By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Honda Plans €2.5 Billion Euro Bond Sale as It Shifts EV Strategy Toward Hybrids
Honda may issue over 400 billion yen (about $2.5 billion) in euro bonds to pay suppliers and fund hybrid vehicles after an annual loss. The
Amazon Shifts AI Payment Model with Anthropic as Token Billing Looms
Amazon is moving to token-based billing for Anthropic AI models, potentially raising costs. The company denies a cost increase, and shares r
Chinese AI Rivals Could Challenge OpenAI and Anthropic's IPO Hopes
OpenAI and Anthropic are moving toward blockbuster IPOs, but Chinese AI firms like DeepSeek and Zhipu are releasing powerful, low-cost model
European Stocks Flat as Tech Gains Offset by Construction Slide; ECB Sintra in Focus
Europe's STOXX 600 closed nearly flat as a tech rally was canceled out by a slide in construction stocks. Traders weighed the durability of
UK Stocks Dip as Middle East Tensions Rattle Markets; Bridgepoint Surges on $1.4B Deal
UK stocks slipped as Middle East tensions dampened investor risk appetite, dragging down miners and cyclical shares. The FTSE 100 fell 0.2%
UBS: Data Center Boom Could Boost Innio Revenue Tenfold by 2028
UBS initiated coverage of industrial power equipment maker Innio, projecting data center revenue could surge from $260 million to $2.7 billi
DAX Slips as US-Iran Talks Over Strait of Hormuz Keep Oil Risk in Focus
Germany's DAX index edged lower Monday as investors weighed US-Iran talks over the Strait of Hormuz. Brent crude rose 0.71% on the uncertain
Aramark's Data Center Contracts Could Add $3-4 Billion in Revenue by 2028, Oppenheimer Says
Aramark is expanding beyond its core food and facilities business into data centers. Oppenheimer estimates these contracts could add $3-4 bi
European Stocks Flat as Eni Starts Libya Gas Output and BAT Targets £600M Savings
The Stoxx Europe 600 barely moved Monday, rising just 0.1%. Eni kicked off new gas output in Libya, while British American Tobacco stuck to
FTSE 100 Edges Down as US-Iran Tensions Ease and UK Mortgage Approvals Slip
The FTSE 100 slipped 0.09% on Monday as signs of a US-Iran de-escalation offset cautious sentiment. Meanwhile, Bank of England data revealed
Oppenheimer Downgrades Sezzle on Valuation After Stock Surge
Oppenheimer downgraded buy-now-pay-later firm Sezzle to 'perform,' saying the stock's big run-up already reflects much of the expected upsid
Morgan Stanley Sees Sunshine Silver Scaling Up Idaho Mine Plan
Morgan Stanley believes Sunshine Silver Mining & Refining could double its planned concentrator size, leveraging a 104 million-ounce silver