Articles by Daniel Marsh
TeraWulf Slips Amid High Valuation Despite AI Infrastructure Hopes
TeraWulf ended Friday down 0.9% at $25.83 on double average volume, with the stock still up 124.8% YTD but valued at 94 times annualized Q1 revenue.
Plug Power Dips Despite New Electrolyzer in Denmark
Plug Power shares declined 1.17% to $2.54 on Friday, marking five consecutive losses, as the market focused on the small scale of its new Denmark electrolyzer and ongoing cash burn.
Peabody Energy Faces Securities Suit Over Centurion Setbacks; Capital One, Hy-Vee Hit with Class Actions
Peabody Energy is facing a securities class action after cutting its 2026 Centurion sales outlook by 1 million tons and reporting an $80 million loss at the mine, nearly matching its entire adjusted EBITDA.
FuelCell Energy Soars on Fit Energy Deal, But Contingencies Loom
FuelCell Energy surged 18.3% after a 30-MW deal with Fit Energy, but most of the 380-MW potential remains contingent on future elections and deposits.
ImmunityBio Jumps on Russell Index Rebalancing and High Valuation
ImmunityBio surged 9.2% to $8.51 as its market cap exceeded the Russell 1000 cutoff, drawing buyers ahead of index reconstitution.
Grab Rises on $400M Buyback Plan Despite Insider Sale
Grab Holdings shares gained 3% as a $400 million buyback plan outweighed a $497,000 insider sale. Q1 revenue rose 24% to $955 million.
MARA Stock Surges as Focus Shifts to Long Ridge Power Data
MARA surged 6.6% to $14.79 after a filing showed Long Ridge's Q1 adjusted EBITDA of $25.4 million, with Citizens initiating coverage at Outperform and a $24 target.
Uber Gains $7.9B in Market Cap as Core Business Drives Confidence
Uber shares jumped 5.2% on Friday, adding $7.9 billion in market cap, as investors focused on the company's robust Q2 EBITDA outlook and core business fundamentals.



