Articles by James Calloway
J.B. Hunt Surges 6.6% as Intermodal Drives 89% of Income Growth
J.B. Hunt shares rose 6.6% as intermodal contributed 89% of operating-income growth, with management eyeing pricing as the next margin lever.
JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook
JPMorgan Chase raised its 2026 interest-income and expense forecasts by $2.5B each, leaving net earnings unchanged. The stock's premium valuation hinges on revenue outpacing costs.
ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B
ASML shares edged up 0.3% as the company raised its 2026 sales guidance to €43-45 billion, implying Q4 revenue of €14.4 billion, beating analyst expectations.
BlackRock Gains as Active Strategies Drive Fee Revenue Growth
BlackRock shares rose 1.1% as active strategies, 24% of AUM, drove 42% of base-fee and lending revenue, highlighting fee growth over asset records.
Seagate Stock Slides 6.5% Ahead of Q4 Earnings Report
Seagate shares dropped 6.5% to $774.19 in early Nasdaq trading as the market looks ahead to its fiscal Q4 earnings release on July 28.
Kalshi's Flight Cancellation Contracts Hit Data Snag
Kalshi's flight-cancellation contracts face a settlement data gap as FlightAware rejects use and BTS data lags, limiting their value as a risk signal.
Netflix Ad Revenue Forecasts Surge 10% Above Guidance, Driving Growth
Netflix shares edged down 0.3% as early analyst estimates for 2026 ad revenue hit $3.3 billion, exceeding the company's $3 billion target by 10%.
Walmart's AI Integration Yields $706 Million Margin Boost
Walmart Inc. (NASDAQ: WMT) said a 0.1-point margin increase from AI added $706 million. The retailer is pushing AI to boost margins and fill 200,000 jobs.
TSMC Shares Slide Despite Record Profit as Cash Conversion Deteriorates
TSMC shares fell 2.9% after a record profit, as free-cash-flow conversion dropped to 40.7% from 60.8% and capex guidance rose 14.8%.
Abbott Q2 Beats Estimates, Lifts EPS Outlook; Sales Growth Target Looms
Abbott (ABT) reported Q2 adjusted EPS of $1.31, beating estimates, and raised its full-year EPS outlook. The company now needs 8.6%-10.5% H2 sales growth to hit its revenue target.
GE Aerospace Raises 2026 Cash Flow Forecast; Working Capital Drives Q2 Growth
GE Aerospace lifted its 2026 free cash flow forecast to $8.9-$9.2 billion after Q2 cash flow surged 43%, though working capital accounted for nearly all the improvement.