Articles by James Calloway
Samsung Shares Tumble 7.6% Ahead of Earnings Call Amid Profit Concentration Concerns
Samsung shares dropped 7.6% on Friday to 249,500 won ahead of its July 30 earnings call. The company's Q2 preliminary operating margin is 52.3%, but profit concentration in memory chips and potential phone segment losses raise concerns.
Rolls-Royce Buyback Under Scrutiny Ahead of Cash Flow Report
Rolls-Royce's share buyback and dividend plans account for 95% of projected free cash flow, drawing investor focus to the upcoming half-year report on July 30.
ASML Steady as Q4 Revenue Target Approaches €14.4 Billion
ASML shares held steady at €1,579 as fourth-quarter revenue is projected at €14.41 billion to meet yearly midpoint guidance, with Intel's capex increase underpinning equipment demand.
Deckers Outdoor Shares Slide on Operating Profit Decline Despite Buyback Support
Deckers Outdoor shares dropped 4.3% after a 6% decline in quarterly operating income, despite a 5.7% revenue rise and share buybacks that lifted EPS.
LiveWire Shares Skyrocket 92% Premarket on Strong Q2 Sales
LiveWire shares jumped 92% premarket on strong Q2 sales, but the company maintained its full-year loss guidance of $70-$80 million, indicating ongoing challenges.
Tesla Faces $16.7 Billion Capex Surge in Second Half of 2026
Tesla's capital expenditures surged to $5.79 billion in Q2 2026, driving negative free cash flow of $1.09 billion. The company projects over $25 billion in capex for the full year.
Hims & Hers Peptide Opportunity Tempered by FDA Timeline
Hims & Hers (HIMS) rose 3.4% after FDA advisers supported four unapproved peptides for compounding, but the final rule may take up to a year. Analysts estimate $440M in peptide sales by 2027.
SAP Shares Surge 6% on Cloud Backlog Strength, Despite Profit Outlook Cut
SAP shares rose 6.2% as cloud backlog growth of 26% exceeded forecasts, outweighing a reduced profit outlook. Market value increased by €9.8 billion.
Lockheed Martin Surges 10.5% on Raised Free Cash Flow Outlook and Record Backlog
Lockheed Martin (LMT) shares surged 10.5% after raising its 2026 free cash flow midpoint by $450 million, driven by a $450 million reduction in capital spending. Backlog hit a record $230.4 billion.
Intel Surges on AI Server Profit Surge; 79% Incremental Margin
Intel shares rose nearly 4% premarket after Q2 earnings beat, driven by a 79% incremental margin in data-center and AI revenue, which surged 59%.
American Airlines Shares Dive 8% as Fuel Costs Swallow Revenue Gains
American Airlines shares tumbled 8% after fuel expenses ate up nearly all of its revenue increase, leading to a sharply reduced profit forecast.
Blackstone Q2 Earnings Beat on AI-Driven Real Estate Gains
Blackstone's Q2 distributable earnings surged 26% to $1.98B, topping forecasts, fueled by AI-related asset sales in real estate, while private credit faced headwinds.