Articles by James Calloway
Credit Challenge for Private Student Lenders as Federal Cap Looms
Private student lenders face a credit test as federal borrowing caps near and SAVE plan delays persist. Data shows at least 10% of postbaccalaureate students face funding gaps with weak credit.
AT&T's 4.9% Dividend Yield and $8B Buyback Put Focus on Cash Flow
AT&T's 4.9% dividend yield and $8 billion buyback total nearly 10% of equity value, with Q2 free cash flow guidance of $4.0-$4.5 billion set to cover dividends by over 2x.
Lucid Stock Rises Despite Deep Q1 Loss and Production Cuts
Lucid shares rose 6.5% after unveiling $158M in annual savings from job cuts and shift reductions, but a $1.13B Q1 loss and lowered output highlight demand risks.
Netflix Surges 5.9% but $175B Valuation Gap Persists Ahead of Q2 Earnings
Netflix shares jumped 5.9% to $75.10, recovering from a 20-month low, but remain well below the $115.82 average analyst target, leaving a $175 billion valuation gap. Q2 earnings on July 16 will be key.
MaaT Pharma Faces CHMP Setback, Eyes September Appeal
MaaT Pharma shares dropped 3.9% to €2.60 after CHMP issued a negative opinion on Xervyteg. The company plans a re-examination in September, with cash lasting until November 2026.
Micron shares dip after record surge as contract price caps raise concerns
Micron shares slipped 5.4% premarket Friday after a record 15.7% rally, as investors weigh $100 billion in customer deals with price caps that could cap upside if chip prices rise.
Court Ruling Casts Doubt on Private Student Lenders' Growth Hopes
A U.S. judge blocked the Education Department's narrower professional degree test, keeping some high-cost graduate programs in federal lending and casting uncertainty on private lenders' growth projections.
Volkswagen Eyes Up to 100,000 Job Cuts and €23 Billion Investment Reduction
Volkswagen (VOW3) reportedly plans up to 100,000 job cuts, four German plant closures, and a €23 billion investment reduction, reflecting severe margin pressures.
American Airlines Surges Past Analyst Targets as Fuel Costs Ease
American Airlines (AAL) surged past analyst targets as falling fuel prices could boost EPS by up to 50%, but the market has already priced in much of the benefit.
H&M's Inventory Cuts Boost Margins as Western Europe Sales Slip
H&M shares slid 0.95% after Q2 net sales dropped 3% in Swedish kronor, missing profit forecasts. Western Europe sales fell 3% in local currencies, while gross margin improved to 56.6% on inventory reductions.
Bradesco Shares Flat Despite R$3.5 Billion Payout Approval
Bradesco shares ended unchanged at R$17.65 despite a R$3.5 billion JCP approval, with heavy trading volume signaling investor focus on earnings sustainability amid rising loan-loss provisions.
