By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
DeepSeek raises AI prices, hinting at shift in China's low-cost strategy
DeepSeek, known for undercutting US rivals, is raising prices on its AI services. The move could signal a strategic shift and ease pressure
Air Products raises outlook as chip demand fuels $3B backlog
Air Products beat fiscal Q3 expectations and raised its outlook, with RBC pointing to a $3B+ backlog, $2.4B tied to electronics. Chip demand
Brazil bank chiefs push for single-digit rates after fourth cut
Brazil's central bank cut its key rate to 14%, the fourth straight reduction. But top bank CEOs argue rates are still too high and want sing
Gold Miners ETF Upgrade Signals Renewed Confidence in Bullion
The Finimize Portfolio is upgrading its VanEck Gold Miners ETF back to a full position after halving it during the Iran war-driven oil spike
Morgan Stanley raises Axon price target to $640 on strong bookings
Morgan Stanley raised its price target on Axon to $640 from $600, pointing to $15.1 billion in contracted bookings and stronger revenue grow
Apollo to buy EasyJet for £5.7bn as markets eye Hormuz
Apollo is taking EasyJet private in a £5.7 billion all-cash deal at 715p a share. The move comes as US stocks trade mixed and traders monito
WPP's 26% surge lifts European ADRs as index gains 0.85%
European ADRs traded higher in the US, with the S&P Europe Select ADR Index up 0.85%. WPP surged 26%, while BioNTech and Opera slipped more
Banks and miners pull back from iron ore trader Radiant World
Bloomberg reports that Deutsche Bank and KBC froze some Singapore accounts tied to iron ore trader Radiant World, while Rio Tinto and Vale r
AI sales growth reassures investors as S&P 500 gains 1.1%
Strong AI-related revenue from Microsoft and Amazon eased worries about Big Tech's heavy spending. The S&P 500 rose 1.1% as investors saw re
Berenberg lifts Next target as international online sales surge
Berenberg lifted its price target on Next to £187 after the retailer's Q2 full-price sales rose 9.2%. The growth was powered by a 36.9% surg
Why the US really helped prop up Japan's yen
The US and Japan intervened to support the yen for the first time in 15 years, but the move may have been aimed at protecting US Treasuries.
Ooredoo's $800M bet on Zankore targets 1GW of AI cloud capacity
Ooredoo is putting $800 million into Zankore, a new AI cloud platform built with Indosat, Nokia, and Nvidia. The venture aims for 1GW of Nvi