Articles by James Calloway
Dell Shares Retreat Amid Private Cloud Expansion and Upcoming Earnings
Dell Technologies stock declined 2.3% to $123.12, partially reversing Tuesday's gains. Investors are focused on the company's upcoming fiscal Q4 results and its push into enterprise AI servers.
Lockheed Martin Shares Hold Steady Amid Pentagon Contractor Review
Lockheed Martin shares traded near $630 as the Pentagon initiates an extended review of major defense contractors, potentially impacting shareholder returns. CEO and CFO are scheduled to speak at a Citi conference next week.
Humana Shares Decline on Reduced 2026 Profit Outlook Due to Medicare Star Ratings
Humana's stock fell nearly 2% after the health insurer projected 2026 adjusted earnings of at least $9 per share, significantly below analyst estimates, citing a $3.5 billion impact from lower Medicare Advantage star ratings.
Brookfield Shares Dip Ahead of Q4 Report as Rate Outlook Shifts
Brookfield Corporation shares fell nearly 2% Wednesday, pressured by a sector-wide decline after strong jobs data pushed back expectations for Federal Reserve rate cuts. The company reports fourth-quarter results Thursday.
Walmart Shares Gain as Analysts Boost Targets Ahead of Q4 Report
Walmart shares advanced Wednesday after RBC and BTIG raised price targets to $140. Investors await quarterly results and guidance amid a lawsuit from Estée Lauder.
GCM Grosvenor Gains on Record Fundraising, Expanded Buyback and Dividend
GCM Grosvenor shares advanced after the firm reported record 2025 fundraising, increased its share repurchase program by $35 million, and declared a dividend. Assets under management grew 14% to $90.9 billion.
Spotify Shares Hold Gains After Strong Q4, Focus Shifts to Subscriber Momentum
Spotify stock held near $480 in premarket trading after a 14.8% surge, driven by Q4 operating income of €701M and 10% subscriber growth. Q1 revenue guidance slightly missed expectations.
Robinhood Shares Dip as Crypto Revenue Shortfall Offsets Gains in Equities and Options
Robinhood's stock declined premarket after Q4 revenue missed estimates, driven by a 38% drop in crypto trading revenue. The company reported record platform assets of $324 billion and projected higher 2026 operating expenses.
UBS Raises Opendoor Target Ahead of Earnings; Shares Rebound After Slide
Opendoor shares edged higher in premarket trading, recovering slightly from a 5% drop, after UBS increased its price target ahead of the company's upcoming quarterly results.
Shopify Surges on Strong Q4 Revenue and $2 Billion Share Repurchase Plan
Shopify's stock climbed over 7% premarket after reporting Q4 revenue of $3.67 billion, beating expectations, and announcing a $2 billion share buyback program.
Novelis Targets June Restoration for Fire-Damaged Oswego Plant as Q3 Loss Hits $160M
Novelis posted a $160 million Q3 loss after fires disrupted its Oswego aluminum plant, cutting shipments 11%. Repairs aim for June completion, but Ford warns full output may not resume until September, pressuring F-150 costs.