Articles by Daniel Marsh
AeroVironment Shares Slide on Restatement, SCAR Backlog Concerns
AeroVironment shares plunged 10.8% after an amended 10-Q showed a larger net loss and that $1.49 billion in SCAR options are no longer expected, sparking concerns over backlog quality.
Snap Stock Flat After Specs Launch, Down 19% on AR Spending Concerns
Snap shares closed flat at $4.63 but are down 19% from pre-Specs launch levels, as the market questions AR spending amid ad slowdown.
T1 Energy Rockets 11% on Heavy Volume, Analyst Nod and Plant Rating
T1 Energy (NYSE:TE) jumped 11% on Monday after its Dallas plant earned an 'A' bankability grade and Bernstein initiated coverage, with heavy volume suggesting short-covering fueled the rally.
UiPath Shares Slide as Buyback Fails to Mask ARR Growth Concerns
UiPath shares dipped 1.2% to $10.15 as a $436.9 million buyback fails to alleviate concerns over 12% ARR growth and rising competition.
Allegiant Air Cuts 61 Routes, Shifts to Shorter Flights Amid High Fuel Costs
Allegiant Air is cutting 61 routes and reducing Q2 capacity by 6.5% as fuel costs rise to $4.35/gallon, shifting focus to shorter, more profitable flights. Shares rose 2.1% to $102.89.
Ford Shares Flat as Canadian Labor Talks Begin; Inventory Poses Pricing Risk
Ford shares hover around $14 as Unifor begins Canadian labor negotiations, while elevated F-Series inventory raises potential pricing concerns.
Palantir Hits 52-Week Low as AI Hype Fades, Valuation Under Scrutiny
Palantir Technologies fell over 6% to a 52-week low of $119.76 as AI software valuations come under pressure, despite strong U.S. revenue growth and a raised 2026 outlook.
SoFi Shares Dip 3.6% as CEO's Buying Average and Funding Costs Take Center Stage
SoFi Technologies (SOFI) shares slid 3.6% to $17.26, nearly matching CEO Anthony Noto's 2026 open-market buying average, as investors weighed insider buying and deposit funding strength.