Articles by Daniel Marsh
Nvidia Stock Dips 1.3% as Rising Treasury Yields Weigh on AI Valuations
Nvidia shares slipped 1.3% on Tuesday, erasing $69 billion in value as rising Treasury yields pressured AI valuations. AMD and Micron also fell.
Ambev ADR Edges Up on Brazil Beer Volume Gains
Ambev's ADR gained 0.7% after Brazil beer volume rose 5% in Q2, supporting margin expansion. EBITDA margin widened 110 bps.
Tech Futures Slide 1.4% as Oil Tops $92, Yields Climb
Nasdaq-100 futures dropped 1.35% as oil prices surged past $92 and bond yields climbed, squeezing growth stocks. Energy led premarket gains, while most sectors declined.
GoPro Shares Soar 64% Premarket After Markiplier Takes 8.5% Stake
GoPro (GPRO) surged 64% in premarket after Markiplier disclosed an 8.5% stake. Trading at $1.44, the stock's rally comes amid $87M debt and strategic review.
Tech Futures Slide as 10-Year Treasury Yield Nears 4.8%
Nasdaq-100 futures fell 1.21% as the 10-year Treasury yield approached 4.8%, with oil price spikes and rate hike expectations pressuring growth stocks.
Netflix's 'The Secret Woman' Debuts at No. 2, But Content ROI Questions Loom
Netflix's 'The Secret Woman' debuted at No. 2 on its global film chart, but the company's $25.1B content obligations raise questions about profitability. NFLX shares were flat.
SCHD's 24% Surge Pushes Yield Below Treasuries by 1.6 Points
SCHD's 24% rally has compressed its yield to 3.13%, now 1.62 points below the 10-year Treasury, as investors weigh income versus equity risk.
Oracle Shares Slide 3% on Job Cut Reports Amid Record AI Spending
Oracle shares dropped 3.08% premarket after reports of potential layoffs of 7,000-10,000 employees, as the company's massive AI investment cycle strains cash flow.



