Articles by James Calloway
AAON Stock Slips 5.9% Despite Record Sales as Margin Outlook Dips
AAON shares fell 5.9% despite record Q2 sales, as a lowered gross-margin outlook overshadowed a strong earnings beat.
Life360 Plunges 24% as Record Q2 Revenue Fails to Lift 2026 Outlook
Life360 shares tumbled 24% after record Q2 revenue of $159M failed to boost its 2026 outlook. Full-year guidance remained steady, disappointing investors.
Amazon Hits $3 Trillion Market Cap as AWS Drives Record Profits
Amazon's market value crossed $3 trillion as AWS delivered 60% of operating profit. Q2 sales exceeded $200B, with AWS revenue up 37%.
GCT Semiconductor's 5G Chip Shipments Surge 71%, Yet Revenue Dips Sequentially
GCT Semiconductor shipped over 5,100 5G chipsets in Q2, up 71% sequentially, but revenue fell 49% to $971K, sending shares down 13.1% after hours.
Upwork Tumbles 20% as AI Automation, Google Changes Hit Forecast
Upwork shares plunged 20% after lowering full-year guidance, citing AI automation and Google search changes. Q2 revenue beat, but profit outlook cut.
CeriBell Boosts 2026 Forecast on AI EEG Adoption, Loss Widens
CeriBell lifts 2026 revenue forecast to $114M-$117M after Q2 sales rose 33%, but net loss widened 41% to $19.3M as expenses outpaced growth.
Simon Property Raises 2026 FFO Forecast on Strong Tenant Sales
Simon Property Group (SPG) raised its 2026 FFO guidance after a strong Q2, with tenant sales up 13.9% and base rent up 6.3%. Occupancy held at 96%.
Jones Act Waiver Extended 90 Days with Stricter Per-Voyage Scrutiny
President Trump extends Jones Act waiver for 90 days, but new approvals require case-by-case review. Oil jumps 5% as Hormuz uncertainty persists.
Sandisk Shares Climb as Analysts Reassess Post-Earnings Drop
Sandisk shares rose 1.9% on Monday as analysts reframed last week's earnings selloff, with Argus upgrading to Buy and a $1,600 target.
CEVA Stock Plunges 16% as Royalty Growth Trails AI Licensing Boom
CEVA shares tumbled 16% after Q2 results showed a licensing surge but royalty growth of only 1%, as AI design wins have yet to generate production revenue.
Quanterix Plunges 39% on Revised Guidance, Delayed Breakeven
Quanterix (QTRX) dropped 39% after lowering 2026 revenue guidance and delaying cash-flow breakeven to 2027. Q2 revenue rose 34% but margins were mixed.