Articles by James Calloway
SemiLEDs Shares Leap 47% on Equipment Resale Boost, LED Sales Show Progress
SemiLEDs shares jumped 47% after equipment resales accounted for 94% of gross profit in Q3, while LED sales improved. Revenue surged to $9M, but customer concentration and going-concern risks remain.
Morgan Stanley Stock Holds Above Key Level Ahead of Q2 Earnings
Morgan Stanley shares closed at $227.67, up 2.98%, ahead of Q2 earnings. Analysts expect $19.7B revenue and $2.93 EPS, with focus on wealth management and capital markets.
Microsoft's $40B Capex Test: Can AI Revenue Catch Up?
Microsoft heads toward July 29 earnings with bulls eyeing a valuation discount and a potential bounce, but the key question is how quickly AI demand converts to cash flow versus heavy spending.
Intuitive Surgical Drops 6% After HCA Surgery Data Raises Q2 Concerns
Intuitive Surgical shares dropped 6% following HCA Healthcare's Q2 surgery volume decline, intensifying scrutiny ahead of its own earnings report.
Opendoor Stock Trades 70% Above KBW Target as Q2 Margins Tighten
Opendoor stock is 70% above KBW's $2.65 target, with Q2 contribution margin midpoint implying a $9 million shortfall to breakeven. Shares fell 15% from July 9 highs.
Vision Marine Shares Surge on Heavy Volume Amid Revenue Growth and Margin Concerns
Vision Marine Technologies (VMAR) saw its stock surge 7.8% on record volume after filing quarterly results showing revenue growth but margin compression and a going-concern warning.
SoFi Stock Rebounds as Second Half Margin Targets Come into Focus
SoFi shares rose 2.6% in after-hours trading following cooler U.S. inflation data. The company's 2026 profit goals hinge on a sharp margin improvement in the second half of the year.
Nokia Faces Steep Profit Climb as Ericsson Flags AI-Driven Cost Pressures
Nokia shares fell 2.5% after Ericsson flagged AI-driven cost inflation. With 72.4% of Nokia's 2026 profit expected in H2, investors are focused on margins.
Goldman Sachs Q2 Earnings Beat Sends P/E Lower, Premium on Book Value Widens
Goldman Sachs posted record Q2 earnings, with EPS of $20.98, beating estimates by 45%. The trailing P/E fell to 16.8, but the stock's premium to tangible book value expanded.
Wells Fargo Q2 Beats Estimates as Corporate and Investment Banking Drive Growth
Wells Fargo (WFC) reported Q2 earnings of $2.00 per share, beating estimates. Revenue rose 9% to $22.6B, driven by corporate and investment banking.
IBM's Q2 Miss Highlights Cost of AI Hardware Surge
IBM's Q2 preliminary results missed forecasts, with revenue of $17.2 billion and adjusted EPS of $2.93 falling short, as AI hardware demand diverted spending from software.
Bank of America Q2 Earnings: Market-Linked Units Fuel 63% of Revenue Surge
Bank of America's Q2 profit jumped 27%, but 63% of revenue growth came from market-sensitive businesses, raising questions about sustainability.