Articles by James Calloway
Intel Q1 Earnings: AI Chip Supply Crunch Tests Turnaround Strategy
Intel faces its Q1 earnings report Thursday, with investors scrutinizing whether the chipmaker can meet surging AI server processor demand. Despite expected data center growth, overall revenue and earnings are projected to decline sharply.
Meta's Q1 Earnings to Gauge AI Investment Payoff Amid Rising Costs
Meta Platforms will announce first-quarter financial results on April 29, as investors assess whether advertising gains can sustain the company's aggressive artificial intelligence investments.
Pfizer Gains on FDA Priority Review for Padcev as Pipeline Pivots Post-COVID
Pfizer shares advanced after the FDA granted priority review for its Padcev bladder cancer therapy, setting an August decision. Investors await Q1 results to gauge progress in oncology and obesity drugs against fading COVID sales.
Analysts Boost Apple Outlook Ahead of Earnings, Highlight Memory Cost Divergence
Apple shares gained as Morgan Stanley reiterated a bullish $315 price target ahead of earnings, while BNP Paribas upgraded the stock and cut Qualcomm, citing diverging abilities to handle higher memory costs.
Microsoft's AI Investment Strategy Faces Critical Earnings Scrutiny
Microsoft shares declined 1.3% ahead of its April 29 earnings, with investors divided over whether massive AI investments will deliver returns. The company faces margin pressure as capital spending jumped 66% to $37.5 billion last quarter.
Intel Shares Retreat from 24-Year Peak as AI CPU Strategy Faces Earnings Scrutiny
Intel shares declined 3.5% to $66.08, pulling back from a 24-year high ahead of its April 23 earnings. The report is seen as a key test for whether AI spending is broadening to benefit CPU makers.
Boeing Showcases Chinook Drone Tech as Commercial Recovery Hinges on Q1 Earnings
Boeing is promoting advanced drone and autonomy features for its Chinook helicopter as investors await first-quarter earnings, with the commercial division's recovery and production targets under the microscope.
7-Eleven to Shutter 645 Stores, Delays North American IPO Amid Strategic Shift
Seven & i Holdings plans to close 645 7-Eleven stores in North America in fiscal 2026 while opening 205 new locations, reducing its total footprint. The company has postponed its planned North American IPO to fiscal 2027 or beyond.
Psyence Biomedical Stock Surges on White House Psychedelic Research Push
Psyence Biomedical's stock rose sharply following a White House executive order aimed at fast-tracking research into psychedelic therapies like ibogaine, though the company's lead drug remains in mid-stage trials.
Interactive Brokers Q1 Earnings: Can Momentum Hold Amid Market Highs?
Interactive Brokers reports first-quarter earnings Tuesday, with analysts forecasting ~60 cents per share. The broker saw strong yearly growth in trading activity and client assets in March, though monthly figures softened.
VICI Properties Gains Ahead of Q1 Report, Investors Eye $1.5B Loan
Shares of casino REIT VICI Properties advanced 2.15% to $29.01 Friday, outperforming major indices. Investors await first-quarter results and updated cash-flow outlook due April 29.
Grab Stock Rises Ahead of Q1 Report Amid Strategic Expansion and Buyback
Grab Holdings Limited's stock advanced 4.7% to $4.21 on Nasdaq ahead of its first-quarter 2026 results, with focus on its expansion into Taiwan and ongoing share buyback.