Articles by James Calloway
Cloudflare Stock Surges on Forrester Edge Platform Recognition Ahead of Earnings
Cloudflare shares rose 7.9% after Forrester named it a leader in edge development platforms, ahead of its May 7 earnings report.
Fastly Stock Jumps 15% on AI Cloud Optimism Ahead of Q1 Earnings
Fastly shares rose 15% to $31.66 on Tuesday, extending its 2026 rally ahead of Q1 earnings. The surge followed strong AI cloud results from DigitalOcean.
Sterling Infrastructure Surges on Data Center Demand, Revenue Jumps 92%
Sterling Infrastructure shares surged nearly 47% after Q1 revenue soared 92% to $825.7 million, driven by data center and semiconductor projects. The company raised its 2026 revenue forecast to up to $3.8 billion.
SoundHound AI Drops 4% as OASYS Launch Precedes Q1 Results
SoundHound AI shares fell 4.3% to $9.06 after unveiling OASYS, a self-learning AI platform, ahead of its Q1 earnings report on Thursday.
Figma Stock Under Pressure as AI Strategy Faces First Major Test
Figma shares trade near $20 ahead of May 14 earnings, with investors focused on whether AI features can drive revenue growth amid rising costs and analyst caution.
Duolingo's AI-Driven Strategy Faces Investor Skepticism After Stock Plunge
Duolingo shares dropped over 12% after the company forecast slower bookings and lower margins, overshadowing a Q1 beat. Investors are skeptical about AI-driven returns.
Harley-Davidson's New CEO Bets on Affordable Bikes as Q1 Profit Dives 81%
Harley-Davidson's Q1 net income fell 81% to $25M as revenue dropped 12%. The company launches a new strategy centered on affordable bikes like the $6,000 Sprint to lure younger buyers.
Palantir Lifts 2026 Forecast on 85% Revenue Surge; Valuation Concerns Remain
Palantir Technologies raised its 2026 revenue forecast after Q1 sales surged 85% to $1.63B, beating estimates. U.S. revenue more than doubled. Stock rose 1.4% premarket.
Shopify Shares Dip Despite $100B GMV Milestone; AI Costs Weigh
Shopify shares slid nearly 7% as Q1 operating income of $382M fell short of the $420M consensus, even as revenue jumped 34% and GMV surpassed $100 billion.
PayPal Beats Q1 Estimates as New CEO Unveils $1.5B Cost-Cutting Plan
PayPal topped Q1 expectations with revenue of $8.35B, but branded checkout growth remained sluggish. New CEO Enrique Lores outlined a $1.5B cost-cutting strategy.
CoreWeave Surges on Meta's $21 Billion Cloud Deal Ahead of Earnings
CoreWeave shares rose 5.4% to $125.43 premarket Tuesday after Meta pledged $21 billion for cloud capacity through 2032. Jefferies estimates the backlog could exceed $95 billion.
Pfizer Q1 Beats Estimates, Patent Cliff Concerns Linger
Pfizer reported Q1 adjusted EPS of $0.75 on $14.45B revenue, beating estimates. Growth in Eliquis and Padcev offset COVID declines, but patent cliff remains a key concern.