Articles by Daniel Marsh
Nu Holdings Shares Surge on Buyback Announcement, Outperform Peers
Nu Holdings (NU) shares climbed 1.8% to $13.36, outpacing major ETFs, following a $1 billion buyback announcement that signals confidence in capital management.
Korea's $518B Chip Bet Drives Tool Maker Rally, ASML Surges
Samsung and SK Hynix plan 800 trillion won ($518B) for new fabs in southwest Korea, fueling a rally in chip equipment makers like ASML.
Stealth Bomber Fires Anti-Ship Missile in Pacific Test; Investor Focus on Lockheed, Northrop
The B-2 Spirit bomber fired a Lockheed Martin AGM-158C LRASM in a Pacific sinking drill, the first public integration of the stealth bomber with the missile. The Navy seeks $531.4 million for 120 LRASMs in FY2026.
Nasdaq Leads Late-Day Rally as Market Breadth Expands Amid AI Spending Scrutiny
U.S. stocks closed higher Tuesday with the Nasdaq climbing 1.54%, as market breadth improved and AI spending faces tighter valuation scrutiny.
Baiya International Rockets 77% as Trading Volume Dwarfs Share Count
Baiya International (NASDAQ: BIYA) stock jumped 77% on volume 22 times its April share count, raising questions about the sustainability of the move.
Pfizer's Dividend Yield Surges Past 7% as GLP-1 News Weighs on Stock
Pfizer's stock dropped 0.9% to $24.14, boosting its implied dividend yield above 7% after news of a GLP-1 access route in China.
Rezolve AI Soars 12% on $300M Buyback Approval
Rezolve AI (RZLV) jumped 12% after shareholders approved a $300M buyback covering 25.8% of shares, pending UK court sign-off. The plan targets up to 102.7 million shares at current prices.
JCPenney Store Closures Test Mall Landlord Resilience
JCPenney's latest store closures, though a small fraction of its fleet, spotlight the challenges for mall landlords like Simon and Brookfield in managing anchor turnover and redevelopment.
