Articles by James Calloway
TSMC's $265 Billion Arizona Bet Strains Cash Flow as Q2 Capex Surges 41%
TSMC's Q2 free cash flow dropped 17.5% despite record profit, as capex surged 41.4% for its massive Arizona buildout. Revenue forecast raised above 40% for 2026.
US Firms Reap Rewards from World Cup Final Ad Surge
Fox Corp and Comcast Corp earned substantial ad revenue from the 2026 World Cup final, with Fox projecting $300-$400 million in tournament ad sales.
Opendoor's Path to Q2 Breakeven Hinges on Cost Control Amid Revenue Growth
Opendoor (OPEN) shares slid 5.6% to $4.50 last week. Q2 revenue could reach $900M, but breakeven requires $9M in additional operating gains.
Intel's 160% Rally Faces Profitability Test in Foundry Business
Intel's stock has surged over 160% in 2026 ahead of earnings, but profitability in its foundry segment remains a challenge with declining margins and EPS.
Oracle Stock Rebounds Amid $24 Billion Cash Flow Deficit
Oracle shares recovered 1.77% on Friday to $126.41, but ended the week down 10.1% amid a $23.7 billion free cash flow deficit and S&P downgrade.
Big Tech Trio Faces $6 Trillion Test as Earnings Season Intensifies
Alphabet, Tesla, and Intel, with a combined $6.03 trillion valuation, report earnings this week, testing market resilience after a volatile week for tech and chip stocks.
Iovance Biotherapeutics Shares Surge 18% as Amtagvi Sales Targets Come into Focus
Iovance Biotherapeutics (IOVA) shares climbed 18.2% last week as investors eye the ambitious sales targets for its cancer therapy Amtagvi.
IBM's Worst Week in History Sparks Doubts on Software Strategy
IBM shares plummeted 26% in their worst week ever, erasing $69B in market cap after preliminary Q2 results missed revenue and earnings estimates.
Nokia's Q2 Report Looms as Gross Margin Test After 19% Plunge
Nokia shares dropped 18.8% last week to €8.85. Q2 earnings Thursday will test gross margin forecasts, which imply an 80-basis-point decline.