Articles by James Calloway
Cerebras Stock Tumbles 12% as Cloud Surge Masks GAAP Profit Drop
Cerebras shares fell 12% after Q2 results showed cloud revenue quadrupling but GAAP gross profit dropping 20%. Despite a raised 2026 outlook, investors focus on margin sustainability.
Fubo Stock Inches Up as NFL Buzz Fails to Offset Cost Concerns
FuboTV shares edged up 1% on Thursday despite a 200% spike in NFL preseason searches, as investors focused on high content costs that consumed 92.7% of Q3 revenue.
Take-Two Stock Dips as GTA VI Hype Clashes with Bookings Forecast Gap
Take-Two shares slipped 4.6% this week as fiscal 2027 bookings guidance fell $760M short of consensus, despite record GTA VI preorders and a Netflix preview set for August 27.
Nebius Stock Surges 32% but $5.7B Capex Raises Funding Questions
Nebius (NBIS) stock rallied 32% post-earnings, but heavy capex and funding reliance on prepayments present challenges to sustaining the rally.
Reddit RDDT Jumps 10% After Hours, Buyback Price in Focus
Reddit (RDDT) jumped 10% after hours on Aug 13, with shares trading near the company's Q2 buyback price of $157.57. Strong Q2 earnings and revenue growth underpin the move.
Amcor Beats Q4 Estimates as Berry Synergies Outpace Targets
Amcor's fiscal Q4 earnings beat estimates, with Berry synergies tracking 10% above plan. The 5.5% dividend yield depends on cash conversion and deleveraging.
Ruger in Spotlight as NFA Appeal Speculation Drives Surge in Online Searches
A surge in online searches for a possible DOJ appeal in the NFA suppressor case has put Sturm, Ruger (RGR) in focus, with potential implications for suppressor and SBR sales.
Applied Materials Q4 Revenue Forecast Beats Estimates, Stock Falls
Applied Materials issued a Q4 revenue outlook that beat Wall Street estimates, yet shares fell nearly 3% after hours as investors weighed whether AI-driven growth is already priced in.
YETI Stock Tumbles 12% on Soft Drinkware Sales Despite Earnings Beat
YETI shares dropped 12% despite an EPS beat, as soft drinkware sales tied to three trend-driven products erased $455 million in market value.
DEFSEC Soars 86% on Revenue Surge, But Dilution and Cash Burn Loom
DEFSEC Technologies (DFSC) jumped 86% on Q3 revenue growth of 92%, but the stock closed below its June financing price, with dilution and cash burn concerns lingering.
StubHub Stock Tumbles 12% on World Cup Costs, Weak H2 Outlook
StubHub shares dropped 12.3% as World Cup-related costs offset revenue growth, with adjusted EBITDA guidance for H2 set at $222M-$242M.
JD.com stock slips despite earnings beat as revenue falls for first time in a decade
JD.com shares dropped 8% despite beating Q2 estimates. Revenue fell for the first time in a decade, and most profit gains came from cutting new-business losses.