Articles by James Calloway
Walmart's China Growth and Express Delivery Bolster Trillion-Dollar Valuation
Walmart's stock holds above $129, maintaining a $1 trillion market cap, driven by strong China growth and new one-hour delivery options at Sam's Club.
Alphabet's $185B AI Bet Hangs in Balance as Q1 Earnings Loom
Alphabet reports Q1 earnings Wednesday with options pricing a 5% stock move. Investors scrutinize AI spending's impact on Google Cloud and Search revenue.
Verizon Shares Surge on Q1 Subscriber Growth, Raised Profit Forecast
Verizon reported a surprise gain of 55,000 postpaid phone subscribers in Q1, beating analyst expectations of a loss, and raised its 2026 profit outlook.
Meta's $125B AI Spending Test Looms as Analysts Eye $1,000+ Targets
Meta heads into earnings with $135B AI capex plan and analyst targets above $1,000. Investors watch for ad growth to fund massive infrastructure spending.
China Orders Meta to Reverse $2 Billion Manus AI Deal Amid Tech Talent Tensions
China's NDRC has ordered Meta to reverse its $2 billion acquisition of AI startup Manus, citing foreign investment security rules, escalating tensions over AI talent and technology ahead of a Trump-Xi meeting.
Stellantis Narrows Focus to Four Core Brands as Turnaround Strategy Takes Shape
Stellantis is set to concentrate future investment on Jeep, Ram, Peugeot, and Fiat, while other brands like Chrysler shift to regional roles, according to sources ahead of a May 21 strategy announcement.
Palantir Earnings Test Looms May 4 Amid AI Optimism and Political Risks
Palantir reports Q1 earnings on May 4, with Wall Street eyeing $1.54B in revenue. Analysts are split on AI-driven growth versus valuation and political headwinds.
Fox 4's Irving Studio Wins Dallas Real Estate Award, Signals Media Shift
Adolfson & Peterson Construction announced Fox 4's Irving studio won a Dallas Business Journal award. The 60,000-square-foot facility topped out, with move-in slated for December 2026.
Paramount Skydance Faces Regulatory Hurdles After Warner Bros Deal Approval
Paramount Skydance shares fell 2.66% to $10.97 as the $110 billion Warner Bros merger heads into regulatory review, with DOJ subpoenas and European scrutiny expected.
Forestar Tightens 2026 Lot Outlook Amid Affordability Headwinds
Forestar Group trimmed its 2026 lot delivery forecast to 14,000-14,500 as Q2 sales dropped 14% despite a 7% revenue gain. D.R. Horton purchased 2,450 lots, but margin pressure persists.
Wisconsin Lawsuit Casts Shadow Over Robinhood's Q1 Earnings Report
Wisconsin sues Robinhood and rivals over prediction market contracts, alleging illegal sports betting, just ahead of Robinhood's Q1 earnings report.
SoFi Q1 Earnings: Loan Growth and Home Lending Push in Focus
SoFi Technologies reports Q1 earnings on April 29, with management guiding for $1.04B in adjusted net revenue and EPS of $0.12. The company's new digital HELOC and Real Estate Advisory Council signal a push into home lending.