Articles by Daniel Marsh
NANO Nuclear's Cash Cushion Fails to Lift Shares Near 52-Week Low
NANO Nuclear (NNE) slipped 4.6% to $15.91, near its 52-week low, even as its cash reserves represent 66.6% of market cap. Peers Oklo and NuScale report earnings this week.
AT&T Stock Slips as Dividend Yield Nears Treasury Benchmark
AT&T shares dropped 3.6% this week to $23.25, as its dividend yield narrowed to just 3 basis points above the 10-year Treasury. The company's $23 billion spectrum acquisition adds leverage.
SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound
SK hynix shares rebounded 29.95% in Seoul on Friday, yet the ADR premium persists at 20.7%. Robust chip export data and record Q2 earnings underpin the bullish demand narrative.
Berkshire Hathaway Nears Price Target as Short-Term Rate Tailwind Wanes
Berkshire Hathaway's Class B shares climbed 3.4% to $511.54, approaching the average analyst target of $513.64, while falling short-term yields reduce expected income from its cash pile.
NIO Surges Past Rivals in 2026 Deliveries After July Gains
NIO's July deliveries rose 71% YoY to 35,934 vehicles, helping it overtake Li Auto and XPeng in 2026 cumulative sales. The stock gained 8.7% last week.
Ambarella Soars 16% on NXP Acquisition Talks; NXP Drops 6.5%
Ambarella (AMBA) jumped 16% on takeover speculation involving NXP Semiconductors (NXPI), which fell 6.5%, wiping out $4 billion in market value.
TELUS Stock Plunges 11% on Dividend Reset and Weak Guidance
TELUS shares plummeted 11.27% after the company cut its dividend and lowered guidance, erasing C$2.7B in market value. The move aligns with projected dividend savings.
Nokia's AI order surge raises cash flow concerns as shares dip
Nokia's Q2 AI orders totaled €2.8B, but shares fell 3.2% as investors weigh cash conversion. S&P affirms BBB- with positive outlook.