By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
S&P loosens Canada test for TSX Composite index membership
S&P Dow Jones Indices is easing the 'Canada' requirement for S&P/TSX indices, potentially letting foreign TSX-listed firms with strong Canad
Anthropic CEO Calls for Slower AI Releases After Claude Misuse Report
Anthropic CEO Dario Amodei says AI labs should pause rapid capability upgrades to improve safety. He proposed a three-step plan for third-pa
VinFast founder's son takes CEO role in asset-light pivot
VinFast's founder hands the CEO role to his 33-year-old son as the EV maker restructures. The new chief will lead an asset-light strategy to
JPMorgan cuts lending to AI hedge fund after 67% July loss
AI hedge fund Situational Awareness lost 67% in July after a chip-stock selloff triggered a margin call. Now JPMorgan has pulled its lending
Poste Italiane secures 66.6% of TIM after state-backed bid
Poste Italiane has secured 66.6% of Telecom Italia after a state-backed takeover offer, tightening its control over the former phone monopol
Jefferies' September deal timing sets up record advisory quarter
A big strategic deal that closed in early September is set to pull advisory fees into Jefferies' fiscal Q3, potentially making the quarter a
Talon Metals picks Michigan mill over new North Dakota plant
Talon Metals is shelving plans for a new processing plant in North Dakota and will instead study using its existing Humboldt Mill in Michiga
Hot core inflation fails to dent financials and real estate stocks
Core inflation ran hotter than expected in the latest reading, but financial and real estate stocks still rose. Here's what that resilience
Global bond yields climb as oil surge fans inflation fears
Bond yields are climbing worldwide, with the US 10-year Treasury approaching 5% and other countries hitting multi-year highs. Rising oil pri
Copper's 10-week rally stalls as tariff uncertainty cools prices
Copper's 10-week rally hit a speed bump as prices steadied after a 3.6% slide, triggered by uncertainty over US tariffs and a shift in marke
VVT Med Raises CA$1.9M, Settles Debt as Stock Slips
VVT Med raised CA$1.9 million in a private placement and settled some debt with new shares. The funds will support US commercialization, man
DAX rebounds 0.82% as UAE pledges €40 billion investment
Germany's DAX closed 0.82% higher after the UAE pledged €40 billion in investment during a state visit. The pledge boosted confidence, even