By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
TJX may lift full-year outlook after steady summer sales, UBS says
UBS expects TJX's Aug. 19 results to land near Wall Street targets, with EPS of $1.19 and revenue of $15.16B. Steady summer demand could pro
Lionsgate faces activist pressure to embrace AI or sell
Anson Funds is pushing Lionsgate Studios to reshape for the AI era or explore a sale, according to Semafor. Shares fell 2.9% on the news. He
eBay's Depop Deal Targets Younger Shoppers as Growth Cools
eBay's purchase of Depop is a small deal with a clear goal: attract younger shoppers to its resale marketplace. But UBS notes the company's
European stocks hit record highs as earnings growth accelerates
European stocks are rallying hard, with the Stoxx Europe 600 up more than 10% this year and hitting record highs. Strong earnings growth acr
Kohl's Q2 Earnings Due Aug. 26; UBS Sees Guidance Boost
UBS raised its Q2 EPS estimate for Kohl's to $0.61 and expects the retailer to lift its full-year guidance to $1.10–1.70. Results are due Au
Life360 stock plunges 26% despite strong quarter and raised outlook
Life360 delivered a strong Q2 and raised its 2026 subscription revenue forecast, yet the stock tumbled 26% on Tuesday. UBS argues the sellof
Capricorn Energy takeover clears as rival bidders drop out
Alamadiyaf al-Masiyyah and Samos Energy said they won't bid for Capricorn Energy, clearing the path for Genel Energy's $360 million takeover
Colombian stocks and peso rally as new president pledges austerity
Colombian markets defied a regional slump on Tuesday, with the COLCAP jumping 2.16% and the peso gaining 0.77% after the new president pledg
Corn and soybean futures slip as traders brace for USDA crop report
Corn and soybean futures slipped Tuesday as traders adjusted positions ahead of Wednesday's USDA August supply-and-demand report. Recent rai
Boeing's July deliveries slip to 53 as Airbus leads with 67
Boeing delivered 53 jets in July, down from 64 in June, while Airbus handed over 67. The slower month still left Boeing with 30 net new orde
Ari Emanuel's MARI Group to buy ATG Entertainment for £4.5B
MARI Group, Ari Emanuel's live-events company, is acquiring ATG Entertainment, which operates around 70 venues, for roughly £4.5 billion. Th
Presight AI holds growth targets after Q2 profit surge
Presight AI reported a strong Q2 with revenue of AED 713.2 million and net profit of AED 116.8 million. The Abu Dhabi firm reaffirmed its me