Articles by Daniel Marsh
Vertex Shares Surge on Analyst Upgrade, Pipeline Expansion in Focus
Vertex Pharmaceuticals shares climbed 5.7% following an upgrade from Oppenheimer, driven by its 2026 revenue outlook and expanding pipeline in gene-editing, pain, and kidney therapies.
PepsiCo Shares Dip Ahead of Key Investor Conference
PepsiCo shares fell 0.75% to $165.94 Friday, extending losses ahead of a long weekend. Investors await the company's Feb. 18 CAGNY conference for updates on pricing and cost initiatives.
Capital International Takes 5.5% Passive Stake in Constellation Energy
Constellation Energy shares gained 4.5% Friday after Capital International Investors reported a 5.5% passive stake. Trading resumes Tuesday with focus on data-center power contracts.
Verizon Retreats from 52-Week Peak Ahead of Holiday Break
Verizon Communications stock declined Friday after reaching a 52-week high, underperforming peers. Markets are closed Monday for Presidents Day.
Thermo Fisher Prices $3.8B Bond Offering to Fund Clario Acquisition
Thermo Fisher Scientific raised $3.8 billion through a multi-tranche bond offering to fund its planned Clario acquisition. Shares closed down nearly 1% on Friday.
Boeing Gains on Defense Contracts, Supplier Progress Amid FAA Scrutiny
Boeing shares advanced Friday as new defense awards and supplier quality improvements offset regulatory attention on older 737 aircraft inspections.
GE Vernova Shares Pull Back After Recent High, Wind Losses Weigh
GE Vernova shares declined nearly 2% Friday, retreating from a 52-week high. The company's wind business reported a significant EBITDA loss for 2025, with more losses projected.
S&P Global Shares Rally Amid Analyst Target Cuts and Insider Buying
S&P Global shares advanced 3.1% to $409.54 on elevated volume, though remain 29% below their 52-week high. Analysts trimmed price targets but maintained bullish ratings.
Iron Mountain Nears 52-Week Peak on Data Center Outlook, Inflation Data
Iron Mountain shares climbed 3.6% to $109.83, nearing a yearly high, following an upbeat revenue forecast and robust data center demand. Softer inflation data provided a tailwind for the sector.
Communication Services Stocks Face Pressure from Pinterest Plunge, Alphabet Debt, and Media Deals
Pinterest's sharp decline on weak ad outlook weighs on the communication services sector, while Alphabet's bond sale and media merger activity set the stage for Tuesday's trading.