By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Bellevue Gold's rich drill hits mask shrinking resource
Bellevue Gold flagged standout drill hits like 9.3 meters at 62.1 g/t, yet its total resource fell to 2.7 million ounces. The company plans
Gold slips as global rate hikes dim its appeal
Gold slipped 0.2% in early Asian trading as fresh Middle East tensions and a Bank of Japan policy move reinforced expectations for higher in
Fitch keeps Downer EDI at BBB as government-heavy backlog tops AU$38b
Fitch affirmed Downer EDI's BBB credit rating with a stable outlook, pointing to improved profitability and cash conversion. The contractor'
Volvo names Klaus Zellmer as next CEO amid tariff and China headwinds
Volvo Cars has named Klaus Zellmer as its next CEO, with the handover set for October 2027. The move comes as the Geely-owned automaker navi
China-US summit puts AI guardrails and trade tensions in focus for investors
President Trump hosts China's Xi Jinping on Thursday for talks expected to focus on guardrails for AI development and trade. Investors will
BoJ raises rates to 31-year high; Figure AI humanoids advance
The Bank of Japan raised its key interest rate to 1.25%, the highest level in 31 years, signaling confidence in the economy. Meanwhile, Figu
Anthropic weighs timing of next AI model as OpenAI's GPT-6 Astra gains enterprise ground
Anthropic is weighing when to ship its next AI model as OpenAI's GPT-6 Astra gains enterprise traction. The decision pits safety-first princ
Morgan Stanley's private credit fund sees redemption demand stay high
Redemption requests at Morgan Stanley's North Haven Private Income Fund remain elevated at 11.4% of shares, but the fund will again repurcha
Stocks eke out gains as 10-year yield tops 5% and BOJ hikes
Wall Street clawed back losses to end a volatile week slightly higher. The 10-year Treasury yield touched 5% for the first time in years, wh
Anthropic and Accenture commit $1B each to stress-test AI models
Anthropic is teaming up with Accenture to independently pressure-test its frontier AI models, with each company committing at least $1 billi
Fed's first rate hike since 2023 leaves US stocks mixed as yields near 5%
The Federal Reserve raised its benchmark rate by a quarter point, its first hike since 2023, citing sticky inflation. US stocks finished mix
Netflix downgrade and China auto tensions hit consumer stocks
US consumer stocks slipped after a Netflix downgrade and fresh pressure on Trump to keep Chinese cars out. Netflix fell 4.4% on engagement c