Articles by James Calloway
Sterling Infrastructure Surges After Data Center Demand Drives Earnings Beat
Sterling Infrastructure shares surged 19% after Q1 earnings beat estimates, driven by data center demand. The company raised its 2026 outlook.
Pinterest Shares Jump 15% After Q1 Revenue Beat, AI Ad Push Drives Upbeat Outlook
Pinterest shares jumped 15% in after-hours trading after Q1 revenue of $1.008B beat estimates, with a strong Q2 outlook driven by AI-powered ad tools.
Duolingo Stock Tumbles Despite Q1 Beat as Wall Street Eyes 2026 Strategy
Duolingo stock dropped ~10% after hours Monday, even after Q1 revenue rose 27% to $292M. Wall Street is skeptical of the company's 2026 plan focusing on AI and user growth over near-term profits.
Union Pacific Warns It May Walk Away From $85 Billion Norfolk Southern Deal Amid Regulatory Hurdles
Union Pacific may drop its $85 billion Norfolk Southern merger if regulators require major line sales or trackage rights. The STB is reviewing the revised application.
Cenovus Energy Gains Pre-Earnings as MEG Integration Takes Spotlight
Cenovus Energy shares rose 2.9% to C$40.96 ahead of Q1 results, as CIBC reaffirmed an outperform rating and a C$46 target, highlighting the first full quarter with MEG Energy assets.
Figma Shares Rally 7% Ahead of Q1 Report Amid AI Design Competition
Figma shares jumped 7% to $20.08 ahead of its May 14 earnings report. Analysts remain cautious with a consensus 'Hold' rating, as AI rivals Anthropic and Google challenge the design software leader.
BigBear.ai Faces Credibility Test as Q1 Earnings Loom Amid Dilution Fears
BigBear.ai shares rose 2.2% to $4.23 ahead of Q1 earnings, with options pricing a 19% move. Investors remain wary after a 38% Q4 revenue drop and a doubling of authorized shares.
Super Micro Q3 Earnings: AI Demand Meets Margin Squeeze
Super Micro Computer reports fiscal Q3 earnings May 5, with options pricing a 12.55% swing. Investors focus on margins, cash flow, and export-control risks amid surging AI server demand.
Circle Stock Surges on Stablecoin Regulatory Breakthrough
Circle (CRCL) shares rose 10% after a Senate compromise on stablecoin regulation, with Coinbase (COIN) up nearly 5%. USDC supply stands at $77.4 billion.
Palantir Earnings: AI Pricing Power and Growth Under the Microscope
Palantir reports Q1 earnings Monday with options pricing a 9% swing. Focus on AI platform demand, government contracts, and pricing power as analysts diverge.