By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Chip Stocks Power Nasdaq Higher as Dow Slips; AMD Surges on Goldman Upgrade
Chip stocks drove the Nasdaq up 1.3% and the S&P 500 up 0.7% on Tuesday, while the Dow slipped 0.1%. AMD surged 8.6% after Goldman Sachs rai
RBC Lifts Sainsbury's Sales Forecasts on Strong Q1 and Grocery Strategy Shift
RBC Capital Markets has raised its sales forecasts for Sainsbury's through fiscal 2029 after a strong first-quarter update. The bank sees th
Sky's £1.6 Billion ITV Deal Raises Competition Alarm Over 70% Ad Market Share
Sky's £1.6 billion acquisition of ITV's broadcast and streaming assets could give the combined entity control over roughly 70% of the UK's l
Fincantieri's €600M Underwater Tech Buy Boosts Defense and Dual-Use Ambitions
Fincantieri is spending about €600 million to take majority stakes in four Italian underwater-tech companies, aiming to accelerate its 2030
Morgan Stanley: Airlines Set for Smooth Q2 as Jet Fuel Dips Below $3
Morgan Stanley expects major US airlines like Delta and United to meet or exceed second-quarter guidance as jet fuel prices drop below $3 a
Corning's Optical Unit Poised for Strong Q2 on AI Fiber Demand, BofA Says
Bank of America expects Corning's optical segment to benefit from AI data-center fiber demand, keeping Q2 revenue and profit on track or sli
O'Reilly Automotive Weighs $10 Billion NAPA Deal, UBS Says
UBS analysts say O'Reilly Automotive might buy Genuine Parts' NAPA auto-parts unit for over $10 billion. The deal could boost scale and supp
The Sovereignty Shift: How Nations' Push for Self-Reliance Reshapes Investing
The global order is shifting from cooperation to sovereignty, with governments seeking control over economies, energy, and technology. For i
HSBC Bolsters Saudi Deal Team with Three Senior Hires Amid Gulf Expansion
HSBC is strengthening its dealmaking team in Saudi Arabia with three senior hires, including a Goldman Sachs veteran, as it doubles down on
Asian ADRs Surge 2.94% as Jiayin Group, 17 Education, and Honda Lead Broad Rally
Asian American depositary receipts (ADRs) surged 2.94% on Monday, with the S&P Asia 50 ADR Index reaching 2,931.62. Jiayin Group, 17 Educati
Broadcom-Apple Chip Deal Through 2031 Lifts Nasdaq as Earnings Season Looms
Broadcom's extended chip deal with Apple through 2031 sent its stock up 5.7% and lifted the Nasdaq. The move highlights narrow market leader
Three Infrastructure Giants Shortlisted for €1 Billion Italian Waste Firm EcoEridania
EcoEridania, an Italian medical and hazardous waste handler, has drawn final bids from three major infrastructure investors. The sale could