Articles by Daniel Marsh
SCHD Sees Inflows Surge During Dip, Data Discrepancy Raises Questions
SCHD pulled in up to $5.46B during a price dip, but flow trackers show a wide gap, raising questions about the true scale of dividend fund demand.
Chip ETF Inflows Surge as AI Trade Broadens Beyond Nvidia
The VanEck Semiconductor ETF (SMH) attracted $6.93 billion in net inflows on Monday, marking a shift in the AI chip trade as investors moved from leveraged Nvidia bets to broader semiconductor exposure.
HIVE Digital Surges on Paraguay AI Validation, But Stock Sale Looms
HIVE shares surged 20% after Columbia University validated AI training on its Paraguay GPUs, but $214.7 million in stock sale capacity remains, posing dilution risk.
Caterpillar Secures Key Role in Microsoft-Chevron Data Center Power Project
Caterpillar shares rose 3% after Chevron selected its Solar Turbines unit for a major Microsoft data center power project, solidifying its AI energy play.
Final June Social Security Payments Set for June 24; Trust Fund Depletion Looms
Social Security's final June payment lands June 24 for those born 21st-31st. Average benefit is $1,934.52, far below the $5,181 maximum. Trust fund depletion looms by 2032.
Alphabet Stock Tumbles 5.6% on $85B Share Sale and AI Talent Exodus
Alphabet shares dropped 5.6% on a $40B at-the-market stock sale, leadership exits to OpenAI and Anthropic, and soaring AI infrastructure costs, overshadowing strong Q1 revenue and Google Cloud growth.
AMC Faces Dilution Risk Despite Record Weekend from Toy Story 5
AMC shares dipped to $2.79 after Toy Story 5 drove its busiest U.S. weekend of 2026, but recent $150 million share sales and dilution warnings weigh on investors.
Dow Rises on Caterpillar, Visa Gains; Nasdaq Slips on Tech Weakness
The Dow Jones rose 214 points, lifted by Caterpillar and Visa, as U.S.-Iran talks progress eased oil and inflation fears, while the Nasdaq slipped.
AbbVie to Acquire Apogee Therapeutics for $10.9 Billion in Cash
Apogee Therapeutics stock jumped 47% after AbbVie agreed to buy the company for $135.11 per share in cash, adding late-stage eczema drug zumilokibart.
Definium Shares Surge on LSD-Based Depression Drug Trial Success
DFTX shares soared 64.2% premarket after Definium's Phase 3 Emerge trial showed DT120 achieved an 8.1-point placebo-adjusted benefit in major depressive disorder.

