By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Ackermans & van Haaren raises 2026 profit target after strong first half
Ackermans & van Haaren raised its 2026 profit growth target to more than 10% after first-half net profit rose 24% to €339.6 million. Berenbe
Brazil's Bovespa Rises for 10th Day as Petrobras Output Hits Record
Brazil's Bovespa extended its winning streak to 10 sessions, helped by Petrobras after July oil output hit a record 4.5 million barrels per
BofA downgrades PG&E and Edison as California wildfire bill falls short
Bank of America downgraded PG&E and Edison International after California's wildfire bill failed to provide the liability and financing clar
Loonie's August rally stalls as US-Canada trade talks collapse
The Canadian dollar rose in August, but the rally stalled after US-Canada trade talks collapsed. New tariffs on both sides are now weighing
Axsome's Auvelity shows early momentum in Alzheimer's agitation
Axsome Therapeutics' Auvelity is gaining traction in Alzheimer's-related agitation after its April approval. RBC Capital Markets sees the ea
TCL sues Samsung over Mini LED TV marketing claims
TCL has filed a lawsuit against Samsung, claiming the company marketed certain 'M Model' TVs as Mini LED when they were actually standard LE
Microsoft's AI spending shows clearer payoff as Azure growth hits 43%
Microsoft's latest results suggest its heavy AI spending is starting to pay off. Bank of America points to 43% Azure growth, over 30 million
Wall Street slips as Treasury yields and oil prices climb
Wall Street slipped as Treasury yields hit their highest in months and oil prices climbed, reviving inflation concerns. Investors are now lo
Great Atlantic creates tungsten subsidiary for Atlantic Canada assets
Great Atlantic Resources has formed a new wholly owned subsidiary, Atlantic Canada Tungsten Mining, to eventually hold its tungsten assets i
Bodycote buyout and Florida gas deal show dealmaking surge
Dealmakers stayed busy across energy, telecom, and utilities, with a £1.85 billion Bodycote buyout and a 49% stake sale in a $1.2 billion Fl
TTM Technologies CEO and chair buy shares for the first time after price dip
TTM Technologies' CEO and chair each bought company stock for the first time, spending a combined $1.6 million after a recent price dip. Ins
Tesla's August Europe sales split: France soars, Norway plunges
Tesla's August registrations in Europe swung wildly: up 279% in France and 104% in Denmark, but down 79% in Norway and Spain. Analysts say t