Articles by James Calloway
Berkshire Shares Hit Record as Buffett Successor Ramps Up $28B Capital Push
Berkshire Hathaway (BRK.B) shares surged to an all-time high after Q2 operating earnings jumped 16.3% and new CEO Greg Abel deployed $28 billion in capital.
Embraer Soars 5.7% on Record Q2 Revenue, Tax Relief Drives Margin Outlook
Embraer (EMBJ) climbed 5.7% after record Q2 revenue and an improved 2026 outlook, with tax and tariff relief accounting for 96% of the EBIT guidance increase.
Walmart's Q2 Margin Expansion Faces Investor Scrutiny
Walmart heads into its Aug. 20 earnings with a growth-stock valuation, but margin expansion and e-commerce profitability will be key tests.
CoreWeave Stock Surges 26% as Earnings Test Looms
CoreWeave (NASDAQ:CRWV) shares jump 26% this week as investors await Q2 earnings. The company faces margin pressure and high leverage, with options pricing a 13% move.
IonQ Beats Q2 Estimates but H2 Revenue Growth Looks Flat
IonQ (NYSE:IONQ) reported Q2 revenue of $80.1M, beating estimates, and raised its 2026 guidance. However, implied H2 revenue suggests only marginal growth, with shares up 11.9%.
Rocket Lab and AST SpaceMobile Rise Premarket Ahead of Q2 Earnings
Rocket Lab and AST SpaceMobile shares rose in premarket trading ahead of their Q2 earnings reports. ASTS faces a challenging revenue target for the second half.
Ferguson Beats Q2 Estimates, Raises FY2026 Outlook Amid S&P 500 Inclusion
Ferguson (FERG) reported Q2 adjusted EPS of $3.39, beating estimates, and raised its FY2026 sales outlook. Shares rose 1% premarket as valuation concerns persist.
Barrick Shares Tumble 5% on Cost Pressures Despite $1.95B Nevada Settlement
Barrick Mining (NYSE:B) slid 5% premarket after Q2 adjusted EPS missed estimates, overshadowing a $1.95B Nevada settlement with Newmont.
TSMC July Sales Jump 45% as AI Demand Fuels Q3 Growth Expectations
TSMC's July revenue surged 44.7% year-over-year to NT$467.58 billion, propelled by AI demand. The company must maintain momentum in August and September to meet Q3 guidance.
Plug Power Stock Rises Ahead of Q2 Earnings; Cash Burn in Spotlight
Plug Power (PLUG) traded up 5.3% premarket ahead of Q2 earnings. Investors are focused on cash burn and liquidity, with revenue projected between $169.1M and $172.8M.
Berkshire Hathaway Buybacks Signal Valuation as Shares Rise Premarket
Berkshire Hathaway (BRK.B) shares ticked up in premarket trading. Q2 buyback prices suggest management sees value, even as insurance results disappoint.
Ondas Stock Surges 22% as $406M H2 Revenue Hurdle Looms
Ondas (ONDS) shares surged 21.6% last week, but the company must deliver over $406 million in H2 revenue to hit its 2026 target. Q2 earnings Thursday will be pivotal.