Articles by Daniel Marsh
Vertiv Stock Tumbles 10.9% on Yield Spike, AI Valuations Under Pressure
Vertiv (VRT) shares plunged 10.9% last week, wiping out $12.3 billion in market value, as a spike in Treasury yields challenged the AI infrastructure company's premium valuation.
QCi Shares Surge 9.6% But Cash Hoard Dominates Valuation
QUBT rose 9.58% Friday but ended the week lower. Cash and investments represent 64% of market value, with Q2 revenue of $5.6 million.
Oklo Stock Slides 5% as $5.4B Valuation Holds Pre-Commercial Phase
Oklo shares dropped 5% last week, but the company still commands a $5.4B valuation ahead of its first commercial power. Analysts see 90% upside.
Berkshire Class B Shares Near Buyback Trigger as Price Slips
Berkshire's Class B shares dropped 1.6% to $495.82, nearing the Q1 buyback price of $486.92. Operating profit grew 16%, but cash reserves declined.
Eli Lilly Stock Nears Analyst Targets After $67B Rally
Eli Lilly's shares have rallied 6.38% over the past week, adding $67B in market value, bringing the stock within 4.4% of analysts' consensus target.
Disney+ Star Wars Slate Tests Streaming Momentum as Q3 Profit Hits $712M
Disney's streaming division posts $712M operating income, but Star Wars content releases will test whether franchises can sustain engagement and revenue growth.
Glencore Surges 7.3% as Investors Eye 17-Cent Payout
Glencore shares surged 7.3% last week, closing at 596.8p, as the market anticipates a 17-cent distribution and digests strong H1 earnings.
FTSE 100 Ends Higher as Copper Miners Rally; Mid-Caps Slip
Copper miners drove the FTSE 100 to a modest weekly gain, but the FTSE 250 slipped, signaling selective risk appetite.
Boeing Shares Slide as 17,000 Engineers Authorize Strike, Complicating Certification Push
Boeing's engineers and technical workers voted overwhelmingly against a four-year contract, authorizing a strike after October 6. The dispute adds execution risk to its certification push and weighs on shares.