Articles by James Calloway
Nu Holdings Soars 10% on Record $1B Profit, Margin Expansion
Nu Holdings (NU) surged 10% after posting its first $1B quarterly profit, with risk-adjusted net interest margin jumping to 12.4%, signaling strong operational leverage.
Rithm Capital's Newrez Settlement: Modest Cost, Heightened Oversight
Rithm Capital's Newrez subsidiary will pay nearly $11 million in additional costs and fines from a multistate settlement, equating to $0.02 per share, but the focus shifts to ongoing oversight.
Intuitive Machines Soars 9% on Record $1.76B Backlog Despite Q2 Miss
Intuitive Machines shares rally 9% as record backlog of $1.76B outweighs Q2 earnings miss. Analysts adjust targets, citing strong contract visibility.
Eton Pharmaceuticals Soars 38% on Strong Q2 and Raised Guidance
Eton Pharmaceuticals shares surged 38% after Q2 revenue beat estimates by 38.7% and the company raised its 2026 revenue floor to $145 million, triggering analyst upgrades.
Heartflow Stock Jumps 34% on Strong Q2 and Raised Full-Year Outlook
Heartflow (HTFL) shares jumped 34% after Q2 results beat estimates and the company raised its 2026 revenue forecast by $18 million, boosting market value by $912 million.
Live Nation Stock Near Highs as California Resale Cap Stalls
Live Nation (LYV) shares hover near record highs after California's proposed 10% resale cap was stalled, while a narrower anti-speculation bill advances.
JD.com Shares Slide 7% as First Revenue Decline in a Decade Overshadows Profit Beat
JD.com shares dropped 7% after its first quarterly revenue decline in over a decade, despite a profit beat. Sales fell 2.9% to RMB346.4 billion, while adjusted net income rose 21%.
Nu Holdings Soars 10% on Record $1B Profit, Margin Recovery
Nu Holdings (NYSE:NU) jumped 10% premarket after posting its first $1B+ quarterly profit, driven by a sharp margin recovery and lower credit costs.
Coherent Stock Drops 8% as AI Optics Expansion Strains Cash Flow
Coherent's stock dropped 8% post-earnings even with record revenue, as a massive capex push for AI optics caused operating cash flow to tumble 87% to $79.5M.
Tapestry Stock Tumbles 16% as Coach Dominates Revenue Mix
Tapestry shares dropped 16% after Q4 results showed Coach driving 87% of revenue, with Kate Spade sales declining 7%. Fiscal 2027 guidance was in line with estimates.
Disney Stock Gains 1.5% as ESPN Cuts Talent, but Rights Costs Surge
Disney shares rose 1.5% after ESPN layoffs, but sports operating income fell 17% as programming costs jumped $288 million. Analysts remain bullish on DIS stock.