By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Colgate's US toothpaste slump may bottom out by early 2027
RBC Capital Markets says Colgate's US toothpaste decline could level off by Q1 2027 as the company moves past self-inflicted missteps. Inter
BlackRock stays bullish on emerging-market debt despite slow 2026
Emerging-market debt has lagged expectations so far in 2026, but BlackRock remains optimistic. The firm says clearer Fed signals and a calme
Morgan Stanley cuts Peloton to underweight, sees subscriber slide
Morgan Stanley downgraded Peloton, predicting its connected-fitness subscriptions will shrink about 6% a year through fiscal 2029 as more pe
Robinhood deepens prediction-market push with OG.com and Crypto.com stakes
Robinhood is expanding into prediction markets by routing football event contracts through OG.com, a CFTC-regulated exchange, and taking equ
Holtec targets $10.2B valuation in fall IPO rush as nuclear deal flow picks up
Holtec, a nuclear technology company, is seeking up to $900 million in an IPO that could value it at $10.2 billion. The listing on Nasdaq an
Dollar wavers as traders await US inflation data and Fed silence
The US dollar is trading unevenly as investors await key inflation data, including Friday's consumer price report. With the Fed in a blackou
BofA raises Schneider Electric target to €362 on data center demand
Bank of America raised its price objective on Schneider Electric to €362, pointing to resilient data center demand and higher 2027-28 estima
Oil Near $100 Pressures Indian Stocks and Rupee
The Sensex fell 0.73% and the rupee slid to 94.8175 per dollar as rising oil prices and weekly derivatives expiry added pressure. India's he
ASML breaks ground on Dutch mega campus for 20,000 workers
ASML has broken ground on a massive new campus near Eindhoven, the Netherlands, designed to hold up to 20,000 workers. The expansion is a be
FTSE 100 Steady as Oil Nears $99 on Houthi Attacks, Rate Hike Odds Rise
London's FTSE 100 stayed resilient as oil prices jumped to nearly $99 a barrel following Houthi attacks on Saudi facilities, lifting energy
10-Year Treasury Yield Nears 5%: Five Pressure Points Investors Should Watch
The 10-year Treasury yield is closing in on 5%, a level not held for long in almost 20 years. Reuters highlights five pressure points—from c
Blackstone circles IIFL Finance stake as Fairfax eyes IDBI Bank
Blackstone is reportedly weighing a purchase of Fairfax Financial's 15.2% stake in IIFL Finance. Fairfax may sell the stake to meet regulato