Articles by James Calloway
Arista Networks Faces Pivotal AI Earnings Test After Morgan Stanley Price Target Hike
Morgan Stanley raised its Arista Networks price target to $180 ahead of Q1 earnings on May 5. Revenue consensus is $2.62 billion with AI data center spending in focus.
ON Semiconductor Hits 52-Week High on EV Deals Ahead of Q1 Results
ON Semiconductor shares closed at a 52-week high of $103.03 ahead of Q1 earnings, boosted by electric-vehicle partnerships with Geely and NIO.
Lumen Technologies Q1 Earnings Preview: AI-Driven Strategy Faces Revenue Decline
Lumen Technologies is set to report its first-quarter earnings on May 5, with expectations of a loss as the company shifts focus to AI and enterprise fiber.
McDonald's Shares Dip Ahead of Q1 Results Amid Value Menu Scrutiny
McDonald's shares dropped 2.37% to $286.64, extending losses to over 16% since early March, as investors await Q1 earnings on May 7. Analysts expect EPS of $2.75 on $6.48B revenue.
Indonesia Caps Ride-Hailing Commissions at 8%, Pressuring Grab Ahead of Earnings
Indonesia slashed the maximum commission for ride-hailing platforms to 8%, pressuring Grab (GRAB) and GoTo's Gojek ahead of Grab's Q1 earnings. Grab shares fell 3.9%.
Cloudflare's New AI Tool Launch Precedes Q1 Earnings Report
Cloudflare shares surged 6.1% on Friday after unveiling Dynamic Workflows, a developer tool for AI agents, just days before its first-quarter earnings report on May 7.
Aeluma Shares Surge 9.6% Ahead of Q3 Earnings; Key Test on May 13
Aeluma shares rose 9.6% to $25.58, valuing the company at $457 million, as investors anticipate fiscal Q3 results on May 13. The focus is on commercial traction.
Workday's Q1 Earnings: AI Strategy Faces Pivotal Test on May 21
Workday reports fiscal Q1 earnings on May 21, with subscription revenue guidance of $2.335B. The company's AI push faces a key test amid competition and investor concerns.
Clorox Shares Tumble 9.7% as Profit Forecast Cut Deepens Cost Woes
Clorox lowered its fiscal 2026 adjusted earnings forecast, sending shares down 9.7%. Higher costs, sluggish category recovery, and GOJO acquisition expenses weigh on the bleach maker.
monday.com Shares Surge Ahead of Earnings and Legal Deadline
monday.com shares surged 10% to $72.74 ahead of its Q1 earnings report and a key lawsuit deadline. The company faces allegations of misleading investors on growth outlook.
AIG Shares Surge on Profit Beat, Private Credit Pullback
AIG shares jumped 5.3% after reporting Q1 adjusted profit of $1.15B, up 64% YoY, and slowing private credit deployment. The board raised dividend 11% and announced CEO succession.
Wolfspeed Stock Soars 25% on Stake Disclosure Ahead of Earnings Report
Wolfspeed shares jumped nearly 25% Friday after a 5% stake disclosure. The chipmaker reports fiscal Q3 earnings Tuesday amid ongoing losses and weak EV demand.