By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
AI Demand Divergence Splits European Chip Stocks: Soitec Surges, STMicro Slides
European chip stocks saw a sharp split after earnings. Soitec surged 23% on strong AI-driven photonics wafer demand, while STMicroelectronic
T-Mobile Raises Cash Flow Forecast as Premium Plans and AI Cost Cuts Pay Off
T-Mobile raised its adjusted free cash flow forecast to $18.4-18.8 billion after a strong quarter. More customers are choosing premium 'Expe
Peacock Posts First Quarterly Profit, Driven by Live Sports and 2 Million New Subscribers
Comcast announced that Peacock achieved its first-ever quarterly profit, adding 2 million paid subscribers in the April-June period. The mil
Singapore Stocks Edge Lower as Red Sea Tensions and Inflation Data Weigh on Sentiment
Singapore stocks slipped slightly as Red Sea shipping disruptions and fresh US-Iran strikes kept investors cautious. The STI closed down 0.2
China Stocks Edge Up as Officials Tout Tariff Cuts and Trade-In Sales Boost
Chinese stocks edged higher after officials pointed to zero tariffs for 63 countries and 1.1 trillion yuan in trade-in sales. The Shanghai C
South Korea Stocks Rally 4.4% as Tech Surge, Samsung Heavy Jumps on SMR Deal
South Korean stocks rallied for a third session, with the KOSPI climbing 4.4% led by tech giants Samsung Electronics and SK Hynix. Samsung H
UniCredit Boosts Commerzbank Stake to 48%, Seeks Talks with Berlin and Unions
UniCredit has increased its stake in Commerzbank to 48% and canceled a €4.75 billion buyback. CEO Andrea Orcel now seeks talks with Berlin a
Edenred Narrows 2026 EBITDA Drop Forecast as Fee Caps Bite in Italy and Brazil
Edenred has narrowed its expected 2026 EBITDA decline to 7%-10%, citing a stronger first half. The meal voucher group faces headwinds from f
Bankinter Q2 Profit Beats Forecasts as Fee Income Surges 23%
Bankinter's second-quarter profit of €315 million beat expectations, driven by a 23% surge in fee income and resilient lending earnings. The
Renault Sales Dip 0.4% as Chinese Rivals Pressure European Market
Renault reported a 0.4% drop in first-half vehicle sales to 1.17 million, as competition from cheaper Chinese brands and logistics issues at
Malaysia and Hong Kong Regulators Ease Dual-Listings for IPOs, ETFs, and REITs
Malaysia and Hong Kong's regulators have signed a memorandum of understanding to streamline dual-listings for IPOs, ETFs, and REITs. The mov
Trek Metals Hits Manganese in 84% of Drill Holes, Validating IP Targeting at Kuro
Trek Metals found visible manganese in 43 of 51 reverse circulation drill holes at its Kuro discovery in Western Australia. The company says