Articles by Daniel Marsh
GE Vernova Bounces Back as AI Power Demand Drives Focus on Electrification
GE Vernova shares rebounded 3.6% after a sharp May decline, fueled by strong AI-driven data-center demand and record electrification orders.
Alphabet Stock Rallies as AI Infrastructure Bets Fuel Cloud Surge
Alphabet shares jumped 3.16% to $371.03 as investors weigh record AI infrastructure spending against surging Cloud growth and 22% revenue gain; analysts remain split on future performance.
KeyBanc Upgrades Rocket Lab, Firefly After SpaceX IPO Selloff
KeyBanc upgraded Rocket Lab and Firefly Aerospace after a SpaceX IPO selloff, sending shares up 4.3%.
Institutional Investors Boost Boeing Holdings Amid Delivery Recovery
Venture Visionary Partners boosted its Boeing stake by 37.9% in Q4, joining other funds. BA shares gained $10.12 to $229.17 as delivery recovery offsets production risks.
Exxon Mobil Shares Slide as Oil Prices Tumble on US-Iran Strait Deal
Exxon Mobil shares dropped 4% to $141.10 as crude prices fell on a US-Iran deal to reopen the Strait of Hormuz, with weaker Q1 earnings and compressed margins adding to the stock's woes.
Schwab Stock Gains on Record May Metrics Amid AI and Crypto Headwinds
Charles Schwab shares rose 1.3% after reporting record May results, including $13.14 trillion in client assets and 11.8 million daily trades, as investors weigh growth against AI and crypto concerns.
Wall Street Hits New Highs as Iran Deal Sends Oil Tumbling; Fed in Focus
U.S. stocks hit fresh records Monday after a U.S.-Iran agreement sent oil prices crashing 5%, lifting airlines and tech while dragging energy stocks. The Fed's June 16-17 meeting is the next catalyst.
VTI ETF Nears Record High Amid Fee and Valuation Scrutiny
VTI hovered near its 52-week high Monday as investors assessed its earnings yield versus Treasury yields, with low fees and tech-heavy holdings in focus.
Truist Appoints Former Fiserv CEO Michael Lyons as Next President and CEO
Truist Financial has selected Michael P. Lyons to lead the $549 billion-asset bank as president and CEO starting September 1, 2026, succeeding Bill Rogers in a planned transition.

