Articles by James Calloway
Bloom Energy Soars 26% After Single Client Drives 73% of Q2 Revenue
Bloom Energy shares jumped 26% after Q2 revenue of $1.065 billion beat estimates by 29%, driven by one customer representing 73% of sales. The company raised its full-year outlook but faces concentration risk.
Qualcomm Shares Slide on Profit Margin Concerns Despite Revenue Beat
Qualcomm (QCOM) shares declined 2.8% premarket after its adjusted earnings guidance fell short by nearly 9%, highlighting margin pressures from higher input costs.
Altria Stock Dips on Earnings Miss, Discount Brand Surge Softens Marlboro Decline
Altria shares declined as Q2 earnings missed consensus by $0.02, while a surge in discount cigarette shipments partially offset a sharp drop in Marlboro volume. The company tightened its 2026 adjusted EPS outlook to $5.61-$5.72.
Ford Stock Rises as Automaker Targets $6.3B Free Cash Flow in Second Half
Ford shares rose 0.5% in premarket after Q2 earnings beat estimates, with the company targeting $6.3 billion in adjusted free cash flow for the second half.
Vertiv Rebounds as Revised Forecast Pushes H2 Revenue Target to $8.08B
Vertiv shares climb 4.9% in premarket after a 17.3% drop, as a raised full-year outlook requires an additional $326 million in H2 sales.
Meta Stock Slumps 9% as AI Spending Drains Cash Flow
Meta shares dropped 9% as AI spending absorbed nearly all operating cash flow, with free cash flow plummeting 91%.
Apple faces $199B options hurdle ahead of Q3 earnings report
Apple faces a $199B options challenge ahead of its fiscal Q3 earnings. Revenue is expected at $108.65B, EPS $1.89, with margin and guidance in focus.
SoFi Shares Drop 8.9% Despite Revenue Guidance Hike Amid Profit Concerns
SoFi Technologies shares fell 8.9% to $15.25 on Wednesday despite a $145 million increase in its 2026 revenue guidance midpoint, as unchanged profit targets raised concerns about margin quality.
Microsoft Soars 8.8% as AI Backlog Eases Spending Fears
Microsoft shares jumped 8.8% in premarket trading as a broader AI backlog and strong Azure growth eased spending worries, with Azure revenue up 43% and Copilot subscriptions exceeding 30 million.