Articles by Daniel Marsh
POET Technologies: After a Volatile Week, What Lies Ahead?
POET Technologies shares fell 7.3% on Friday to $12.29, capping a week of nearly 16% decline, while the Nasdaq rose 2.4%. The company raised $400M in a direct offering but faces lawsuits and uncertainty after losing Celestial AI orders.
Nokia Shares Face Key Test After AI Rally Stalls
Nokia shares dropped 6.27% in Helsinki, ending a rally fueled by AI optimism. The stock is now 10.74% below its 52-week high, with investors eyeing the Bank of America conference.
Iren Faces Investor Scrutiny After Turin Power Outages
Iren shares slipped 1.25% last week after Turin blackouts highlighted grid upgrade needs. The utility spent €100M on local power lines and approved an 8% higher dividend.
Realty Income Dips as Dividend Yield Attracts Amid Rate Uncertainty
Realty Income closed at $61.28, down from $62.02, as property stocks lagged. The REIT's 5.3% dividend yield remains attractive, but investors await the May jobs report and Fed rate clues.
Oklo Shares Cool After DOE Advances Plutonium Fuel Talks
Oklo shares eased to $66.88 Friday after the DOE selected the company for advanced plutonium fuel talks. The nuclear startup reported a quarterly net loss of $33.1 million.
Philip Morris Shares Slide 6% in Short Week Amid Zyn, FDA, CEO Webcast Focus
Philip Morris shares dropped 6.14% in a holiday-shortened week, closing at $177.38, as the market awaits CEO Jacek Olczak's webcast and FDA policy changes on nicotine products.
Vistra Ends Holiday Week Higher as AI Power Demand Dominates
Vistra Corp. ended the holiday week with a 2.5% gain, closing at $160.23, as AI-driven power demand remained in focus. Q1 net income reached $1.03 billion.
Texas Instruments Stock Retreats After AI-Fueled Surge, Analysts Eye Growth
Texas Instruments shares dropped 3.25% on Friday, pulling back from a 52-week high as analysts highlight AI data-center power chip demand and improving industrial and auto markets.
NextEra Energy Aims to Rebound as Dominion Deal and AI-Driven Demand Shape Outlook
NextEra Energy (NEE) ended the week at $87.01, down 0.28%, as its $66.8B acquisition of Dominion Energy remains pending. The deal, which would expand NextEra's PJM footprint, is driven by surging AI-related electricity demand.
Amphenol Shares Surge 12.65% in Holiday Week; AI Demand and Analyst Upgrade Fuel Optimism
Amphenol shares surged 12.65% last week, closing at $148.76. BNP Paribas Exane raised its target to $200, and Q1 sales soared 58% to $7.6 billion, fueled by AI infrastructure spending.
Verizon Stock Slips as Tech Surge Drives Markets to Records; Jobs Data in Focus
Shares of Verizon (VZ) fell 1.1% for the week, ending at $47.81, while major U.S. indices hit new record highs driven by tech stocks.