Articles by Daniel Marsh
T1 Energy Hits Record High Amid AI Data Center Hype; Uncertainties Loom
T1 Energy shares hit a record high of $12.18 on AI data center demand and strong Q1 results, but risks including single-customer reliance and financing challenges remain.
Rivian R2 Launch Fuels Stock Rally as Key Test Nears
Rivian shares gained 2.3% to $17.34 as investors anticipate the June 9 R2 launch, marking the EV maker's first major market test for its lower-priced SUV line.
Redwire's Rally Stalls as Jefferies Downgrades on Valuation Concerns
Redwire shares rose 0.7% after Jefferies downgraded to Hold, warning the stock's 223% YTD rally has outpaced fundamentals. Backlog hit a record $498.1M, but risks remain.
BlackBerry Hits New 52-Week High on QNX Momentum and Buyback
BlackBerry shares hit a 52-week high of $10.26, up 4.2%, on QNX robotics momentum, FedRAMP recertification, and a renewed buyback. The stock's $2.1B market cap jump faces a key test at June 25 earnings.
GPUS Surges 46% on Bitcoin Treasury and Buyback News
Hyperscale Data Inc. shares soared 46% after a $5M buyback and Bitcoin treasury update, but a filing warns of up to 43M new shares from convertible notes.
Oklo Stock Surges on Nuclear Fuel Hopes and DOE Milestones
Oklo shares surged 8% amid DOE plutonium fuel talks and a July reactor pilot deadline, as investors eye advanced nuclear growth from AI and data centers.
Keel Infrastructure Breaks $6 as AI Power Push Intensifies
Keel Infrastructure Corp. (KEEL) jumps 2.29% to $6.24 on heavy volume, driven by its pivot to AI data-center power and a 2.2 GW pipeline, despite Q1 revenue drop and net loss.
Milbank Sets New Big Law Salary Benchmark at $455K; Rivals Quickly Follow
Milbank LLP has increased associate pay to $455,000, prompting immediate responses from rivals like McDermott Will & Schulte and reigniting salary competition among top U.S. law firms.
FuelCell Energy Shares Jump 14% Ahead of Earnings, Options Signal Big Swing
FuelCell Energy shares jumped 14% to $24.31 ahead of June 8 earnings, with options pricing a 17% swing. The rally is fueled by AI data-center power demand, but a 10.8% backlog drop and ongoing losses add risk.
Opendoor Surges on Russell 3000 Index Inclusion Anticipation
Opendoor Technologies climbed 4.9% to $5.57 as investors anticipate its addition to the Russell 3000 Index, driving heavy trading volume and index-related flows.
NuScale Power Jumps 8.6% as Nuclear AI Trade Resurfaces
NuScale Power shares rose 8.6% to $14.00 Tuesday amid renewed investor interest in nuclear energy for AI and data centers, though the company reported only $565,000 in Q1 revenue and faces risks without binding contracts.
Bluejay Diagnostics Stock Surges 171% on U.S. Manufacturing Deal, FDA Hurdle Remains
Bluejay Diagnostics shares surged 171% to $5.88 after announcing a U.S. manufacturing partnership for its Symphony sepsis-testing platform, but the stock faces risks from pending FDA clearance and ongoing capital needs.