Articles by Daniel Marsh
Meta Shares Sink 5.5% on AI Funding Jitters Despite $31M Institutional Stakes
Meta shares dropped 5.5% on AI spending fears, while SEC filings show Waystone, Eaton, and Fidelis held $31.4 million in Meta at year-end. Analysts maintain a Moderate Buy with a $840.60 target.
S&P 500 Maintains Eligibility Rules; SpaceX IPO Looms
S&P Dow Jones Indices maintains its S&P 500 inclusion rules, while SpaceX's massive IPO could soon become a top ETF holding. Crypto markets show signs of a potential rally.
POET Technologies Shares Plunge 23% Amid Semiconductor Rout and Execution Concerns
POET Technologies shares tumbled 23% to $11.86 on Friday as the semiconductor sector sold off sharply. Investors are assessing execution risks following a $400 million capital raise, a $50 million Lumilens order, and Marvell's canceled purchase orders.
Intel Plunges as Chip Rout Erases $1.3 Trillion in Market Value
Intel shares tumbled 11.4% on Friday as a broad chip sell-off erased $1.3 trillion in market value, the worst day for the sector since March 2020. A disappointing outlook from Broadcom and renewed Fed rate hike fears overshadowed Intel's AI partnership with Foxconn.
Micron Plunges 13% as $1.3 Trillion Chip Wipeout Hits AI Stocks
Micron Technology (MU) dropped 13% Friday, contributing to a $1.3 trillion semiconductor selloff, as investors penalized the chipmaker for delivering 'good but not better' AI news despite record revenue and Nvidia's HBM4 qualification.
Amazon Stock Falls 3% on Rate Jitters, AI Rally Pauses
Amazon shares tumbled 3.1% on Friday amid a broad tech sell-off triggered by a stronger-than-expected jobs report, which revived fears of prolonged high interest rates.
Scage Future Stock Surges 195% Amid Volatility Halts, Then Drops in After-Hours Trading
Scage Future stock nearly tripled on Friday, hitting two volatility halts, but reversed sharply in after-hours trading after the company warned of losses and potential shareholder dilution.




