Articles by James Calloway
Arista Networks Stock Tumbles Despite Strong Q1 as AI Guidance Fails to Impress
Arista Networks beat Q1 earnings estimates but saw shares drop 5.8% after hours as Q2 guidance met, not exceeded, expectations and gross margin fell.
Cellectar Biosciences Secures $140M, Pushes Iopofosine Toward FDA Filing
Cellectar Biosciences secured up to $140 million in new funding and reported strong Phase 2b results for iopofosine, fueling plans for a confirmatory trial and FDA filing in Waldenström macroglobulinemia.
Backblaze Surges on AI Demand, Lifts 2026 Forecast
Backblaze shares soared Tuesday after the company raised its 2026 outlook, citing strong AI demand for its B2 Cloud Storage platform.
DuPont Rallies on Upgraded 2026 Outlook, $275M Buyback
DuPont raised its 2026 forecasts and announced a $275 million buyback, sending shares up 8.5% as cost pass-through strategies reassured investors.
Akamai Surges on New API Security Tools Ahead of Q1 Earnings
Akamai shares jumped 10% on Tuesday after launching new API security tools ahead of its Q1 earnings report. The Security Posture Center aims to address rising AI-related API risks.
Sadot Group Stock Surges 99% After Nasdaq Compliance Resolution, but Financial Woes Persist
Sadot Group shares surged 99% after Nasdaq resolved a filing compliance issue, but the annual report shows a 65% revenue decline, $93.4M net loss, and a going concern warning.
Ballard Power Shares Surge 24% on Narrowed Q1 Loss, Positive Gross Margin
Ballard Power Systems (BLDP) shares surged about 24% after Q1 revenue climbed 26% to $19.4M and net loss narrowed to $0.04 per share, helped by cost reductions and a positive gross margin of 14%.
IPG Photonics Shares Sink 29% on Tariff Margin Warning Despite Sales Beat
IPG Photonics shares fell 29% to $87.38 after Q1 revenue topped forecasts but earnings missed, while tariff warnings signaled continued margin compression.
Eaton Shares Dip on Margin Pressure Despite Record Q1 Sales and AI Boom
Eaton shares fell ~2% as record Q1 sales of $7.5B were overshadowed by margin compression and a profit outlook that fell short of estimates. AI data-center demand surged, but investors focused on costs.
Fiserv Shares Tumble on Revenue Miss; 2026 Targets Face Scrutiny
Fiserv shares slid nearly 10% after Q1 adjusted revenue missed estimates, with organic sales down in both Merchant and Financial Solutions. Management kept its 2026 outlook, but margin pressure and competitive headwinds raise doubts.