Articles by Daniel Marsh
Drone Stocks Surge as Tariffs Favor Niche U.S. Manufacturers
U.S. drone stocks rallied in premarket trading Friday after new tariffs on imported drones were announced. Smaller pure-play firms like Unusual Machines and Red Cat outpaced larger defense contractors.
Ford's $110K Mustang SC Convertible: Premium Pricing Play
Ford's Mustang Dark Horse SC Convertible, priced around $110,000, aims for premium status. Shares rose 0.3% in premarket as investors weigh the high-margin potential against ongoing EV losses.
AMD's $5B Bond Plan: Debt to More Than Double
AMD shares ticked up premarket after announcing a $4-$5 billion bond offering that could more than double its gross debt. The company's strong liquidity and Q2 revenue surge support the move.
Boeing Shares Slip as Ryanair Probe Reveals Bird Strike Evidence
Boeing (BA) shares dipped 0.4% after investigators found bird debris and broken fan blades in a Ryanair 737 engine, highlighting a $2 billion market value shortfall versus the broader market.
Z.ai Shares Drop 3.6% as GLM-5.3 Launch Fails to Halt Valuation Slide
Z.ai shares fell 3.6% to HK$1,270 despite GLM-5.3 launch, as market cap drops HK$479B from June peak. Developer adoption and revenue now key.
Accelerant Surges 44% on Thoma Bravo's $20.25 Buyout Offer
Accelerant (ARX) surged 44% after Thoma Bravo announced a $20.25 per share cash acquisition, leaving a 4% spread. The deal is expected to close in the first half of 2027.
Global Markets Wary as Iran Tensions Persist; European Stocks Flat
European shares were little changed on Friday as investors remained cautious over unresolved U.S.-Iran tensions, while Salesforce rallied on a bullish JPMorgan note and GB Group tumbled on a revenue warning.
