Articles by James Calloway
SMCI Stock Gains as Preliminary Margins Signal Major Profit Boost
SMCI shares jumped 3.4% premarket after preliminary Q4 gross margins of 15%-17% nearly doubled earlier guidance, potentially adding $847M in gross profit.
Rocket Lab Stock Soars 27.5% Ahead of Q2 Earnings: Key Levels to Watch
Rocket Lab (NASDAQ:RKLB) shares jumped 27.5% last week to $82.83, adding $10.7B in market value before Q2 earnings. Analysts expect revenue of $231.62M and a per-share loss of $0.06.
Trade Desk Plunges 22% on Soft Q3 Guidance, Margin Squeeze
The Trade Desk (TTD) shares plunged 21.9% after Q3 guidance pointed to a 12% revenue drop and a sharp margin contraction, sparking analyst downgrades.
Berkshire's $7.8B Buyback Surge Signals Abel's Capital Strategy Shift
Berkshire Hathaway repurchased $7.8B in shares from April to July, signaling a more aggressive capital deployment strategy under Greg Abel. Operating profit rose 16%.
Airbnb Soars 17% on AI Cost Cuts, Upbeat Outlook
Airbnb shares surged 17% Friday after the company raised its revenue forecast, citing AI-driven cost savings and strong travel demand. Q2 earnings beat estimates.
Bob's Discount Furniture Faces Steep Margin Hurdle in Second Half
Bob's Discount Furniture (NYSE:BOBS) needs an 11.4% adjusted EBITDA margin in H2 to meet its target, with Q2 GAAP profit up 64% but adjusted net income down 13.7%.
Trade Desk Plunges 22% on Weak Q3 Forecast, Margin Squeeze
The Trade Desk (TTD) shares plunged 21.9% after issuing a Q3 revenue outlook that missed expectations, with adjusted EBITDA margin projected to fall to ~24.6% from 34% in Q2.
Wayfair Stock Soars 26% on Q2 Order Growth, Signaling Recovery
Wayfair (NYSE:W) shares jumped 25.6% last week as Q2 order growth of 6% fueled revenue gains. The company's recovery appears driven by market share capture rather than broad demand.
Ambev Stock Slips 3.5% as Profit Beat Masks Revenue Miss
Ambev's ADR dropped 3.5% despite a 16.2% profit beat, as revenue missed estimates. Q2 cash flow surged 54.5%.
Doximity Surges 33% on AI Momentum, Yet Profitability Lags
Doximity (DOCS) surged 33% to $27.40 on AI adoption, but closed 31.5% off highs. Q1 revenue grew 7%, yet net income dropped 54% and FY27 guidance was mixed.
