Articles by Daniel Marsh
NAB's Resilient Business Banking Drives Gain Amid Broader Market Slip
NAB advanced 0.23% to A$39.85 on Friday, the only Big Four gainer, as cooling inflation supports its business banking segment, which contributed 51.6% of group cash earnings.
Macquarie Group's Deposit Push Tests Margin Resilience Near 52-Week High
Macquarie Group launches a 5.20% digital term deposit to attract retail funds, as shares trade near a 52-week high and margins face competitive pressure.
BHP Shares Dip as Escondida Drives Steep Copper Production Guidance Cut
BHP shares fell 2.71% as FY27 copper guidance midpoint dropped 11.7%, with Escondida accounting for 93% of the decline. Record iron ore output failed to offset investor concerns.
CBA Outpaces Banking Peers Amid Spending Slowdown and Valuation Concerns
Commonwealth Bank shares extended gains over peers last week, rising 1.73%, even as its premium valuation and slowing household spending raise questions.
TeraWulf (WULF) Drops 17% as New York Order Casts Shadow Over 77% Out-of-State Pipeline
TeraWulf shares slumped 17% as a New York executive order threatens permit progress, while 77% of its open capacity sits outside the state.
NextNRG Stock Surges After Cash Advance Highlights Financing Costs
NextNRG shares rose 14.6% on Friday as a cash-advance disclosure underscored the cost of liquidity, with the shortfall representing nearly 65% of projected Q2 gross-profit growth.
FG Merger II Completes Boxabl Deal After 83% Redemption
FG Merger II finalized its merger with Boxabl, leaving $14M in trust after 83% redemption. Shares surged 46% in after-hours trading.
SELLAS Life Sciences Surges 12% as Equity Value Soars $1.6B
SELLAS Life Sciences shares climbed 12.3% to $13.19, lifting estimated equity value by $1.62 billion since May. The REGAL trial's 80th event is pending.
BATL Stock Rises on Oil Rally, but $65.55 Hedges Limit Upside
Battalion Oil (BATL) climbed 10.2% on Friday alongside a 16% WTI rally, but fixed swaps at $65.55 per barrel cap further upside.
Grab Shares Slide 9% as Uber-Delivery Hero Deal Raises Incentive Concerns
Grab shares dropped 9.2% this week as Uber's $14.8 billion bid for Delivery Hero, covering foodpanda in five key markets, heightens scrutiny on incentive spending.
