Articles by Daniel Marsh
Nikkei Recovers From Lows But Chip Rout Persists
The Nikkei 225 pared losses in afternoon trading but chip-heavy declines persisted, with Advantest down 6.5% and Tokyo Electron off 2.9%, underscoring a sector-wide correction.
T-Mobile's iPhone 18 Pro Deal: A Three-Year Retention Play
T-Mobile's $1,200 iPhone 18 Pro promotion is a three-year retention play, not a giveaway. The deal requires 36 monthly credits and premium plans, with implications for TMUS shareholders.
Tesla's Canada Tariff Puzzle: It's Not a Simple 25% Hit
Tesla faces a nuanced tariff situation in Canada, not a blanket 25% hit. CUSMA rules, Chinese EV quotas, and incentive eligibility are key factors.
Apple's $164B Rally: Market Bets Big on Premium Strategy
Apple shares surged 3.6% on Thursday, adding $164B to its market cap. The rally signals investor confidence in premium pricing and services growth.
Hulu's 'The Mob' Premiere Set for Oct 26: A New Test for Disney's Streaming Strategy
Hulu's new reality series 'The Mob' debuts Oct 26, offering Disney a chance to boost subscriber retention and test international distribution, but analysts say the impact on DIS stock will be limited.
Disney's 3% Ad Growth Puts Spotlight on Streaming Economics
Disney+ targets global advertisers, but DIS's 3% streaming ad growth raises questions about ad yield versus subscriber economics.
KOSPI Drops 2.18% as Samsung, SK Hynix Lead Tech Selloff
KOSPI fell 2.18% as Samsung and SK Hynix dropped over 3%, pulling the tech-heavy index below 7,000. Rising U.S. yields and oil prices pressure Seoul's semiconductor leaders.
CoreWeave's $104B Backlog Fails to Cushion 6% Stock Drop
CoreWeave stock dropped 6.1% to $89.12, erasing recent gains. The $104B backlog hasn't provided support as investors focus on massive capital spending and debt.
ASX 200 Slips 1.2% as Miners Weigh; ASX Ltd Defies Decline
The ASX 200 dropped 1.21% to 8,712.9, driven by heavy mining losses, while ASX Ltd fell only 0.9% as trading volumes surged on volatility.
Snap's New Ad Chief Faces North America Test After European Win
Snap shares gained 4% after appointing Ronan Harris as chief commercial officer. Investors are watching whether his European success can translate to North America.
Chip Selloff Drags Nikkei 2.8%: Four Stocks Account for Most of the Drop
Japan's Nikkei 225 dropped 2.8% on Friday, led by a 5.8% plunge in semiconductor stocks. Four heavyweight names accounted for about two-thirds of the index's decline.
Kenvue Merger Spread Narrows to 0.6%: What's Left for Investors?
Kenvue stock closed at $17.79, leaving only a 0.6% spread over the implied merger value. Investors weigh the thin cushion against regulatory timing and KMB exposure.