Articles by James Calloway
RTX Dividend Approved Amid Pentagon Scrutiny on Contractor Payouts
RTX declared a $0.68 quarterly dividend payable March 19, while investors monitor a pending Pentagon list that could restrict dividends and buybacks for underperforming defense contractors under a Trump executive order.
Applied Materials Surges 6% on AI Spending Wave, Eyes Earnings and Export Risks
Applied Materials shares climbed over 6% Friday, lifted by broader semiconductor strength following Amazon and Alphabet's capex plans. Investors now focus on the company's Feb. 12 earnings and potential revenue impact from U.S. export controls.
Philip Morris Gains on Strong 2026 Outlook Amid Zyn Growth and Competitive Pressures
Philip Morris shares rose 0.45% to $182.81 after reporting Q4 earnings and issuing 2026 EPS guidance of $8.38-$8.53. Zyn pouch shipments increased over 19% to 196 million cans, though competition remains a key focus.
Hims Halts Compounded GLP-1 Pill as FDA Cracks Down, Molina Plunges on Profit Warning
Hims & Hers discontinues its $49 compounded semaglutide offering following FDA enforcement signals, sending shares down 16%. Molina Healthcare forecasts 2026 profit far below expectations, triggering a 28% stock drop.
Merck Nears 52-Week Peak Amid Insider Sale, Investors Eye Pipeline Updates
Merck shares climbed 1.8% to $121.93, extending gains for a seventh session and approaching a 52-week high. An executive sold 37,685 shares as investors await the impact of 2026 guidance and pipeline developments.
AstraZeneca Shares Hold Ground Ahead of Key Earnings, TrumpRx Pricing Initiative Looms
AstraZeneca shares edged higher ahead of its full-year results, with 2026 guidance and U.S. drug pricing pressures in focus. The stock closed up 0.9% in London and 3.2% in New York.
HSBC Shares Hold Near Highs Ahead of Annual Results
HSBC's stock steadied near recent peaks after a Friday rally, with investor focus shifting to the bank's upcoming annual earnings report and the broader interest rate environment.
Amazon Shares Drop on $200B AI Capex Plan, Investors Eye Economic Data
Amazon stock fell 5.6% after forecasting a more than 50% surge in capital expenditures this year, primarily for AI infrastructure. The market now awaits key U.S. jobs and inflation reports.
Netflix Faces DOJ Antitrust Scrutiny Over Warner Bid Ahead of Key Market Data
Netflix shares edged lower after hours as the Justice Department examines potential anti-competitive conduct in its $82.7 billion Warner Bros Discovery acquisition. The streamer says it is unaware of any probe beyond standard merger review.
Cisco Approaches Earnings Near Peak Levels Amid AI Infrastructure Focus
Cisco Systems shares closed near multi-year highs ahead of its fiscal Q2 report, with investors focused on AI infrastructure demand and enterprise spending trends.
Home Depot Earnings Preview: Inflation, Jobs Data Set Stage for Housing Demand Signals
Home Depot shares underperformed the broader market rally Friday as investors await key inflation and employment reports ahead of the retailer's quarterly results later this month.