Articles by Daniel Marsh
Fermi Stock Surges on OpenAI Data Center Speculation, Tenant Uncertainty Remains
Fermi Inc. shares surged 24% to $6.99 on heavy volume after OpenAI's Ohio data center plans fueled speculation, but the company still lacks tenant agreements and revenue.
T1 Energy Stock Tumbles 8% on Short-Seller Report Alleging Tax Credit Issues
T1 Energy shares dropped nearly 8% after Fuzzy Panda Research released a short report alleging $65 million in Q1 solar-cell purchases from Trina Solar, casting doubt on tax credit eligibility.
Caterpillar's Slide Weighs on Dow as AI Optimism Fades
Caterpillar shares tumbled 6.2%, pulling the Dow down as investors fled industrials on inflation and tariff worries. Focus shifts to its record backlog and AI-driven power demand.
BigBear.ai Gains 2.8% on Panama AI Deal as Shareholder Vote Raises Dilution Concerns
BigBear.ai shares rose 2.8% to $4.10 as shareholders approved doubling authorized shares to 1 billion, raising dilution worries, while Panama AI security deal and $281.9M backlog fuel growth hopes.
Ford Stock Drops Despite Aluminum Supply Rebound
Ford shares slid 3.2% to $14.47 as the restart of Novelis' aluminum plant raises questions about production ramp-up and cost recovery.
Euro Tech Holdings Drops 11.7% on Unsubstantiated Ballast-Water Launch
Shares of Euro Tech Holdings (CLWT) plunged 11.7% to $1.13 on heavy volume following the launch of a new ballast-water treatment system, but the company provided no customer details or commercial commitments.
Ming Shing Group Shares Swing Wildly After $110M Graphene Deal Raises Dilution Fears
Ming Shing Group (MSW) shares soared to $5.54 before crashing to $1.74 after a $110M graphene deal paid with convertible notes, raising dilution fears and governance questions.
Tianci International Surges on Tiny Float, Dilution Risk Looms
Tianci International shares surged over 150% on record volume, driven by a tiny float and momentum. A pending securities registration could more than triple shares, raising dilution concerns.
DSY Soars 539% as Nasdaq Deadline Looms, Turning Stock into High-Stakes Bet
DSY skyrocketed 539% to $11.76 as investors raced the June 29 Nasdaq deadline, despite falling revenue and no new earnings or deals.
Dow Slips as CPI Meets Forecasts, Iran Tensions and AI Selloff Weigh
The Dow dropped 0.55% as May CPI matched forecasts at 4.2% YoY, but energy-driven inflation and geopolitical jitters kept markets on edge, with AI stocks like SMCI falling sharply.
