Articles by James Calloway
Teradyne Surges on AI Test Demand, Margin Concerns Linger
Teradyne shares rose 7% premarket after Q3 guidance beat estimates by 20%, driven by AI demand. However, margin compression and a sharper earnings decline raise concerns.
Hermès Shares Tumble 10% on China Slowdown and Narrowing Growth
Hermès shares dropped nearly 10% after Q2 sales growth of 6.7% disappointed investors, as Asia ex-Japan slowed to 2.5%.
Seagate Targets 50% Margins, Shares Rebound on AI Storage Demand
Seagate shares rebounded 5.9% after projecting ~50% operating margins, with AI-driven data center revenue up 57% and strong Q4 results.
Ford Upgrades 2026 Profit Forecast; Blue, Pro Drive 75% of Gain
Ford Motor Company (NYSE:F) raised its 2026 adjusted EBIT midpoint to $10.5 billion, with Ford Blue and Ford Pro contributing 75% of the $1 billion upgrade. Shares rose 4.75% in premarket trading.
SoFi Faces Margin Test as Q2 Earnings Approach
SoFi Technologies (SOFI) stock edged higher in pre-market trading ahead of its Q2 earnings release, with investors focused on the company's ability to hit a 38% adjusted EBITDA margin in the second half.
Visa Shares Edge Lower Despite Earnings Beat as Cross-Border Revenue Growth Lags
Visa's Q3 earnings beat estimates, but shares fell premarket as international transaction revenue growth lagged cross-border volume, raising concerns about revenue conversion.
Nokia Shares Slide as AI Orders Outpace Revenue, Profit Outlook Adjusted
Nokia shares declined 0.95% to €7.75 as AI and cloud orders reached 6.3 times Q2 sales, but the raised profit outlook is due to accounting factors.
SpaceX Shares Dip as Orbital AI Faces Environmental Scrutiny
SpaceX shares slipped 1.3% pre-market as environmental scrutiny of its orbital AI project intensifies, with valuation at 81.9 times sales. Q2 results due Aug 4.
Nvidia's $238B Market Value Erodes Amid AI Investment Doubts
Nvidia shares slipped in premarket trading Wednesday after losing $238 billion in market value over two sessions, as investors question AI spending sustainability.
Intel Stock Dips as Focus Shifts to AI Revenue Quality
Intel shares slipped 1.6% to $84.96 in premarket trade Wednesday as investors question the quality of AI revenue growth, despite a 59% jump in data-center and AI revenue.
SK hynix Faces Record Earnings Test After $140B Market Cap Wipeout
SK hynix shares fell 14.65% in Seoul, erasing ₩190 trillion in market cap as investors await record Q2 earnings amid concerns over China supply and AI spending.
Enphase Stock Rises After Earnings as Revenue Recovery Begins
Enphase Energy shares rose 1.5% in after-hours trading after Q2 earnings met estimates and Q3 guidance pointed to a limited recovery in underlying sales.