Articles by Daniel Marsh
KOSPI Surges 3.9% on Chip Rally, Yet Breadth Remains Negative
Seoul's KOSPI surged 3.9% to 6,949.54, but 441 stocks fell, indicating a narrow chip-led rally. Goldman Sachs maintains a 12,000 target.
Kioxia Surges 8% on AI Memory Demand and Record Chip Equipment Spending
Kioxia shares soared 8% to ¥58,750 as record chip equipment spending and U.S. memory stock gains revived NAND trade. AI data center demand drives bullish outlook.
SoftBank Surges 21% in Two Sessions as ¥1 Trillion Bond Sale Draws Investors
SoftBank Group shares climbed 21% over two sessions, adding ¥5.99 trillion in market value, as a ¥1 trillion bond sale opened with a 4.75% coupon.
Netflix's The Gentlemen Season 2 Tops Chart; Official Metrics Due Tuesday
The Gentlemen Season 2 tops FlixPatrol's global Netflix chart, but official view data is due Tuesday. Netflix shares fell 5.35% on Friday, and the Season 3 renewal precedes audience evidence.
Samsung Rally Fueled by Memory Boom, Consumer Division Still Bleeding
Samsung's stock rose 3.9% on memory strength, but its device division remains unprofitable. HBM share gains offer hope, but the company's reliance on one segment is risky.
Kalshi's $25 Football Credit Highlights Costly Battle for Prediction Market Share
Kalshi's $25 trading credit for new football traders highlights the expensive fight for prediction market share. Robinhood, DraftKings, and Flutter are also investing, but retention and revenue remain unclear.
SK hynix Shares Jump 5.6% in Seoul, Narrowing U.S. ADS Gap to 36%
SK hynix's Seoul shares climbed 5.65% Monday, trimming the premium of its U.S. ADRs to 36.1% as Korean chip stocks rallied on AI optimism.
Broadcom's AI Bet: $490 Target Hinges on Anthropic's $40B Surge
Macquarie upgrades Broadcom to Outperform with a $490 target, betting on Anthropic's $40B AI chip demand by 2028, offering 36.9% upside.
Walmart Canada Labour Day Hours Vary; Stock Impact Minimal
Walmart Canada's Labour Day hours vary by store, with some closed and others open. The holiday's impact on Walmart's stock is minimal, as Canada represents only 3.36% of net sales.
Amazon-Branded Cargo Jet Crashes in Miami, Killing Five
Five people died when a Boeing 767 bearing Amazon's livery overran a Miami runway. The plane was operated by 21 Air, not Amazon, though the brand is implicated.
Apple TV Price Hike Faces Retention Test as Dark Matter Season 2 Debuts
Apple TV's price hike coincides with Dark Matter season 2, testing subscriber retention. The outcome could signal pricing power for Apple's Services segment.
Netflix's Danish Thriller Debuts Strong, But Scale Question Remains
Netflix's Danish thriller 'The Secret Woman' debuted with 11.4 million views, but its impact on NFLX's massive scale is minimal. Explore the numbers and what they mean for the streaming giant.