Articles by James Calloway
Samsara Surges on Strong Q4 Results and Upbeat Long-Term Forecast
Samsara posted better-than-expected fourth-quarter results, with revenue climbing 28% to $444.3 million. The company also issued an optimistic forecast for fiscal 2027, projecting revenue approaching $2 billion.
Aviva Announces £350M Share Repurchase Following Strong 2025 Earnings
Aviva has initiated a £350 million share buyback program following a significant 25% increase in its 2025 operating profit. The insurer also boosted its final dividend payout to shareholders.
Costco Q2 Results Top Estimates, Eyes Tariff Refunds for Member Price Cuts
Costco Wholesale exceeded analyst expectations for its fiscal second quarter, posting strong sales and profit growth. The retailer indicated any future tariff recoveries would be used to reduce prices for members.
Marvell Projects $15 Billion Revenue by 2028 on Surging AI Infrastructure Demand
Marvell Technology issued a bullish long-term forecast, projecting revenue could approach $15 billion by fiscal 2028, significantly above Wall Street expectations. The chipmaker's shares jumped 15% after it also reported strong quarterly results and guidance.
UK Regulator Backs SSE's Early Grid Investment in Scotland
Britain's energy regulator Ofgem has signaled support for SSE's request for early construction funding on eight major Scottish transmission projects, potentially allowing accelerated spending ahead of final approvals.
GSK Expands Share Repurchases, Outlines 2026 Growth Strategy Under New CEO
GSK has acquired 650,000 shares for treasury and published its 2025 annual report, showing £32.7B in turnover. CEO Luke Miels forecasts continued profitable growth for 2026.
RELX Holds Firm on 2026 Targets Amid AI Market Jitters
RELX PLC confirmed its 2026 growth forecast on Thursday, emphasizing artificial intelligence as a core driver. The stock rose 2.74% following recent pressure linked to competitive AI concerns.
Reckitt Benckiser Stock Plunges on Margin Uncertainty Despite Strong Q4 Sales
Reckitt Benckiser's stock dropped nearly 6% as investor focus shifted from a Q4 sales beat to the lack of a 2026 profit margin target. The company flagged ongoing weakness in Europe and softer OTC demand.
BAT Hit with UK Shareholder Suit Over North Korea Sanctions
British American Tobacco is being sued in London by over 100 shareholders who allege the company did not properly disclose U.S. sanctions violations related to its North Korea operations. The legal action follows BAT's $635.2 million settlement with U.S. authorities in 2023.
Pro Medicus Rebounds 9% as Healthcare Tech Recovers from AI Selloff
Pro Medicus shares jumped over 9% on Friday, rebounding from a brutal selloff triggered by AI concerns. First-half revenue grew 28.4% to A$124.8 million, though it fell short of consensus expectations.
Malaysia Affirms Strict Lynas License Terms Despite US Minerals Pact
Malaysia's trade ministry clarified that a US critical minerals agreement does not override technical requirements for Lynas Rare Earths' operations, following the firm's 10-year license renewal. Environmental groups continue to oppose radioactive waste storage.
Westpac to Exit SEC Oversight in 2026, Maintains U.S. Debt Market Access
Westpac Banking Corp intends to terminate its SEC registration around May 2026, halting routine U.S. disclosures but preserving its ability to raise U.S. dollar funding through private debt markets.