By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Roblox age checks weigh on bookings as growth slows
Roblox expects third-quarter bookings of $1.58-1.65 billion, missing analyst estimates of $1.77 billion. The company says stricter age verif
Rivian beats revenue estimates, lifts delivery outlook on R2 momentum and VW software deal
Rivian beat revenue estimates and raised its delivery outlook to 65,000-70,000 vehicles, signaling early demand for its upcoming R2 SUV. The
AWS revenue surge signals AI spending is starting to pay off for Amazon
Amazon's cloud unit AWS posted a 37% revenue jump to $42.2 billion, topping analyst forecasts. The strong growth suggests that the billions
Chip stocks surge as Microsoft's strong results ease AI spending fears
Chip stocks surged Thursday as Microsoft's better-than-expected results reassured investors about AI spending. Meta fell on a softer outlook
France sells €1.1 billion Orange stake but keeps voting control through double rights
France is selling €1.1 billion of Orange shares, cutting its stake to 20.4%. But thanks to double voting rights, the state retains roughly 3
Citadel takes over AI hedge fund's stock portfolio after tech losses
AI-focused hedge fund Situational Awareness unloaded most of its $16 billion public equities portfolio to Ken Griffin's Citadel after tech-h
GE HealthCare explores options for struggling Patient Care Solutions unit after Q2 fulfillment issues
GE HealthCare is weighing options for its underperforming Patient Care Solutions unit after Q2 fulfillment issues, according to Oppenheimer.
Three thinly traded stocks surge on deal news, highlighting liquidity risks
Three stocks with low daily trading volumes surged on deal announcements. PN Smart Energy jumped 67% after completing a takeover, Columbus M
CoreWeave Q2 revenue likely near top of guidance, Oppenheimer says
Oppenheimer analysts predict CoreWeave's Q2 revenue will land near the top of its guidance range, easing investor worries about AI data-cent
P&G's 2027 outlook steady but cost pressures loom in first half
Procter & Gamble's fiscal 2027 outlook points to modest organic sales growth, according to RBC Capital Markets. But the first half of the ye
Unitree IPO faces headwinds as FCC blocks foreign-made advanced robots from US market
Unitree, a Chinese robot maker, is preparing for a Shanghai IPO just as the FCC adds foreign-made advanced robots to its Covered List. This
Worldline cuts 2026 growth forecast as banks delay contract decisions
Worldline pared back its 2026 growth plans after banks delayed awarding new payments contracts. The French firm now expects flat to slightly