Articles by Daniel Marsh
CHPY Outperforms DRAM Amid Memory Selloff, But 62% of 2026 Payouts Were ROC
CHPY fell 3.15% on Monday, outperforming DRAM's 8.23% slide, but 62% of its 2026 payouts were return of capital. DRAM's concentration in memory stocks drove the gap.
Ondas Shares Dip 2.3%, DZYNE Deal Value Falls $73 Million on Market Slide
Ondas Inc. shares fell 2.3% to $7.09, cutting the value of shares issued to DZYNE sellers by $73 million. The deal's equity valuation now stands at 8.3x projected 2026 revenue.
Boeing's Q1 Institutional Buying: A Drop in the Trading Bucket
Three financial firms increased Boeing (BA) stakes in Q1, but the net addition of 66,217 shares represents only 1.03% of average daily volume. Production progress is more critical.
Oil Rally Drives 2-Year Treasury Yield to 17-Month High; Yield Curve Holds Steady
Oil's surge to $79.43 lifted the 2-year Treasury yield to its highest since February 2025, while the yield curve stayed steady at 34.6 basis points.
Oracle Stock Dips on $260 Billion AI Data Center Lease Plan
Oracle shares fell 2.9% after the company unveiled a $260 billion AI data center lease plan, raising concerns about near-term cash flow vs. spending.
SoFi Stock Rises Amid Market Turmoil; Deposit Cost Advantage in Focus
SoFi Technologies (SOFI) gained 2.8% in premarket trading Monday, bucking Nasdaq futures weakness, as investors eye a $622 million deposit cost advantage ahead of Q2 earnings on July 29.
Agenus Stock Surges 59% on $340 Million Funding Deal
Agenus (AGEN) shares jumped 59% premarket on a $340 million financing deal, though full exercise of warrants could nearly triple the share count. The funds support a strategic pivot to a major colon cancer trial.
MTA Bus Camera Enforcement Expands to 67 Routes as Curb Fines Surge
NYC MTA's bus camera enforcement now covers 67 routes after adding four more lines. Curb fines from blocked stops and double-parking generated $7.3 million more than bus-lane tickets in fiscal 2025.
Daily Puzzle Traffic: NYT's Connections Fuels 1,095-Page Annual Run Rate at Third-Party Sites
A sample of three outlets shows an annualized 1,095 Connections puzzle pages, highlighting the traffic trade between NYT and external publishers.
Nu Holdings Secures Mexican Banking License, Deposit Insurance to Surge 16-Fold
Nu Holdings' Mexican unit received final approval for a full banking license, increasing deposit insurance 16-fold, but the stock saw limited gains as investors await tangible improvements in funding costs and credit growth.