Articles by James Calloway
Vistra Shares Surge 4.8% as Focus Shifts to AI-Led Power Demand Ahead of Earnings
Vistra Corp. shares rose 4.8% to $164.35 Friday, outperforming utility peers ahead of Q1 results on May 7. The company guides 2026 EBITDA of $6.8-$7.6 billion, with AI power demand a key driver.
FTC Second Request Pauses IonQ's $1.8B SkyWater Acquisition
IonQ's $1.8B acquisition of SkyWater Technology hit an FTC second request, pausing the merger timeline. Shares closed at $42.69, down 2.19%.
D-Wave Shares Dip Ahead of Q1 Earnings as Market Seeks Revenue Proof
D-Wave Quantum shares slid 4.3% to $18.49 ahead of its Q1 earnings report on May 12, as investors seek evidence that its record bookings can translate into sustainable revenue.
Verizon Q1 Earnings: Subscriber Growth Key After Frontier Deal
Verizon will report Q1 earnings Monday, its first since closing the Frontier deal. Investors will scrutinize subscriber growth and broadband metrics after a strong Q4.
Lumentum Faces AI Demand Test as Earnings Approach After BlackRock Filing
Lumentum shares rose 4.1% to $881.64 ahead of its May 5 earnings report, as BlackRock disclosed a 7.3% stake and analysts raised price targets on AI data-center demand.
Coherent CFO Sells Shares Ahead of Q3 Results; Nvidia Deal in Focus
Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, ahead of the company's fiscal Q3 results due May 6. The sale follows Nvidia's $2 billion investment in March.
Visa Earnings Preview: Analysts Eye Consumer Spending Trends
Visa reports fiscal Q2 earnings April 28. Truist cuts price target to $361 but maintains Buy rating. Analysts expect $3.10 EPS on $10.74B revenue.
Amkor Technology Shares Surge Ahead of Q1 Earnings Amid AI Packaging Optimism
Amkor Technology shares surged 7.1% to $78.10 ahead of Q1 earnings. The company eyes AI packaging growth with $2.5-$3B in 2026 capex, but analysts remain divided.
Duolingo Faces Key Test as AI Strategy Spurs Investor Investigation
Duolingo stock slides amid AI investment pivot; law firm probes potential claims. Q1 earnings due May 4 will be crucial.
Silicon Motion Shares Surge Ahead of Q1 Results as Dividend Date Confirmed
Silicon Motion shares jumped 8.1% Friday to $153.46 as investors await Q1 earnings on April 28. The company confirmed its quarterly dividend of $0.50 per ADS, payable May 21.
Nokia's AI-Driven Orders Boost Q1 Earnings, Ex-Dividend Date Approaches
Nokia's Q1 operating profit surged 54% to 281 million euros, beating forecasts, fueled by AI and cloud orders. Stock goes ex-dividend April 27.
Nike Cuts 1,400 Tech Jobs Amid Restructuring to Revive Growth
Nike eliminates 1,400 positions, mostly in technology, as it restructures to accelerate its turnaround amid flat revenue and tariff headwinds.