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
Boeing returned to positive free cash flow as higher aircraft deliveries lifted Q2 revenue and narrowed commercial losses, helping shares rise despite a wider-than-expected loss and another Air Force One charge.
Earnings
Coca-Cola raised its 2026 outlook after Q2 revenue rose 7% and global volume increased 5%, with Zero Sugar, North America and Asia Pacific contributing to growth as shares rallied following the results.
Earnings
Corning (GLW) delivered stronger second-quarter earnings and core sales, powered by AI-related optical demand, but shares sank as production constraints and softer consumer electronics demand tempered the near-term revenue outlook.
Innovation & Tech
SpaceX hit a new post-IPO low despite a successful Starship test, as investors focused on its elevated valuation, upcoming earnings, insider lockup expirations, and the growing importance of Starship to the company's future operations.
Innovation & Tech
D-Wave's expanded AT&T partnership sent quantum stocks higher after its technology cut one network optimization workload from about an hour to under 15 seconds, giving the sector a concrete example of enterprise adoption.
Innovation & Tech
Nvidia's expanding AI partnerships strengthen its infrastructure pipeline, but a potential $250 billion OpenAI financing backstop is raising questions about how much future demand could depend on Nvidia-supported funding.
Macro
Oil near $100, disrupted shipping routes, rising insurance costs, and AI-driven electricity demand are increasing pressure on energy costs, inflation, consumers, and markets.
Price Action
Cathie Wood's ARK Invest bought about 160,000 Tesla shares after the stock plunged nearly 15% following a disappointing earnings report, highlighting the divide between investors focused on weak profits and those betting on Tesla's AI future.
Innovation & Tech
Artificial intelligence remained the dominant market theme this week as companies expanded investment across cloud, semiconductors, data centers, and infrastructure. Investors, however, increasingly looked beyond earnings, focusing on capital spending, profitability, and long-term execution.
Earnings
Intel (INTC) topped earnings and revenue expectations as AI-driven demand boosted its data center, server, and foundry businesses. The company raised capital spending plans, while investors weighed strong growth against higher investment needs and supply constraints.
Earnings
Deckers Brands (DECK) delivered its first-ever $1 billion quarter and topped earnings expectations, but investors focused on slowing sales growth, cautious revenue guidance, and warnings that tariffs and freight costs could pressure profits in the months ahead.
Earnings
RTX and Lockheed Martin delivered stronger-than-expected quarters, raised full-year guidance, and reported record backlogs, signaling continued demand across aerospace, missile defense, and military modernization programs.