Articles by James Calloway
Northern Star Shares Slip Ahead of Key Half-Year Results and Investor Briefing
Northern Star Resources shares declined 1.7% to A$26.77 on Friday, extending a weekly slide as the gold miner prepares to release its FY26 half-year results. Investors await details on costs and production following recent guidance revisions.
MACOM Shares Hold Gains After Strong Earnings and Revised Data Center Outlook
MACOM stock rose 3.5% to $235.87 following Q1 results and an increased data center growth forecast. Fidelity disclosed a 10.7% stake, while a shareholder filed to potentially sell shares.
Fabrinet Soars 14% on Strong Earnings, Analyst Upgrades
Fabrinet shares surged nearly 14% Friday following a robust quarterly report and multiple analyst target increases. The company exceeded revenue and earnings guidance, with Barclays raising its price target to $548.
First Solar Shares Drop Amid Tesla Solar Hiring Push; Q4 Earnings Loom
First Solar stock fell sharply Friday, underperforming the broader market as Tesla announced hiring for its ambitious U.S. solar manufacturing goal. The company reports quarterly results and 2026 guidance on February 24.
GlobalFoundries Shares Surge Ahead of Q4 Earnings, AI Demand in Focus
GlobalFoundries stock rose 4.7% to $42.91 Friday, buoyed by a broad semiconductor rally and optimism around AI-driven demand ahead of its Feb. 11 earnings report.
ON Semiconductor Gains Ahead of Q4 Report, Chip Sector Rebounds on AI Optimism
ON Semiconductor shares climbed 3.3% on Friday as the chipmaker prepares to release quarterly results after Monday's close. The broader semiconductor index surged 5.7% amid renewed enthusiasm for AI infrastructure spending.
Astera Labs Soars 19% Ahead of Q4 Earnings, Fueled by AI Optimism
Astera Labs shares surged nearly 19% to close near $170 on Friday, buoyed by positive AI spending forecasts and a strong semiconductor sector rally. The company reports Q4 results after the market closes on Tuesday.
Monolithic Power Soars to Record High on Strong Guidance and Dividend Boost
Monolithic Power Systems stock surged 6.4% to a new 52-week peak after forecasting Q1 revenue up to $790M and raising its quarterly dividend to $2.00.
Microchip Technology Shares Slip on Mixed Outlook and Analyst Views
Microchip Technology shares declined 2.6% Friday following its quarterly results and guidance, with analysts divided on the stock's path amid supply chain pressures.
SMIC Faces Key Earnings and Acquisition Vote in Busy Week Ahead
Semiconductor Manufacturing International Corp. will release unaudited financial results on Feb. 10, followed by a shareholder vote on Feb. 12 to acquire the remaining 49% stake in subsidiary SMNC.
MediaTek Shares Slide 3.4% Ahead of Holiday; Firm Doubles Data Center Investment
MediaTek shares fell 3.4% to NT$1,710 as markets closed for the weekend. The chip designer reported higher Q4 sales but lower net income, while announcing plans to double its investment in data center chips and advanced packaging.
ADI Director's Stock Sale Precedes Key Earnings, Economic Data
Analog Devices director Ray Stata sold 6,250 shares ahead of the company's fiscal Q1 report and upcoming U.S. payrolls and CPI data. ADI shares closed slightly lower Friday.