Articles by James Calloway
Nu Holdings Jumps 9% as Q2 Profit Beats, Margin Outlook Brightens
Nu Holdings (NU) shares jumped 9.3% after Q2 profit beat estimates and risk-adjusted net interest margin rose to 12.4%, boosting market value by $6.3 billion.
American Airlines Stock Slips 7% as Profit Gap with Delta Widens
American Airlines shares dropped 7% to $14.83 after reporting a Q2 adjusted net margin of just 0.59%, far below Delta's 5.81%. New leadership aims to close the gap.
Plug Power's 34% H2 Revenue Hurdle: Can Hydrogen Demand Deliver?
Plug Power shares gained 6.4% to $2.32 after Q2 earnings beat, but the company needs a 34% surge in H2 revenue to meet its 2026 growth target.
Grab Buyback Fuels Trading Surge as Volume Doubles
Grab's $750M buyback, representing 4.9% of market cap, drove trading volume to double its average. Q2 revenue rose 22%, adjusted EBITDA up 54%.
Novo Nordisk Outlook Upgrade Fails to Lift Shares as Analysts See Slim Gains
Novo Nordisk stock slipped 2.9% last week even after management raised its 2026 guidance. Analysts see only 2.2% upside, with most rating the stock a Hold.
JPMorgan Ends Polymarket Ties; Shares Near Record High
JPMorgan shares slipped 0.07% to $362.84, just 1% below its peak, after ending Polymarket banking ties over compliance issues. Strong Q2 results underpin investor confidence.
SMCI's Margin Guidance Clouds $68.5B Revenue Forecast
Super Micro's $68.5B fiscal 2027 revenue forecast beat estimates, but Q1 margin guidance signals a profit squeeze, overshadowing the sales outlook.
Ondas Rebounds 3.7% as Q4 Revenue Target Looms Large
Ondas (ONDS) shares climbed 3.7% to $9.24 on Friday, recovering part of an 8.8% post-earnings slide. The company's 2026 guidance implies a hefty $256 million Q4 revenue target, more than triple Q2 sales.
