Articles by Daniel Marsh
T1 Energy's Warrant Expiry Looms as Stock Ends Volatile Week Higher
T1 Energy (NYSE:TE) closed the shortened trading week up 4.3% at $8.56, but faces a July 9 warrant expiry for 24.6 million shares, with dilution risks ahead.
Strategy Inc Shares Rise as $1.15B Stock Sale Raises Questions on Cash Position
Strategy Inc shares rose 7.9% to $100.77 after reporting $1.152B in net stock sale proceeds but no bitcoin purchases, shifting focus to cash position and mNAV dynamics.
Super Micro Stock Dips Below Recent Capital Raise Price Amid Taiwan Probe
Super Micro (SMCI) shares closed at $27.22, below the $27.50 June stock sale price, as a Taiwan investigation into AI server shipments and funding questions weighed on the stock.
Oracle's Cloud Backlog Surpasses Market Cap, Stock Tumbles
Oracle's stock slumped 5.6% as its cloud backlog of $638 billion now exceeds its $408.5 billion market cap, raising concerns about capital spending and negative free cash flow.
Keel Infrastructure Shares Face Mixed Signals Ahead of Monday's Nasdaq Open
Keel Infrastructure shares ended sharply lower on Nasdaq before the July 4 holiday but edged up on the TSX, setting up a mixed open Monday.
Pfizer's 7% Yield Beckons as Stock Lingers Near $24
Pfizer (PFE) trades near $24 with a 7.1% yield after a flat week. The company's Q1 dividends rivaled R&D spending, underscoring a focus on shareholder returns.
