Articles by Daniel Marsh
Infineon Jumps 2.7% on Upgrade, Memory Sale in Focus
Infineon shares climbed 2.7% to €55.86 after Oddo BHF upgraded the stock to Outperform with an €80 target, as the market assesses its $1.12 billion memory sale.
Softcat Shares Dip 3.7% After Landmark GDT Acquisition
Softcat shares slid 3.7% to 1,895p after revealing its largest acquisition, GDT, for $1.05B. The stock closed just 5p above the placing price.
PURR's 9.8% Surge Puts $1.4B Token Strategy to the Test
PURR jumped 9.8% to $14.09 after an SEC filing permits up to 160M share sales, raising questions about dilution versus HYPE token growth.
Generac Holds Amazon Gains; Warrant Dilution Ahead
Generac (GNRC) closed Friday at $207.44, up 18.5% from Wednesday, after Amazon's $2.4B generator deal. A 1.69M-share warrant looms.
Joby's Autonomous Flight Milestone Fails to Lift Shares
Joby Aviation's stock slipped 1.13% after a long autonomous flight in a Cessna, not its eVTOL, leaving investors focused on certification progress.
EA's Madden NFL 27 Patch Aims to Shore Up Live Services After Buyout
EA's latest Madden NFL 27 patch targets transaction and progression glitches as the company navigates post-buyout debt and live-service revenue pressures.
CoreWeave's Stock Bounces 1.9% Amid $3.7B Convertible Notes and ATM Share Sale Plan
CoreWeave priced $3.7B convertible notes and disclosed an ATM share sale program. Stock rose 1.85% Friday but still below Wednesday's close.
Keel Infrastructure Surges 11% on Heavy Volume, Yet Tenant Signing Remains Elusive
Keel Infrastructure shares soared 11% on heavy volume, yet no tenant has been announced, leaving the rally's sustainability in question.
Coca-Cola's Premium Valuation Faces a Narrow Path to Analyst Targets
Coca-Cola (KO) shares have rallied 11% in three months to $88.25, leaving only 7.3% upside to the average analyst target. With a forward P/E of 26x, the stock's premium valuation leaves little room for error.
Oscar Health Braces for Monday Trading as Thrive Capital Unloads 6.3M Shares
Oscar Health faces a key market test Monday after Thrive Capital distributed 6.3 million Class A shares, potentially adding supply. The company's raised guidance may offer support.
