By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
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
Morgan Stanley lifts Grindr target after Q2 beat, sees 2026 raise
Morgan Stanley raised its Grindr price target after a 4% Q2 revenue and EBITDA beat. The bank also highlighted AI tools that are boosting en
TSX edges up as weak US jobs data lifts gold miners
Canada's main stock index edged higher Friday as a weaker-than-expected US jobs report sent gold prices up 2.3% and lifted mining shares. Th
Morgan Stanley sees Monster Beverage margins improving by 2027
Morgan Stanley says Monster Beverage's margins could improve faster than expected in 2027, once aluminum costs and geographic mix pressures
Asian ADRs edge higher as tech names lead, Uxin jumps 27.6%
Asian stocks trading in the US as ADRs edged higher Friday, with the S&P Asia 50 ADR Index up 0.51%. Tech names led, including Uxin (+27.6%)