Articles by James Calloway
Constellation Energy Faces AI Demand Test After Governance Win
Constellation Energy shareholders backed all board nominees and rejected a DEI proposal. The company now faces a key test on May 11 with Q1 earnings amid AI power demand expectations.
Cameco Q1 Report: Uranium Prices, Westinghouse Stake in Focus
Cameco reports Q1 results May 5. Shares fell Friday; investors watch uranium pricing, delivery schedules, and Westinghouse stake.
ON Semiconductor Faces Crucial Earnings Test Amid Elevated Stock Price
ON Semiconductor reports Q1 earnings Monday. Stock at $103 far exceeds analyst targets. Investors eye auto and industrial chip demand recovery.
Lattice Semiconductor Earnings Preview: High Hopes After Sharp Rally
Lattice Semiconductor reports Q1 earnings Monday with shares near record highs. Analysts project 37% revenue growth, putting pressure on the company to deliver strong results and guidance.
JPMorgan's $31.4B Credit Loss Reserve Highlights Earnings Beat
JPMorgan Chase posted a 13% rise in Q1 net income to $16.5B, with a $31.4B credit-loss allowance. Shares closed at $312.47, valuing the bank at $864.8B.
3M Faces Renewed Legal Heat Over Wisconsin PFAS Contamination
3M faces renewed legal and regulatory pressure over PFAS contamination at its Greystone facility in Wisconsin, with levels hundreds of times above proposed state limits. Shares fell 2.7% on Friday.
MP Materials Earnings in Focus Amid Rare Earth Supply Shifts
MP Materials will report Q1 earnings on May 7, with China shipping 60 tons of yttrium oxide to the U.S. in March, though annual imports are still down 75%.
Vanguard's 7.5% Realty Income Stake Puts REIT in Spotlight Ahead of Q1 Results
Vanguard Capital Management disclosed a 7.49% stake in Realty Income ahead of its Q1 earnings. The REIT reports May 6, with FFO and acquisition strategy in focus.
Eaton Shares Retreat from 52-Week Peak Ahead of Key Q1 Report
Eaton shares pulled back from a fresh 52-week high as the market braces for first-quarter earnings, with AI data-center demand in the spotlight.
Disney Faces FCC License Review Ahead of Earnings Report
The FCC has ordered Disney's ABC to file early license renewals for eight major TV stations by May 28, citing potential anti-discrimination violations, just days before Disney's quarterly earnings report.
Vistra Corp. Prepares for Q1 Earnings with Dividend Announcement and Analyst Caution
Vistra Corp. declared a $75 million quarterly dividend ahead of May 7 earnings. JPMorgan cut its price target to $231, while the company's Cogentrix acquisition and Meta nuclear deals shape growth.
Kraft Heinz Faces Berkshire Valuation Gap Ahead of Q1 Report
Berkshire Hathaway's Kraft Heinz stake was $1.4 billion below carrying value at March 31. KHC reports Q1 earnings May 6 with analysts expecting EPS of $0.50 on $5.89B revenue.