Articles by James Calloway
Tesla Stock Rises as Q2 Deliveries Offset $3.25 Billion Cash Burn
Tesla stock rose 3.1% to $380.98 after Q2 deliveries reached a record 480,126, offsetting a projected $3.25 billion free cash flow deficit.
Micron Surges 10% as Guidance Points to 7.7x Earnings Multiple
Micron (MU) shares surged 10.4% to $955.79 after the company's Q4 guidance implied a 7.7x run-rate earnings multiple, though the stock remains 24% below its June high.
MSCI Shares Slide 11% as Expense Forecast Hike Dampens Record Revenue
MSCI shares tumbled 10.7% despite record revenue, as a $45 million increase in 2026 expense guidance and earnings concentration in the index segment spooked investors.
Intel Soars 6.4% on Options Bets for Record $63B Post-Earnings Swing
Intel shares surged 6.4% on Tuesday, with options activity signaling a potential $63 billion swing after its Q2 report. The stock's 160% annual gain sets the stage for a pivotal earnings test.
Schwab Stock Nears $102 as 2026 Strategy Pivots on Steady Trading
Charles Schwab shares trade near $102 as the company outlines a 2026 strategy based on subdued trading, forecasting 18% revenue growth and margin expansion.
3M Surges 6% as Safety & Industrial Segment Fuels 2026 Earnings Upgrade
3M shares rose nearly 6% in premarket trading after the company raised its 2026 earnings outlook, driven by strong performance in its Safety and Industrial segment.
Opendoor Technologies Faces Critical $9 Million Profit Gap Ahead of Q2 Earnings
Opendoor Technologies (NASDAQ:OPEN) shares edged up 0.8% to $4.48 in premarket trading as the company approaches a critical Q2 earnings test, needing to close a $9 million gap to reach breakeven.
AT&T's Cash Flow Tightrope: Fiber Expansion Strains Dividend Payouts
AT&T's Q2 results show revenue and EPS growth, but free cash flow is shrinking. Fiber expansion costs challenge the company's $18 billion annual target, leaving a slim buffer for dividends and buybacks.
GM Boosts 2026 Profit Forecast on Stronger Pricing, Margins Expand
General Motors lifted its 2026 profit forecast, citing stronger vehicle pricing that drove margin expansion. Adjusted EBIT rose 29.8% to $3.94 billion, with the outlook raised by $500 million.
Nu Holdings Acquires Banco Porto Real for Brazilian Banking License
Nu Holdings acquires Banco Porto Real for a Brazilian banking license. The deal is regulatory, not expansionary, with minimal financial impact.
AMC Surges 27% as Q2 Screen Productivity Jumps, but Dilution Weighs
AMC Entertainment (AMC) reported a 15.4% jump in patrons per screen and doubled free cash flow to $190.1M, driving shares up 26.8%. However, a 79% rise in diluted shares raises dilution concerns.
