Articles by Daniel Marsh
AT&T Rebounds as 2026 Cash Returns Near 11% of Market Cap
AT&T shares rose 2.8% to $23.71, recovering from a Wednesday slide. The company's 2026 cash returns are estimated at 10.8% of market cap, with a $28.65 average price target.
Mortgage Rates Hit Yearly High as Treasury Yields Take Center Stage
Freddie Mac reported the average 30-year mortgage rate rose to 6.69%, the highest in a year, as Treasury yields become the primary driver for housing investors.
Ford's $29,945 Fathom EV Raises Margin Concerns, Shares Slip
Ford shares dropped 1.6% after announcing the Fathom EV at $29,945, sparking margin and cannibalization concerns. Model e's EBIT margin was -89.6% last quarter.
Wing Yip Food ADS Soars 582% as U.S. Listing Decouples from Korean Shares
Wing Yip Food's U.S. ADSs jumped 582% to $22.79, trading at a 27x premium to its Korean shares after shareholders approved a major private placement, raising dilution concerns.
Rocket Lab Soars 4% on $663M Space Force Deals, Neutron in Focus
Rocket Lab shares climbed 4.1% to $77.89 after winning $663M in Space Force contracts, with Neutron playing a key role. Q2 earnings due Monday.
Transocean stock gains as Q2 cash flow shines ahead of capex ramp
Transocean (RIG) shares climbed 2.3% after Q2 free cash flow hit $212M (68% of EBITDA). Capex is set to rise 89% in H2, testing cash generation.
Electronic Arts Delists After $55B Buyout, Exits Nasdaq at $210
Electronic Arts (EA) completed its $55B acquisition and delisted from Nasdaq at $210/share. Q1 bookings missed estimates by 8.8%, transferring execution risks to the buyer consortium.




