Articles by James Calloway
BlackRock's Record $15.3 Trillion AUM Masks HPS Deal Earnings Boost
BlackRock hits $15.3 trillion in assets, but Q2 earnings were lifted by the HPS deal; organic growth will be key from Q3 onward. Shares rose 6.8%.
J&J's Q2 Growth Largely Relies on Two Key Drugs
Johnson & Johnson's Q2 sales growth was almost entirely driven by Tremfya and Darzalex, raising concerns about portfolio depth. MedTech missed estimates.
SoFi Faces Margin Hurdle to Meet 2026 Profit Goal
SoFi must achieve a 37.7% adjusted EBITDA margin in the second half of 2026 to meet its full-year profit target. Q2 results on July 29 will be crucial.
Morgan Stanley Q2 Earnings: Trading Surge Masks Wealth Inflow Quality
Morgan Stanley's record Q2 was powered by a massive trading beat, but wealth inflows were heavily IPO-dependent, raising questions about earnings quality.
Opendoor Needs $9M or One Margin Point to Hit Q2 Breakeven
Opendoor requires $9 million or one margin point to hit Q2 adjusted EBITDA breakeven, with revenue around $900 million and a contribution margin of 5-7%.
IBM shares tumble 25% on mainframe slump, software miss
IBM shares fell 25% after preliminary Q2 results showed a 24% decline in mainframe and support revenue, missing estimates and impacting software sales tied to mainframes.
Domino's Expands Board, Appoints Two Independent Directors Ahead of Q2 Earnings
Domino's Pizza (NASDAQ:DPZ) expands board to 10 members and adds two independent directors to its audit committee ahead of Q2 earnings, as the company faces digital execution issues and slowing sales.
ASML Lifts 2026 Outlook, Q4 Revenue Seen at €13-16 Billion
ASML raised its 2026 revenue guidance, implying record Q4 sales of €12.9-15.9 billion. Service and upgrade revenue surged 32%, boosting margins.
Bank Stocks Split on Guidance as Earnings Beats Fail to Unite Investors
Goldman Sachs surged 9% after a 44.9% earnings surprise, while Citigroup fell 5.3% despite a 15% beat. JPMorgan rose 2.5% on a raised outlook, but Wells Fargo slipped 2.7% with steady forecasts.
Aehr Test Systems Soars on Record Orders, Backlog Covers Up to 77% of FY2027 Target
Aehr Test Systems (AEHR) shares jumped 5.9% on Tuesday and surged 27% after hours on record orders and a $100.6M backlog, covering 67%-77% of its fiscal 2027 revenue target.