Articles by Daniel Marsh
ECB Set to Hike to 2.5%: Euro's Fate Hinges on Inflation Forecasts
The ECB's expected quarter-point hike to 2.50% may not move the euro. Investors await new inflation projections and Lagarde's guidance.
Centrus $500M Capital Raise Could Dilute Shares by 47.6%
Centrus Energy's $500M capital raise includes warrants that could expand share count by 47.6%. The stock fell after hours despite a headline premium.
Vale's Panda Bond Talk: Strategic Funding Option, Not Imminent Sale
Vale's CFO discussed a possible panda bond, but no deal is approved. The move would diversify funding and deepen China ties, yet terms remain undisclosed.
Wizz Air Shares Slide 3.7% Amid NATS Disruption; Key Test Looms Sept 17
Wizz Air shares dropped 3.7% as NATS disruption costs remain unclear. The airline's Capital Markets Day on Sept 17 is the bigger catalyst for investors.
TSMC's August Revenue Hits Record NT$514.8B, Easing Q3 Target
TSMC's August revenue hit a record NT$514.8B, up 53% YoY, easing Q3 targets. Investors now watch September sales and margin guidance.
Opus Genetics Surges 32% on Early Gene Therapy Data; Key Hurdles Ahead
Opus Genetics shares soared 32% on positive early data for its experimental eye gene therapy, but the small, uncontrolled trial leaves many questions before approval.
SK hynix ADR Surges 7% but 44% Premium Raises Red Flags
SK hynix's US ADR jumped 7% to $198.63, but trades at a 44% premium to its Seoul-listed shares. Investors weigh AI memory growth against convergence risk.
FTFT Shares Surge 59.5% on Heavy Volume, But No Catalyst Announced
FTFT shares soared 59.5% to $2.09 on heavy volume, but no company news explains the move. The rally appears speculative, with the stock still well below its split-adjusted placement price.
ASX 200 Plunges 1.6% While ASX Ltd Holds Steady—Here's Why
The ASX 200 fell 1.6% on Thursday, but ASX Ltd shares barely moved. Higher trading volumes from volatility could offset rising costs for the exchange operator.
Pinterest Shares Slide 9% as International Overhaul Carries Short-Term Costs
Pinterest shares dropped 9.2% after CEO Bill Ready warned of 'near-term pain' from international regulatory and go-to-market changes, despite the long-term opportunity.
Vertiv's 9.6% Slide: Valuation Reset or Warning Sign?
Vertiv's 9.6% drop on September 9 erased most of its post-acquisition rally, signaling a valuation reset rather than a business setback. The stock still trades at a premium, raising questions about sustainability.
Cloudflare's AI Security Bet: 41x Sales Test
Cloudflare's stock surged 10.5% on its new OpenAI-powered security service, but the stock trades at 41x sales, requiring evidence of paid adoption.