Articles by James Calloway
American Airlines' $1.6B Fuel Hit Raises Margin Concerns
American Airlines faces a $1.6 billion fuel cost increase, equal to 15.8% of its market value, intensifying concerns over its profit conversion gap.
Rivian's R2 Ramp Demands 74% Delivery Surge; Shares Tumble 9.6%
Rivian's shares dropped 9.6% despite Q2 revenue and earnings beating estimates, as the company's R2 delivery ramp requires a 74% increase in second-half deliveries.
Ford Faces Steep Cash Flow Climb in H2 as Shares Flat
Ford shares closed flat Friday at $14.68, as the company must deliver 97% of its annual cash flow target in the second half. Adjusted EBIT per vehicle rose 36% in Q2.
Ambev ADRs Close Higher as Brazil Beer Strength Drives Q2 Earnings
Ambev ADRs closed the week up 1.6% as Brazil Beer EBITDA surged 12.8%, lifting Q2 results. Organic EBITDA grew 8.9%, though FX pressures continue.
Microsoft's $678B Backlog Fuels 21.8% Weekly Surge
Microsoft's stock surged 21.8% this week after reporting a $678 billion contracted backlog, signaling robust demand for its AI and cloud services.
Kaspi.kz Shares Climb 3.5% as Insider Sales Stay Minimal
Kaspi.kz shares gained 3.5% last week as insider selling was limited. Investors now look to August 10 results for margin improvement.
SpaceX Stock Slips Ahead of Q2 Earnings and Massive Share Unlock
SpaceX shares dropped to a record low ahead of Q2 earnings and a potential $99 billion share unlock. Despite a $1.6B Space Force contract, valuation concerns persist.
Ondas Investors Eye Revenue Conversion After $70M Order Surge
Ondas Holdings (ONDS) shares fell 4% despite securing $70M in new orders, as investors focus on revenue conversion ahead of Q2 earnings.
