Articles by James Calloway
Pfizer's Core Growth Offsets COVID Decline, but $4B Forecast Raises Doubts
Pfizer (PFE) shares edged down 0.2% as Q2 revenue grew 3% to $15B, but a lowered COVID forecast to $4B raises questions about achieving 5% core growth.
AT&T Stock Climbs on Strong Cash Flow, Fiber Expansion
AT&T (NYSE: T) shares gained 2.3% to $26.01 after reporting $4.7B in free cash flow, fueled by strong fiber growth and 367K new fiber customers.
Nokia's AI Push Strains Cash Flow, Shares Slide 3.6%
Nokia's stock dropped 3.6% as a €732 million cash burn overshadowed strong AI-cloud revenue growth, raising concerns about its investment strategy.
American Airlines Profit Squeezed by Fuel Costs Despite Record Revenue
American Airlines (AAL) shares slipped 0.6% Friday as record Q2 revenue of $16.7B was offset by a $2.2B fuel cost surge, leaving a razor-thin 0.4% net margin.
Nu Holdings Dips 3.9% Despite Record Profit as Bad Loans Rise
Nu Holdings shares slipped 3.9% despite a record $1.06B quarterly profit, as late-stage loan delinquencies climbed to 6.9%, raising credit concerns.
Ondas Shares Slide 9.7% on Q2 Loss Despite Robust Backlog
Ondas shares dropped 9.7% after reporting a $50.6 million adjusted EBITDA loss in Q2, despite revenue surging 67% sequentially and a pro-forma backlog of $757 million.
Humana's Medicare Exit: 600,000 Members to Go, Margin Recovery in Focus
Humana will discontinue Medicare Advantage plans for about 600,000 members in 2027, expecting to recapture 40%. The move aims to restore margins, but shares fell 1.8%.
UiPath Short Interest at 29% as Q2 ARR Guidance Nears $2B
UiPath shares fell nearly 1% to $18.15 as short interest hits 29% ahead of earnings. Investors eye ARR guidance near $1.93B.
Marvell Stock Plunges 10% as Google AI Revenue Slips to Fiscal 2029
Marvell Technology (MRVL) shares dropped 10.3% on Friday, wiping out $22 billion in market value after the company indicated that revenue from its Google partnership would not ramp until fiscal 2029.
Ambev Slips 0.7% Despite Strong Q2 Margin Expansion
Ambev (NYSE: ABEV) dipped 0.7% on Friday despite Q2 EBITDA margin climbing to 31.6%. Analysts stay cautious, but consensus target implies 15% upside.
B2Gold Reports Fatality at Masbate Mine; Operations Unaffected
B2Gold reported a worker death at its Masbate water-treatment plant, halting related work for investigation. Mining and processing continue, with Masbate contributing ~22% of 2026 production guidance.
Nvidia Stock Drops 4.6% on Margin Concerns, $252B Erased
Nvidia shares slid 4.6% on Friday, erasing $252B in market value, as investors weighed rising memory costs that could compress gross margins to 71-72% in Q4 despite record revenue.