Articles by James Calloway
SpaceX Shares Dip 1.2% Premarket as Analysts Question Starlink's Ability to Fund Expansion
SpaceX shares slipped 1.2% premarket to $141.95, with Morgan Stanley's $300 target under pressure as Starlink's profits face heavy investment needs in rockets and AI.
Duolingo Soars on Evercore Upgrade, Price Target Doubled to $210
Duolingo stock jumped 3.9% premarket after Evercore ISI doubled its price target to $210, citing strong user growth and a Netflix-like recovery scenario.
PG&E Plunges 20% as California Bill Leaves Insurer Claims Intact
PG&E shares dropped 20.1% to $13.27 as California's wildfire bill failed to limit insurer claims, prompting multiple analyst downgrades and a valuation reset.
Intel Stock Dips 5.8% Below $95 Offering as Dilution Weighs
Intel shares remain 5.8% below their $95 offering price, with dilution and Foundry losses testing investor confidence.
McDonald's SpongeBob One Piece Happy Meal Set to Boost U.S. Traffic
McDonald's introduces a 15-toy SpongeBob–One Piece Happy Meal on Sept 15 to revive U.S. traffic after same-store sales rose just 0.8% in Q2.
Snap's Cash Flow Yield Draws Scrutiny Amid Buyback and Monetization Concerns
Snap (SNAP) shares rose 2.2% as its 7.5% cash-flow yield is tested by buyback sustainability and monetization gaps. Q2 revenue grew 19% but concerns remain.
NIO Hits 52-Week Low as Earnings Loom, Options Signal Big Move
NIO shares dropped to a 52-week low ahead of earnings. Options imply an 8.76% move. Q2 deliveries missed guidance, putting margins in focus.
Bank of America's $17B Buyback Potential Amid High Valuation
Bank of America's strong Q2 earnings and $17B buyback capacity are offset by a rich 2.1x tangible book valuation. Analysts see 11% upside.
UiPath Stock Surges 63% Above Q1 Buyback Price Ahead of Earnings
UiPath (PATH) closed at $18.67, up 2.9%, trading 62.8% above its Q1 average buyback price of $11.47, as investors await fiscal Q2 earnings on Sept. 3.
Netflix Shares Dip as Two Films Dominate Weekly Viewing Chart
Netflix shares slipped 0.8% after two titles captured 48.8% of weekly global movie views. Q2 revenue grew 13% to $12.56B, with ad revenue projected to double to $3B in 2026.
American Airlines Adds $1,000 Child Account Match Amid Cost Pressures
American Airlines (AAL) shares slipped 1.5% as the carrier announced a one-time $1,000 match for eligible employees' children, a modest cost against a $4.64 billion quarterly labor bill.
Nu Holdings Stock Slides 3.9% as Bad-Loan Ratio Hits 6.9%; Profit Steady at $1.1B
Nu Holdings shares dropped 3.9% on Friday as late-stage delinquencies hit 6.9%, despite quarterly net income of $1.06B. Analysts still see ~31% upside.