By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Sportradar, GameStop, Marriott slide on heavy volume after updates
Sportradar, GameStop, and Marriott all fell sharply on heavy trading after each company delivered news that unsettled investors. Here's what
Our August 2026 Portfolio Check: Tech Stumbles, but Picks Still Lead
Tech wobbled and markets turned choppy in August, but our research picks have held up well. Since October 2024, they're up 24% on average, b
Atkore jumps on $3.8B Prysmian buyout; Lindblad, Marcus also gain
Atkore jumped after agreeing to a $3.8 billion all-cash takeover by Prysmian. Lindblad Expeditions raised its 2026 revenue outlook, and Marc
Trafigura's large LME zinc stake signals tight market ahead of expiry
A small group of traders, including Trafigura, holds a large share of LME zinc available for delivery. With inventories at just 73,850 tons,
Alibaba's open-weight AI model could shake up US tech giants
Alibaba unveiled its largest AI model yet, claiming it matches top US rivals while costing less and being open-weight. The move could intens
AstraZeneca and Bristol Myers Squibb in talks for record pharma merger
AstraZeneca and Bristol Myers Squibb are reportedly in talks for a mega-merger that could be the largest in pharma history. Combined, they'd
Tech stocks rally as oil plunges on Hormuz deal hopes
Tech stocks led Wall Street higher while oil prices tumbled after President Trump said a deal could reopen the Strait of Hormuz. Iran's fore
CRH's US infrastructure and data center focus drives Q2 beat, RBC says
CRH's second-quarter results beat expectations, driven by its US infrastructure footprint and data center construction, which offset sluggis
GoDaddy's AI Pivot Adds Execution Risk, Wedbush Warns
Wedbush warns GoDaddy's AI-driven shift to agentic website building could limit margin gains and add execution risk. Customers increasingly
Nivea maker Beiersdorf cuts outlook as Middle East conflict disrupts Gulf sales
Beiersdorf, maker of Nivea, has cut its full-year outlook after delivery disruptions in Saudi Arabia and the UAE hurt sales. The company als
KKR's record $19.2B infrastructure fund targets energy transition and AI data centers
KKR has closed a record $19.2 billion infrastructure fund, its largest ever, targeting North America and Western Europe. Investor interest i
TF1 weighs €400M sale of Studio TF1 to fund streaming push
French broadcaster TF1 is weighing a sale of its production and distribution arm, Studio TF1, at a valuation of around €400 million. The pro