By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Forint steadies as traders shrug off Paks nuclear plant shutdown risk
Hungary's forint steadied after last week's 1.3% slide, as traders looked past worries about a possible Paks nuclear plant shutdown. ING fla
Prysmian's $3.8B Atkore deal targets US electrification boom
Italy's Prysmian, the world's largest cablemaker, is buying US electrical products firm Atkore for $3.8 billion. The deal aims to bundle cab
European stocks rise as oil slips on US-Iran talks
European stocks edged higher as oil prices slid after President Trump said US-Iran talks were due later in the day. Energy shares fell, whil
Atari's nostalgia strategy pays off with biggest revenue in a decade
Atari posted its strongest revenue in over a decade, hitting €56 million, as the gaming veteran leans on nostalgia and acquisitions. Operati
EasyJet extends Castlelake's deadline as Apollo's £5.7bn bid looms
EasyJet has extended Castlelake's deadline to August 7, aligning with Apollo's window after its £5.7 billion bid. The move keeps the takeove
Rand firms 0.6% as investors await PMI and auto sales data
The rand gained 0.6% against the dollar early Monday as investors positioned ahead of key economic releases. July manufacturing PMI and vehi
DeepSeek's V4-Flash undercuts rivals on cost, trails on performance
DeepSeek's new V4-Flash model is far cheaper to run than rivals, per Artificial Analysis, though it trails on raw performance. The cost adva
Rupee hits near one-month high as oil slides, RBI decision looms
The rupee strengthened to 95.13 per dollar, helped by cheaper crude and foreign inflows. Investors now await the RBI's rate decision on Wedn
ITC shares rise as cigarette volumes hold up after India's tax hike
ITC's stock rose as analysts said cigarette sales volumes held up better than expected after India's excise-duty hike. The company reported
Oil drops $4 on Middle East peace hopes; yen surges on intervention
Oil slid about $4 a barrel and global stocks wobbled Monday on hopes for a Middle East deal, while the yen surged after confirmed joint inte
Sun Silver hits high-grade silver outside Maverick resource estimate
Sun Silver reported new step-out drill results at its Maverick project in Nevada, including 8.3 meters at 170 g/t silver equivalent, outside
China EV makers post strong July sales as Leapmotor tops 100,000
China's electric-vehicle makers reported mostly higher July deliveries than a year ago, with Leapmotor crossing 100,000 monthly sales for th