Articles by Daniel Marsh
Nuwellis Rockets 130% on Pediatric Study Data and Revenue Update
Nuwellis shares skyrocketed 130% on heavy volume following a pediatric study update and preliminary Q2 revenue figures.
SK hynix ADR Surges 15% While Seoul Shares Plunge, Premium Hits 60%
SK hynix ADR surged 15% while Seoul shares fell 5.6%, creating a 60% premium. Q2 earnings missed consensus, with revenue and operating profit below estimates.
Caterpillar Rebounds After Baird Downgrade on Data Center Demand Worries
Caterpillar shares bounce back 3.1% after a 6.9% drop triggered by Baird's downgrade, which cut its price target to $900 from $1,200 over AI data-center demand fears.
Alphabet's Cloud Surge Key to $420 Target, Not Earnings Multiple
Alphabet shares fell 1.3% to $332.47, but Wall Street targets of $425-$435 imply 28-31% upside, driven by cloud revenue growth and operating profit, not just a low P/E.
AI Cloud Stocks Rebound as Cash Reserves Diverge
CoreWeave and Nebius shares rebounded sharply as their distinct cash positions drove diverging trajectories in AI cloud trading.
Midwest Power Prices Hit $500/MWh as Grid Constraints Reshape Utility Investment
Wholesale electricity prices in Nebraska-Iowa surged past $500/MWh on Tuesday, five times higher than in Kansas and Oklahoma, driven by power line congestion rather than regional shortages.
Tech Sector Split: Microsoft Surges, Meta Drops as AI Cash Flow Focus Sharpens
US stock futures advanced on Thursday, led by a 1.57% gain in Nasdaq 100 futures. Microsoft surged 9.18% premarket while Meta dropped 9.74%, highlighting investor focus on AI cash flow conversion.



