Articles by James Calloway
Baidu Stock Set for 5.8% Swing as AI Expansion Reaches US Clients
Baidu (BIDU) faces a 5.8% options-implied swing ahead of Q2 earnings, as AI models reach US clients via WorldClaw and analysts see 61.5% upside.
Albertsons trims store count as profit plunges 64%
Albertsons (ACI) is closing 12 stores, representing 0.5% of its footprint, after a 64% plunge in net income and reduced full-year guidance.
Target's 56% Rally Faces Earnings Hurdle as Analysts See Limited Upside
Target (TGT) shares have rallied 56% in 2026, now trading above analyst consensus targets. The market awaits Q2 earnings to confirm sustainable growth, not just a low-base benefit.
Meta Faces $1.4 Trillion Legal Claim as Youth-Safety Trial Opens
Meta Platforms (META) begins a landmark youth-safety trial with states seeking up to $1.4 trillion in damages, a sum 15.5 times its cash reserves. Legal costs already hit Q2 profits.
Marvell Stock Jumps 7.5% to $238.72, Adding $14.6B in Value Ahead of Earnings
Marvell Technology shares surged 7.5% to $238.72, adding $14.6 billion in market value ahead of its earnings report, driven by AI networking demand.
SoFi's Deposit Strategy Slashes Interest Costs by $713M
SoFi's deposit funding reduced annualized interest costs by $712.6 million, covering 44.5% of its 2026 EBITDA goal. Q2 results show strong growth despite stock dip.
MasTec Stock Rally Faces Cash Flow Test Despite Record Backlog
MasTec shares jumped 10.9% last week to $297.59, but a negative free cash flow of -$59M raises questions about converting its record $21.4B backlog into cash.
Amazon's July Sales Dip 2.2% as AWS Profits Anchor Amid Prime Day Shift
US nonstore sales dropped 2.2% in July as Prime Day shifted to June, but AWS strength cushions Amazon's profits, with Q3 growth forecast at 10.5%.
Ford Faces $2B Trade Rule Hit, 19% of 2026 Profit Forecast
New North American content rules could cost Ford $2B annually, representing 19% of its 2026 EBIT midpoint. Analysts weigh impact on margins.
Nu Holdings Jumps 9% as Q2 Profit Beats, Margin Outlook Brightens
Nu Holdings (NU) shares jumped 9.3% after Q2 profit beat estimates and risk-adjusted net interest margin rose to 12.4%, boosting market value by $6.3 billion.