By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Ferrari lifts 2026 revenue target after strong second quarter
Ferrari reported an 8% rise in quarterly net revenue to €1.94 billion and nudged up its 2026 revenue target. Analysts at AlphaValue/Baader E
EPAM trims 2026 revenue outlook as tech clients pull back
EPAM Systems trimmed its 2026 revenue growth forecast to 3.2%-4.2% as demand split by client type. Financial services held up with 11.5% gro
Warner Bros Discovery's Q2 miss shows the cost of losing NBA games
Warner Bros Discovery missed Wall Street's second-quarter revenue expectations as weaker advertising and a slow studio quarter, plus a year
BCE beats Q2 estimates, flags C$1.3B AI data center spend
BCE beat Q2 earnings expectations, but investors focused on its plan to boost 2026 capital spending by C$1.3 billion for an AI data center i
Africa's FX outlook splits: calm for some, jitters for Zambia
Africa's foreign exchange markets are diverging: Kenya, Nigeria, and Ghana look stable, while Zambia faces election-related volatility and U
EPAM beats Q2 estimates but trims 2026 outlook, shares slide
EPAM Systems topped Q2 profit expectations but trimmed its 2026 revenue growth outlook, sending shares down about 10% premarket. The cautiou
India's new closing auction is splitting Sensex and Nifty at the bell
India's two main stock indexes have started to move differently at the close after BSE introduced a new closing auction. The change is makin
AXA may lift EPS growth target at September investor day
Berenberg analysts expect AXA to raise its earnings-per-share growth target at its September 15 investor day, citing steady AXA XL results a
Aldrees beats forecasts; United Securities lifts target and 2026 outlook
Aldrees Petroleum and Transport Services posted a better-than-expected second quarter, with net profit up 24.4% and revenue up 18%. United S
Pound Holds Steady as Investors Eye Hormuz Shipping Deal
Sterling held steady near $1.3460 and 85.73 pence per euro as investors awaited signs that a deal could reopen the Strait of Hormuz. The foc
European stocks hit record high as earnings offset oil and rate worries
European stocks touched a fresh record as upbeat earnings talk steadied sentiment, even with oil holding near $80 on headlines about an Iran
SGX posts record annual profit as trading volumes climb 24.6%
SGX Group posted a record full-year net profit, up 24.6%, as trading activity picked up across its markets. Cash equities led the growth, he