By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Soybeans and Corn Slip as Traders Await Key USDA Acreage and Stocks Reports
Soybean and corn futures declined on Monday as traders trimmed risk ahead of the USDA's planted-acreage and quarterly grain-stocks reports.
Atlas Arteria Pays $100M to Retire Skyway Put Option After IFM Takeover Trigger
Atlas Arteria paid $100 million to Ontario Teachers' Pension Plan to retire a put option on its Chicago Skyway stake. The move came after IF
Aussie and Kiwi Dollars Slide as US Rate Hike Bets Strengthen Greenback
The Aussie and kiwi dollars are weakening as traders bet on a US rate hike as soon as September, while scaling back expectations for further
Indian Stocks Steady as US-Iran Talks and Middle East Tensions Keep Oil in Focus
Indian stocks were set for a steady open after their longest weekly winning streak of 2026. US-Iran diplomacy and fresh Middle East risks pu
South Korean Chip Stocks Slide as US AI Volatility Spills Over
South Korean chip giants Samsung and SK Hynix dropped Monday after a sharp decline in US semiconductor stocks reignited AI volatility. The s
EACON Takes Autonomous Mining Trucks to Hong Kong IPO, Aims for Up to HK$2.23 Billion
EACON Group, a Chinese autonomous mining-truck operator, has launched a Hong Kong IPO aiming to raise up to HK$2.23 billion. The offer price
CITIC Dicastal Lifts Wheel Purchase Caps to 13 Billion Yuan Through 2028
CITIC Dicastal has updated its wheel supply agreement with CITIC Group, raising annual purchase caps to 11-13 billion yuan for 2026-2028. Th
US Dollar Heads for Best Month Since July as Safe-Haven Demand and Fed Shift Boost Rally
The US dollar is rallying toward its best month since July, supported by geopolitical tensions and expectations of a more hawkish Federal Re
South Korea Unveils $650 Billion AI and Chip Plan to Decentralize Economy Beyond Seoul
South Korea's president is set to unveil three mega-projects worth over $650 billion, focusing on AI, data centers, robotics, and a new semi
Australian Stocks Set to Open Higher as Oil Jitters Return and RBA Minutes Loom
Australian stocks are set to open higher, but renewed US-Iran strikes near the Strait of Hormuz are reviving oil supply fears. Investors are
Volkswagen May Scrap €1.5 Billion Bosch Self-Driving Deal After Tech Falls Short
Volkswagen may walk away from its 2022 self-driving partnership with Bosch after spending about €1.5 billion. The tech reportedly fell short
Firmus and Nvidia Partner to Deploy 170,000 GPUs in Indonesia for Startup AI Access
Firmus Technologies is partnering with Nvidia to deploy 170,000 GPUs in Batam, Indonesia from early 2027 to early 2028. The deal aims to off