Articles by Daniel Marsh
Global Mofy AI Shares Surge 117% as Trading Volume Explodes
Global Mofy AI (GMM) surged 117% on Friday, with 107 million shares changing hands, far exceeding its typical volume, amid a low share count post-reverse split.
BAE Systems Shares Edge Up as Investors Eye July 30 Earnings and Valuation Premium
BAE Systems shares edged up 0.5% on Friday, recovering slightly after three straight declines. The stock remains down 8.7% for the week as investors look ahead to July 30 half-year results.
Rolls-Royce Buyback Progress Fails to Lift Shares Despite Analyst Optimism
Rolls-Royce (LON:RR) fell 0.5% to 1,429p as its £1.34 billion buyback failed to support the stock. Jefferies raised its price target to 1,870p, but investors are waiting for a guidance hike.
Opendoor Retreats After Options Expiry Fuels Rally Reversal
Opendoor Technologies (OPEN) dropped 6.6% on Friday after a surge in options trading expired, erasing most of Thursday's 10.7% rally.
Plug Power Shares Slide 5.5% on Target Cut Despite Major Hydrogen Deal
Plug Power shares fell 5.5% Friday after Susquehanna cut its target by $1.25, wiping $1.75 billion in implied equity value, as a 50-MW hydrogen order from Orica failed to calm investor worries about cash flow.
Intel Stock Dips Despite Foundry Revenue Surge, External Sales Still Minimal
Intel shares fell 2.5% despite a 461% surge in foundry external sales, as most gains came from Altera's reclassification. External revenue remains negligible.
Fermi's $375M Convertible Bond Triggers 17.8% Stock Plunge, Wiping Out $820M in Value
Fermi shares tumbled 17.8% after a $375M convertible bond sale, erasing $820M in market value—more than double the raise amount.
Julong Stock Plunges After 318% Rally, Trading Halted Amid Thin Float
Julong Holding shares saw extreme volatility, tripling then crashing, with multiple halts. The thin float and high turnover suggest a speculative event.
SoFi Stock Gains on AI Hype, but Revenue Impact Modest
SoFi stock gained 2.8% on AI enthusiasm from its Composer acquisition, though subscription revenue is a small fraction of total. Cross-selling and fee-based growth are the real story.
SCHD Leads ETF Inclusion Lists as Yield Gap and Sector Rotation Signal Shift
SCHD appears on three new ETF lists from July 8-10, 2026, but its 85-basis-point yield gap versus Treasuries and heavy underweight in tech suggest a broader sector rotation.
Lloyds Shares Edge Higher as Buyback Provides Key Support Level
Lloyds shares gained 0.76% to 112.55p, trading near the average price of its latest 24-million-share buyback. The BoE's hawkish stance and proposed capital rule easing provide support, though housing weakness and motor finance uncertainty remain.
Micron's $48B Surge Fades as SK Hynix US Debut Looms
Micron Technology (MU) slips 1.7% in premarket after a $48 billion market cap jump, as SK Hynix begins US trading. Analysts compare valuations amid AI memory demand.