By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Microsoft Launches $2.5 Billion AI Integration Unit for Enterprise Clients
Microsoft is launching a $2.5 billion unit called Microsoft Frontier Company to help large clients like Unilever integrate and swap AI model
Mixed Jobs Data Leaves Wall Street Divided as Gold Rises and Oil Falls
June's jobs report came in well below expectations at 57,000 new payrolls, but a dip in the unemployment rate to 4.2% muddied the picture. S
Agnico Eagle Halts Quebec Pit After Wall Shift, Warns of 2026 Output Hit
Agnico Eagle Mines paused operations at the Barnat open pit in Quebec after a wall shift, but says Q2 production will still edge above plan.
Aluminum Prices Hit Four-Month Low as Middle East Supply Returns
Aluminum prices slid to a four-month low on the London Metal Exchange as Middle East supply returns faster than expected. Traders are unwind
Brazil's Mining Plan 2050 Aims to Slash Permit Times and Boost Critical Mineral Output
Brazil's government has proposed a long-term mining plan to cut permit review times in half and increase its share of global critical minera
RBC Says NiSource's Data Center Pipeline Could Boost Earnings Growth
RBC Capital Markets says NiSource's Indiana utility NIPSCO may be close to signing over 1 GW of data center demand, potentially boosting ear
Europe's Q2 Earnings Surge Hides a Narrow Energy-Driven Rally
European earnings look strong with a 14.5% profit rise, but that's mostly from oil and gas. Excluding energy, growth is just 5.5%, making th
Argentine Renewable Energy Firm Genneia Files for Dual NYSE and Buenos Aires IPO
Genneia, an Argentine renewable energy company, has filed for a dual listing on the New York Stock Exchange and Buenos Aires. The firm repor
Yen Jumps as Japan Shifts FX Intervention Tactics, Dollar Slides to 161
The dollar slid to about 161 yen after reports Japan may shift to faster, targeted intervention. Officials didn't confirm, but traders are o
TSX Futures Flat as Gold Gains, Oil Dips Ahead of US Jobs Report
TSX futures were little changed early Thursday as gold prices rose and oil eased. Traders are focused on the upcoming US jobs report, which
American Eagle Hires Papa John's CFO Ravi Thanawala as New Finance Chief
American Eagle Outfitters is bringing in Papa John's CFO Ravi Thanawala to lead its finance team starting Aug. 3. Longtime executive Mike Ma
Wall Street Edges Lower as June Jobs Report Looms, AI Valuations Under Pressure
Stock futures slipped Friday as investors awaited the June jobs report, with Nasdaq futures falling 0.4% on concerns that strong hiring coul