By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Jobs Report Could Reignite Fed Rate Hike Talk as Chip Stocks Falter
Wall Street braces for Thursday's payrolls report, which could revive talk of a Fed rate hike. Chip stocks are already volatile, and the Nas
AI Chip Stocks Slide as Healthcare Surges; Investors Question AI Spending Payoff
AI-linked chip stocks slid, dragging down the SOX, while Moderna and other healthcare names climbed. Investors are questioning whether the A
Visionary Metals Raises C$7.44M with Teck Backing for Nickel-Copper Drilling
Visionary Metals raised C$7.44 million through a unit offering, including C$1.2 million from Teck Resources. Proceeds will fund diamond dril
Midwest Heat Wave and USDA Data Loom Over Corn and Soybean Futures
Corn and soybean futures dipped in choppy trade as forecasts of near-100°F heat in the Midwest raised supply concerns. Traders are also brac
Sinda's NYSE Debut Falls 10% as Mining IPOs Face Investor Skepticism
Sinda raised $213 million in its NYSE IPO but shares fell 10% on debut, opening at $10.80 versus the $12 offer price. The drop highlights in
Trump's 100% Tariff Threat on Digital Taxes Sends Tech Stocks Lower
US tech stocks slipped after President Trump warned of 100% tariffs on nations taxing American tech firms. Chip stocks took the biggest hit,
FTSE 100 Dips 0.2% as Oil Drop and Bank Weakness Offset Wise Surge
The FTSE 100 fell 0.2% on Friday, dragged down by a 2.3% drop in crude oil and a 1.4% decline in bank stocks. Wise surged 9.6% on strong cus
US Stocks Edge Higher as Oil Retreats and IBM Surges on Chip Breakthrough
US stocks edged higher Friday as oil prices slid, with Brent crude falling to about $72 a barrel. IBM jumped 4% after unveiling sub-1 nanome
Swiss Stocks Dip as Strait of Hormuz Incident Revives Shipping Jitters; ABB Falls, Novartis Rises
The Swiss Market Index snapped a four-day winning streak after reports of a projectile hitting a cargo ship in the Strait of Hormuz. ABB sha
Thomson Reuters Gets Fresh Evidence Legal AI Demand Is Real—and Pricing Pressure Is Building
RBC highlights Harvey's 12x jump in monthly token use and Thomson Reuters' CoCounsel Next rollout as proof legal AI is entering daily workfl
Latin American Markets Rally as Dollar Retreats from 13-Month High
Latin American stocks and currencies rose Friday as the US dollar pulled back from a 13-month high, easing pressure on emerging-market asset
Arcosa Stock Nears CRH's $150 Offer as Oppenheimer Sees Deal as Ceiling
Arcosa's stock is trading just below CRH's $150 takeover offer, and Oppenheimer says a higher bid is unlikely. The investment bank downgrade