Articles by Daniel Marsh
Fermi's $350M Convertible Note Sale Raises Dilution and Debt Concerns
Fermi shares fell 17% after-hours after announcing a $350M convertible note sale, increasing debt to $789M and raising investor concerns about dilution and project execution.
Plug Power Shares Slip Despite 50 MW Electrolyzer Order for Australian Hydrogen Hub
Plug Power shares dropped for a third session despite a major 50 MW electrolyzer order for Australia's largest renewable hydrogen project, as investors focus on cash burn and near-term profitability.
TeraWulf Plots $3.5B Debt Deal for Anthropic AI Campus
TeraWulf Inc. (WULF) is lining up $3.5 billion in debt financing for its AI data center project in Kentucky, backed by a $19 billion lease with Anthropic.
Fubo Names Ex-Disney+ Chief Alisa Bowen CEO, Unveils $12.6M Compensation Package
FuboTV appoints former Disney+ president Alisa Bowen as CEO, replacing co-founder David Gandler, with a $12.6 million equity and inducement package disclosed in an SEC filing.
Fox One's World Cup Subscriber Surge Faces Retention Test
Fox's World Cup streaming push drew over 1M new Fox One subscribers, but retention after the tournament ends is the key metric for investors.
SRX Global Surges on Buyback, But Key Math Reveals Limits
SRX Global shares surged 28% on a $20M buyback, but the math reveals the plan can only retire 7.9M shares at current prices, well below the 10M cap.
Ohio Tops CNBC Business Rankings; Power and Infrastructure Key
Ohio leads CNBC's 2026 state business list, with infrastructure and energy access at the forefront. Data-center expansion and manufacturing projects signal growth but also spark tax and power-price concerns.
Eli Lilly's $50 Obesity Drug Strategy: Volume vs. Price
Eli Lilly's stock hovers near record highs as a new Medicare program offers $50/month access to its obesity drugs. First-quarter revenue surged 56%, but lower realized prices trimmed growth.
