Articles by James Calloway
UnitedHealth Stock at $429: Earnings Test Looms as Investors Eye $25 EPS Target
UnitedHealth stock trades up ahead of Q2 earnings, with the market pricing in a long-term EPS target of $25 by 2028. Analysts watch for margin improvements and Optum recovery.
Alibaba AI Rally Faces Crucial Cloud Revenue Test
Alibaba (BABA) stock advanced 0.9% Monday, extending a 15% AI-fueled rally. The focus now shifts to cloud computing growth, which BofA expects to contribute 69% of revenue increase in the June quarter.
Fed's Bowman Urges Risk-Based Global Rules, Warns of $320 Billion Excess Capital
Fed Vice Chair Michelle Bowman advocates for flexible, risk-based global rules, warning that one-size-fits-all standards erode FSB effectiveness. U.S. banks could hold $320 billion in excess capital.
Netflix Q2 Preview: $8.1B H2 Profit Target Sparks Investor Scrutiny
Netflix heads into Q2 earnings with an $8.1 billion second-half profit target, a 30% year-over-year jump. Investors will scrutinize margins, ad revenue, and engagement data.
TSMC Q2 revenue beats estimates, but $83B H2 test looms
TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, but investors eye the $83.2 billion H2 target needed to sustain 30% growth.
Pakistan's Crypto Fatwa Sparks Regulatory Uncertainty for $41.6B Remittance Market
A fatwa against crypto purchases under Islamic law pressures Pakistan's regulatory framework, potentially impacting $41.6 billion in annual remittances and digital asset adoption.
ASML's Upcoming Earnings Could Trigger a Market Swing Larger Than Its Annual Revenue
ASML's upcoming earnings report could trigger a 7% stock swing, representing a market cap change of about €42 billion, surpassing its annual revenue guidance.
Healthcare Earnings Test: J&J, UnitedHealth, Abbott in Focus After Sector's 9% Drop
Major healthcare stocks report this week as the sector's 9% earnings decline goes under the microscope. J&J, UnitedHealth, and Abbott are key to determining if the drop is real or just a one-off.