Articles by Daniel Marsh
Vertiv Shares Surge 8% as AI Data Center Demand Drives Valuation to 58x Cash Flow
Vertiv shares surged 8% to $324.62, valuing the company at 58 times its 2026 adjusted free cash flow outlook as AI data center demand fuels investor enthusiasm.
Costco's P/E Multiple Nearly Triples Dollar General's: Bernstein Picks Both
Bernstein names Costco and Dollar General as top retail picks for the second half of 2026, with Costco trading at a P/E nearly three times that of Dollar General.
Pfizer's Dividend Sustainability in Focus After HSBC Downgrade
Pfizer shares slid after HSBC downgraded the stock, turning investor attention to the sustainability of its 7.3% dividend yield amid a payout ratio near 60% of adjusted EPS guidance.
Lianhe Sowell Volume Surges 18x Post Reverse Stock Split
Lianhe Sowell's stock trades surged with volume hitting 60.6 million shares, 18.6 times its Class A float, following a reverse split and a Class B share deal.
Lockheed Martin Acquires Ultra Maritime in $3.45B Bet on Undersea Growth
Lockheed Martin (LMT) acquires Ultra Maritime for $3.45 billion, boosting its undersea warfare portfolio. The bolt-on deal, about 2.8% of LMT's market value, targets growth as RMS unit sales stagnate.






