Articles by James Calloway
Sterling Infrastructure Faces High Bar Ahead of Q2 Earnings Release
Sterling Infrastructure (STRL) shares fell 9.7% last week as Q2 EPS estimates climbed 37% to $5.01. Full-year forecasts exceed management guidance, raising the bar for Monday's report.
SoFi Stock Slips Despite Record Quarter as Tax Hike Dents Outlook
SoFi shares slipped 0.9% this week despite a record quarter, as a higher tax assumption offset EPS gains. Management raised revenue guidance but kept profit outlook unchanged.
Roblox stock crashes 27% as bookings gap raises growth doubts
Roblox shares tumbled 27% on Friday after the company's Q3 bookings outlook disappointed, highlighting a growing gap between bookings and recognized revenue.
Palantir's Q2 Earnings: A High-Stakes Test for Its $316B Valuation
Palantir (PLTR) faces a pivotal earnings report Monday, with options pricing a potential 10% swing. U.S. commercial revenue growth will be a key focus.
Nokia Stock Slips 13% as Investors Question AI Revenue Growth
Nokia shares dropped 13% after Q2 results, despite an earnings beat, as investors focus on AI revenue concentration and cash flow challenges.
GlobalFoundries Faces Earnings Test After Photonics Grant Boost
GlobalFoundries (GFS) shares dropped 6.6% last week as investors await Q2 earnings, even as a $300M photonics grant proposal offers long-term support but raises dilution questions.
MercadoLibre Stock Climbs Ahead of Q2 Report Despite Profit Forecast Slash
MercadoLibre (MELI) shares rose 4.2% ahead of Q2 earnings, even as analysts slashed EPS forecasts by 22.4%. Revenue growth is strong, but margin pressure and valuation remain key concerns.
Coca-Cola Stock Surges 6.5% on Strong Volume, H2 Outlook Brightens
Coca-Cola shares climbed 6.5% last week, beating the S&P 500, as global volume rose 5% and the company lifted its full-year EPS guidance.
Intel stock dips despite strong quarter; pricing drives growth
Intel (INTC) closed Friday at $90.20, down 2.3% despite 25% sales growth. Server prices rose 48% while units grew only 9%, raising questions about growth quality.
Apple Slides as Tariff Rebates Mask Core Earnings Weakness
Apple shares dropped nearly 7% on Friday after it emerged that tariff refunds accounted for about 85% of its earnings beat, raising doubts about the sustainability of its growth.