By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
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
Latin American Markets Flat as Strong Dollar and Fed Rate Outlook Weigh on Sentiment
Latin American markets remained flat as a stronger dollar and expectations of higher-for-longer US interest rates kept risk appetite in chec
Morgan Stanley Adds Quantinuum to Quantum Computing Shortlist, Sees Revenue Inflection in 2027
Morgan Stanley has added Quantinuum to its quantum computing shortlist, highlighting the company's trapped-ion approach and partnerships. Th
Avante Shares Surge 23% on Target Park Deal for Solar Surveillance Towers
Avante shares jumped 23% after Target Park Group chose its solar-powered MAST surveillance towers for real-time monitoring across 700+ parki
Minted Explores Sale at $1 Billion Valuation as Profitability Surges
Minted, the Permira-backed invitations and decor platform, is exploring a sale at a $1 billion valuation after reporting doubled profitabili
Honeywell Aerospace Jumps 7% in Nasdaq Debut as Three-Way Split Begins
Honeywell Aerospace rose 7% in its Nasdaq debut, as parent Honeywell's three-way breakup starts taking shape. The newly listed defense and j
TSX Dips 0.33% as USMCA Review Talks Loom and Strong Dollar Pressures Gold Miners
Canada's main stock index slipped 0.33% on Monday as investors turned cautious ahead of the first USMCA review talks on Wednesday. A stronge
Volkswagen Labor Leaders Left in Dark on Plans for Up to 100,000 Job Cuts
Volkswagen managers have reportedly discussed expanding job cuts to as many as 100,000 roles, but labor representatives were not informed ah
L'Oréal Targets Gen Z with $15 NYX Body Mists as Mass Fragrance Demand Surges
L'Oréal is rolling out $15 NYX hair and body mists in Europe and the US, betting on Gen Z's appetite for affordable, try-on-a-whim scents. T
Baltic Dry Index Hits Two-Month Low as Capesize Rates Slump on Weaker Commodity Demand
The Baltic Dry Index slid to a two-month low of 2,490, extending its losing streak to six sessions. Capesize rates dropped 2.8%, signaling s
Texas Real Estate Giants Hunt, Crow Join Empery Digital in $230M Data Center Push
Two Texas real estate dynasties are partnering with Nasdaq-listed Empery Digital to convert a Midwest industrial site into a data center. Th
BioCryst Shuts Alabama Discovery Site, Pivots to External Licensing Deals
BioCryst Pharmaceuticals is closing its Birmingham discovery site by 2026 and cutting its 2026 expense outlook. The rare-disease drugmaker p