By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
DPM Metals Q2 Output Hits 102,000 Gold-Equivalent Ounces as Vares Mine Ramps Up
DPM Metals logged 102,000 gold-equivalent ounces in Q2, with the Vares mine contributing 35,000 ounces as it ramps up. The company also spen
Levi Strauss Raises 2026 Sales Forecast, but Shares Slip 5% After Hours
Levi Strauss raised its fiscal 2026 sales forecast after a $1.56 billion quarter that beat expectations. But shares slipped about 5% in afte
MDA Space Bets Big on AI Earth Data with €567M CLS Bid and $712M Share Sale
MDA Space is acquiring a 70% stake in French satellite-data firm CLS for €567 million, using AI analytics and IoT services. To fund the deal
Domino's Faces a Tough Q2 as Pizza Deals Squeeze Margins Ahead of July 20 Report
Domino's Pizza is set to report Q2 earnings on July 20, with UBS forecasting a 1.5% drop in US same-store sales and EPS of $3.91, below the
Healthcare Stocks Slide as Barclays Downgrades HCA and Universal Health Services
HCA Healthcare and Universal Health Services dropped about 3% after Barclays downgraded both stocks. The broader healthcare sector also decl
Meta Invests C$13 Billion in Alberta AI Data Center, First in Canada
Meta is spending C$13 billion to build a 1-gigawatt AI data center in Alberta, its first in Canada. The facility will consume as much electr
Used Car Prices Rise in June as EVs Lead, but Falling Gas Prices Pose Risk
Used car prices edged higher in June, with electric vehicles leading the charge. But cheaper gas and a coming flood of off-lease EVs could t
Apple and Broadcom in $30B+ Chip Deal; OpenAI Preps GPT-5.6, China Flags Anthropic Risk
Apple and Broadcom have struck a chip deal likely worth more than $30 billion through 2031. Meanwhile, OpenAI is gearing up to launch GPT-5.
Oil Surges 6% as Trump Declares Iran Deal Over, US Stocks Slide
Oil prices surged 6.1% after President Trump said the Iran peace deal is over and warned of more strikes. US stock ETFs IWM and IVV slipped
Bank of America Extends $520 Million Credit Line to OpenAI Ahead of IPO
Bank of America has opened a $520 million credit line for OpenAI, making it one of the AI company's largest lenders. The move comes as OpenA
Delta Earnings Preview: Q2 Beat Likely, but 2026 Guidance Is the Real Test
UBS predicts Delta Air Lines will report a slight Q2 earnings beat on Friday, but the focus is on forward guidance as fuel costs rise. The b
Oil Jumps, Stocks Slide as Trump Threatens New Iran Strikes
US stocks fell and oil prices climbed Wednesday after President Trump said the US may attack Iran again. The comments reopened worries about