Articles by Daniel Marsh
OilPrice.com Remains Private: Advanced Media Solutions Holds No Public Equity
OilPrice.com is a private media site owned by Advanced Media Solutions, with no public stock. Unlike OPIS (Dow Jones), it offers no financial disclosures, making equity valuation impossible.
Mortgage Rates Climb to 6.95%, Adding $51 to Monthly Payments
The average 30-year fixed mortgage rate rose to 6.95%, up 19 basis points from last week, marking the highest level since January 2025 and adding $51 to monthly payments on a $400,000 loan.
BEML Stock Surges 6% on Landmark ₹5,400 Crore High-Speed Rail Contract
BEML shares rallied 6% after the PSU won a ₹5,400 crore order from NHSRCL for high-speed rail. The deal is a major backlog boost, but investors await execution details.
Palo Alto Networks Slips 3% as Bernstein Flags Limited Upside
Palo Alto Networks stock dropped 3.1% after Bernstein downgraded it to Market Perform, setting a $351 price target, citing limited upside after a massive rally.
Bloom Energy Joins S&P 500, Yet Shares Slip 5.4% on Rebalance Day
Bloom Energy's S&P 500 debut was met with a 5.4% stock decline on Friday, as investors took profits after the index addition was announced.
Trade Desk Tumbles 2.4% Ahead of Index Exit; Option Repricing Vote Looms
Trade Desk (TTD) closed down 2.4% at $13.92 on heavy volume before its S&P 500 exit. A shareholder vote on repricing up to 15.6 million employee options is set for Oct 19.
Eli Lilly's Inluriyo-Verzenio Combo Gains FDA Nod, Shares Steady
FDA approved Eli Lilly's Inluriyo-Verzenio combo for ESR1-mutated breast cancer. Shares closed nearly flat at $1,152.93 as the approval expands an existing franchise.
Sandisk's S&P 100 Debut: Index Rally Meets NAND Pricing Reality
Sandisk's S&P 100 inclusion sparked an 11% rally, but the focus now shifts to NAND pricing trends and the company's ability to sustain high margins.
Boeing 787-9 Back in Service as United Jet Returns to Skies
A United Airlines 787-9 that faced early maintenance issues is back in service, with no fleet-wide grounding. Boeing and United shares show no market shock.
Netflix Shares Slide 4.7% as Wells Fargo Flags Content Strategy Risks
Netflix (NFLX) dropped 4.7% Friday after Wells Fargo downgraded the stock, citing weaker engagement and content trade-offs. The new $57 target implies 20.6% downside.
Xenon Pharma Stock Plunges 31% on Psychiatry Trial Halt
Xenon Pharmaceuticals shares tumbled 30.7% after pausing enrollment in depression studies due to neuropsychiatric adverse events, overshadowing its FDA filing for azetukalner in epilepsy.
VW Shares Tumble 5.6% on €10B Charges, 2026 Margin Outlook Slashed
Volkswagen shares plunged 5.6% after the automaker slashed its 2026 margin forecast to 1% and disclosed €10B in special charges, including a €6B Porsche goodwill impairment.