expectations.
Earnings
Shopify (SHOP) exceeded Wall Street expectations in the second quarter as revenue and gross merchandise volume accelerated. Strong operating leverage, rising free cash flow, and an upbeat outlook reinforced confidence in the company's growth trajectory.
Earnings
Walt Disney (DIS) delivered stronger-than-expected fiscal third-quarter earnings as record theme park revenue, improving streaming profitability, and blockbuster entertainment results lifted operating income despite revenue coming in slightly below Wall Street expectations.
Earnings
Wix.com (WIX) reported 15% revenue growth and stronger-than-expected second-quarter results as demand for Base44 accelerated. Shares rose as Wix projected a sharp improvement in the AI platform’s margins while maintaining its full-year outlook.
Earnings
Palantir (NYSE:PLTR) surged after second-quarter results topped expectations, driven by rapid U.S. commercial AI adoption, expanding government demand, stronger profitability, and higher full-year guidance.