By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
South Pacific Metals Hits High-Grade Gold at Ontenu, Hints at Broader System
South Pacific Metals announced high-grade gold equivalent results from its Ontenu project in Papua New Guinea. Drill hole ONED26-009 returne
Chip Stocks Lead Premarket Rally in US Index ETFs as Oil Slips
Chip stocks drove a premarket bounce in US index ETFs, with the Nasdaq-100 fund QQQ rising 1.3%. Semiconductor ETFs jumped more than 3%, whi
Solstice's $14.5 Billion Element Deal Puts AI Materials First
Solstice Advanced Materials, set to spin off from Honeywell in October 2025, is buying Element Solutions for roughly $14.5 billion. The deal
Europe's Bond Market Shifts Focus from ECB to Long-Term Debt and France's Spread
Short-dated euro zone bond yields are pinned down by cooling inflation, shifting investor attention to longer-term debt. France's widening y
Brookfield-Backed Data Center Operator Csquare Files for $4.18 Billion NYSE IPO
Csquare, a data center operator backed by Brookfield, plans to list on the NYSE with a valuation up to $4.18 billion. The IPO aims to raise
UAE Stocks Rise Despite OPEC+ Output Hike Sending Brent Below $72
UAE stocks defied lower oil prices on Monday as Abu Dhabi's ADX and Dubai's DFM both gained. Brent crude fell below $72 after OPEC+ approved
Indian Bond Yields Slide as 10-Year Breaks Key Technical Level for First Time Since October 2025
Indian government bond yields fell after the 10-year benchmark broke below its 200-day moving average for the first time since October 2025.
Mwb Research Downgrades Symrise to Hold After Stock Rally
Mwb Research downgraded Symrise to hold from buy, noting the stock's recent rally leaves little room for error. The broker raised its target
European Stocks Slip as Tech and Oil Shares Cool, Banks Hold Steady
The Stoxx Europe 600 fell 0.4% mid-session Monday, with tech and oil-linked stocks cooling after last week's record highs. Eurozone retail s
Canadian Futures Edge Higher as OPEC+ Output Hike Weighs on Oil, Gold Slips
Canadian stock futures ticked up even as oil prices fell following OPEC+'s decision to boost output from August. Meanwhile, traders pared ba
Tech Futures Rise Despite Nvidia's Next-Gen AI Rack Delay
US stock futures edged higher even as reports said Nvidia may delay commercialization of its next-generation AI server rack by about 12 mont
Hedge Funds Dump Chip Stocks for Fourth Week as SOX Slides 4.2%
Hedge funds have been cutting positions in chip and tech hardware stocks for four consecutive weeks, according to Goldman Sachs. The selling