Articles by Daniel Marsh
Ford Stock Slips 0.5% on Canada Tariff Threat, P/E at 7.5x
Ford shares slipped 0.5% on Friday amid fresh Canada tariff threats, trading at 7.5x 2026 EPS estimates. Analysts see 13.9% upside.
Nu Holdings Dips 3.9% on Fed Rate Worries Despite Record Profit
Nu Holdings shares slid 3.9% to $14.30 on Friday, erasing $2.8 billion in market value, as Fed rate worries offset record quarterly earnings.
Boeing 777-9 Certification at Risk as Labor Talks Resume
Boeing's 777-9 certification faces fresh uncertainty as labor talks resume with 17,000 engineers. $8.4B in losses, 2027 delivery target, and strike risk loom.
PayPal Plunges 12.7% After $53B Acquisition Collapses
PayPal shares dropped 12.7% after a $53 billion takeover bid by Stripe and Advent was abandoned, leaving the stock trading below the offer price and spotlighting margin challenges.
Tenon Medical Slides Slightly Amid $3M Placement and Dilution Worries
Tenon Medical shares slipped 0.4% after a $3 million private placement raised dilution concerns, despite strong Q2 revenue growth.
Solstice Jumps 12.8% as $14.5B Merger Ends, Buyback Approved
Solstice shares jumped 12.8% to $63.53 after scrapping its $14.5B merger with Element Solutions and authorizing a $500M buyback.
BioXcel Plunges 75% as Teva Stalking-Horse Bid and Chapter 11 Filing Shake Investors
BioXcel shares collapsed 74.8% after bankruptcy filing; Teva offers $57.5M for assets, but equity holders face near-total loss.
Klarna CEO's $10M Buy Fails to Halt Slide as Stock Trades Near Record Low
Klarna CEO invests $10M in shares as stock drops 50% YTD. Q2 revenue rose 27% but guidance cut weighs on sentiment.
SLB Rises 4.2% on Venezuela Deal, Analysts See 8% Upside
SLB stock gained 4.2% following a data deal with Venezuela's PDVSA, while analysts see an 8% upside. The agreement grants access to oilfield data.
IREN Stock Plunges 12.5% as $30B Capex Plan Outpaces AI Revenue Growth
IREN shares slid 12.5% as investors weighed a $30B capital expenditure plan against a $4B AI revenue run-rate. Q4 AI cloud revenue rose 110% to $70.5M, but EBITDA fell 68%.
Disney+ Pokémon Deal Lifts Shares as Streaming Revenue Hits $4.7B
Disney shares gained 1.2% as Disney+ secured global Pokémon rights, adding $2.2B in market value. Streaming subscription revenue rose 15% to $4.7B.
Chevron Gains on Venezuela Expansion Hopes, Analysts See 8% Upside
Chevron shares climbed 1.05% to $201.86, boosting market cap by $4.1B, as the company nears a deal to expand Venezuelan operations. Analysts see 8.1% upside.