Articles by Daniel Marsh
Datavault's $100M Order Sparks Skepticism as Shares Slide 19%
Datavault AI's $100M purchase order for QEST tokenization services fails to impress investors, as shares tumble 19% on concerns over revenue recognition and lack of specifics.
Enova's Grasshopper Deal Collapse Wipes Out $1.37B in Market Value
Enova's decision to abandon its Grasshopper Bancorp acquisition erased $1.37 billion in market value, with shares plunging 24% as investors question the company's strategic direction.
SU Group Unveils Two Deals, But Revenue Impact Remains Unclear
SU Group announced two new deals, but investors are left without revenue projections. The company plans to acquire KM Safety Solution for $721K and secure distribution rights for a portable X-ray system.
Alphabet's AI Server Payback: Under Two Years, But Capex Concerns Loom
Google Cloud claims AI servers pay back in under two years, but Alphabet's massive capex and negative free cash flow leave investors cautious.
Axon's Convertible Note Terms Leave Investors Guessing
Axon (AXON) announced a $1 billion zero-coupon convertible note offering, but the conversion price is still under wraps, leaving investors to weigh dilution risks.
France Weighs €6B Pension Savings but No Final Plan Yet
France aims for €6 billion in pension savings but hasn't decided how. Bond market pressure grows as fiscal challenges persist.
Capitals Lock Up Leonard for 8 Years, $84M Ahead of NHL Rule Change
The Capitals signed Ryan Leonard to an 8-year, $84M extension, locking in an extra year before NHL rules change. The deal averages $10.5M annually.
Enbridge's C$3B Share Sale Raises C$264M DCF Hurdle
Enbridge's C$3B share sale adds 44.7M shares, requiring ~C$264M in annual DCF to offset dilution. The market's calm reaction suggests absorption, but the real test lies ahead.
GTA VI Voice Actor Confirmed, But Take-Two's $8.2B Outlook Hinges on Launch
Stephen Root confirms he voices Brian Heder in GTA VI, but Take-Two's stock dipped as the market's focus remains on the November 19 launch and fiscal 2027 targets.
Vera's TRUTAKNA Cuts Kidney Decline Risk by 76% in Phase 3 Trial
Vera Therapeutics announced that TRUTAKNA reduced kidney progression risk by 76% in a confirmatory Phase 3 trial, sending shares up 9.4% in premarket trading.
Intel's Stock Cushion Thins as AI Trade Wobbles
Intel shares closed just $2.19 above their $95 stock sale price after a 5.59% drop, signaling cooling AI enthusiasm and testing the deal's support.