By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Tech Selloff Revives US Stock Market Bubble Fears as BofA Gauge Hits 0.91
A fresh tech selloff has revived bubble worries in the US stock market. BofA's bubble-risk gauge hit 0.91 for semiconductors, and the Buffet
South Korea's Chip Titans Pledge $2.07 Trillion to Double AI Memory Output
Samsung Electronics and SK Hynix have pledged 3,200 trillion won ($2.07 trillion) to boost AI memory production, supporting South Korea's go
Hong Kong Stocks Dip 0.6% as Middle East Tensions and Fed Rate Hike Bets Weigh
Hong Kong stocks slipped 0.6% as traders monitored potential US-Iran talks and priced in a 64% chance of a September Fed rate hike. The move
S&P Warns on China State Construction: Tighter Funding and Property Slump Weigh
S&P Global Ratings has shifted its outlook on China State Construction Engineering to negative, while maintaining its A rating. The move ref
Del Vecchio Heirs Face Off at Delfin Vote Over Governance and Bank Stakes
The heirs of Ray-Ban billionaire Leonardo Del Vecchio will vote Tuesday on a governance overhaul at Delfin, the holding company that control
Australian Court Rules Rex Misled Investors on Profit Forecast
Australia's corporate regulator said the court ruled Regional Express Holdings misled investors by maintaining an upbeat profit forecast wit
India's Sensex Flat as IT Losses Offset Auto Gains; Rupee Slips, Bond Yields Drop
India's stock market held steady in afternoon trade, with the Sensex and Nifty flat as IT stocks slipped while automakers gained. The rupee
South Korea's KOSPI Surges 68% in Best Quarter Since 1998, Led by AI Chip Giants
South Korea's KOSPI index surged 68% in its best quarter since 1998, driven by a massive rally in semiconductor stocks. Samsung Electronics
Heathrow Fee Cap and Slowing Grocery Sales Signal Weakening Pricing Power Across UK Economy
A proposed cap on Heathrow's per-passenger fee and slower sales growth at Sainsbury's and Tesco both point to the same theme: pricing power
Vocus Plans $500M Ducted Fiber Link to Ease AI Data Traffic Between Sydney and Melbourne
Vocus, backed by Macquarie, plans to invest about A$500 million in a new ducted fiber link between Sydney and Melbourne. The project aims to
Ralph Lauren's China Sales Surge 50% as Shoppers Seek Affordable Luxury
Ralph Lauren's China sales surged 50% last quarter as shoppers sought affordable luxury. The brand's strategy of upgrading stores and reduci
Ferrari and BMW Switch to Aluminum Wiring as Copper Costs Bite
Ferrari and BMW are swapping copper for aluminum wiring in new cars as copper prices stay high and electric vehicle weight goals push engine