Articles by James Calloway
Opendoor Needs $9M or One Margin Point to Hit Q2 Breakeven
Opendoor requires $9 million or one margin point to hit Q2 adjusted EBITDA breakeven, with revenue around $900 million and a contribution margin of 5-7%.
IBM shares tumble 25% on mainframe slump, software miss
IBM shares fell 25% after preliminary Q2 results showed a 24% decline in mainframe and support revenue, missing estimates and impacting software sales tied to mainframes.
Domino's Expands Board, Appoints Two Independent Directors Ahead of Q2 Earnings
Domino's Pizza (NASDAQ:DPZ) expands board to 10 members and adds two independent directors to its audit committee ahead of Q2 earnings, as the company faces digital execution issues and slowing sales.
ASML Lifts 2026 Outlook, Q4 Revenue Seen at €13-16 Billion
ASML raised its 2026 revenue guidance, implying record Q4 sales of €12.9-15.9 billion. Service and upgrade revenue surged 32%, boosting margins.
Bank Stocks Split on Guidance as Earnings Beats Fail to Unite Investors
Goldman Sachs surged 9% after a 44.9% earnings surprise, while Citigroup fell 5.3% despite a 15% beat. JPMorgan rose 2.5% on a raised outlook, but Wells Fargo slipped 2.7% with steady forecasts.
Aehr Test Systems Soars on Record Orders, Backlog Covers Up to 77% of FY2027 Target
Aehr Test Systems (AEHR) shares jumped 5.9% on Tuesday and surged 27% after hours on record orders and a $100.6M backlog, covering 67%-77% of its fiscal 2027 revenue target.
SemiLEDs Shares Leap 47% on Equipment Resale Boost, LED Sales Show Progress
SemiLEDs shares jumped 47% after equipment resales accounted for 94% of gross profit in Q3, while LED sales improved. Revenue surged to $9M, but customer concentration and going-concern risks remain.
Morgan Stanley Stock Holds Above Key Level Ahead of Q2 Earnings
Morgan Stanley shares closed at $227.67, up 2.98%, ahead of Q2 earnings. Analysts expect $19.7B revenue and $2.93 EPS, with focus on wealth management and capital markets.
Microsoft's $40B Capex Test: Can AI Revenue Catch Up?
Microsoft heads toward July 29 earnings with bulls eyeing a valuation discount and a potential bounce, but the key question is how quickly AI demand converts to cash flow versus heavy spending.
Intuitive Surgical Drops 6% After HCA Surgery Data Raises Q2 Concerns
Intuitive Surgical shares dropped 6% following HCA Healthcare's Q2 surgery volume decline, intensifying scrutiny ahead of its own earnings report.