Articles by James Calloway
Lockheed Martin Surges on Robust Demand Beyond THAAD
Lockheed Martin shares jumped 6.6% premarket after Q2 earnings beat, with orders surging to $65 billion and guidance raised. Demand remains robust even excluding the massive THAAD contract.
Honeywell Shares Rise on Automation Order Surge
Honeywell (NASDAQ:HON) shares gained 1.6% after the company reported a 16% surge in automation orders and raised its 2026 profit forecast.
Intel Q2 Earnings Preview: AI Server Demand, Margin Focus
Intel's Q2 earnings report is expected to show strong AI-driven revenue growth, with the Data Center and AI segment forecast to grow 36.4%.
SoFi Stock Trades at 28x Earnings as Q2 Results Loom
SoFi Technologies (NASDAQ:SOFI) shares ended Wednesday at $17.07, down 3.23%, and trade at 28.5 times 2026 EPS estimates ahead of its Q2 report due July 29.
Opendoor Contracts Rise 12% as Margins and Mortgage Rates Diverge
Opendoor's weekly acquisition contracts rose 12% as of July 18, but shares slipped 2.2% amid rising mortgage rates and margin scrutiny ahead of Q2 earnings.
STMicroelectronics Shares Tumble on Earnings Miss Despite AI Data Center Optimism
STMicroelectronics shares plunged 13.6% after Q2 EBITDA fell 15% short of expectations, with AI data center goals failing to offset the disappointment.
IBM's Free Cash Flow Yield Rises to 8% After Revenue Guidance Cut
IBM's free cash flow yield expands to 8.1% after slashing revenue guidance, though cash forecast holds. Shares drop 29% in two weeks.
Nokia Beats Q2 Profit Forecasts as AI Orders Surge to €2.8 Billion
Nokia posted a stronger-than-expected quarterly profit, driven by a surge in AI and cloud demand. Orders hit €2.8 billion, six times sales.
Tesla Stock Sinks as $16.7B H2 Capex Looms
Tesla shares dropped 5.9% premarket as the company faces $16.7 billion in H2 capital expenditures, raising cash flow concerns after Q2 earnings missed estimates.
AT&T Rises Premarket as Strong Subscriber Growth Fuels $10 Billion Buyback
AT&T shares gained in premarket trading after strong subscriber additions and earnings beat fueled a $10 billion buyback plan, signaling robust shareholder returns.
Alphabet Shares Dip as $200B AI Spending Plan Strains Cash Flow
Alphabet shares slipped 3.4% in premarket after raising 2026 capital spending to $200B, surpassing trailing operating cash flow and turning free cash flow negative.
Super Micro Stock Surges on $847 Million Profit Boost
Super Micro Computer (SMCI) shares rose 19.8% after analysts projected an $847 million gross profit swing, driven by a sharp margin improvement to 15%-17%.