Articles by James Calloway
Apple Stock Tumbles 7% as Tariff Refund Masks Underlying Earnings Miss
Apple shares dropped 7.3% premarket after Q3 results, with the EPS beat largely due to a one-time tariff refund. Supply constraints and weak guidance overshadowed record revenue.
Amazon Stock Surges 12% as AWS Profit Engine Eases AI Spending Fears
Amazon shares rose 12% premarket after AWS profit growth eased concerns about heavy AI spending, with cloud operating income up 63.6%.
Kioxia Announces ¥800B Buyback as AI Demand Drives Profit Surge
Kioxia Holdings unveiled a ¥800 billion buyback after Q1 profits soared on AI demand, but its Q2 guidance fell short of consensus. Shares jumped 17.7%.
Microsoft's Cash Engine Outshines Meta's AI Splurge
Microsoft added $450B in market value on robust free cash flow, while Meta lost $120B amid heavy AI spending, highlighting the importance of cash conversion.
Monolithic Power Systems Surges 10% After-Hours on Strong AI Demand and Q3 Guidance
Monolithic Power Systems (MPWR) rose 10% after-hours as Q2 revenue beat estimates and Q3 guidance exceeded consensus by 16.5%, with Enterprise Data and Communications driving 93% of growth.
Western Union Shares Tumble 14% on Profit Warning, Dividend Yield Soars
Western Union (WU) shares plunged 14% after slashing its 2026 profit outlook, with the dividend yield rising to 13.5% as Q2 earnings missed estimates.
AXT Soars on AI Wafer Demand, Strong Margins and Guidance
AXT stock jumped 57% after a Q2 beat and strong Q3 guidance, fueled by AI-driven demand for indium-phosphide wafers and robust margin expansion.
JetBlue Rides Fare Hikes to 6% Gain Despite Fuel Surge and Debt Concerns
JetBlue (JBLU) shares climbed 6.2% as higher fares helped offset a sharp rise in fuel costs, though the airline's net loss widened to $247 million and its heavy debt load remains a concern.
First Solar Shares Surge 3.4% on Q2 Earnings Beat, Boosted by Tariff Refund
First Solar (FSLR) shares surged 3.4% after Q2 earnings of $3.92 per share topped the $2.99 consensus, with a $88.6 million tariff refund lifting gross margin to 57.3%. Revenue matched forecasts at $1.06 billion.
Reddit stock dips 9% after-hours despite Q2 earnings beat as US user growth stalls
Reddit shares dropped 9.3% in after-hours trading despite a Q2 earnings beat, as U.S. daily active users flattened and revenue growth is expected to slow in Q3.

