Articles by James Calloway
Adobe's New CEO Faces Steep Valuation Test Ahead of Q3 Earnings
Adobe's stock dropped 6.7% after leadership changes. With a new CEO and an interim CFO, the company faces a critical Q3 report on Sept 10.
BHP's $14.7B Iron Ore Unit in Play: Monday ASX Test Looms
BHP's vague disclosure on a potential WAIO partnership leaves investors guessing. With WAIO generating US$14.7B in EBITDA, Monday's ASX open will be the first real test.
HPE Shares Flat After Record Quarter as AI Margins Face Squeeze
HPE stock ended flat after a volatile two-day swing. Record revenue from AI and networking was offset by guidance for lower cloud and AI margins (~13% in FY2027) and a sharp inventory buildup.
Oracle's Earnings Test: Unused $20B Buyback Looms as AI Spending Pressures Cash Flow
Oracle's Q1 earnings arrive with a $20B stock program overhang and negative free cash flow from AI data center spending. Analysts watch backlog conversion and share dilution.
Super Micro Gains Despite Insider Sales and $6.8B Cash Burn
Super Micro (SMCI) shares climbed 4.5% despite insider sales and a hefty $6.8 billion operating cash outflow in fiscal 2026.
Alphabet Shares Rise as Google Avoids AdX Divestiture
Alphabet shares rose after a judge rejected a forced sale of Google's AdX, but the full remedy remains sealed. Investors await details.
Credo Rebounds 3.9% but $97M Stock Compensation Looms Over Valuation
Credo shares bounced 3.9% Friday, but the company's hefty stock-based compensation and customer concentration continue to pressure its valuation.
Netflix Slips 5.3% as UK Ad-Tier Price Hike Spurs Investor Concerns
Netflix shares dropped 5.35% after a 33.4% UK price hike on its ad-supported tier, raising questions about subscriber growth and valuation.
Nvidia's Dividend Hike Masks Buyback Dominance
Nvidia's new $0.25 dividend costs $6B quarterly, but buybacks at $19.7B last quarter show where capital return truly lies.
UiPath Shares Tumble 17% as Guidance Lift Masks Tepid H2 Outlook
UiPath shares fell 16.63% on Friday despite a Q2 revenue beat, as the company's full-year guidance raise adds just $244K to the second-half midpoint.
Foxconn August Sales Soar 52% on AI Server Demand
Hon Hai Precision's August revenue surged 52% YoY to NT$921.77 billion, powered by AI server demand. The company sees Q3 beating expectations with a low September bar.
NIO Shares Slide 10% as September Delivery Target Looms Large
NIO shares dropped 10% as investors demand proof that September deliveries can meet guidance, despite strong Q2 revenue growth and a slim adjusted profit.