Articles by Daniel Marsh
Indian Equities Retreat on Geopolitical Tensions and Oil Price Surge
Indian benchmark indices fell sharply on Thursday, with the Sensex dropping 1.20%, as escalating oil prices and doubts over a U.S.-Iran ceasefire prompted a broad sell-off. Banking stocks were the hardest hit.
Cramer Sees Relief Rally Highlighting Institutional Favorites
Jim Cramer highlighted stocks like Sherwin-Williams, Caterpillar, Home Depot, and Goldman Sachs as potential institutional favorites following Wednesday's market surge. Futures slipped Thursday as oil rose on ceasefire doubts.
FTSE 100 Steady Near 10,600 as Oil Rebound Threatens Ceasefire Gains
The FTSE 100 held steady near 10,600 on Thursday, consolidating after a sharp rally, as renewed doubts over a U.S.-Iran ceasefire sent oil prices climbing. The Bank of England anticipates a rise in mortgage demand for Q2.
Markets React to Geopolitical Tensions and Corporate Governance Moves
Global equities faced pressure Thursday as renewed geopolitical worries in West Asia rattled Indian and Asian benchmarks. Meanwhile, corporate news centered on governance shifts at Obayashi and valuation reviews for Rio Tinto and AtriCure.
Analyst Sees 50% Upside for Amazon Despite Massive AI Investment
BNP Paribas reaffirms a $320 price target for Amazon, suggesting 50% upside, as the company proceeds with a $200 billion AI infrastructure investment for 2026.
Indian Markets Rocket on Geopolitical Calm and RBI Hold
Indian equity benchmarks posted their strongest gains in years on Wednesday, propelled by easing Middle East tensions and the Reserve Bank of India's decision to maintain interest rates. The Sensex jumped 2,946 points.
Soleno Halts European Drug Review Following $2.9B Neurocrine Acquisition
Soleno Therapeutics has withdrawn its European marketing application for VIOKAT, a day after agreeing to a $2.9 billion all-cash acquisition by Neurocrine Biosciences. The move halts a regulatory review previously expected to conclude by mid-2026.
Indian Equities Climb on IT Rally Ahead of RBI Policy, Earnings
Indian benchmarks advanced Tuesday, with the Nifty 50 closing above 23,100, driven by a rally in IT stocks ahead of quarterly earnings and the RBI's policy decision.
Enovix Surges 12% Amid Analyst Shifts; Indian Markets Slump on Oil Spike
Enovix shares rallied nearly 12% on Monday despite below-average volume and divergent analyst views. Meanwhile, Indian equity indices tumbled over 800 points as Brent crude surged past $111, stoking inflation fears.