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Woolworths, Coles Face Supplier Anger Amid Opaque Contract Details
Analysis Daniel Marsh

Woolworths, Coles Face Supplier Anger Amid Opaque Contract Details

Woolworths and Coles are under fire from farmers over sourcing changes, but the financial impact remains unclear as contract values stay undisclosed.

Nasdaq-100 Dividend Yields: Only Kraft Heinz Tops Long Bond
Analysis Daniel Marsh

Nasdaq-100 Dividend Yields: Only Kraft Heinz Tops Long Bond

A 3% dividend screen narrows the Nasdaq-100 to eight stocks, but only Kraft Heinz beats the 30-year Treasury yield. Comcast and utilities trail as risks mount.

KHC CMCSA PEP PAYX EXC MDLZ XEL AEP
Netflix Greenlights Third Inbetweeners Film, Financial Terms Under Wraps
Analysis Daniel Marsh

Netflix Greenlights Third Inbetweeners Film, Financial Terms Under Wraps

Netflix (NFLX) has started production on The Inbetweeners 3 in the UK, reuniting the original cast, but has not disclosed budget or release date.

NFLX
Home Depot's Labor Day Hours Vary Across Canada; U.S. Markets Closed
Analysis Daniel Marsh

Home Depot's Labor Day Hours Vary Across Canada; U.S. Markets Closed

Home Depot's Canadian stores have differing Labor Day hours: Toronto and Montreal are closed, while Vancouver and Calgary remain open. U.S. markets are closed for the holiday, with HD stock at $321.05.

HD
Apple's NAND Deal Eases Supply Worries but Margin Risks Linger
Analysis Daniel Marsh

Apple's NAND Deal Eases Supply Worries but Margin Risks Linger

Apple's reported NAND deal with Kioxia could secure memory supply for the iPhone 18, but margin risks remain as costs surge. Terms undisclosed.

AAPL
AT&T's Columbus Outage Contained, Cash Flow Focus Remains
Analysis Daniel Marsh

AT&T's Columbus Outage Contained, Cash Flow Focus Remains

AT&T's 911 outage in Columbus was resolved Friday, with no disclosed financial impact. The company's cash flow guidance and churn metrics remain the focus.

T
Nintendo Shares Slip Ahead of Key Switch 2 Directs
Analysis Daniel Marsh

Nintendo Shares Slip Ahead of Key Switch 2 Directs

Nintendo shares fell 1.01% while the Nikkei jumped 2.12%, setting a cautious tone before the company's Zelda anniversary and Switch 2 Direct broadcasts this week.

EWJ
Australian Housing Downturn Broadens, Banking System Remains Stable
Analysis Daniel Marsh

Australian Housing Downturn Broadens, Banking System Remains Stable

Australia's housing correction has spread to 93% of capital-city suburbs, yet major banks remain stable. CBA forecasts a 9% peak-to-trough decline.

CBAUF ANZBY
DraftKings Cross-Sells Baseball Players into NFL Week 1 with $25K Contest
Analysis Daniel Marsh

DraftKings Cross-Sells Baseball Players into NFL Week 1 with $25K Contest

DraftKings is incentivizing daily fantasy baseball players with a $5 NFL ticket and a $25K contest entry, but the financial impact remains unclear as Fantasy revenue declines.

DKNG
Kalshi's $25 Football Credit Highlights Costly Battle for Prediction Market Share
Analysis Daniel Marsh

Kalshi's $25 Football Credit Highlights Costly Battle for Prediction Market Share

Kalshi's $25 trading credit for new football traders highlights the expensive fight for prediction market share. Robinhood, DraftKings, and Flutter are also investing, but retention and revenue remain unclear.

HOOD DKNG FLUT
Broadcom's AI Bet: $490 Target Hinges on Anthropic's $40B Surge
Analysis Daniel Marsh

Broadcom's AI Bet: $490 Target Hinges on Anthropic's $40B Surge

Macquarie upgrades Broadcom to Outperform with a $490 target, betting on Anthropic's $40B AI chip demand by 2028, offering 36.9% upside.

AVGO
Apple TV Price Hike Faces Retention Test as Dark Matter Season 2 Debuts
Analysis Daniel Marsh

Apple TV Price Hike Faces Retention Test as Dark Matter Season 2 Debuts

Apple TV's price hike coincides with Dark Matter season 2, testing subscriber retention. The outcome could signal pricing power for Apple's Services segment.

AAPL