By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Oppenheimer Upgrades Ecolab on AI-Driven Data Center Cooling Demand
Oppenheimer upgraded Ecolab to outperform, pointing to rising demand from semiconductors and data-center cooling following the CoolIT deal.
Snowflake Ties CEO's $1M Share Grant to AI-Driven Stock Targets
Snowflake has linked CEO Sridhar Ramaswamy's compensation to ambitious AI-driven stock performance targets. RBC Capital Markets sees the mov
Netflix Shares Plunge 10% as Streamer Signals Slower Growth and Less Data for Investors
Netflix shares dropped more than 10% after the streaming giant warned of slower revenue gains and announced it will cut back on reporting vi
EU Expected to Approve Saudi-Led $55 Billion Bid for Electronic Arts by Late July
The European Commission is expected to approve a Saudi-led group's $55 billion bid for Electronic Arts by late July. The deal faces two EU r
Canada Sees C$14.4 Billion Investment Outflow in May as Foreigners Buy Bonds, Sell Stocks
Canada recorded a C$14.4 billion net investment outflow in May, driven by Canadians buying C$22.3 billion in foreign securities. Foreign inv
Wedbush: Waymo and Baidu Lead Robotaxi Race, Scaling Is Key Bottleneck
Wedbush analysts say Alphabet's Waymo and China's Baidu are setting the pace in robotaxis. Waymo's paid rides lead, but scaling fleets—not p
Google's Gemini 3.5 Pro Delay Raises Concerns Over AI Lead and Cloud Revenue
Google's flagship AI model, Gemini 3.5 Pro, is reportedly months behind schedule, according to Bloomberg. The delay has engineers concerned
Dubai Stocks Hit Five-Week Low as US-Iran Tensions Rattle Gulf Markets
Dubai stocks slid to a five-week low as US-Iran tensions unsettled investors, even as Abu Dhabi finished slightly higher and oil rose 2% to
AI Stocks Slide as Chipmakers Lead Global Selloff; Oil Jumps on Middle East Strikes
Chipmakers sparked a global selloff, hitting Asian stocks hardest and pulling US futures lower. Oil prices jumped on fresh Middle East strik
Fresenius Medical Care's Dialysis Rollout Faces Margin Hurdles, Bernstein Warns
Bernstein initiated coverage on Fresenius Medical Care with a market-perform rating, supporting the company's new 5008x dialysis machine rol
C C Land Unit Invests HK$251 Million in Hong Kong Yuen Long Redevelopment
C C Land's unit Crystal Concept Developments is buying a 25% stake in Leading Avenue, which owns a Yuen Long industrial site slated for two
China's State Buyer Tightens Grip on Fortescue's Iron Ore, Squeezing Port Stockpiles
China Mineral Resources Group (CMRG) has restricted deliveries of Fortescue's lower-grade iron ore, causing port stockpiles to drop 16.5%. T