By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
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
Silver Hammer seeks Idaho drilling permit for Silver Strand
Silver Hammer Mining has applied for a permit to drill up to 2,438 meters across eight holes at its Silver Strand project in Idaho. The comp
Vista explores sale of banking software firm Finastra
Vista Equity Partners is exploring strategic options for Finastra, the London-based banking software firm, including a potential sale. Morga
DeepSeek hires first CFO as Chinese AI startup eyes STAR Market IPO
DeepSeek is reportedly bringing on GL Ventures partner Yan Wentao as its first chief financial officer, a move that signals the Chinese AI s
UBS: Allegiant's Sun Country synergies not fully priced in yet
UBS believes Allegiant Travel's Sun Country acquisition synergies aren't fully reflected in the stock price. The bank forecasts EPS of $9 in
Palantir's AIPCon pushes data sovereignty as Nvidia runs Ontology on-premise
Palantir's AIPCon spotlighted data sovereignty—AI running inside customer walls. Oppenheimer notes Nvidia's on-premise use of Ontology and a
McDonald's investor day may lack spark as sales soften, Morgan Stanley says
McDonald's is set to reveal more about its NEXT strategy on Sept. 23, but Morgan Stanley warns that softer sales and vague timing and costs
European ADRs slip 1.09% as Nokia drops 10% on weak start to week
European stocks trading in the US as ADRs opened the week lower, with the S&P Europe Select ADR Index down 1.09%. Nokia led declines with a
Mako Mining proposes gold stream deal with Sailfish Royalty
Mako Mining announced a non-binding proposal for a gold stream deal with Sailfish Royalty, involving monthly gold deliveries and a share iss
Roblox's new tools impress Wedbush, but monetization timing remains unclear
Roblox announced Roblox Everywhere, a Wallet, and an AI build feature at its developer conference. Wedbush praised the moves but kept a neut
10-Year Treasury Yield Nears 5% as Inflation and Oil Pressure Fed
US 10-year Treasury yields climbed to 4.983%, nearing the 5% threshold. Hot August inflation and firmer oil prices have traders pricing an 8
Barratt Redrow's FY26 results may be routine; FY27 is the real test
RBC expects Barratt Redrow's FY26 results on Sept. 16 to be largely routine. The real focus shifts to FY27, with 3%-4% build cost inflation