Articles by James Calloway
Palantir's Q2 Earnings: A High-Stakes Test for Its $316B Valuation
Palantir (PLTR) faces a pivotal earnings report Monday, with options pricing a potential 10% swing. U.S. commercial revenue growth will be a key focus.
Nokia Stock Slips 13% as Investors Question AI Revenue Growth
Nokia shares dropped 13% after Q2 results, despite an earnings beat, as investors focus on AI revenue concentration and cash flow challenges.
GlobalFoundries Faces Earnings Test After Photonics Grant Boost
GlobalFoundries (GFS) shares dropped 6.6% last week as investors await Q2 earnings, even as a $300M photonics grant proposal offers long-term support but raises dilution questions.
MercadoLibre Stock Climbs Ahead of Q2 Report Despite Profit Forecast Slash
MercadoLibre (MELI) shares rose 4.2% ahead of Q2 earnings, even as analysts slashed EPS forecasts by 22.4%. Revenue growth is strong, but margin pressure and valuation remain key concerns.
Coca-Cola Stock Surges 6.5% on Strong Volume, H2 Outlook Brightens
Coca-Cola shares climbed 6.5% last week, beating the S&P 500, as global volume rose 5% and the company lifted its full-year EPS guidance.
Intel stock dips despite strong quarter; pricing drives growth
Intel (INTC) closed Friday at $90.20, down 2.3% despite 25% sales growth. Server prices rose 48% while units grew only 9%, raising questions about growth quality.
Apple Slides as Tariff Rebates Mask Core Earnings Weakness
Apple shares dropped nearly 7% on Friday after it emerged that tariff refunds accounted for about 85% of its earnings beat, raising doubts about the sustainability of its growth.
Amazon Soars 15% as AWS Profit Surge Backs $220B AI Spend
Amazon shares jumped 15.3% after AWS profit growth hit 78% of total operating income, supporting a $220 billion capex plan for 2026.
Student Loan Settlement Advances: $12B Distributed, Court Upholds Deadlines
A $23 billion student loan settlement advances with $12 billion already distributed, as the Ninth Circuit upholds key deadlines affecting over 170,000 borrowers.
