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In-depth stock market analysis, technical indicators, and investment commentary. Expert insights on market trends, valuations, and trading strategies.

McDonald's Stock Edges Higher Amidst Broader Market Decline; Focus on Value Strategy
Analysis Daniel Marsh

McDonald's Stock Edges Higher Amidst Broader Market Decline; Focus on Value Strategy

McDonald's shares closed up Friday despite a broader market selloff, as the company's value strategy and Q1 earnings beat offer some support.

MCD CMG SBUX YUM HD LOW TGT TJX WMT SPY
BigBear.ai Shares Dip 5% as Defense AI Optimism Fades
Analysis Daniel Marsh

BigBear.ai Shares Dip 5% as Defense AI Optimism Fades

BigBear.ai shares dropped 5% to $4.16 after flat Q1 revenue and a wider loss, despite a 14% backlog increase driven by a $53 million classified contract.

BBAI PLTR AI
SELLAS Stock Surges as REGAL Trial Nears Final Analysis
Analysis Daniel Marsh

SELLAS Stock Surges as REGAL Trial Nears Final Analysis

SELLAS Life Sciences shares rose after hours as its REGAL leukemia trial recorded 78 of 80 events needed for final analysis. The company reported a Q1 net loss of $8.4 million but has $107.1 million in cash.

SLS
ServiceNow's $30B AI Revenue Goal Faces KeyBanc Skepticism
Analysis Daniel Marsh

ServiceNow's $30B AI Revenue Goal Faces KeyBanc Skepticism

KeyBanc stays bearish on ServiceNow even after the company projected over $30 billion in subscription revenue by 2030, flagging slowing bookings growth.

NOW MSFT NVDA CRM ORCL
Realty Income's New 150M Share Plan: A Strategic Shift in Capital Structure
Analysis Daniel Marsh

Realty Income's New 150M Share Plan: A Strategic Shift in Capital Structure

Realty Income's new ATM program for up to 150 million shares could dilute existing holders by 16% as it seeks to fund a raised $9.5 billion investment plan for 2026.

NANO Nuclear's AI Data Center Deal Faces Reality Check on May 14
Analysis Daniel Marsh

NANO Nuclear's AI Data Center Deal Faces Reality Check on May 14

NANO Nuclear Energy stock surged on a Super Micro AI data center pact, but the non-binding MOU and pending NRC licensing leave investors waiting for real progress in the May 14 earnings update.

NNE SMCI OKLO
T. Rowe Price Maintains 5% Yield Amid Q1 Outflows
Analysis Daniel Marsh

T. Rowe Price Maintains 5% Yield Amid Q1 Outflows

T. Rowe Price declares a $1.30 quarterly dividend, maintaining a 5% yield, despite $13.7B in Q1 net outflows and a drop in AUM to $1.71 trillion.

TROW
Walmart vs Costco: Ad Revenue Surge Reshapes Retail Stock Battle
Analysis Daniel Marsh

Walmart vs Costco: Ad Revenue Surge Reshapes Retail Stock Battle

Walmart's ad business surges 46% to $6.4B, while Costco's membership renewals stay above 89%. The stock fight highlights shifting profit engines.

WMT COST AMZN SPY
Trump Media CEO Weighs Truth Social Spin-Off Amid $712M Loss
Analysis Daniel Marsh

Trump Media CEO Weighs Truth Social Spin-Off Amid $712M Loss

Interim CEO Kevin McGurn is evaluating a spin-off of Truth Social and Truth+ from Trump Media's crypto and fusion energy units. DJT reported a $712.3 million net loss on $3.7 million revenue in 2025.

DJT
Data Storage Stocks Emerge as Unexpected AI Beneficiaries
Analysis Daniel Marsh

Data Storage Stocks Emerge as Unexpected AI Beneficiaries

Data storage stocks like Seagate, Sandisk, and Western Digital rally on AI data demand, with Sandisk reporting 251% revenue growth and a $42 billion supply deal.

STX SNDK WDC
Retiree's $4M S&P 500 Claim Ignites Social Security Debate Ahead of 2033 Trust Fund Depletion
Analysis Daniel Marsh

Retiree's $4M S&P 500 Claim Ignites Social Security Debate Ahead of 2033 Trust Fund Depletion

A retiree's assertion that Social Security taxes could have yielded $4M in the S&P 500 reignites debate as the OASI trust fund is projected to run dry by 2033, covering just 77% of benefits.

SPY
Credit Divide Deepens: Super-Prime Borrowers Surge While Lower Tiers Face Rising Debt Burdens
Analysis Daniel Marsh

Credit Divide Deepens: Super-Prime Borrowers Surge While Lower Tiers Face Rising Debt Burdens

TransUnion data reveals a widening credit gap: super-prime borrowers increased by 15 million since 2019, while near-prime and subprime consumers face rising debt-to-income ratios and higher delinquency rates.

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