By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
AI selloff: three fears that may not be as scary as they look
AI stocks have fallen for six weeks on fears of runaway spending, overbuilding and shaky financing. But those worries may be overblown, and
Cisco's AI networking demand signals Q4 upside, UBS says
UBS reports that Cisco's AI networking demand has improved over the past three months, setting up potential Q4 revenue and profit upside. Hi
IntelliStake to buy NanoAi in C$17M all-stock deal to pair AI with sensors
Canadian tech firm IntelliStake is buying NanoAi Technologies in a C$17 million all-stock deal, adding standoff detection hardware to its AI
Stocks edge up as Hormuz reopening hopes meet strong earnings
US stocks edged higher as traders weighed signs the Strait of Hormuz could reopen against a wave of earnings. Palantir jumped 27% after lift
RBC raises V2X price target to $88 despite 7.7% stock drop
RBC Capital Markets raised its price target on V2X to $88 after the defense contractor's second-quarter update, which showed 98% revenue vis
Copper's rally lifts Latin American miners as oil slump hits Colombia
Copper's rally to a two-month high lifted mining shares in Chile and Mexico, while a nearly 4% drop in oil dragged on Colombia's energy-heav
Telesat's $2.3B Arctic military deal lifts TSX, tech rebounds
Telesat jumped 37% after winning a C$2.3 billion Arctic military satellite contract, helping Canada's TSX rally. Tech rebounded from last we
MDA Space wins $474M order to build 27 more Telesat Lightspeed satellites
MDA Space has secured a $474 million follow-on order to build 27 more satellites for Telesat's Lightspeed network. The expansion lifts the f
Oil's 4% slide pulls Treasury yields lower as Fed hike bets ease
Oil slid about 4% to a three-week low on hopes for US-Iran progress, pulling Treasury yields lower. Traders trimmed bets on a Fed rate hike
Prologis to Buy UK Rival Segro in £14.3 Billion Warehouse Deal
Prologis, the world's largest listed logistics REIT, has agreed to buy UK warehouse owner Segro for up to £14.3 billion. The deal is part of
US stocks rise as Hormuz deal hopes push oil lower
US stock futures climbed early Tuesday after Treasury Secretary Scott Bessent said the US and Iran could reach a deal within days to reopen
RBC trims EssilorLuxottica growth forecast after AI smartglasses miss
RBC Capital Markets lowered its 2026 organic growth forecast for EssilorLuxottica to 8.8% from 10.5% after a small Q2 revenue miss. The bank