Articles by James Calloway
Colgate-Palmolive Tops Q1 Estimates, Warns of $300M Cost Hit
Colgate-Palmolive beat Q1 estimates on international strength, but warned of $300M in extra costs from the Middle East conflict, lowering its gross margin outlook.
Roku Lifts 2026 Revenue Forecast on Ad Strength; Memory Costs Loom
Roku shares climbed 4.2% after lifting its 2026 platform revenue target to nearly $5 billion, driven by strong Q1 advertising and subscription growth, though rising memory costs remain a concern.
Zeta Global Stock Surges on AI-Driven Revenue Jump and Revised 2026 Outlook
Zeta Global shares climbed after Q1 revenue jumped 50% to $396.3M, beating consensus, as its Athena AI agent drove strong adoption and super-scaled customer growth.
Twilio shares jump 20% on AI voice demand, raised outlook
Twilio shares surged 20% after Q1 earnings beat and raised 2026 outlook, driven by strong AI voice demand. Analysts boosted price targets.
Tempus AI Faces Pivotal May with Q1 Results and Inaugural Investor Day
Tempus AI reports Q1 results May 5 and holds its first investor day May 29, with Merck CEO highlighting the partnership. Stock trades near $55.44 with a $9.7B market cap.
Sandisk Surges on $42B AI Storage Deals, $6B Buyback
Sandisk reported Q3 revenue of $5.95B, up 97% sequentially, and announced a $6B buyback. Five new customer agreements guarantee over $11B, covering a third of 2027 supply. Shares fell 6% despite the strong results.
Atlassian Surges 22% on AI-Led Cloud Growth, Easing SaaS Fears
Atlassian shares surged 22% after beating Q3 estimates and raising its annual forecast, driven by 29% cloud revenue growth and AI adoption, easing SaaS selloff fears.
Nokia Stock Surges to 16-Year High on AI-Driven Earnings Beat
Nokia's U.S.-listed shares rose to $13.62 after a 49% jump in AI and cloud sales boosted Q1 earnings, with comparable operating profit up 54% to €281 million.
Estée Lauder Shares Surge on Expanded Job Cuts and Upgraded Profit View
Estée Lauder raised its fiscal 2026 profit outlook and expanded restructuring, targeting 9,000-10,000 job cuts, as Q3 sales rose 5% to $3.71B. Shares surged about 7%.
Moderna Tops Q1 Revenue Forecast on International Covid Vaccine Sales, Hit by $900M Charge
Moderna's Q1 revenue surged to $389M on international Covid vaccine sales, but a $900M patent charge pushed net loss to $1.34B. Shares fell 2.7%.
Beyond Meat Shares Surge Ahead of May 6 Earnings Report
Beyond Meat shares surged 20.7% Thursday as volume tripled ahead of its May 6 earnings report, with the company recently regaining Nasdaq compliance.
Reddit Surges 16% on Strong Q2 Revenue Forecast, AI Ad Tools Drive Growth
Reddit shares jumped 16% in premarket trading after forecasting Q2 revenue above Wall Street estimates, driven by AI-powered ad tools and strong user growth.