Articles by James Calloway
Rivian Faces Uphill Climb as R2 Deliveries Must Nearly Double
Rivian shares gained 4% on Friday, but the EV maker must deliver 42,441–47,441 vehicles in H2 to meet its annual target, a near-doubling of H1 output.
SMCI's $60B Order Backlog Faces Cash Conversion Test Ahead of Q4 Report
Super Micro (SMCI) climbs 5.96% to $31.13 ahead of Q4 earnings, but focus shifts from demand to cash conversion as $60B in orders raises execution questions.
Fraser and Neave's Q3 2026: Revenue Dips, Margins Improve
Fraser and Neave (SGX:F99) saw Q3 2026 revenue fall to SGD528.7m, yet net income climbed to SGD48.8m, boosting profit margins to 6.9%.
Bradesco Shares Slip Below Rights Price as Credit Costs Weigh
Banco Bradesco's preferred shares closed below its capital raise subscription price, as rising credit provisions overshadowed strong profit growth. Rights may be exercised until Sept 4.
Ambev Faces Volume Challenges Despite Strong Cash Generation
Ambev shares fell 3.5% last week even as Q2 cash conversion improved to 135% of profit. Volume growth was limited to two of five units, keeping analysts cautious.
Postal Service Loss Narrows as Shipping Fees Boost Revenue, Aiding UPS and FedEx
USPS narrowed its quarterly loss to $2.5B, helped by an 8% parcel surcharge that lifted revenue per piece. The move bolsters pricing for UPS and FedEx, with markets eyeing CPI data.
Pfizer Stock Rises 7% as Non-COVID Drugs Offset Pandemic Revenue Decline
Pfizer shares rose 7% last week, driven by strong performance from Eliquis and other key drugs that offset declining COVID product sales.