Articles by James Calloway
SK hynix Shares Surge in Seoul as ADR Premium Widens Ahead of Record Earnings
SK hynix shares rose 3.24% in Seoul, with the ADR premium reaching 32.8% as market participants look forward to record earnings and new AI partnerships.
SoFi Stock Rises in Premarket as Markets Eye Q2 Earnings and Key Margin Target
SoFi shares advance 1.8% in premarket as investors await Q2 results, with key focus on the company's margin improvement trajectory toward a 38% target.
Microsoft's $190B AI Capex Plan Faces Cash Flow Scrutiny Ahead of Earnings
Microsoft's massive AI investment, with capex at 66% of operating cash flow, faces investor scrutiny as Azure demand outpaces supply ahead of earnings.
Apple's lean AI spending approach contrasts with industry giants ahead of earnings
Apple shares approach record high ahead of earnings, with its lean AI spending strategy standing in stark contrast to Alphabet's massive capital outlays.
Nokia Stock Dips Despite AI Order Surge as Cash Flow Worries Mount
Nokia shares dropped 1.85% as AI order growth raised cash flow concerns, requiring €1.63 billion in H2 free cash flow.
Frontier Group Halts Knoxville Route, Trims Network Ahead of Q3 Results
Frontier Group will halt its Denver-Knoxville route from August 17, part of a network overhaul ahead of Q3 earnings. Shares fell 6.7% last week to $5.81.
Intel Stock Tumbles 7.9% as AI Gains Collide with $20B Capex Plan
Intel shares dropped 7.9% as robust AI-driven earnings face a $20 billion capex hurdle, with the stock closing at $92.32 and the semiconductor index slipping 4.5%.
MSCI Stock Drops 12% on Rising Costs Despite Record Index Fees
MSCI shares slid 12.4% as record index fees were overshadowed by higher expense forecasts, with operating expense midpoint rising $45 million while free cash flow guidance increased only $15 million.
Danaher's 50% Rebound Faces $100M Bioprocessing Deferral Hurdle
Danaher shares rebounded 50% from a post-earnings drop, but a $100 million bioprocessing revenue delay to 2027 tests the recovery.
AMC Shares Surge 17% Despite Persistent Dilution Fears Following Record Quarter
AMC Entertainment (NYSE: AMC) shares jumped 17% for the week, even as dilution fears persist after a record quarter. The stock closed at $2.27, still 7.7% below its post-earnings high.
SoFi Shares Face Potential 10% Swing as Q2 Earnings Loom
SoFi Technologies faces a pivotal week with Q2 earnings and a Fed decision. Options imply a 10.45% move, as 62% of 2026 EPS hinges on second-half performance.