Articles by James Calloway
AT&T Stock Surges 10.6% as Fiber and Wireless Growth Offsets Copper Decline
AT&T (NYSE:T) shares surged 10.6% last week as fiber and wireless growth nearly tripled the operating income drop from legacy copper, with strong subscriber additions.
Ford Motor Faces $2.1B Profit Test Amid Sales Slide and Tariff Distortion
Ford Motor (NYSE:F) faces a $2.1 billion profit test as Q2 earnings approach, with U.S. sales down 10.3% and a $1.3 billion tariff benefit obscuring underlying trends.
Cleveland-Cliffs Surges 29% as Steel Prices Offset Shipment Drop
Cleveland-Cliffs (CLF) shares surged 29% last week as higher steel prices more than offset a 2% decline in shipments. The company guided Q3 adjusted EBITDA to roughly $575 million.
SK hynix Shares Surge in Seoul as ADR Premium Widens Ahead of Record Earnings
SK hynix shares rose 3.24% in Seoul, with the ADR premium reaching 32.8% as market participants look forward to record earnings and new AI partnerships.
SoFi Stock Rises in Premarket as Markets Eye Q2 Earnings and Key Margin Target
SoFi shares advance 1.8% in premarket as investors await Q2 results, with key focus on the company's margin improvement trajectory toward a 38% target.
Microsoft's $190B AI Capex Plan Faces Cash Flow Scrutiny Ahead of Earnings
Microsoft's massive AI investment, with capex at 66% of operating cash flow, faces investor scrutiny as Azure demand outpaces supply ahead of earnings.
Apple's lean AI spending approach contrasts with industry giants ahead of earnings
Apple shares approach record high ahead of earnings, with its lean AI spending strategy standing in stark contrast to Alphabet's massive capital outlays.
Nokia Stock Dips Despite AI Order Surge as Cash Flow Worries Mount
Nokia shares dropped 1.85% as AI order growth raised cash flow concerns, requiring €1.63 billion in H2 free cash flow.
Frontier Group Halts Knoxville Route, Trims Network Ahead of Q3 Results
Frontier Group will halt its Denver-Knoxville route from August 17, part of a network overhaul ahead of Q3 earnings. Shares fell 6.7% last week to $5.81.
Intel Stock Tumbles 7.9% as AI Gains Collide with $20B Capex Plan
Intel shares dropped 7.9% as robust AI-driven earnings face a $20 billion capex hurdle, with the stock closing at $92.32 and the semiconductor index slipping 4.5%.
MSCI Stock Drops 12% on Rising Costs Despite Record Index Fees
MSCI shares slid 12.4% as record index fees were overshadowed by higher expense forecasts, with operating expense midpoint rising $45 million while free cash flow guidance increased only $15 million.