By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Nvidia's $3B Lancium stake targets AI's power bottleneck
Nvidia is reportedly planning to invest up to $3 billion in Lancium, a Texas company that secures land and electricity for AI data centers.
Terra Balcanica extends C$750,000 financing deadline to Sept. 8
Terra Balcanica Resources has extended the deadline for its C$750,000 private placement to Sept. 8. The move may signal slower small-cap fun
Healthcare stocks rally on AI buzz and biotech gains
US healthcare stocks climbed Friday, led by biotech, after Doximity's CEO touted its AI search tool. The sector's riskier corners saw the bi
VSE raises 2026 outlook after strong Q2, but shares slip
VSE reported strong Q2 results with organic growth of about 14% and an adjusted EBITDA margin of 19.2%. RBC raised its price target on the s
StandardAero lifts 2026 outlook but shares slip 3.8%
StandardAero lifted its 2026 revenue and profit outlook on Thursday, but shares slipped 3.8% on Friday. RBC points to pricing, productivity,
Doximity, Airbnb, Cloudflare surge after hours on AI, World Cup, guidance
Doximity touted 10x AI search economics, Airbnb cited FIFA World Cup demand, and Cloudflare raised its 2026 outlook—sparking after-hours ral
Fiserv faces a rough 2026, but RBC sees profit leverage returning in 2027
RBC Capital Markets expects Fiserv to face a tough 2026 with higher spending and customer losses in its legacy Core business. But the bank s
Lyft's strong Q2 and World Cup travel lift RBC's price target to $20
RBC Capital Markets raised its price target on Lyft to $20 from $18 after the ride-hailing company posted solid Q2 results. Gross bookings g
Datadog's Q2 growth accelerates to 35.6% as OpenAI renews
Datadog's Q2 revenue grew 35.6% year-over-year, according to RBC, with OpenAI renewing its contract in Q3. Management's conservative outlook
Bumble's turnaround may stretch into 2027 as RBC cuts target to $4
RBC Capital Markets has cut its price target on Bumble to $4 from $5, warning that declining paying users and higher marketing spend could p
Global Stocks Rally as Weak US Jobs Report Cools Rate-Hike Bets
A surprise drop in US payrolls has reset expectations for the Federal Reserve, with traders now seeing only a 40% chance of a rate hike next
EPAM beats Q2 but trims 2026 outlook as clients delay decisions
EPAM Systems beat Q2 expectations with $1.42 billion in revenue, but cut its 2026 sales outlook as customers, especially in North America, d