Articles by James Calloway
DEFSEC Soars 86% on Revenue Surge, But Dilution and Cash Burn Loom
DEFSEC Technologies (DFSC) jumped 86% on Q3 revenue growth of 92%, but the stock closed below its June financing price, with dilution and cash burn concerns lingering.
StubHub Stock Tumbles 12% on World Cup Costs, Weak H2 Outlook
StubHub shares dropped 12.3% as World Cup-related costs offset revenue growth, with adjusted EBITDA guidance for H2 set at $222M-$242M.
JD.com stock slips despite earnings beat as revenue falls for first time in a decade
JD.com shares dropped 8% despite beating Q2 estimates. Revenue fell for the first time in a decade, and most profit gains came from cutting new-business losses.
Timken Stock Climbs After Insider Sale, Earnings Outlook Boost
Timken shares rose 1% to $131.56 after a director's $1.73 million sale, while raised 2026 adjusted EPS guidance and strong Q2 results support the stock's upside.
Starbucks Shares Near Record High as Unicorn Frappuccino Drives Traffic, Not Profit
Starbucks reintroduces its Unicorn Frappuccino for a weekend, aiming to drive foot traffic as shares hover near record highs. Q3 transactions rose 4.2%, but the drink's direct revenue impact is small.
Oreo Vote Tests Mondelez's North American Volume Recovery
Mondelez's Oreo flavor vote will test whether North American volume growth can hold after a 1.6-point sequential improvement in Q2.
CoreWeave Holds Gains Post-Earnings as $104B Backlog Strains Capital
CoreWeave shares hold post-earnings gains despite a $104.2B backlog and heavy capex, with analysts split on valuation and capital efficiency concerns.
Cellebrite Plunges 31% on Missed ARR, CEO Change
Cellebrite shares dropped 31% as Q2 ARR fell short and the company cut its full-year guidance. CEO Shiven Ramji took over immediately.
American Airlines Overhauls Leadership to Close Profitability Gap with Delta
American Airlines reshuffles senior leadership to tackle a wide profit margin gap versus Delta and United. Q2 earnings per $100 revenue were $0.43 vs Delta's $8.08. Shares rose 0.8%.
Intuitive Machines Tumbles as Q2 Misses, H2 Growth Hurdle Looms
Intuitive Machines stock dropped 8.6% premarket after Q2 revenue missed forecasts and adjusted EBITDA swung to a loss. The company's full-year outlook requires a sharp acceleration in H2 revenue growth.
FGI Industries Stock Soars 186% on Q2 Profit Recovery
FGI Industries shares surged 186% after Q2 profit recovery, with gross margin up 5.3 points. Revenue rose 2.9% to $31.9 million, but the stock's valuation now outstrips full-year guidance.
NYT's Puzzle Push: Subscriber Growth Target Faces Headwinds
New York Times (NYT) must add ~275,000 subscribers quarterly to reach its 2027 goal. Recent Games search interest offers hope, but Q2 growth barely met the pace.