By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Serko's Bookings Edge Up Despite Drop in Revenue Per Night
Serko's fiscal first-quarter online bookings inched up 1% to NZ$2.3 million, but revenue per completed room night slipped 11% to 8.70 euros.
Veralto raises 2026 profit outlook as steady water utility demand boosts Q2 results
Veralto raised its 2026 profit outlook after beating Q2 earnings estimates. The company cited steady demand from city and county water utili
Mondelez beats Q2 estimates as easing cocoa costs boost margins
Mondelez beat Q2 estimates and raised its organic revenue growth outlook to 2%. Lower cocoa prices gave the Oreo maker room to run promotion
KLA's AI chip tool demand stays strong despite after-hours stock dip
KLA, a chipmaking-equipment company, guided first-quarter revenue to about $4 billion, above Wall Street forecasts, as AI data-center spendi
TSX Hits New Record as Investors Rotate From Chips to Financials and Software
Canada's TSX hit another record close Tuesday, rising 0.5% as investors shifted from chip stocks into financials and software. The move came
Ford raises 2026 profit forecast again as trucks and cost cuts offset tariff drag
Ford boosted its 2026 profit outlook for the third time this year, now targeting $10-11 billion in EBIT. Strong sales of gas-powered trucks
Treasury yields ease as oil prices retreat ahead of Fed decision
Treasury yields slipped Tuesday as oil prices cooled, with the 10-year yield drifting toward 4.60%. Traders are now focused on the Federal R
Financial and real estate stocks rise as Treasury yields fall despite consumer gloom
US financial and real estate stocks rose Tuesday even as a new survey showed Americans feeling gloomier about the economy. The key driver wa
Why the smartest AI model may not be the best investment
China's Moonshot AI briefly topped a coding leaderboard, rattling US tech stocks. The real question for investors is whether owning the best
Seer shareholders sweeten buyout offer to $2.55 per share with contingent value right
Activist shareholders Bradley Radoff and Michael Torok have increased their buyout offer for Seer to $2.55 per share. The new non-binding bi
Ionic Digital's Nasdaq Debut Stumbles as AI Pivot Faces Investor Skepticism
Ionic Digital's first day on Nasdaq was shaky, with shares opening at $50, below the $53 reference price. The direct listing values the comp
Gucci's US sales jump 9% helps Kering beat forecasts despite overall dip
Gucci's second-quarter sales slipped 4% to €1.4 billion, but a 9% jump in the US helped parent company Kering beat forecasts. The improvemen