By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Berkshire's $9.6B Buyback Signals Confidence Despite Profit Dip
Berkshire Hathaway bought back $9.6 billion of its own stock in the third quarter, stepping up repurchases despite a 6% drop in operating pr
SoftBank and ABB weigh China carve-out to salvage $5.4B robotics deal
After Beijing blocked a $5.4 billion robotics deal, SoftBank and ABB are exploring a carve-out of ABB's China operations. The move could spl
Big Tech selloff deepens as data center growth fears outweigh strong jobs data
US stocks fell this week as investors backed away from Big Tech, worried that data center construction could slow after Democrats won Congre
Dental Startup vVardis Files for $4.4 Billion US IPO
Swiss dental startup vVardis has filed for a US IPO that could value it at $4.4 billion. The company hopes to raise up to $228.6 million by
Cocoa, sugar, coffee slide as demand worries outweigh El Niño risks
Cocoa, coffee, and sugar futures on ICE fell to one-month lows as demand worries outweighed El Niño crop risks. Higher cocoa inventories and
Natera's 2026 outlook boost fails to stop 16% share slide
Natera topped Q3 revenue forecasts and raised its 2026 outlook, yet shares dropped nearly 16% as investors weighed future profitability and
Gold slips as hot jobs report lifts dollar and Treasury yields
Gold slipped to about $4,074 an ounce after a hot US jobs report boosted the dollar and Treasury yields. Traders now see an 81% chance of a
AI deals face valuation reality check as chip stocks rally
Private-market talk values Anthropic at $1.2-1.3 trillion, below earlier hype, while chip stocks rallied. The split highlights how AI invest
Microsoft pulls back from Oracle AI cloud rental as chip needs shift
Microsoft is reportedly winding down AI computing capacity it rented from Oracle, as older Nvidia chips and shifting AI workloads make the d
Global tech selloff deepens as AI worries spread from US to Asia
A 20% tumble from a peak typically marks a bear market – and right now, there are a few bears prowling. The Nasdaq 100 fell 6% on Thursday,
Tesla to phase out Cybertruck by 2027, shift Austin plant to Cybercab
Tesla will start winding down Cybertruck production at its Austin factory around mid-2027, freeing capacity for the Cybercab robotaxi. Sales
UBS sees temporary wholesale pain at Kontoor, trims target to $125
UBS argues Kontoor's US wholesale squeeze is temporary and sees growth ahead for Wrangler and Helly Hansen. The bank trimmed its price targe