Articles by Daniel Marsh
Social Security COLA 2027 Forecast: 3.8% Increase, $63B Payout, Medicare Premiums Rise
The Senior Citizens League forecasts a 3.8% Social Security COLA for 2027, adding $63B in annual payouts, but Medicare Part B premium hikes will offset some gains for retirees.
Markets Steady as Oil Plunges 6% and AI Earnings Loom
U.S. futures gain as oil plunges 6%, Derwent London hits a new high, and Flutter completes its NYSE transition. Investors await jobs data and AI earnings.
Nu Holdings Faces Valuation Test Ahead of Mexico Bank Launch
Nu Holdings (NU) rose 1.7% last week, but its valuation remains stretched at 22.1x trailing earnings. Mexico bank launch and rate decision loom.
SK hynix ADR Premium Narrows to 21% After Seoul Shares Surge
SK hynix shares surged 30% in Seoul, narrowing the ADR premium to ~21%. Q2 results missed estimates on HBM4 delays, but demand stays robust.
Bristol Myers Squibb at Crossroads as AstraZeneca Merger Talks Surface
Bristol Myers Squibb shares rose 5.2% last week after strong Q2 earnings, but a reported $400B merger approach from AstraZeneca puts the stock in focus Monday.
Alphabet's $119B AI Bet Puts Rebound at Risk
Alphabet's recovery faces a crucial test as it plans $119B in AI spending, potentially straining cash flow despite strong cloud growth. Markets watch AMD earnings and jobs data.
GM Stock Surges 7.5% on Strong Sales, But Valuation Gap with Ford Narrows Slowly
GM shares gained 7.5% last week, yet its valuation multiple still trails Ford's. Strong Q2 margins and raised guidance support the stock, but the gap remains.
Raising Cane's August Expansion Plan Signals Shift in Chicken Brand Growth
Raising Cane's will open seven new restaurants in August, including two in new markets, as the chicken chain aims for 100 openings in 2026.
Credo Stock Rebounds but Valuation Concerns Persist
Credo Technology shares rebounded 16.6% over two sessions but remain 31.6% below record highs, with valuation at 20.5 times sales prompting caution.
Student Loan Settlement Fuels Private Lender Optimism
A federal appeals court expanded student loan relief to over 450,000 borrowers, totaling $23B. Private lenders like SLM, SoFi, and Nelnet may benefit as federal graduate lending ends.