Articles by Daniel Marsh
Nu Holdings Slides 3.1% as CFO Exit and Rising Credit Costs Overshadow $1B Buyback
Nu Holdings shares fell 3.1% to $11.60 as BofA downgraded the stock to Underperform, citing CFO transition risks and rising credit costs, overshadowing a $1 billion buyback.
Inno Stock Surges 20-Fold on AI Deal, but Risks Loom
Inno Holdings stock soared nearly 20x to $20.97 on a $3M AI deal for used phones, but a $60M at-the-market offering and going-concern doubts temper the rally.
Oklo Stock Rises on ARMEC Acquisition, July Test Reactor Milestone Looms
Oklo shares rose 3% after acquiring ARMEC to expand in-house manufacturing, with July's test reactor criticality a key catalyst for the pre-revenue nuclear firm.
AI Rally Faces Scrutiny as Wall Street Questions Profitability
U.S. stocks bounced back Monday after a chip-led $2 trillion rout, but investors are increasingly skeptical about AI spending delivering durable earnings amid rate hike fears.
Mortgage Rates Edge Lower, Yet Affordability Remains Elusive for Homebuyers
Mortgage rates eased to 6.48%, offering slight relief, but listing prices dropped 2.4% year-over-year to $429,500 amid persistent affordability challenges and rising geopolitical risks.
QQQ Rebounds 1.6% After Steep Drop; Options Signal Caution
QQQ bounces back 1.6% after a 4.8% selloff, with options data indicating trader caution rather than panic as Fed rate worries and AI spending concerns persist.





