Articles by James Calloway
China Mobile Faces VAT Hike Impact as Inflation Data and Earnings Loom
China Mobile's A-shares trade near 95 yuan as a VAT increase on telecom services pressures profits. Investors await February inflation figures and the company's March earnings report.
L'Oréal Shares Dip Ahead of Annual Results; China Demand, Margins in Focus
L'Oréal shares closed slightly lower ahead of its 2025 annual results release. Analysts anticipate sales near €44.1 billion, with investor attention on guidance and Chinese market performance.
Hermès Shares Steady at €2,055 Ahead of Key Annual Report
Hermès International shares closed at €2,055, up 0.3%, as investors await the luxury group's 2025 annual results on February 12. Focus will be on demand trends, margin resilience, and regional performance.
Nestle Shares Gain Ahead of Key 2025 Results and 2026 Outlook
Nestle shares rose 0.6% to CHF 78.89 on Friday, with investors focused on the company's upcoming full-year results and strategic outlook scheduled for February 19.
RTX Dividend Approved Amid Pentagon Scrutiny on Contractor Payouts
RTX declared a $0.68 quarterly dividend payable March 19, while investors monitor a pending Pentagon list that could restrict dividends and buybacks for underperforming defense contractors under a Trump executive order.
Applied Materials Surges 6% on AI Spending Wave, Eyes Earnings and Export Risks
Applied Materials shares climbed over 6% Friday, lifted by broader semiconductor strength following Amazon and Alphabet's capex plans. Investors now focus on the company's Feb. 12 earnings and potential revenue impact from U.S. export controls.
Philip Morris Gains on Strong 2026 Outlook Amid Zyn Growth and Competitive Pressures
Philip Morris shares rose 0.45% to $182.81 after reporting Q4 earnings and issuing 2026 EPS guidance of $8.38-$8.53. Zyn pouch shipments increased over 19% to 196 million cans, though competition remains a key focus.
Hims Halts Compounded GLP-1 Pill as FDA Cracks Down, Molina Plunges on Profit Warning
Hims & Hers discontinues its $49 compounded semaglutide offering following FDA enforcement signals, sending shares down 16%. Molina Healthcare forecasts 2026 profit far below expectations, triggering a 28% stock drop.
Merck Nears 52-Week Peak Amid Insider Sale, Investors Eye Pipeline Updates
Merck shares climbed 1.8% to $121.93, extending gains for a seventh session and approaching a 52-week high. An executive sold 37,685 shares as investors await the impact of 2026 guidance and pipeline developments.
AstraZeneca Shares Hold Ground Ahead of Key Earnings, TrumpRx Pricing Initiative Looms
AstraZeneca shares edged higher ahead of its full-year results, with 2026 guidance and U.S. drug pricing pressures in focus. The stock closed up 0.9% in London and 3.2% in New York.