Articles by James Calloway
Micron Rebounds Sharply as AI Memory Demand Offsets Storage Sector Jitters
Micron (NASDAQ:MU) rebounded 8.4% from its session low after the company raised fiscal 2027 earnings forecasts, underscoring investor confidence in AI-driven memory demand.
Joby Aviation Soars on Q2 Revenue Beat, Yet Valuation Hinges on FAA Certification
Joby Aviation's Q2 revenue beat expectations, lifting shares 7.4%, but the 53-times sales valuation still depends on achieving FAA certification and commercial launch.
Dutch Bros Shares Tumble 18% Despite Raised Guidance, Traffic Concerns Loom
Dutch Bros (BROS) shares plunged 18% after the coffee chain raised guidance but reported slowing traffic, raising concerns about organic growth.
Unity Stock Jumps 14% on Q2 Beat, Strategic Revenue Growth
Unity Software (U) shares jumped 14% after Q2 revenue and EBITDA beat estimates, driven by strategic revenue growth. The company raised its outlook for Q3.
Iovance Soars 39% on Stellar Q2 Amtagvi Sales and Margin Gains
Iovance shares surged 39% after Q2 revenue hit $99.3M, beating guidance by 12.9%, while gross margin more than doubled to 56%. The company is reviewing its 2026 guidance.
Datadog Shares Slide 14% as Key AI Client Slashes Usage Outlook
Datadog shares dropped 14% after its biggest AI client flagged reduced activity, despite strong Q2 results. Growth is expected to slow to 25% by Q4.
Ambev's Cash Flow Jumps 54.5% in Q2, Boosting Payout Prospects
Ambev's Q2 cash conversion jumped to 73.9% from 49.6% a year ago, with operating cash flow up 54.5% to R$4.71B. Net finance costs fell, boosting profit. Shares were mixed on B3 and NYSE.
SoFi's New Private Funds Test Fee Growth as Capital Ratio Slips
SoFi (SOFI) unveiled three private-market funds, but shares were flat as investors weighed fee growth potential against a 240bps drop in CET1 ratio.



