Articles by James Calloway
BillionToOne Slumps 39% as Guidance Signals Slower H2 Growth
BillionToOne (NASDAQ:BLLN) shares fell 39% after maintaining full-year guidance, suggesting a sharp slowdown in H2 growth. Q2 revenue jumped 64% to $109.4M, but investors focused on the deceleration.
Trade Desk Stock Slips Ahead of Q2 Report Amid Tepid Guidance
Trade Desk shares dropped 6.2% ahead of Q2 results, with consensus revenue just $2M above the company's $750M floor. Analysts eye margin and guidance for direction.
Micron Rebounds Sharply as AI Memory Demand Offsets Storage Sector Jitters
Micron (NASDAQ:MU) rebounded 8.4% from its session low after the company raised fiscal 2027 earnings forecasts, underscoring investor confidence in AI-driven memory demand.
Joby Aviation Soars on Q2 Revenue Beat, Yet Valuation Hinges on FAA Certification
Joby Aviation's Q2 revenue beat expectations, lifting shares 7.4%, but the 53-times sales valuation still depends on achieving FAA certification and commercial launch.
Dutch Bros Shares Tumble 18% Despite Raised Guidance, Traffic Concerns Loom
Dutch Bros (BROS) shares plunged 18% after the coffee chain raised guidance but reported slowing traffic, raising concerns about organic growth.
Unity Stock Jumps 14% on Q2 Beat, Strategic Revenue Growth
Unity Software (U) shares jumped 14% after Q2 revenue and EBITDA beat estimates, driven by strategic revenue growth. The company raised its outlook for Q3.
Iovance Soars 39% on Stellar Q2 Amtagvi Sales and Margin Gains
Iovance shares surged 39% after Q2 revenue hit $99.3M, beating guidance by 12.9%, while gross margin more than doubled to 56%. The company is reviewing its 2026 guidance.
Datadog Shares Slide 14% as Key AI Client Slashes Usage Outlook
Datadog shares dropped 14% after its biggest AI client flagged reduced activity, despite strong Q2 results. Growth is expected to slow to 25% by Q4.
