Articles by James Calloway
Trip.com Q2 Earnings: Antitrust Fine vs. Slowing Growth
Trip.com's Q2 results face a revenue growth slowdown to 3-8% and a RMB5.3 billion antitrust penalty. Investors must separate one-time charges from lasting operational changes.
GM Engine Remedy Under NHTSA Scrutiny Across Nearly 1M Trucks
Federal regulators are investigating whether GM's remedy for failing 6.2L V8 engines worked, covering nearly 1 million vehicles and raising warranty cost concerns.
NYT Holds 15M Subscriber Target as Video Push Lifts Costs
New York Times keeps 15M subscriber target by 2027 while investing in video; Q2 digital subs reach 12.8M, revenue rises 11.2%.
UK Unveils Student Loan Disclosure Overhaul, Freeze on Repayment Threshold Persists
England will improve student loan repayment disclosures, yet the controversial £29,385 threshold freeze for Plan 2 borrowers continues, affecting graduate finances.
Nvidia's Hugging Face Deal Faces Senate Scrutiny After Breach
Senators have requested OpenAI details on a July breach of Hugging Face, complicating Nvidia's $12.93B acquisition. The deal faces new scrutiny over security and due diligence.
Sony's $7.85M PlayStation Settlement Faces October Court Review
A federal judge will consider final approval of Sony's $7.85 million settlement over PlayStation Store pricing on October 15. Eligible customers may receive wallet credits.
DraftKings Faces Key Margin Test as NFL Season Kicks Off
DraftKings enters NFL Week 1 with rising volume but falling sports revenue margin, testing whether it can convert customer growth into profitability.
CrowdStrike Expands QuiltWorks Partner Network, Revenue Impact Unclear
CrowdStrike expands QuiltWorks to 10 new partners, boosting channel reach but not monetization clarity. Investors await ARR proof.
FAA Schedules September 18 Window for SpaceX Starship Flight 14, Pending Company Confirmation
The FAA has scheduled a primary window for SpaceX's Starship Flight 14 on September 18, but SpaceX hasn't confirmed the date. Investors await launch success as a key milestone.
Block's Builders Bank: A Crypto Custody Play, Not a Deposit Taker
Block's application for Builders Bank is for a narrow national trust bank handling crypto custody and stablecoin transfers, not deposits or loans. Shares were largely flat, reflecting the limited near-term earnings impact.
Nike's Tariff-Adjusted P/E Reveals a Steeper Valuation
Nike's reported P/E of 17.5x masks a one-time tariff benefit. Excluding it, the stock trades at 23.3x earnings, making the upcoming Q1 report a key test of operational progress.
Revolut Data Leak: Fraudulent Requests Exploit Government Email Domain
Revolut disclosed a data breach where fraudsters used a government email domain to access customer records, raising questions about its controls and valuation.