By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Cattle futures climb as short sellers retreat from late-summer slide
Cattle futures climbed Thursday as short sellers exited positions taken during the late-summer slide. Cash cattle held firm even as wholesal
Altera's potential $2B IPO signals AI chip market revival
Altera, a programmable chip maker backed by Silver Lake and Intel, is preparing a confidential IPO filing that could raise over $2 billion.
Coffee falls to 10-week low as sugar jumps on India import signal
Arabica coffee slid to a 10-week low as Brazil's crop outlook improved, while raw sugar jumped to a 16-month high on signals India may allow
Healthcare Stocks Slip as Analysts Turn Cautious; Cooper, BioCryst Lead Declines
US healthcare stocks slipped as analysts turned cautious. Cooper fell over 14% after cutting fiscal 2026 guidance, while BioCryst dropped 6.
OpenAI launches ChatGPT for Financial Services with audit logs
OpenAI has unveiled a version of ChatGPT built specifically for financial firms. It combines GPT-6 Astra with data from LSEG, PitchBook, and
Oil's return to $100 pressures Canada's dollar and bond yields
Oil's return to $100 a barrel is testing Canada's currency and bond market. The loonie slipped to 1.3810 per US dollar while the 2-year yiel
Beyond the builders: finding AI-proof stocks with upside
The AI trade has been dominated by the companies building the technology. But a quieter opportunity sits with businesses that can adopt AI t
American Water-Essential merger clears more hurdles, UBS says
UBS says American Water Works' merger with Essential Utilities is clearing regulatory hurdles, with approvals now pending in six of eight ju
NEO Battery Materials unveils 21700 cell for drones, robotics
NEO Battery Materials has developed a high-energy 21700 cylindrical battery cell designed to drop into existing drones and robotics. The com
Poland's Cyfrowy Polsat founder Solorz steps back after family settlement
Billionaire Zygmunt Solorz has settled his family dispute over control of Cyfrowy Polsat, stepping into an advisory role. The deal ends lega
UK stocks slip as Hormuz shipping strikes keep oil above $100
UK stocks slipped as shipping disruptions near the Strait of Hormuz kept Brent crude above $100 a barrel. Economists warn higher energy pric
RBC downgrades BioCryst as rival drug data raises Orladeyo competition fears
RBC Capital Markets downgraded BioCryst Pharmaceuticals after rival Pharvaris posted stronger-than-expected data for its oral HAE drug. The