Articles by Daniel Marsh
GTA VI Preorders Could Boost Take-Two Revenue by $240M-$360M, Analyst Says
Take-Two Interactive shares rose 6.9% last week, outperforming the Nasdaq and S&P 500, as analysts highlight potential $240M-$360M in GTA VI preorder revenue.
AT&T Slides 9.4% on Starlink Fears, Dividend Yield Swells Ahead of Q2 Report
AT&T (NYSE:T) fell 9.4% amid Starlink mobile concerns, with dividend yield rising above 5.4%. Q2 earnings on July 22 will test the bull case.
Oracle's $638B Backlog Fails to Halt 9-Day Slide, Stock Down 24%
Oracle shares fell 23.9% over nine straight losing sessions, even as its $638 billion backlog exceeds market value. Heavy capex plans and funding needs weigh on the stock.
Cisco Slumps 3.7% as Dividend Fails to Cushion AI-Driven Selloff
Cisco shares fell 3.69% on Thursday, a decline over ten times larger than the upcoming $0.42 quarterly dividend. The stock closed near the low end of analyst targets, with the median still pointing to a return to June highs.
Chevron Edges Exxon on Q2 Profit Yield Amid Holiday Week Slip
Chevron (CVX) posted a 2.9% Q2 profit yield, slightly ahead of Exxon (XOM) at 2.8%, but shares fell 1.1% in a holiday-shortened week. Oil price softness and a focus on refining margins and data-center power deals are key themes.
Sam's Club Open on July 4, Targets Costco Shoppers with Discounted Memberships
Sam's Club is open on July 4, offering discounted memberships to attract Costco shoppers. The move could help Walmart boost membership revenue, which rose 5.6% last quarter.
Himax Slips in Holiday-Shortened Week as Semiconductor Index Tumbles
Himax Technologies fell 7.65% in a holiday-shortened week, tracking the semiconductor sector's decline. A planned investee sale could bring a pre-tax gain of $23 million to $24 million, potentially exceeding Q2 profit per ADS.




