Articles by James Calloway
Cochin Shipyard Plunges 9% on 14% Margin Guidance
Cochin Shipyard stock dropped 9% on margin guidance of 14-15%, prompting a valuation reset despite a ₹21,900 crore order book.
Computacenter's Guidance Lift Fails to Offset Margin and Cash Flow Concerns
Computacenter's strong earnings upgrade was overshadowed by margin erosion and negative cash flow, leaving shares 6% below Monday's close despite a Friday rebound.
Oracle's AI Cloud Growth Fails to Halt Stock Slide
Oracle shares reversed a 7.5% opening gain to close down 1.7%, as investors digested massive capex and dilution despite strong AI cloud backlog growth.
Uber, WeRide Secure Spain's First L4 Robotaxi Permit for Supervised Tests
Uber and WeRide secured Spain's first national permit for Level 4 autonomous passenger vehicles, but it covers only 20 supervised test cars, not paid rides. The approval marks a regulatory milestone with limited immediate financial impact.
Adobe's New CEO Faces AI Monetization Challenge as Stock Dips
Adobe's incoming CEO Anil Chakravarthy inherits a $249 stock and a $650 million AI test as the market questions whether AI adoption can translate into meaningful revenue.
Kroger's Q2 Sales Flat, EPS Outlook Steady
Kroger's Q2 sales growth slowed to 0.2%, but EPS beat estimates and full-year guidance was maintained. The company faces challenges from pharmacy headwinds.
FOXA Gains 2% as DOJ Escalates Roku Deal Review: Key Investor Takeaways
Fox (FOXA) shares rose 2.07% despite a deeper DOJ antitrust review of its $22B Roku deal. Investors must weigh regulatory hurdles, dilution, and financing costs.
ESPN's August Ratings Surge Doesn't Yet Translate to Profit
ESPN's August viewership rose 13% year-over-year, but Disney (DIS) still faces a profitability test as sports costs outpace revenue growth.
Rolls-Royce Interim Payout: Why the 6p Dividend Is Already Locked In
Rolls-Royce's 6p dividend pays Sept 18, but eligibility was set in August. With shares at 1,448p, the real story is cash generation and buyback execution.
Meta Stock Slips 1.4% as Zuckerberg Video Plays in $62.85B New Mexico Trial
Meta (META) shares dropped 1.4% as a New Mexico jury viewed CEO Mark Zuckerberg's deposition in the Cambridge Analytica case, where the state seeks up to $62.85 billion in penalties.
Micron Slips 4.9% as Investors Eye $50B Q4 Guidance
Micron (MU) dropped 4.9% to $977.41 as investors brace for a demanding Q4 earnings test, with $50B revenue and 86% gross margin guidance at stake.
Descartes Stock Rebounds 4% on Record Revenue and Margin Growth
Descartes Systems Group shares jumped 4.2% after hours following record quarterly revenue and an expanded EBITDA margin, overshadowing acquisition concerns.