By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
ASX 200 Rises 0.9% as Miners and Banks Lead on Easing Middle East Tensions
The ASX 200 rose 0.9% on Monday, driven by miners and banks as oil prices slipped on signs of cooling Middle East tensions. Investors are no
Electro Optic Systems Boosts 2026 Revenue Forecast After Sales Surge 284%
Electro Optic Systems lifted its 2026 base-business revenue forecast to AU$280-300 million after first-half sales surged 284% year-on-year.
Evolution Mining to Acquire Carnaby Resources in $213 Million All-Share Deal
Evolution Mining will acquire Carnaby Resources in an all-share deal worth about AU$213 million. The transaction is expected to close by mid
Star Entertainment trims losses but survival hinges on big unknowns
Star Entertainment cut its quarterly EBITDA loss to AU$8 million and ended June with AU$267 million in cash. But the casino operator warned
Shein's Hong Kong IPO Filing Reveals $99 Million Loss After US Ends Duty-Free Rule
Shein's Hong Kong IPO filing reveals a $99 million first-quarter net loss after the US ended the de minimis duty-free rule. The fast-fashion
Big Tech earnings week: AI spending under the microscope
Four of the five Big Tech companies report earnings this week, representing about 17% of the S&P 500. The key question: is their huge spendi
South Korea's AI Pitch to Silicon Valley: $500B Data Center Plan by 2027
South Korean President Lee Jae Myung took his AI pitch to Silicon Valley, meeting with Nvidia, OpenAI, Anthropic, and Broadcom. Nvidia and S
Oil's $100 Surge Overshadows Big Tech Earnings, Lifts Rate-Hike Fears
Brent crude topped $100, driving Treasury yields higher and boosting expectations of further Fed rate hikes. Big Tech earnings from Alphabet
Ridgeview Offers 42% Premium to Acquire UK Auto Software Firm Pinewood Technologies
Ridgeview, a US private equity firm, has offered 448 pence per share for Pinewood Technologies, a UK provider of cloud software for car deal
Starbucks earnings preview: US sales seen up 7% as turnaround efforts gain traction
Ahead of its fiscal Q3 earnings report on Wednesday, Starbucks is expected to show a rebound in US sales. UBS forecasts North America same-s
Record Number of New ETFs Hit Global Markets This Year
New ETF listings are on pace for a record year, with 1,397 funds hitting global markets by May. Fund managers are launching niche products t
Nasdaq's Solutions Business Drives UBS to Raise 2026 EPS Forecast to $4.09
UBS raised its 2026 earnings-per-share forecast for Nasdaq to $4.09, pointing to AI-driven demand in data and analytics and accelerating Ver