Articles by James Calloway
Microsoft's $190B AI Outlay Signals Cloud Dominance Push
Microsoft posts solid Q3 results with Azure growth beating estimates, but shares dip as the company outlines $190B in AI infrastructure spending through 2026.
Alphabet Surges as Google Cloud Revenue Hits $20 Billion, AI Spend Pays Off
Alphabet shares surged 6.1% in premarket trading after Google Cloud revenue jumped 63% to a record $20 billion, driving a Q1 earnings beat. Net income rose 81% to $62.6 billion.
Meta Platforms Drops as $145B AI Capex Plan Overshadows Strong Q1 Earnings
Meta Platforms shares dropped over 6% after hours after unveiling a $125-$145 billion 2026 AI capex plan, overwhelming a strong Q1 earnings beat with revenue up 33% and net income up 61%.
T. Rowe Price Faces $13.7B Outflows as Q1 Earnings Loom
T. Rowe Price reports $13.7B in Q1 net outflows, with AUM falling to $1.71T. Analysts cut price targets ahead of earnings, as the dividend stock faces pressure from fee revenue and competition.
Free AI Trading Bots Invade Forex and Crypto Markets, but Regulators Raise Red Flags
MoneyFlare's free AI forex bot targets retail traders, but regulators caution against risks and unverified performance data.
Singapore Blue-Chip Dividend Payouts Highlight May 2026 Calendar
Singapore blue-chip stocks, including OCBC, UOB, ST Engineering, and Jardine Matheson, are set to distribute dividends in May 2026, with OCBC paying S$0.58 per share including a special dividend.
Brookfield Renewable Shares Plunge 12% Ahead of Q1 Earnings Report
Brookfield Renewable Corp shares dropped 12.5% to $35.20 on Wednesday, with trading volume quadrupling the average ahead of its Q1 earnings release on Friday.
Markel Shares Dip 7.9% as $728M Investment Loss Overshadows Insurance Gains
Markel Group shares slid 7.9% after a $728 million investment loss drove a $212.3 million net loss, masking a strong insurance turnaround with 31% adjusted operating income growth.
Qualcomm Rises on Q2 Earnings Beat Despite Soft Forecast
Qualcomm shares rose after Q2 earnings beat, with adjusted EPS of $2.65. Despite a weak Q3 forecast due to memory supply issues, the company cited easing China smartphone slump and growth in auto and data center segments.
Microsoft Beats Q3 Forecasts as Azure Jumps 40%, AI Run Rate Hits $37B, but Shares Dip on Spending Surge
Microsoft beat Q3 forecasts with Azure up 40% and AI revenue run rate at $37B, but shares fell over 2% as capex surged 49% to $31.9B and free cash flow dropped.