Articles by Daniel Marsh
Goldman Downgrade Weighs on China Mobile as 5G Expansion Pace Slows
China Mobile shares fell 2.1% in Hong Kong after Goldman Sachs cut its rating to Neutral, citing a cooler outlook for 5G base station deployments in 2026 and 2027.
FedEx-Led Consortium Offers €7.8B for InPost, Shares Surge 14%
InPost shares jumped 14% after FedEx and a consortium of investors proposed a €7.8 billion acquisition at €15.60 per share, a 17% premium to Friday's close.
Novo Nordisk Shares Surge as Hims Abandons Low-Cost Semaglutide Pill
Novo Nordisk stock climbed over 8% after Hims & Hers canceled plans for a $49 compounded weight-loss pill. The move follows FDA warnings against unapproved GLP-1 drug marketing.
IAG Shares Gain as Oil Retreats; Focus Shifts to Upcoming Earnings
IAG shares advanced nearly 2% in London trading as Brent crude declined over 1%, easing fuel cost concerns. Investors await the airline group's full-year results on February 27 for insights on demand and expenses.
Halma Gains as European Markets Recover, Investors Await March Update
Halma shares advanced 0.65% to 3,570p in early trading, outperforming the broader FTSE All-Share index. The stock's next catalyst will be a trading update scheduled for March 12.
Hedge Fund Titans Pivot to AI Infrastructure and Software Plays
Prominent hedge fund managers including Ken Griffin and Steven Cohen added positions in Palantir Technologies and Comfort Systems USA last quarter, signaling a broadening AI investment theme beyond semiconductors.
Standard Chartered Taps Ex-UBS Banker for Wealth Push Ahead of Earnings
Standard Chartered shares gained slightly after appointing former UBS banker Raza Jafree as global head of private client sales. Investors await full-year results on Feb. 24 for updates on wealth business momentum.
Idox Shares Hold Steady Near Takeover Bid Price as Deadline Approaches
Idox PLC shares remain near the 71.5p per share cash offer from Frankel UK Bidco, with the acquirer reporting 49.26% support as of early February. The deal requires majority acceptance by mid-March.
Vodafone Gains on Egypt Spectrum Acquisition Ahead of Key Financial Results
Vodafone shares advanced nearly 2% after its Egypt unit secured new 1,800 MHz spectrum for $100 million, with investors focused on cash flow and upcoming FY26 results.
National Grid Gains Amid Sterling Weakness, Bond Yield Focus
National Grid shares advanced 0.31% to 1,289p, nearing a 52-week high, as the FTSE rose 0.23%. Sterling fell following political uncertainty, impacting rate expectations ahead of the utility's May results.
Lloyds Shares Dip Amid Rate Cut Speculation and NatWest Deal
Lloyds Banking Group shares fell nearly 2% as UK rate cut bets intensified and NatWest's acquisition of Evelyn Partners weighed on sector sentiment.
NatWest Shares Slide on £2.7bn Evelyn Partners Acquisition
NatWest Group shares fell nearly 4% after announcing a major deal to buy wealth manager Evelyn Partners, raising investor concerns over capital impact and integration risks ahead of annual results.