Articles by James Calloway
Goldman Sachs Ends Week Up 1% as Investors Focus on Revenue Sustainability
Goldman Sachs (GS) shares ended the week up 1.0% at $1,065.22, even as a 2.76% Friday drop brought the stock 7.5% below its record close, with investors weighing the durability of revenue from equities and FICC.
3M Stock Edges Up on Azure Deal; Q2 Earnings in Focus
3M shares gained 1.5% last week after Microsoft Azure selected its EBO connectors. Investors await Q2 earnings Tuesday, with consensus estimates of $2.27 EPS and $6.38B revenue.
Annaly's High Dividend Faces Scrutiny Ahead of Earnings
Annaly Capital Management's 13% forward yield is under pressure as Q2 earnings approach, with dividend coverage razor-thin and market rates rising.
Douglas Dynamics Rebounds on Margin Optimism
Shares of Douglas Dynamics (NYSE:PLOW) gained 3.7% last week, beating the Russell 2000 by 4.2 percentage points, as the market focuses on margin expansion prospects.
Iovance Biotherapeutics Soars 18% as Amtagvi Sales Target Nears
Iovance Biotherapeutics (IOVA) shares jumped 18% as investors focus on the upcoming sales test for Amtagvi, with second-quarter revenue guidance of $86-$88 million.
CSL Faces US$650M Revenue Headwinds Ahead of August Earnings Report
CSL Limited (ASX:CSL) disclosed three major revenue headwinds totaling US$650 million, representing 4.3% of FY26 forecast, as it prepares for its August 18 earnings report.
Ford's Warranty Accruals Drop 18.7%, Cash Outflows Rise: Quality Push Shows
Ford's Q1 warranty accruals fell 18.7% year-over-year, but cash payments for warranties rose 2.1%. The divergence highlights quality gains yet to hit cash flow.
AT&T Faces Crucial Cash Flow Test Ahead of Q2 Earnings Report
AT&T's stock reversed early gains ahead of Q2 earnings, with free cash flow targets under scrutiny. The company needs $11.25B in the second half to meet its $18B minimum.
SoFi Stock Rebounds on Deposit Cost Advantage Ahead of Q2 Report
SoFi shares rebounded 5.5% from a session low, closing midday up 0.4%. Deposit funding advantages, saving $621.8M annually, support 75% of 2026 adjusted net income target.


