By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
UBS Raises Ingrezza Sales Forecast, Sees Upside for Neurocrine Despite Vykat Slowdown
UBS has raised its 2026 sales forecast for Neurocrine's Ingrezza to $2.80 billion, citing potential gains from rival drug coverage changes a
Corn Futures Surge as USDA Reports Tighter US Supplies and Smaller 2026 Crop
Corn futures jumped after the USDA reported tighter US corn supplies, with 2026 plantings down and June 1st inventories below expectations.
KKR Rises on Data Center Deal Talk as Markets Stay Mixed
KKR shares rose after The Information reported its Nvidia-backed Helix Infrastructure Partners is exploring a deal for a data center operato
Loonie Holds Steady but June Losses Mount as Trade Talks and Rate Gap Weigh
Canada's dollar held steady near 70.40 US cents on Tuesday, but it's still down 2.9% in June. Investors are focused on a widening Canada-US
S&P 500 and Nasdaq Head for Best Quarter in Six Years Despite Rate Hike Expectations
The S&P 500 and Nasdaq are poised for their best quarter in six years, driven by resilient earnings and economic data. This comes despite ma
Stellantis Pauses South Africa Plant Plans as Cheap Chinese Imports Reshape Market
Stellantis has paused plans for a new South African factory in Gqeberha, citing a surge in lower-priced Asian imports that has shifted local
FTSE 100 Ends Quarter on Mild Upswing as UK Growth Steadies and Sainsbury's Holds Steady
The FTSE 100 ended the quarter with a modest gain as investors digested confirmed UK growth of 0.6% in the first quarter. Sainsbury's shares
Zoom's Three-Tier AI Strategy: Free Features to Paid Add-Ons Could Boost Revenue
Zoom is rolling out AI in three tiers, from free meeting summaries to a $20-per-user-per-month ZoomMate add-on. RBC Capital Markets believes
Graham's Defense and Space Backlog Jumps 29% as Orders Outpace Deliveries
Graham's defense and space backlog surged 29% in fiscal 2026, with new orders still outpacing shipments. Oppenheimer sees $50 million in upg
Nestlé Faces Long Road to Regain Trust After Baby Formula Recall Over Toxin Risk
Nestlé says some parents may not return after pulling baby formula over possible cereulide contamination. The food giant warns it could take
Morgan Stanley: Alphabet Could Add 9GW of Compute by 2028, Boost AI Revenue
Morgan Stanley says Alphabet's AI compute plan is becoming clearer, with potential to add 9 gigawatts of capacity by 2028 and sell 4 gigawat
US Box Office Heads for Best Post-COVID Q2 as AMC Share Sale Dampens Mood
US movie theaters are set for their best post-COVID second quarter, with June ticket sales projected at $1.05 billion. However, AMC's latest