Articles by James Calloway
DuPont Rallies on Upgraded 2026 Outlook, $275M Buyback
DuPont raised its 2026 forecasts and announced a $275 million buyback, sending shares up 8.5% as cost pass-through strategies reassured investors.
Akamai Surges on New API Security Tools Ahead of Q1 Earnings
Akamai shares jumped 10% on Tuesday after launching new API security tools ahead of its Q1 earnings report. The Security Posture Center aims to address rising AI-related API risks.
Sadot Group Stock Surges 99% After Nasdaq Compliance Resolution, but Financial Woes Persist
Sadot Group shares surged 99% after Nasdaq resolved a filing compliance issue, but the annual report shows a 65% revenue decline, $93.4M net loss, and a going concern warning.
Ballard Power Shares Surge 24% on Narrowed Q1 Loss, Positive Gross Margin
Ballard Power Systems (BLDP) shares surged about 24% after Q1 revenue climbed 26% to $19.4M and net loss narrowed to $0.04 per share, helped by cost reductions and a positive gross margin of 14%.
IPG Photonics Shares Sink 29% on Tariff Margin Warning Despite Sales Beat
IPG Photonics shares fell 29% to $87.38 after Q1 revenue topped forecasts but earnings missed, while tariff warnings signaled continued margin compression.
Eaton Shares Dip on Margin Pressure Despite Record Q1 Sales and AI Boom
Eaton shares fell ~2% as record Q1 sales of $7.5B were overshadowed by margin compression and a profit outlook that fell short of estimates. AI data-center demand surged, but investors focused on costs.
Fiserv Shares Tumble on Revenue Miss; 2026 Targets Face Scrutiny
Fiserv shares slid nearly 10% after Q1 adjusted revenue missed estimates, with organic sales down in both Merchant and Financial Solutions. Management kept its 2026 outlook, but margin pressure and competitive headwinds raise doubts.
Western Digital Surges on AI Storage Demand, Dividend Hike
Western Digital shares rose 6% to $469.44 after fiscal Q3 revenue surged 45% to $3.34 billion, beating estimates. AI-driven cloud storage demand and a 20% dividend hike boosted sentiment.
Cloudflare Stock Surges on Forrester Edge Platform Recognition Ahead of Earnings
Cloudflare shares rose 7.9% after Forrester named it a leader in edge development platforms, ahead of its May 7 earnings report.
Fastly Stock Jumps 15% on AI Cloud Optimism Ahead of Q1 Earnings
Fastly shares rose 15% to $31.66 on Tuesday, extending its 2026 rally ahead of Q1 earnings. The surge followed strong AI cloud results from DigitalOcean.
POET Technologies Stock Surges on Securities Lawsuit Over Canceled Marvell Order
POET Technologies shares surged 30% after a securities class action was filed over disclosure of canceled Marvell purchase orders.
Sterling Infrastructure Surges on Data Center Demand, Revenue Jumps 92%
Sterling Infrastructure shares surged nearly 47% after Q1 revenue soared 92% to $825.7 million, driven by data center and semiconductor projects. The company raised its 2026 revenue forecast to up to $3.8 billion.