Articles by James Calloway
CAVA Stock Jumps 12% on Strong Traffic, Margin Pressure
CAVA shares rose 12% after hours as Q2 traffic growth of 5.3% offset a 60 bps margin decline. Revenue beat estimates, but guidance was unchanged.
Cisco's AI Order Surge Fails to Lift Shares Ahead of Q4 Report
Cisco shares slipped ahead of its Q4 earnings report, which highlighted a $3.7 billion surge in AI orders. The company faces a steep challenge to meet its $9 billion annual AI target, with options pricing a 7% move.
Alamar Biosciences Stock Jumps 31% on Strong Consumables Growth
Alamar Biosciences (ALMR) shares soared 31% after Q2 revenue surged 82%, fueled by consumables sales that lifted gross margins and strengthened the recurring revenue outlook.
CBA's Record A$10.98B Profit Clouded by 47% Surge in Bad-Debt Charges
Commonwealth Bank of Australia (CBA.AX) reported a record A$10.98 billion cash profit, yet second-half credit impairment charges surged 47% to A$469 million, raising investor concerns.
Tim Hortons' Harry Potter Menu Faces Key Test After Flat Q2 Sales
Tim Hortons debuts a Harry Potter-themed menu in the U.S. on August 12, following a mere 0.1% rise in Canadian comparable sales. The promotion is seen as a key test for the brand's ability to drive traffic.
Mondelez Gains as Oreo Buzz in China Spotlights Volume Growth
Mondelez (MDLZ) shares ticked up 0.4% after Oreo trended in the U.S. following China product reports; the region's volume growth drove 65% of Q2 organic growth.
Nebius Shares Surge 5% as $2B H2 Revenue Goal Looms Ahead of Earnings
Nebius (NBIS) shares rose 5% ahead of Q2 earnings, with the company facing a critical test to hit $2 billion in second-half revenue.
Firefly Aerospace's Record Revenue Clouded by $106M Cash Burn
Firefly Aerospace's Q2 revenue soared 659% to $117.7M, but free cash flow was -$106.3M, nearly matching revenue. Shares slipped 0.6% after hours as investors weigh growth against cash burn.
Transocean Stock Edges Higher as Oil Gains, Cash Flow Improves
Transocean (RIG) shares rose 1.5% on Tuesday as oil prices climbed. Q2 free cash flow jumped 56% to $212M, but adjusted EBITDA fell 29% sequentially, with analysts split on the stock.
Embraer Doubles Minimum Free Cash Flow Forecast for 2026
Embraer (EMBJ) raised its 2026 minimum free cash flow forecast to $400M and lifted its adjusted EBIT margin outlook to 10.0%-10.6% after a record Q2.
Sea's Shopee Sets $1B EBITDA Goal; Stock Soars 13.7%
Sea Limited (SE) shares surged 13.75% after Q2 revenue beat estimates by $728M. Shopee sets $1B adjusted EBITDA target for 2026.
Nu Holdings Faces Credit Cost Scrutiny Ahead of Q2 Earnings
Nu Holdings (NU) shares dropped 2.2% to $13.56 ahead of Q2 earnings, as rising credit costs and early-stage delinquencies challenge the bank's growth narrative.