Articles by Daniel Marsh
Hyperscale Data Surges on Michigan AI Colocation Talks
Hyperscale Data shares soared 75.5% after disclosing negotiations for a $1 billion-plus AI colocation contract in Michigan, but premarket trading saw a slight pullback.
Nu Holdings Gains Despite Citi Downgrade; Focus Shifts to Q2 Credit Metrics
Nu Holdings shares rose despite a Citigroup downgrade to Neutral, with Q2 credit quality and margins now the key focus for investors.
Archer Aviation Rises 9% on Broad Market Rally, FAA Progress Key
Archer Aviation shares surged 9.25% to $5.55 on Monday, driven by a broad market rally rather than company-specific news, with investors watching FAA certification and Q2 results.
Fox Stock Plunges 17% on $22B Roku Acquisition, Investor Skepticism Mounts
Fox shares tumbled 16.8% after agreeing to acquire Roku for $22 billion. The deal raises concerns about debt, dilution, and execution risks.
Shell Shares Dip as Oil Price Decline and Buyback Pause Weigh
Shell shares declined 0.32% in London as Brent crude fell to a three-month low and the company paused its $3 billion buyback ahead of the ARC Resources acquisition, removing near-term support.
Ondas Shares Edge Higher Amid Resale Registration Filing
Ondas shares climbed 1.93% to $9.51 despite a resale filing for 6.07M shares from acquisitions. Focus now shifts to Q2 results to gauge order-to-revenue conversion and cash burn.
UiPath Edges Up as AI Optimism Tempered by Execution Doubts
UiPath shares rose 2.27% to $10.79 Monday but are down 34.17% in 2026. Analysts hold a 'Hold' consensus, citing AI demand and ARR growth, but execution risk persists.
Fiserv Shares Tumble as CEO Lyons Departs, New Leader Steps In
Fiserv shares plunged 10.9% to a 52-week low after CEO Mike Lyons resigned, with Takis Georgakopoulos stepping in. Despite reaffirmed 2026 guidance, investor skepticism remains high.
Regentis Biomaterials Shares Retreat After Record Surge on Withdrawal of Share Offering
Regentis Biomaterials shares dropped 27.66% premarket after a 506% surge driven by the withdrawal of a planned share offering, with investors focusing on upcoming surgeon training and funding concerns.
SoFi Technologies Rises on Wall Street Rally Ahead of Fed Meeting
SoFi Technologies (SOFI) climbed 3.3% to $17.13 on Monday, driven by a broader market rally amid easing inflation fears and lower oil prices, as all eyes turn to the Fed's upcoming meeting.
Oil Price Plunge on Iran Deal Drives Mortgage Rates to One-Month Low
Mortgage rates hit a one-month low of 6.56% after oil prices fell sharply on a tentative U.S.-Iran deal. Markets now focus on the Fed's upcoming rate decision.