Articles by James Calloway
Applied Optoelectronics Soars on Record Revenue, Bullish Data Center Outlook
Applied Optoelectronics shares skyrocketed 56.9% following a record quarterly performance and an upgraded revenue forecast, fueled by surging demand for high-speed data center optics.
FTAI Aviation Shares Dip After Record High, 2026 Outlook Strengthened
FTAI Aviation shares declined 1.37% to $305.80 Friday, pulling back from a 52-week high. The firm posted 2025 revenue of $2.51B, net income of $501.1M, and increased its 2026 adjusted EBITDA forecast to $1.625B.
Flutter Shares Plunge on Disappointing 2026 Forecast and U.S. Engagement Concerns
Flutter Entertainment shares tumbled nearly 14% following a disappointing 2026 revenue and EBITDA forecast and signs of weaker customer engagement in its key U.S. market. The company reported strong Q4 results but flagged challenges.
Salesforce Faces Investor Scrutiny Over AI Strategy and Revenue Outlook
Salesforce shares fell as a softer revenue outlook and significant AI spending unsettled investors, despite announcing a $50 billion share repurchase and increased dividend. Broader tech stocks also retreated on inflation concerns.
Intuit Shares Swing on Mixed Q2 Results, Soft Q3 Outlook
Intuit shares climbed 3.7% to $409.03 Friday before dropping roughly 4% in extended trading following third-quarter earnings guidance that fell short of analyst expectations. The company posted a 17% revenue increase for its second quarter.
Walmart Settles FTC Driver Pay Case for $100M as Shares Defy Market Dip
Walmart will pay $100 million to resolve FTC allegations it misled delivery drivers about earnings. Its stock rose 2.84% to $127.95 on Friday, outperforming the market.
Costco Shares Surge Past $1,000 Mark as Bank of America Issues Bullish Call
Costco Wholesale Corporation shares gained 2.44% to close at $1,010.79, outperforming a weaker market. Bank of America reinstated coverage with a Buy rating and a $1,185 target, citing the retailer's broad consumer appeal.
CoreWeave Plunges on Aggressive $35B Capex Plan, Soft Q1 Outlook
CoreWeave shares tumbled over 18% following its ambitious $30-35 billion capital expenditure plan for 2026 and a muted first-quarter revenue forecast, highlighting investor worries over financing and profitability.
Dell Soars 22% on AI Server Surge, Lifts Long-Term Outlook
Dell Technologies shares jumped nearly 22% Friday following an upgraded long-term revenue outlook driven by explosive growth in AI-optimized server demand. The company reported a $43 billion backlog for AI servers.
D-Wave Quantum Posts Strong Bookings, Lifts Sector
D-Wave Quantum Inc. shares advanced after reporting 2025 financial results and a significant surge in future bookings, exceeding $32.8 million for 2026. The news lifted other quantum computing stocks.
Celsius Holdings Surges on Strong Q4 Revenue, Margins in Focus
Celsius Holdings shares climbed 7.2% following a Q4 earnings report showing revenue more than doubled year-over-year. Investors are monitoring margin recovery and distribution shifts.
CoreWeave Shares Dip as Investors Eye Debt, Nvidia Backing Ahead of Earnings
CoreWeave shares declined 0.8% to $97.29 Thursday, with investor attention fixed on data-center financing linked to Nvidia and Meta. The AI cloud firm is set to report quarterly earnings after the close.