Articles by Daniel Marsh
Ford Shares Slip on Spain Deal Highlighting 370,000 Unused Production Slots
Ford shares declined as a Spain agreement highlighted 370,000 unused production slots, intensifying plant underutilization concerns.
Duke Energy Outages Test North Carolina Rate Case Reliability Claims
Duke Energy outages concentrated in North Carolina test the utility's reliability case ahead of a rate settlement decision. Investors monitor restoration timelines.
Amazon's $200B AI Bet Squeezes Cash Flow as Capex Consumes 99% of Operating Cash
Amazon's heavy AI spending has consumed nearly all operating cash flow, sending shares lower. Free cash flow plunged 95% despite a 30% rise in operating cash.
Kroger Egg Recall: Minimal Impact on US Supply, Shares Dip
Midwest Poultry recalls 1.6M dozen eggs sold at Kroger and other retailers, representing 0.25% of US monthly output. No illnesses reported.
Nu Holdings Rises on Brazil Bank License; Valuation Premium Grows
Nu Holdings shares surged 6.8% in three sessions, supported by a Brazil bank license deal with no additional capital needs, while Mexico banking transition progresses.
TSA's $12.9B Gold+ Contract Opens Bidding, Ceiling Caps Investor Hopes
The TSA's $12.9 billion Gold+ airport-screening contract has a concrete launch footprint, but the ceiling is shared among winners, tempering investor expectations.
Peter Rabbit Fruit Pouches Recall Valued Below $1 Million
PT Organics recalls approximately 380,000 Peter Rabbit fruit pouches from Target, Kroger, and Meijer stores due to potential plastic contamination, with an estimated shelf value under $1 million.
Ondas Soars on $70M Orders, Focus Shifts to Revenue Conversion
Ondas Inc. shares climbed 4.4% to $8.00 after reporting $70 million in orders over four weeks, but only $6.9 million was specified. The focus now turns to converting the backlog into revenue.
QuantumScape Shares Dip 3.8% After PowerCo Caps Payments at $75.4M
QuantumScape shares slid 3.8% in after-hours trading after PowerCo cut maximum program payments by 42% to $75.4 million. The company reported a narrower loss and $859 million in liquidity.
TrumpRx Expansion to 800+ Drugs Heightens Tariff Risk for Generic Makers
Generic drug stocks fell after Trump announced tariffs up to 200% on imports by 2029, as TrumpRx expands to over 800 medications with 79 brand deals.

