Articles by James Calloway
Anthropic Co-Founder Urges Mandatory, Auditable AI Shutdown Controls
Anthropic co-founder Jack Clark suggests AI shutdown capabilities should be mandatory and verifiable by third parties. A House bill proposes similar requirements for the most powerful AI systems.
Radiant Logistics Q4 Profit Soars on Freight Demand Uptick
Radiant Logistics capped fiscal 2026 with a strong fourth quarter, as adjusted EBITDA climbed 32% on an 18.5% revenue gain. Shares rose after hours.
Dave & Buster's Revenue Falls 2.4% as Profit Slumps
Dave & Buster's Q2 revenue fell 2.4% to $544.1M, adjusted EBITDA dropped 23.8%, and net loss widened to $12.5M as comparable sales decline narrowed to 2.9%.
High Tide Hits Record Revenue and Margins, Yet Cash Conversion Slips
High Tide's Q3 revenue and EBITDA hit records, but free cash flow fell short of last year's pace, raising questions about growth quality.
Ford Recalls 2023-2027 F-150s Over Fuel Tank Risk
Ford recalls 223,472 F-150s (2023-2027) over fuel tank leak/detachment risk. NHTSA campaign 26V578000; dealers inspect straps, replace if needed.
Singapore Asset Auction Highlights UOB's Compliance Overhaul
Singapore starts selling assets from a S$3 billion money-laundering case, with UOB's compliance repairs under scrutiny as property auctions may influence prime real estate values.
ServiceNow Price Target Raised to $155 by Needham Amid AI Growth
Needham lifts ServiceNow's price target to $155, implying 17% upside. The focus shifts to cRPO growth and margins as AI ACV tops $1 billion.
Apollo's Black Faces House Contempt Step; Firm Separated
Leon Black faces a House contempt markup, but Apollo's exposure is indirect. The firm is operationally separate, though shareholder suits and reputational risk remain.
Dimon Warns UK Tax Hike Could Threaten JPMorgan's 22,000 British Jobs
JPMorgan CEO Jamie Dimon warned UK leaders that a potential windfall tax could harm investment and jobs, putting 22,000 British roles in focus before the October budget.
Oracle's Restructuring Bill Climbs to $2.8B Amid $28.5B AI Spending
Oracle ups restructuring costs to $2.8B, adding $700M for AI-driven efficiency. Despite strong cloud growth, heavy AI capex pressures cash flow, with ORCL shares slipping.
Anthropic Researcher's Exit Raises AI Safety Governance Questions
Jacob Coxon's resignation from Anthropic over AI safety concerns puts the company's governance under the microscope, with implications for Amazon and Alphabet investors.
Dave & Buster's Faces $1.5B Debt Test as Q2 Earnings Loom
Dave & Buster's reports fiscal Q2 results Monday with $1.5B net debt and shares near $8. Key metrics: same-store sales, cash conversion, CEO's full-year target.