Articles by James Calloway
Macy's Shares Slide 4.7% Despite Earnings Beat—Margins Lift Was One-Time
Macy's stock fell 4.7% despite beating earnings, as a 180-basis-point margin gain came from one-time tariff refunds. Underlying margin improved just 10 bps.
Kroger Q2: Can Grocer Defend 1% Sales Floor Amid Buyback Test?
Kroger reports Q2 results Friday with stock at 11x earnings. Key test: same-store sales above 1% and margin stability as $1.8B buyback faces Giant Eagle acquisition.
Nvidia Slips 2.4% as DOJ Probes $17B Groq Deal Structure
Nvidia shares dropped 2.4% after reports of a DOJ investigation into its $17B Groq transaction, which may have been structured to avoid merger review.
Frequency Electronics Surges 28% After Record Quarter; Valuation Raises Questions
Frequency Electronics (FEIM) soared 28% after a record quarter. With a $129M backlog, the stock's valuation now hinges on hitting ambitious 2029 targets.
LightPath Q4 Revenue Soars 74% as LPTH Stock Remains Under Pressure
LightPath Technologies delivered record Q4 revenue and positive adjusted EBITDA, but LPTH stock remains below $10 amid GAAP losses and share dilution.
RH Stock Rallies 8.7% After Hours: The Tariff Boost Behind the Beat
RH shares jumped 8.7% after hours on a Q2 sales beat, but a one-time tariff refund masks a 33% drop in normalized EBITDA. Can the Q4 ramp deliver?
Adobe's AI Growth Sparks Investor Skepticism Despite Strong Earnings
Adobe beat Q3 targets and raised guidance, but shares fell 2.2% as investors weighed explosive AI ARR growth against modest overall growth.
Oracle Surges 6% on Strong Q1, But Capex Concerns Loom
Oracle (ORCL) shares rose 6.3% in after-hours trading after Q1 results beat targets, but massive capex and negative free cash flow keep investors cautious.
Opendoor Shares Slide 6% as CEO Pushes Out Profitability Target
Opendoor (OPEN) shares dropped 6.2% to $2.815 after CEO Kaz Nejatian said a late-August housing slowdown pushed its adjusted-EBITDA profitability target back by six to eight weeks.
GameStop Raises EBITDA Outlook as Collectibles Reshape Business
GameStop raised its adjusted EBITDA forecast to $650M, powered by a surge in collectibles sales and lower costs, even as total revenue declined sharply.
Ticketmaster Rivals Challenge DOJ Deal; LYV's High-Margin Engine in Focus
Rivals AEG and SeatGeek ask a judge to reject the DOJ's antitrust settlement with Live Nation, highlighting Ticketmaster's 38.8% margin and 40% profit share.
Oracle Stock Slips Ahead of Q1 Report; Cloud Growth and Cash Burn in Focus
Oracle shares dipped 1.8% ahead of its fiscal Q1 report. The market is focused on whether cloud growth can accelerate and if cash burn will ease.