Articles by James Calloway
Amazon Soars 15% as AWS Profit Surge Backs $220B AI Spend
Amazon shares jumped 15.3% after AWS profit growth hit 78% of total operating income, supporting a $220 billion capex plan for 2026.
Student Loan Settlement Advances: $12B Distributed, Court Upholds Deadlines
A $23 billion student loan settlement advances with $12 billion already distributed, as the Ninth Circuit upholds key deadlines affecting over 170,000 borrowers.
Nu Holdings Faces Credit Quality Test as Stock Lags Brazilian Rivals
Nu Holdings (NU) shares trailed Brazilian fintech peers last week. Q1 credit surged 40% but risk-adjusted margins fell, raising concerns ahead of Q2 earnings on Aug. 13.
Disney Q3 earnings preview: Parks must offset sports slump
Disney (NYSE:DIS) faces a key earnings test Wednesday. Analysts expect 15.5% EPS growth, but sports profits are set to fall 14%, putting pressure on Parks and Entertainment to deliver.
Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices
Constellation Energy's PJM capacity value for 2028/29 is estimated at $2.24 billion, up 2.5% despite a 2.5% price decline, ahead of Q2 earnings.
Newell Brands Stock Jumps 9% as Sales Growth Returns, But Tariff Refunds Mask Underlying Gains
Newell Brands (NWL) surged 9% after reporting its first quarterly sales increase in over four years, though the EPS beat was largely driven by one-time tariff refunds.
Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%
Samsung's Q2 profit soared, with chips making up 99.7% of operating earnings. The stock jumped 27% on Friday, but analysts warn of concentration risks.
American Airlines' Profit Gap Widens Despite Revenue Surge
American Airlines (AAL) shares gained 5.5% last week, but the carrier's profit conversion remains far behind Delta (DAL) and United (UAL), with a projected Q3 loss.
Microsoft's Soaring Demand Outpaces Spending as Azure Surges
Microsoft's stock rallied 22% as commercial backlog surged $51B, outpacing capex. Azure grew 43%, with executives guiding to ~45% growth next quarter.


