Articles by James Calloway
Rambus Stock Declines Despite AI-Driven Revenue Growth in Q1
Rambus shares dropped 10.8% after Q1 earnings, despite product revenue climbing 15% on AI demand. The company's cautious Q2 outlook tied to customer deals tempered investor enthusiasm.
Celestica Shares Dip Despite Strong Earnings and Raised AI-Driven Guidance
Celestica reported Q1 revenue of $4.05B, up 53% YoY, and raised its 2026 outlook to $19B, but shares slipped as the market had already priced in strong AI demand.
Spotty Earnings Ahead: Spotify Launches Peloton Fitness Content
Spotify launches a fitness category with Peloton classes for Premium users, expanding beyond audio. SPOT stock falls ahead of Q1 earnings, while PTON rises.
Domino's Pizza Shares Plummet 10% on Weak Outlook Amidst Intensifying Value War
Domino's Pizza shares fell nearly 10% after the company slashed its 2026 comparable-sales outlook, citing weak demand and tougher competition. Q1 U.S. same-store sales rose only 0.9%, missing estimates.
Snap Stock Surges 8.5% on Upgrade and Cost-Cut Hopes
Snap shares jump 8.5% after Rothschild & Co Redburn upgrades to Buy and doubles price target to $10, citing AI-driven ad market shift and cost-cutting ahead of Q1 earnings.
Can Azure's Growth Validate Microsoft's AI Investments?
Microsoft reports fiscal Q3 earnings Wednesday, with Azure growth and AI spending under scrutiny after a $357B market value loss. Analysts expect revenue near $81.4B.
Boeing Posts Narrower Q1 Loss, But Cash Burn Remains a Concern
Boeing narrowed its Q1 net loss to $7M, revenue rose 14% to $22.2B, but free cash flow was negative $1.5B. The company delivered 143 jets, beating Airbus, and holds a record $695B backlog.
Walmart's China Growth and Express Delivery Bolster Trillion-Dollar Valuation
Walmart's stock holds above $129, maintaining a $1 trillion market cap, driven by strong China growth and new one-hour delivery options at Sam's Club.
Alphabet's $185B AI Bet Hangs in Balance as Q1 Earnings Loom
Alphabet reports Q1 earnings Wednesday with options pricing a 5% stock move. Investors scrutinize AI spending's impact on Google Cloud and Search revenue.
Verizon Shares Surge on Q1 Subscriber Growth, Raised Profit Forecast
Verizon reported a surprise gain of 55,000 postpaid phone subscribers in Q1, beating analyst expectations of a loss, and raised its 2026 profit outlook.
Meta's $125B AI Spending Test Looms as Analysts Eye $1,000+ Targets
Meta heads into earnings with $135B AI capex plan and analyst targets above $1,000. Investors watch for ad growth to fund massive infrastructure spending.
China Orders Meta to Reverse $2 Billion Manus AI Deal Amid Tech Talent Tensions
China's NDRC has ordered Meta to reverse its $2 billion acquisition of AI startup Manus, citing foreign investment security rules, escalating tensions over AI talent and technology ahead of a Trump-Xi meeting.