Articles by Daniel Marsh
Berkshire's $2.65B Delta Stake Sparks After-Hours Rally
Delta Air Lines shares surged 3.2% in after-hours trading after Berkshire Hathaway revealed a $2.65 billion stake, its first airline investment since 2020. The move comes amid rising fuel costs and strong travel demand.
Tesla's China FSD Hopes Fade; Stock Faces Key Test Monday
Tesla shares slid 4.75% on Friday as hopes for a China FSD approval faded after Trump's Beijing summit. The broader market also fell, with the S&P 500 down 1.2%.
Pershing Square Takes $2.09B Stake in Microsoft, Lifting Shares
Pershing Square disclosed a $2.09 billion Microsoft stake, sending shares up 3.1% as the AI trade faces bond market headwinds.
NextEra-Dominion Merger Talks, Nvidia Earnings, and Retail Reports Set for Busy Week
NextEra Energy and Dominion Energy are in merger talks for a $400B utility, Nvidia reports earnings Wednesday, and major retailers like Walmart and Home Depot release results. Markets await Fed rate decisions.
Global Markets Rally on AI Hype Despite Fragile Economy, Warn Experts
Global markets reach new peaks on AI optimism, but economist Paul Sheard cautions that high valuations and concentration risk a severe correction.






