Articles by James Calloway
Netflix Gains $6B on 'Blood Sacrifice' Debut, But Viewership Data Still Missing
Netflix's market value jumped $6B after 'Blood Sacrifice' launched, but the lack of audience data raises questions. Shares rose 1.8% for the week, closing at $79.59.
Disney's Streaming Discipline: Marvel Cutbacks Align with 12.9% Margin
Disney's streaming margin hit 12.9% as it reverses Marvel's 'Wonder Man' renewal, signaling stricter content discipline. Disney+ adds new programming to maintain engagement.
Capricor's FDA Delay Trims Stock to Cash-Adjusted Bet
Capricor shares dropped 8% after the FDA postponed its decision on deramiocel, leaving a slim premium above cash. Analyst targets remain sharply divided.
Best Buy's Anniversary Promotion Signals Q3 Momentum, Not Q2 Relief
Best Buy's anniversary sale is a Q3 traffic test, not a Q2 rescue. Gift-card revenue is deferred until redemption, so the impact lands in future quarters.
TMC Surges 20% as NOAA Publishes Deep-Sea Mining Application
TMC the metals company surged 20.65% Friday after NOAA published its deep-seabed application, adding $356M in market value. The milestone advances permitting, though certification and environmental review remain.
DraftKings Stock Climbs 4.6% as Promo Push Sparks Customer Growth Concerns
DraftKings shares gained 4.55% to $26.17 on Friday, outperforming the Nasdaq, as a $150 bonus bet promotion drove customer acquisition. However, Q2 metrics show revenue per payer fell 13% while marketing expenses rose 38%.
Ross Stores Soars on Tariff Refund, Strong Sales
Ross Stores (ROST) jumped 4.4% after a tariff refund and strong sales lifted its earnings forecast, adding $3.2B in market value.
CSL Soars 25% on FY27 Growth Outlook Despite Statutory Loss
CSL shares surged 25% this week, adding A$16.1 billion in market value, as investors focused on FY27 profit growth guidance despite a statutory loss from impairments.
BHP's Copper-Led Surge Lifts Market Cap by A$19.4 Billion
BHP's copper-focused results lifted its market value by A$19.4 billion, but shares now trade above analyst targets, suggesting limited upside.
TMC Shares Surge 20% as NOAA Initiates Permit Review Process
TMC stock rallied 19.5% to $4.745 after NOAA published its consolidated USA-A application, initiating the permit review process. Shares remain volatile as regulatory approvals and funding are still pending.
Ondas Rallies on $256M Q4 Target as Analysts See 122% Upside
Ondas (ONDS) shares climbed 4.4% Friday on a $256M Q4 revenue outlook, with analysts unanimous in their buy ratings and a $19.42 price target.
Nvidia's $316B Market Value Hangs in Balance Ahead of Q2 Earnings
Options data suggests Nvidia could swing 6% after its Q2 earnings report, a move worth roughly $316 billion in market value.