Plug Power Shares Slip Despite 50 MW Electrolyzer Order for Australian Hydrogen Hub
Markets Daniel Marsh

Plug Power Shares Slip Despite 50 MW Electrolyzer Order for Australian Hydrogen Hub

Plug Power shares dropped for a third session despite a major 50 MW electrolyzer order for Australia's largest renewable hydrogen project, as investors focus on cash burn and near-term profitability.

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Semis Rebound; Micron's $250B US Bet Fuels AI Rally Despite Oil Jitters
Technology Sarah Chen

Semis Rebound; Micron's $250B US Bet Fuels AI Rally Despite Oil Jitters

Micron's massive US investment plan boosted AI-chip stocks, with the Nasdaq climbing 1.3%. Oil prices fell, easing inflation fears, but geopolitical risks remain.

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AT&T's Dividends Lure Income Investors Amid Starlink Threat
Markets Daniel Marsh

AT&T's Dividends Lure Income Investors Amid Starlink Threat

AT&T shares slip 0.4% as dividend yield attracts buyers, but Wells Fargo downgrade highlights Starlink risk. Earnings report set for July 22.

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HPE Stock Surges 10% on AI Backlog, But Conversion Risk Looms
Earnings James Calloway

HPE Stock Surges 10% on AI Backlog, But Conversion Risk Looms

HPE shares surged 10% on Thursday, adding ~$5.9B in market value—nearly matching its AI backlog. Investors await backlog conversion into revenue.

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TeraWulf Plots $3.5B Debt Deal for Anthropic AI Campus
Markets Daniel Marsh

TeraWulf Plots $3.5B Debt Deal for Anthropic AI Campus

TeraWulf Inc. (WULF) is lining up $3.5 billion in debt financing for its AI data center project in Kentucky, backed by a $19 billion lease with Anthropic.

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Fubo Names Ex-Disney+ Chief Alisa Bowen CEO, Unveils $12.6M Compensation Package
Markets Daniel Marsh

Fubo Names Ex-Disney+ Chief Alisa Bowen CEO, Unveils $12.6M Compensation Package

FuboTV appoints former Disney+ president Alisa Bowen as CEO, replacing co-founder David Gandler, with a $12.6 million equity and inducement package disclosed in an SEC filing.

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Fox One's World Cup Subscriber Surge Faces Retention Test
Analysis Daniel Marsh

Fox One's World Cup Subscriber Surge Faces Retention Test

Fox's World Cup streaming push drew over 1M new Fox One subscribers, but retention after the tournament ends is the key metric for investors.

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SRX Global Surges on Buyback, But Key Math Reveals Limits
Markets Daniel Marsh

SRX Global Surges on Buyback, But Key Math Reveals Limits

SRX Global shares surged 28% on a $20M buyback, but the math reveals the plan can only retire 7.9M shares at current prices, well below the 10M cap.

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Ohio Tops CNBC Business Rankings; Power and Infrastructure Key
Analysis Daniel Marsh

Ohio Tops CNBC Business Rankings; Power and Infrastructure Key

Ohio leads CNBC's 2026 state business list, with infrastructure and energy access at the forefront. Data-center expansion and manufacturing projects signal growth but also spark tax and power-price concerns.

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Eli Lilly's $50 Obesity Drug Strategy: Volume vs. Price
Analysis Daniel Marsh

Eli Lilly's $50 Obesity Drug Strategy: Volume vs. Price

Eli Lilly's stock hovers near record highs as a new Medicare program offers $50/month access to its obesity drugs. First-quarter revenue surged 56%, but lower realized prices trimmed growth.

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Dow Jones Gains Modestly as Chip Rally Lifts Nasdaq; Analysts Warn of Risks
Markets Daniel Marsh

Dow Jones Gains Modestly as Chip Rally Lifts Nasdaq; Analysts Warn of Risks

The Dow Jones edged up 0.27% on Thursday, recovering only 24% of Wednesday's drop, as a semiconductor rally led by Micron Technology lifted the Nasdaq 1.30%.

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Memory and Chip Stocks Lead Market Rally Beyond Nvidia
Markets Daniel Marsh

Memory and Chip Stocks Lead Market Rally Beyond Nvidia

Memory and chip stocks led a broad market rally, with Micron's huge U.S. investment boosting AI supply chain names. Risks from inflation and Fed policy persist.

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