By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Telstra CEO Blames Missed Software Patch and Undocumented Server Change for 000 Outage
Telstra CEO Vicky Brady told a Senate committee that the recent 000 outage could have been prevented if a software patch had been installed
LME Lead Inventories Surge 58% in Two Days, But Warehouse Churn Drives Move
LME lead inventories surged 58% in two days after 171,175 metric tons were warranted in Singapore, sending three-month lead to a 15-month lo
Jio Financial Profit Surges as Lending Arm Scales Past ₹300 Billion
Jio Financial Services, the Reliance spin-off, posted a more than doubled June-quarter profit as its lending arm Jio Credit's assets under m
Wall Street Rotates from AI Chips to Hyperscalers as Capex Growth Cools
After a massive run-up in AI chip stocks, some fund managers are rotating into hyperscalers like Amazon, Microsoft, Alphabet, and Meta, as w
China's Moonshot Unveils Kimi K3: A 2.8-Trillion-Parameter AI Model Challenging US Rivals
Chinese AI startup Moonshot has released Kimi K3, a massive open-weight model with 2.8 trillion parameters and a 1 million-token context win
Copper Dips as Middle East Tensions Lift Oil, Stoking Inflation and Rate Fears
Copper slipped as Middle East tensions pushed oil prices sharply higher, reigniting inflation and interest rate concerns. Brent crude surged
Fleetwood's Red Dog Deal Poised to Boost Earnings by AU$10-20 Million by 2027
Fleetwood's Red Dog Village acquisition is set to reshape its earnings, with Euroz Hartleys forecasting AU$10-20 million annual EBIT boost f
Indian Stocks Edge Higher as Tech Mahindra Earnings Beat Lifts IT Sector
Indian stocks opened higher Friday, with the Nifty 50 up 0.38%, as IT shares rallied after Tech Mahindra reported better-than-expected quart
Japan Bets $2.4 Billion on Humanoid Robots to Regain AI Edge; Energy IPOs Surge
Japan's Noetra project aims to build an AI model for humanoid robots, partnering with Nvidia. Meanwhile, energy IPOs hit a record $12.6 bill
Yen Could Slide to 170 Before Policy Relief, RSM Economist Warns
Japan's yen could weaken to 170 per US dollar before policymakers can stabilize it, says RSM's Joe Brusuelas. Past intervention faded, and B
Palm Oil Slips Friday but Stays on Track for Second Weekly Gain
Palm oil futures in Malaysia slipped Friday as Chinese vegetable oils softened, but the benchmark contract is still heading for a second wee
AMP Shares Surge to Nine-Month High on Upgraded Half-Year Profit Forecast
Australian wealth manager AMP raised its first-half 2026 underlying profit forecast to A$170-180 million, sending shares to a nine-month hig