By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Boston Scientific cuts 2026 profit forecast as Watchman demand slows
Boston Scientific trimmed its 2026 adjusted profit forecast as demand for its Watchman heart implant softened. The move came even after the
P&G warns of slower growth as higher costs squeeze margins and shoppers trade down
Procter & Gamble expects slower sales growth in fiscal 2027 as rising oil-linked costs and cautious shoppers weigh on results. The Tide make
AI heavyweights face rising debt insurance costs as spending payoff doubts grow
Credit default swap spreads on Oracle, Nvidia, and Meta have widened, signaling rising concern over the payoff from massive AI spending. Inv
Humana beats Q2 earnings but shares fall as 2026 outlook disappoints
Humana beat Wall Street's second-quarter earnings expectations, but shares fell about 9% after the insurer kept its 2026 adjusted profit for
WallStreetBets Favorites Bloom Energy and Seagate Rebound in Premarket Trading
Bloom Energy surged 10% in premarket trading after lifting its 2026 outlook, and Seagate gained 6.4% following a better-than-expected quarte
Rupee hits near three-week high as stocks rally ahead of Fed decision
India's rupee firmed to a near three-week high as local stocks rallied and traders dialed back bearish bets ahead of the Federal Reserve's p
Microsoft options signal biggest earnings swing in years as AI spending scrutiny intensifies
Options traders are pricing a 6.6% swing in Microsoft stock ahead of Wednesday's earnings report, well above the typical 4.8% implied move.
BMW to cut 8,000 jobs in Germany by 2027 through voluntary redundancies
BMW will cut roughly 8,000 jobs in Germany by 2027 through a voluntary redundancy program. The cuts target administration and development ro
FAB Securities Upgrades SABIC Agri-Nutrients Despite 64% Profit Drop
FAB Securities upgraded SABIC Agri-Nutrients from Hold to Accumulate even after Q2 profit plunged 64% to 379 million riyals. The firm kept i
Remy Cointreau sales beat forecasts but US and China weakness persists
Remy Cointreau's first-quarter sales rose 1.3%, beating forecasts, but the stock fell as analysts flagged ongoing pricing pressure and slugg
Hungarian forint leads CEE currencies lower as oil spike and Fed decision loom
The Hungarian forint slid 0.47% to 361.30 per euro as oil prices jumped and traders awaited the Fed's rate decision. The move highlights how
Adani Ports posts 9% profit rise as domestic cargo buffers global trade shocks
Adani Ports' June-quarter net profit rose more than 9%, fueled by domestic cargo that accounted for 83.5% of volumes. The result shows how r