Articles by Daniel Marsh
Nvidia's 70% Growth Target: Supply Ambition, Not Official Forecast
Jensen Huang's 70% growth target is a supply-side ambition, not a formal forecast, with Nvidia's huge commitments and valuation at stake.
Whyalla Steelworks Ends Blast Furnace Revival, 500 Jobs Cut Amid Sale
Administrators permanently shut Whyalla's blast furnace, eliminating 500 jobs. Sale to Jindal or M Resources proceeds with government backing.
Healthscope Lender Backing Unlocks Hospital Transfers, Boosting HealthCo REIT
Healthscope's lenders have approved the transfer of operations at 10 hospitals, removing a major uncertainty for HealthCo Healthcare & Wellness REIT. Units rose 3.9% on the news.
SoFi's Stadium Deal: Brand Exposure, Not Real Estate
SoFi Stadium's NFL opener boosts brand visibility for SoFi Technologies, but the fintech only holds naming rights, not the venue. The $616.5M deal is an advertising investment.
Nokia's AI Revenue Soars, Yet Mobile Unit Still Dominates Profit
Nokia's Q2 AI and cloud revenue doubled, but Mobile Infrastructure still generates nearly double the segment profit, posing a valuation challenge.
Retirement Math: $2,000 Monthly Budget Requires $615K Without Social Security
A $2,000 monthly retirement budget requires $615,000 in investments without Social Security, but only $37,000 with average benefits. The key is the income gap after Medicare premiums.
Australia's $26.6B Frigate Budget: Not a Direct BAE Windfall
Australia's A$26.6B Hunter frigate budget is a broad program envelope, not a BAE contract. BAE's £4.6B Batch 1 deal is already in its backlog. Investors should watch margins.
Treasury Buyback Fails to Halt Rising Long-Term Yields
The Treasury's larger buyback operation failed to prevent long-term yields from climbing, highlighting persistent fiscal supply concerns.
Under Armour Taps Tee Higgins as North America Sales Slip 9%
Under Armour has signed Cincinnati Bengals receiver Tee Higgins to a multi-year endorsement deal as North America revenue fell 9% in the latest quarter.
U.S. Open Boosts Player Pay to Record $108M; Zverev, Rybakina Take Home $5.5M Each
The USTA unveiled a record $108 million player compensation package for the 2026 U.S. Open, with singles champions Alexander Zverev and Elena Rybakina each earning $5.5 million. The payout is up 20% from 2025.
Morgan Stanley's IPO-Driven Inflows Face Scrutiny at Conference
Morgan Stanley's record wealth inflows were heavily boosted by client IPOs. Investors await clarity on sustainability at Tuesday's Barclays conference.
Mubadala's Luckin Deal: Governance Rights, Unclear Cash Flow
Mubadala's $1B investment in Luckin Coffee grants a board seat but lacks disclosed cash for the company. Same-store sales fell 5.3% in Q2.