Articles by Daniel Marsh
TFC Optical Sees Volatile Trading Ahead of Chinese New Year Market Closure
Suzhou TFC Optical Communication shares rose 0.4% to 252.97 yuan amid heavy trading as margin financing declined and markets prepare for the Spring Festival holiday shutdown.
TE Connectivity Rallies 3.5% Ahead of Key Debt Offering, CPI Data
TE Connectivity shares rebounded Friday, closing up 3.46% at $215.91, though the stock remains down 5% for the week. Investors are focused on the company's $750 million senior notes offering closing Monday and upcoming U.S. inflation data.
SK hynix Dips as KOSPI Rally Halts; AI Demand Fuels Memory Pricing Pressure
SK hynix shares fell 0.36% to 839,000 won, mirroring a 1.4% drop in the KOSPI which ended a six-week winning streak. Investors are monitoring AI-driven memory demand and potential price increases flagged by Apple.
ASML Shares Surge on Renewed AI Infrastructure Spending Optimism
ASML shares climbed nearly 4% in European and U.S. trading Friday, buoyed by a chip sector rebound fueled by expectations of sustained AI data center investment. Key dividend dates and upcoming U.S. economic data are in focus.
Nvidia Leads Chip Rally on AI Capex Optimism, Key Data Ahead
Nvidia shares surged nearly 8% Friday, fueling a semiconductor sector rally on expectations of increased AI infrastructure spending by major cloud providers. Investors now await critical U.S. economic data and Nvidia's late-February earnings report.
China Life Insurance Shares Dip Ahead of Key Inflation Data Release
China Life Insurance's A-shares fell 0.75% to 47.47 yuan as markets closed Friday, with investors awaiting January inflation figures due February 11. The broader Shanghai Composite declined 0.25%.
Airbus Shares Edge Up Despite Slower January Deliveries, Supply Chain Concerns Persist
Airbus shares gained 0.94% to €191.30 as the company reported 19 aircraft deliveries in January, down from 25 a year earlier. Supply chain bottlenecks remain a key challenge ahead of full-year results.
Santander Gains on Buyback and US Acquisition, Faces UK Provision
Banco Santander shares rose 1.85% Friday following a €5.03 billion share repurchase plan and a $12.2 billion deal for Webster Financial. The bank also increased its UK motor finance provision to £461 million.
Schwab Nears 52-Week Peak Amid Insider Sale, Awaits Key Data
Charles Schwab shares advanced 3% to $105.08, approaching a yearly high as markets rallied. Co-chairman Walter Bettinger sold over 257,000 shares this week, filings show.
NextEra Energy Approaches Record High Following $1.3 Billion Bond Offering
NextEra Energy shares edged higher, nearing a new peak after a major debt issuance. Investors now await upcoming U.S. jobs and inflation data for direction on interest rates.
Boeing Shares Climb on Major Order Prospects from India and Saudi Arabia
Boeing stock rose 2.6% to $243.03 Friday, lifted by potential aircraft deals worth up to $80 billion from India and a 150-jet order discussion with Saudi Arabia. Supply chain and regulatory challenges remain key hurdles.