By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
ASX 200 slips as banks and miners weigh on a cautious start to earnings week
Australia's ASX 200 slipped 0.3% on Monday as bank and mining stocks lost ground. Investors are watching a busy earnings week for clues on h
Gold gains, oil drops as Trump pauses Iran strikes for diplomacy
Gold rose 0.7% while oil tumbled more than $5 a barrel after President Trump said he would pause fresh strikes on Iran to give diplomacy a c
SpaceX's first earnings call draws fan questions over pink paint and plush toys
SpaceX heads into its first earnings call as a public company on Tuesday, but the top shareholder questions look more like fan mail than fin
KKR reportedly near $4.3 billion deal for medical-device maker Integer
Private equity firm KKR is reportedly nearing a takeover of medical-device maker Integer Holdings, with a possible $127-a-share offer valuin
Big Tech's AI cloud growth lifts stocks despite rising yields
Amazon and Microsoft posted strong cloud growth, helping US stocks stay upbeat even as the 10-year Treasury yield neared a 52-week high and
Latin American markets split: currencies slip, stocks edge higher
Latin American markets moved in opposite directions: most currencies fell against the dollar, but MSCI's regional stock index rose 0.2%. Inv
Bristol-Myers strong quarter tempered by launch delays, RBC says
Bristol-Myers Squibb delivered a strong second quarter, but RBC Capital Markets warns that delays for two key drugs, milvexian and Cobenfy,
Newell Brands stock jumps 39% on tariff refund boost
Newell Brands reported adjusted EPS of $0.42, beating expectations, thanks to a $0.17 tariff recovery. Net sales rose 3% to $1.99 billion, a
RBC lifts Arxis target to $50 on strong Q2 margins and 2026 outlook
RBC Capital Markets raised its price target on Arxis to $50 after the company posted strong Q2 profitability and lifted its 2026 guidance. T
Check Point's sales overhaul may not pay off until 2027, RBC says
Check Point is still feeling the pain of its sales team reshuffle, with revenue slightly missing and product revenue down 14%. RBC says the
GoDaddy's AI 'vibe coding' shift may trim near-term bookings, Wedbush says
GoDaddy is rebuilding its website builder around AI 'vibe coding.' Wedbush warns the transition could trim near-term bookings by 100 basis p
Non-tech picks: gold shines, but crude spike weighs on the rest
Gold and the tech rotation trade held up in July, but Daikin, Harrow, and the Hormuz Recovery basket struggled as Brent crude spiked nearly