Articles by James Calloway
AT&T Beats Q1 Subscriber Forecasts, Holds 2026 Outlook Amid Institutional Moves
AT&T surpassed first-quarter wireless subscriber forecasts, adding 294,000 postpaid customers, and reaffirmed its full-year guidance. Recent reports of institutional stake reductions are based on year-end 2023 data, predating key company developments.
GE Vernova Boosts Outlook on AI Data Center Power Demand Surge
GE Vernova increased its 2026 revenue guidance following a surge in first-quarter orders, propelled by accelerating demand from artificial intelligence data centers for power infrastructure.
Vertiv Q1 Surges on AI Demand, Lifts 2026 View; Stock Dips on In-Line Q2 Guide
Vertiv posted a strong first quarter with sales up 30% and raised its full-year and 2026 guidance, driven by robust demand for AI infrastructure. However, its stock edged lower as the second-quarter outlook aligned with analyst projections.
SoFi Shares Dip Ahead of Q1 Report as Investors Await $1 Billion Revenue Test
SoFi Technologies shares fell Tuesday as the market positioned for next week's first-quarter earnings report. The fintech must demonstrate it can sustain momentum after achieving $1 billion in quarterly revenue last year.
Nokia's Q1 Report to Showcase AI Strategy Amid Market Challenges
Nokia is set to release its first-quarter results, with analysts forecasting an adjusted operating profit of €253 million. The report will debut a new financial structure and highlight the company's recent AI infrastructure partnerships.
Opendoor Shares Surge on Strong Housing Data Ahead of Q1 Report
Opendoor Technologies shares advanced significantly Tuesday, buoyed by better-than-expected U.S. pending home sales data. Traders are now looking ahead to the company's first-quarter financial results scheduled for release next month.
Plug Power Faces Investor Lawsuit Proceeding Amid Louisiana Plant Showcase
A Delaware federal judge ruled that investors can advance claims against Plug Power regarding its hydrogen production targets and revenue forecasts. The decision coincided with a company-hosted tour of its key Louisiana plant, with shares declining roughly 5%.
Intel Q1 Earnings: AI Chip Supply Crunch Tests Turnaround Strategy
Intel faces its Q1 earnings report Thursday, with investors scrutinizing whether the chipmaker can meet surging AI server processor demand. Despite expected data center growth, overall revenue and earnings are projected to decline sharply.
Meta's Q1 Earnings to Gauge AI Investment Payoff Amid Rising Costs
Meta Platforms will announce first-quarter financial results on April 29, as investors assess whether advertising gains can sustain the company's aggressive artificial intelligence investments.
Pfizer Gains on FDA Priority Review for Padcev as Pipeline Pivots Post-COVID
Pfizer shares advanced after the FDA granted priority review for its Padcev bladder cancer therapy, setting an August decision. Investors await Q1 results to gauge progress in oncology and obesity drugs against fading COVID sales.
Analysts Boost Apple Outlook Ahead of Earnings, Highlight Memory Cost Divergence
Apple shares gained as Morgan Stanley reiterated a bullish $315 price target ahead of earnings, while BNP Paribas upgraded the stock and cut Qualcomm, citing diverging abilities to handle higher memory costs.
Microsoft's AI Investment Strategy Faces Critical Earnings Scrutiny
Microsoft shares declined 1.3% ahead of its April 29 earnings, with investors divided over whether massive AI investments will deliver returns. The company faces margin pressure as capital spending jumped 66% to $37.5 billion last quarter.