By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Coca-Cola Taps JPMorgan, Citi for India Bottler IPO Targeting 2027
Coca-Cola has selected JPMorgan and Citi to help underwrite a potential 2027 IPO of its India bottler, Hindustan Coca-Cola Holdings. The ban
Samsung Launches Robotics Division Reporting Directly to CEO, Targets Humanoid Robots
Samsung Electronics is forming a new RX (Robotics eXperience) division that reports directly to CEO Jong-Hee Han. The unit will set up resea
Rising Treasury Yields Pressure Financials and Real Estate as Leading Indicators Slip
The 10-year US Treasury yield climbed to 4.598% as June leading economic indicators dropped 0.2%, a bigger decline than expected. Rate-sensi
Court Halts Paramount Skydance-Warner Bros. Discovery Merger for 14 Days
A California judge has paused the Paramount Skydance and Warner Bros. Discovery merger for 14 days after 12 states challenged the deal. Shar
Treasury Yields Climb as Oil Price Fears Resurface Despite Cooler Inflation
Renewed oil price risks from Iran-related tensions pushed Treasury yields higher, with the 10-year yield reaching 4.598%. The move eclipsed
AMD Expands Microsoft Azure Deal with Helios Rackscale Solution Set for 2026
AMD is broadening its partnership with Microsoft to power Azure AI services with a full suite of chips and a new Helios Rackscale Solution.
Prediction Markets Surge to 27% of US Sports Betting Volume During 2026 World Cup
Prediction markets like Kalshi and Polymarket grabbed 27% of legal US sports-betting volume during the 2026 World Cup, up from 9% in January
AMC, Iren, Global Payments Lead Monday Market Movers on Strong Theater Traffic, AI Cloud Growth, and Analyst Upgrade
AMC surged on strong weekend theater traffic, Iren lifted its AI cloud sales forecast, and Morgan Stanley flagged a valuation re-rating for
CoreWeave's Q2 Results Hinge on Data Center Power Activation, BofA Says
Bank of America says CoreWeave's Q2 results in early August will hinge on how quickly new data center power becomes active. The firm's capex
BASF Taps Banks for Potential IPO of Agricultural Solutions Unit by 2027
BASF has started selecting banks for a possible IPO of its Agricultural Solutions unit in Frankfurt. The chemical giant aims to have the bus
Coca-Cola Set to Report Steady Q2 Earnings as Price Hikes Drive Growth
Coca-Cola is expected to report steady second-quarter results on July 28, with UBS forecasting earnings of $0.94 per share and organic reven
TSX Dips 0.2% as Bank Stocks Fall, Tech Holds Steady Amid Cooler Inflation
Canada's main stock index edged down 0.2% on Monday, dragged by bank stocks even after a cooler-than-expected June inflation print. Tech sha