By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Micron Taiwan unions threaten strike vote over profit-sharing demand
Micron's Taiwan unions, covering over 80% of its 15,000 local employees, are threatening a strike vote unless the chipmaker agrees to a perm
Yen's rally faces a risky test as BOJ decision looms
The yen has surged 5% this month on expectations the Bank of Japan will turn more hawkish. But traders are bracing for a possible letdown at
BofA: Investors Are Putting Fresh Money Back Into Hedge Funds
Bank of America says investors are pouring fresh money into hedge funds again, with fundraising beating managers' plans for the first time i
EQ Resources buys into Nevada tungsten plant restart with offtake deal
EQ Resources is taking a 10% stake in a joint venture to restart a Nevada tungsten processing plant. The deal includes an eight-year offtake
AI leaders call for slower development as markets react
Leading AI figures have agreed to pump the brakes on development, citing safety risks. The announcement rattled tech markets, with the Nikke
Rupee seen near 95.80 as RBI defends level against oil-driven pressure
Traders expect the rupee to open near 95.80 per dollar, a level the RBI has repeatedly defended, as Brent crude trades around $107 a barrel.
Gold steadies near $4,301 as traders await Fed's rate path clues
Gold steadied near $4,301 an ounce after hitting a one-month low, as traders positioned for a quarter-point Fed hike and focused on Chair Ke
Waymo to launch driverless robotaxis in Tokyo by 2027 with GO and Nihon Kotsu
Waymo, Alphabet's self-driving unit, is teaming up with Japan's GO and Nihon Kotsu to launch a fully driverless taxi service in Tokyo by 202
Nickel Industries' Excelsior Ramp-Up Slowed by Water Shortages
Nickel Industries reported record August earnings, but water shortages from dry weather are slowing the ramp-up of its Excelsior nickel-coba
US ETFs Hit Record $16.4 Trillion in August on Market Gains and Inflows
US ETFs ended August at a record $16.4 trillion, up from $15.8 trillion, as market gains and investor inflows fueled growth. Vanguard led wi
Brazil's Tightening Race Sends Real and Bovespa Lower, Regional Markets Slide
Brazil's currency and stock market dropped after polls showed a statistical tie in the presidential race. The jitters spread across Latin Am
Waymo brings its robotaxis to Las Vegas, its first Nevada market
Waymo, Alphabet's self-driving unit, is opening its robotaxi service to the public in Las Vegas, starting with a few dozen vehicles. It's th