Articles by Daniel Marsh
CDT Equity Soars 101% on Sarborg Stake Valuation of $127.5M
CDT Equity shares surged 101% after a private investment in Sarborg Limited implied a $127.5 million value for CDT's stake, dwarfing its $6.5 million market cap. Risks remain from a new convertible loan and a Nasdaq filing-compliance deadline.
Hyperscale Data Surges on AI Data Center and Bitcoin Prospects
Hyperscale Data shares climbed 8.4% to 43.12 cents on heavy volume, driven by its AI data-center push and Bitcoin holdings. A potential Michigan agreement for 20 MW of AI compute capacity remains under negotiation.
FreeCast Surges on Starlink Reseller Deal Amid Cash Concerns
FreeCast shares soared after announcing a Starlink Business reseller deal, but the company's latest filing showed minimal cash and a going-concern warning.
HIVE Digital Surges on $220M AI Cloud Deal with Bell and Cohere
HIVE Digital Technologies shares rose 11% premarket after a $220 million GPU cloud deal with Bell AI Fabric and Cohere, adding $70 million in annual recurring revenue.
AT&T Stock Dips as CFO Retirement Nears and Fiber Costs Weigh
AT&T shares slipped to $22.37 premarket on CFO transition news, as investors weighed heavy fiber and 5G costs, Verizon's competitive moves, and potential disruption from SpaceX's Starlink.
AT&T Shares Stabilize After CFO Change and FCC Review of Legacy Voice Services
AT&T shares steadied at $22.44 after a 3.1% drop, with investors weighing CFO changes and FCC review of legacy voice service discontinuation.
Super Micro Dips on $7B Equity Raise and Jane Street Stake
Super Micro Computer shares dropped 4.9% to $27.78 after unveiling a $7 billion equity raise for AI server parts and Jane Street Group's 8.5% stake, fueling dilution worries.
Keel Infrastructure's AI Data Center Push and Auditor Change Draw Investor Scrutiny
Keel Infrastructure traded at $6.2037 in premarket as investors weighed its $458M convertible debt raise, auditor change, and U.S. domicile shift. Revenue fell 23% and adjusted EBITDA turned negative in Q1.
Nokia Rallies on Lenovo Patent Pact and AI-Driven Optical Expansion
Nokia gained 1.3% to €12.20 on a Lenovo patent pact and optical/defense updates, but undisclosed terms and a 119% YTD surge raise the bar for earnings on July 23.


