By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
AMD's Helios AI Servers Enter Full Production, OpenAI Set for Massive Deployments
AMD's second-generation Helios AI servers are in full production and set to ship soon. OpenAI plans to deploy them at massive scale later th
Oil Surges Past $100, Yields Rise, and US Stocks Slide as Red Sea Attacks Intensify
Houthi attacks on Saudi oil tankers in the Red Sea pushed Brent crude above $100 a barrel, lifting Treasury yields and sending US stocks low
Small Caps and Emerging Markets Surge Past Big Tech in 2026 Market Shift
Small companies and emerging markets have stolen the lead from mega-cap tech stocks in 2026. The shift highlights the importance of diversif
Morgan Stanley Sees Brighter Texas Instruments Cycle, But Stays Underweight
Morgan Stanley says Texas Instruments' demand cycle is strengthening, with Q3 guidance above expectations and auto demand improving. However
BofA Downgrades Rollins After Soft Q2; Shares Drop 9%
Bank of America downgraded pest-control firm Rollins after a softer-than-expected Q2. The bank flagged weak residential lead generation, sen
Databricks Deepens Microsoft Azure Ties for Agentic AI Push into 2030s
Databricks is expanding its partnership with Microsoft, committing to Azure and Cobalt chips through the 2030s. The move supports its push i
WSP Global Eyes Arcadis as Dutch Consultant Seen Undervalued at €3.2 Billion
Canadian engineering firm WSP Global is among potential bidders eyeing Dutch consultant Arcadis, which is seen as undervalued at roughly €3.
Oil Hits $100 as Red Sea Attacks and AI Spending Jolt Markets
Brent crude surged to $100.50 a barrel after attacks on tankers in the Red Sea, reigniting inflation fears. Meanwhile, Tesla and Alphabet fe
Anthropic Weighs Pre-IPO Stock Sale Rules for Employees Ahead of Public Debut
Anthropic, the maker of Claude AI, is exploring internal rules for employee stock sales ahead of a potential IPO. The company is considering
T-Mobile's Plan Shake-Up: Higher Prices, Higher Churn, and a Test of Loyalty
T-Mobile is retiring older wireless plans and pushing customers onto pricier new tiers. The carrier guided to 250,000 third-quarter postpaid
US Households Now Hold More Wealth in Stocks Than Real Estate for First Time Since WWII
Goldman Sachs says US households now have more wealth in stocks than real estate, a first since World War Two. This shift boosts consumer sp
Tech Shares Slide as Jobless Claims Hit 1969 Low, Oil Surges Past $90
Wall Street headed for a softer open as tech shares slipped in premarket trading, with Tesla falling over 7% and oil surging 4.3% to $90.56