By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Copper Holds Above $14,000 as LME Inventories Shrink and US Tariff Risk Looms
Copper held above $14,000 a ton as LME inventories keep shrinking and more metal heads to the US ahead of a possible tariff decision. The ca
Treasury Holds Auction Sizes Steady, Will Use Bills for Surprises
The US Treasury says it will keep auction sizes for longer-term debt steady for now, leaning on short-term bills if borrowing needs change.
Kyndryl's turnaround hits a speed bump as revenue misses and costs rise
Kyndryl's first-quarter revenue fell short of Wall Street's expectations, and the IBM spinoff booked a $152 million charge to reshape its wo
Insulet cuts 2026 sales outlook as US Omnipod growth slows
Insulet lowered its 2026 sales outlook after signaling softer US demand for its Omnipod insulin pumps in the second half. The company still
Iron Mountain raises outlook as AI leasing hits 110 MW
Iron Mountain raised its full-year outlook after AI-related data center leasing jumped to 110 megawatts through July. The company beat on re
Shopify's AI bet lifts outlook, shares jump 26%
Shopify topped second-quarter sales estimates and raised its outlook, crediting AI tools for helping merchants sell more. Shares jumped 26%
Global Payments cuts 2026 forecast as Middle East conflict hits travel
Global Payments lowered its 2026 forecasts, citing weaker cross-border card spending as Middle East conflict disrupts travel. The company st
Zimmer Biomet raises profit outlook as US sales revamp gains traction
Zimmer Biomet delivered another strong quarter, beating analyst estimates and raising its full-year profit outlook. The orthopedic-device ma
Uber's Q3 outlook misses on FX headwinds and robotaxi spending plans
Uber topped second-quarter bookings expectations, but its third-quarter profit forecast came in light. Currency swings are clipping growth,
Asia stocks jump as oil slides on hopes of Hormuz reopening
Japan's Nikkei jumped 3.7% as Brent crude slipped toward $81 a barrel on hopes the Strait of Hormuz could reopen. Cheaper oil is a relief fo
Toy Story 5 lifts Disney's parks, streaming, and merchandise in June quarter
Disney's June quarter showed a hit franchise can lift more than box office: Toy Story 5 boosted parks, streaming, and merchandise. Revenue r
Nairobi exchange plans East Africa's first AI ETF in shillings
Kenya's stock exchange is working on East Africa's first AI-focused ETF, targeting a shilling-denominated listing before year-end. The excha