Articles by Daniel Marsh
Tempus AI Shares Tumble 19% as Personalis Deal Terms Come Under Scrutiny
Tempus AI shares dropped nearly 19% over the past week, closing at $42.69 and falling below both reference points in its proposed acquisition of Personalis.
Schwab's Focus Shifts From Trading Boom to Fed Rate Sensitivity
Charles Schwab's record quarterly results highlight a pivot from trading-driven growth to interest rate sensitivity, with net interest income now nearly half of revenue.
Trump Media's Truth API Attracts Five Wall Street Firms Amid Profitability Woes
Trump Media's Truth API lands five Wall Street clients, offering up to $1.5M quarterly revenue, yet the media unit's $6.88M EBITDA loss persists, requiring 23-39 clients to break even.
Early Retirement Surge Puts $9.9 Trillion 401(k) Industry Under Scrutiny
A record 46% of U.S. retirees exited the workforce earlier than intended in 2026, intensifying pressure on the $9.9 trillion 401(k) industry to offer in-plan retirement income solutions.
SAVE Loan Program Exit to Shift $9 Billion Annually from Consumers
The end of the SAVE student loan program will redirect $9 billion annually in consumer funds as 7.5 million borrowers restart payments. Nelnet, Sallie Mae, and SoFi are key players.
NYSE Issues New Compliance Alert to Chegg After Brief Recovery
Chegg faces a fresh NYSE warning as its stock price remains below $1, needing a $1.21 average by July 31. Shares rose 17% to $0.9619.
Wall Street Slips Again as AI Earnings Fail to Impress; Fed Decision Looms
U.S. stocks declined for a second consecutive week as investors sold off AI-related shares despite strong earnings, with the Magnificent Seven losing $787 billion in a single session.
Containerboard Price Hike Lifts International Paper and Peers
International Paper shares jumped 11.2% on Friday, driven by analyst expectations of a containerboard price increase that could lift Q3 results.
Paramount Skydance Faces $210M Monthly Deadline After Court Block
PSKY dropped to $8.21 after a court blocked its WBD acquisition, with costs accumulating at $7 million per day past September 30, potentially reaching $1.7 billion.