By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Computacenter nearly doubles H1 profit, lifts 2026 target to £380m
Computacenter nearly doubled first-half profit and raised its 2026 profit goal to at least £380 million, well above analyst expectations. Th
ASML pushes bigger masks for High NA EUV to handle AI chips
ASML is working with major chipmakers to adopt 12-inch masks for its next-generation High NA EUV lithography systems. The move targets the h
Titan Minerals' Ecuador drilling boosts confidence in Dynasty gold resource
Titan Minerals has released fresh drilling results from its Dynasty gold-silver project in Ecuador, including 19.7 meters at 2.6 g/t gold. T
Singapore defends SIA's Air India stake as $1.5B capital call draws fire
Singapore's ministers defend Singapore Airlines' 25.1% stake in Air India after the Indian carrier sought $1.5B in fresh equity. The governm
BHP and unions head back to Fair Work Commission over Port Hedland pay
BHP and unions have again failed to reach a four-year pay agreement at Port Hedland, with talks set to resume at the Fair Work Commission ne
BofA Upgrades Nordex to Buy After Sell-Off, Sees US Orders and Steadier Supply
Bank of America has upgraded Nordex to buy, lifting its price target to €54 from €50. The bank believes the recent sell-off was overdone, ci
OpenAI's GPT-6 Astra lifts Asian chip stocks, Samsung and SK Hynix surge
South Korean stocks hit a three-week high after OpenAI unveiled its newest AI model, GPT-6 Astra, with Samsung and SK Hynix leading gains. T
RBC lifts Amundi price target to €85 after record inflows quarter
RBC Capital Markets raised its price target on Amundi to €85 from €78 after the French asset manager posted record first-half net inflows of
Dacia plans bigger Spring EV built in Europe, not China
Dacia, Renault's low-cost brand, is working on a bigger version of its Spring electric car and wants to build it in Europe instead of import
China's iron ore imports rise in August despite typhoon disruptions
China's iron ore imports rose to 108.54 million tons in August, up 0.4% from July and 3.1% from a year earlier, even as typhoons disrupted p
Rupee's rally stalls near 94.50 as oil and hedging offset RBI support
The rupee's recent rally has stalled near 94.50 per dollar. Rising oil prices and importer hedging are offsetting the central bank's support
Nvidia-backed Firmus lands OpenAI as anchor customer in Malaysia
Nvidia-backed data center developer Firmus has signed OpenAI as an anchor customer for two Malaysian facilities. The multi-year deal pushes