Articles by James Calloway
Computacenter Lifts 2026 Profit Guidance to £380M on AI-Driven Backlog
Computacenter raised its 2026 profit outlook to at least £380M, driven by a £9.3B AI-related backlog. H1 profit surged 87%, but investors eye cash conversion.
Dunelm's Growth Plan: Flat FY27 Profit, £100M Reinvestment
Dunelm expects flat FY27 profit as it reinvests £100M in cost savings and boosts capex. Sales rose 3.1% in FY26.
Li Auto Drops 2.1% as China's New Supplier Payment Rules Tighten Working Capital
Li Auto's Hong Kong shares fell 2.1% after China tightened supplier payment rules, spotlighting its RMB 38.8 billion payables. The EV maker's cash position remains robust.
Braze Faces $4.3M Revenue Bar as Wall Street Expects More Than Guidance
Braze heads into earnings with Wall Street expecting $224.27M revenue, $4.3M above guidance. Growth, retention, and cash flow are in focus.
Micron's DRAM Revenue Surges 65.5% as Price Growth Slows
Micron's DRAM revenue surged 65.5% Q/Q in calendar Q2, outpacing industry growth. But memory price increases are expected to moderate sharply.
Oracle's $638B Backlog Faces Cash Flow Test in Q1 Report
Oracle's Q1 FY2027 earnings on Sept 10 face high stakes: can it convert a $638B backlog into revenue without worsening cash burn? Investors watch for guidance on financing.
Tesla's $88B Drop: Cybercab Audit Revives Autopilot Scrutiny
Tesla shares plunged 5.92% after a new federal audit of its Cybercab, erasing $88 billion in market value and reigniting concerns over its autonomous driving data.
Trump Targets Bombardier's U.S. Market; Investors Await Concrete Action
Trump's threat to block Bombardier U.S. sales unless built in America raises policy risk. Investors await concrete measures as shares closed before the news.
DraftKings' $200 Bonus Staggered Over 21 Days Amid Margin Slide
DraftKings' new $200 sign-up bonus is paid in four weekly drops, a design that may reduce promotional costs. Meanwhile, Q2 sports margin fell to 6.8%.
Tesco and Waitrose Issue Allergy Alerts on Mislabeled Products
Tesco and Waitrose have issued recalls for mislabeled products, citing undeclared allergens. Tesco shares rose 0.8% despite the news.
Starbucks Holiday Hours Vary; Q4 Sales Test Looms
Starbucks (SBUX) kept many stores open on Labor Day with varied hours, but the real test is Q4 comparable sales growth of at least 6.5%. Traffic data will be key.
DraftKings' UK Promo Page Persists 23 Months Post-License Expiry
DraftKings' UK promo page is still accessible 23 months after its license expired, but the company's focus remains North America. Shares are down 30% in 2026.