By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Paramount's $110B Warner Bros. Discovery Deal Faces Possible State Lawsuit Next Week
California Attorney General Rob Bonta is leading a multistate probe into Paramount's $110 billion plan to buy Warner Bros. Discovery. A laws
MFE to Launch Unified Streaming Platform Across Europe Starting January
MFE-MediaForEurope plans to launch a unified streaming platform across its European markets starting in January. The broadcaster will combin
Singapore's STI Rises 1.2% as Oil Surge on Gulf Tensions Tests REITs
Singapore stocks rose on Thursday, with the Straits Times Index gaining 1.2% to 5,433.88, even as oil prices surged on renewed Gulf tensions
UBS Raises STOXX 600 Target to 690 on Resilient Earnings and AI Optimism
UBS raised its year-end target for Europe's STOXX 600 index to 690 from 630, pointing to resilient earnings and AI-related upgrades. The mov
Arbex Targets 35% Global Tissue Market Share with Cost Discipline and $100M+ Annual Investment
Arbex, the joint venture between Suzano and Kimberly-Clark, plans to increase its global tissue market share from about 24-25% to 35%. The c
Indian Companies Set Record $46.3 Billion in Rupee Hedges After RBI Steadies Currency
Indian companies rushed to hedge against rupee volatility in June, with exporters booking a record $46.3 billion in currency protection afte
Amazon's Recommended USB Drives Found to Have Fake Storage Capacity, Nikkei Reports
Nikkei Asia reports that nearly 40% of Amazon's recommended USB drive listings in the US had reviews claiming fake capacity. Tests on five c
BofA: Saint-Gobain Breakup Case Strengthens on Nordic Sale, US Peer Rerating
BofA Global Research says Saint-Gobain's breakup valuation is becoming easier to justify, thanks to a planned sale of its Nordic Dahl unit a
Asia Stocks Steady as Korea Chip Rally Returns; Malaysia Holds Rates
Asian markets found footing Thursday as South Korea's KOSPI rebounded 0.5% on a chip stock rally, ending a three-day losing streak. Meanwhil
Seven & i Lifts Profit Forecast as US Gasoline Revenue and Weak Yen Boost Earnings
Seven & i lifted its full-year profit outlook despite a drop in quarterly sales. A 24% net income jump, fueled by US gasoline revenue and a
BofA Upgrades Aena on Strong Passenger Traffic, Sees Q2 Beat Ahead
BofA Global Research upgraded Aena, the Spanish airport operator, after January-May 2026 traffic rose 3.7% year over year. The bank believes
China Stocks Rally as PBoC Pledges Loose Policy Despite Mixed Inflation Signals
Chinese stocks bounced on Tuesday after the central bank reaffirmed its commitment to loose monetary policy. The move came despite mixed Jun