Articles by James Calloway
TD Bank's Record Quarter Puts Valuation Under Scrutiny
TD Bank reported a 21% rise in adjusted profit, lifting shares to C$166.75. The bank's valuation at 17.9 times earnings faces market scrutiny.
HCA Healthcare Cuts Jobs as Exchange Mix Pressures Earnings
HCA Healthcare cut a small percentage of corporate roles as it grapples with a $400 million exchange-related earnings drag and lowered its 2026 EBITDA outlook. Shares slipped 0.5%.
Broadcom Stock Edges Lower Ahead of Q3 Earnings, AI Revenue Target in Focus
Broadcom shares slipped 0.5% as investors await Q3 earnings, with AI revenue guidance of $16 billion and margin trends under scrutiny. The stock traded at $368.01.
GitLab Shares Jump 14% on Strong Revenue, ARR Growth
GitLab (GTLB) shares rose 14% after quarterly revenue and ARR growth topped 40%, though adjusted free cash flow fell sharply.
Plug Power Stock Slips as Cash Runway Shrinks to 2.7 Quarters
Plug Power stock slipped 0.5% after reporting cash sufficient for only 2.7 quarters at its Q2 burn rate, despite margin improvements.
Nu Holdings Stock Edges Up as Credit Growth Outpaces Late Payment Risks
Nu Holdings (NU) shares advanced 0.4% premarket after Q2 loan growth of 37% was offset by rising late-stage delinquencies, now at 6.9% of balances.
Dell Surges 8% on Record AI Server Backlog, Raised Guidance
Dell shares rose 8.3% premarket as AI server backlog hit $95B and revenue guidance was lifted to $192B, signaling strong demand and margin expansion.
UiPath Stock Dips as Q2 Revenue Growth Forecast Slows to 10%
UiPath shares slipped 1.2% in premarket after guidance indicated revenue growth of just 9.2%-10.6% for the fiscal second quarter, with results due Thursday.
NIO Shares Slide as Onvo Price Cuts Cloud Margin Outlook
NIO shares fell 3.2% premarket as investors weighed the impact of Onvo price cuts on margins. August deliveries rose 14.5% YoY, but the lower-priced brand saw a 46.4% decline.
Credo Stock Tumbles 8.8% on Margin Concerns Despite Record Revenue
Credo's Q1 sales more than doubled, but a weaker margin outlook sent shares down 8.8% premarket. Investors are weighing growth against profitability.
Ondas Stock Tumbles 8% on Steep Q4 Revenue Target
Ondas shares dropped 8% after its 2026 outlook implied a 74% Q4 revenue jump to a midpoint of $256.1M, heightening valuation concerns.
Palo Alto Networks Slides on Softer Growth Outlook
Palo Alto Networks shares dropped 2.2% after projecting 23-24% revenue growth for fiscal 2027, signaling a slowdown from Q4's 34.5% surge. Despite beating estimates, investors focused on the deceleration.