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TalkTalk's Rescue Sales Near Completion Amid £1B Debt Wipeout
Analysis Daniel Marsh

TalkTalk's Rescue Sales Near Completion Amid £1B Debt Wipeout

TalkTalk is finalizing rescue sales of its consumer and wholesale units, with a reported £100M consumer price and a potential £1B debt write-off for owners.

VOD
Instacart Expands Dollar General Partnership to 20,000 Stores; CART Shares Dip
Analysis Daniel Marsh

Instacart Expands Dollar General Partnership to 20,000 Stores; CART Shares Dip

Instacart's Dollar General rollout targets 20,000 stores, but CART shares slipped 2.6% as investors await financial details.

CART DG META
Palantir Rises 4.4% on FAA Buzz, But ASI Holds Key $875M Contract
Analysis Daniel Marsh

Palantir Rises 4.4% on FAA Buzz, But ASI Holds Key $875M Contract

Palantir shares climbed 4.4% after Rosenblatt reiterated a Buy, but the FAA's $875M SMART contract is held by Air Space Intelligence, not Palantir.

PLTR
McDonald's Stock Still 26% Below Peak as Monopoly Promotion Returns
Analysis Daniel Marsh

McDonald's Stock Still 26% Below Peak as Monopoly Promotion Returns

McDonald's (MCD) trades up 0.4% premarket but remains 26% below its 52-week high. The Monopoly promotion returns Oct. 6, testing traffic amid weak guest counts.

MCD
Apple Stock Steady Near Peak as iPhone Settlement Claims Open
Analysis Daniel Marsh

Apple Stock Steady Near Peak as iPhone Settlement Claims Open

Apple opens claims for a $250M iPhone settlement over delayed Siri features. Stock holds near record as payments range $25-$95.

AAPL
Dairy Queen's Enchanted OREO Blizzard Not Yet on Official Menu
Analysis Daniel Marsh

Dairy Queen's Enchanted OREO Blizzard Not Yet on Official Menu

Dairy Queen has not yet listed the reported Enchanted OREO Blizzard on its official U.S. menu. The verified offer is a $3 small Coffee Cooler through November 1.

BRK.B QSR MCD
Trump Accounts Sold Amazon, Microsoft in July; MSFT Surges 24% Since
Analysis Daniel Marsh

Trump Accounts Sold Amazon, Microsoft in July; MSFT Surges 24% Since

Trump-linked accounts sold $5M-$25M each of Amazon and Microsoft on July 20, then partly rebought. MSFT has jumped 24% since, AMZN just 2.1%.

AMZN MSFT
Take-Two Dips as NBA 2K Currency Lawsuit Threatens 84% Recurrent Revenue
Analysis Daniel Marsh

Take-Two Dips as NBA 2K Currency Lawsuit Threatens 84% Recurrent Revenue

Take-Two Interactive (TTWO) slid 1.75% as unsealed testimony in a lawsuit over NBA 2K virtual currency highlighted that recurrent spending drives 84% of its bookings.

TTWO
Nebius Rises 2.1% Despite $84 Sell Rating as Analyst Targets Diverge by $326
Analysis Daniel Marsh

Nebius Rises 2.1% Despite $84 Sell Rating as Analyst Targets Diverge by $326

Nebius Group shares climbed 2.1% to $237.60 on Tuesday, shrugging off a new $84 Sell rating from Rothschild & Co Redburn. Analyst targets now range from $84 to $410, a $326 gap.

NBIS
Radisson Mining's 68.24 g/t Gold Hit Lacks Market Reaction
Analysis Daniel Marsh

Radisson Mining's 68.24 g/t Gold Hit Lacks Market Reaction

Radisson Mining's shares barely moved after a headline 68.24 g/t gold intercept, as concentration in two one-metre samples and thin trading volume left investors cautious.

AEM
Microsoft's $175B AI Bet Sparks Analyst Divide: $608 Bull vs. $440 Bear Case
Analysis Daniel Marsh

Microsoft's $175B AI Bet Sparks Analyst Divide: $608 Bull vs. $440 Bear Case

Microsoft closed at $501.61 after Cantor raised its target to $608, while Redburn cut to $440, reflecting a $175B capex debate.

MSFT
Fidelity Cuts FEPY Monthly Payout to C$0.21966
Analysis Daniel Marsh

Fidelity Cuts FEPY Monthly Payout to C$0.21966

FEPY will pay C$0.21966 per unit on September 30, a 1.3% decline from August. The fund's trailing yield stands at 9.19%.

NVDA AAPL MSFT AMZN