By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Medtronic heads into earnings with FY27 growth in focus
Ahead of Medtronic's fiscal Q1 earnings, Needham predicts a beat and a higher fiscal 2027 outlook. Newer products like Affera PFA, Symplicit
Anthropic's IPO may let early investors sell shares sooner
Anthropic may go public as soon as late September or early October. The AI firm could let some existing shareholders sell stock in the IPO,
New Highs: How Changing Cravings Are Reshaping Consumer Markets
Alcohol and cigarette use are at historic lows, but consumer cravings haven't disappeared—they've shifted. From energy drinks to legal canna
AI self-regulation plan stalls as chip tariffs threaten tech costs
The Trump administration's plan for an AI self-regulator is stuck awaiting senior buy-in, even as officials consider broad semiconductor tar
Aurora Spine's Q2 Loss Widens as Sales Slump and Shares Drop 17%
Aurora Spine's Q2 revenue slipped to $3.7 million, deepening its loss and sending shares down 17%. The company cited a softer pain market an
UBS lifts Abercrombie target to $185 on durable growth
UBS raised its price target on Abercrombie & Fitch to $185 from $153, saying the retailer's growth story has staying power. The bank points
Failed Treasury Move Sparks Bitcoin, Gold, and Silver Rally
The US Treasury's attempt to lower borrowing costs failed, but bitcoin, gold, and silver rallied sharply. Here's what it means for investors
Nvidia's Strong Forecast Lifts US Stocks, AI Rally Continues
Nvidia's blowout quarter and bold outlook, plus upbeat forecasts from Salesforce and CrowdStrike, lifted US stocks on Thursday. The AI boom
Braze AI demand lifts Oppenheimer's target to $36 ahead of Q2
Oppenheimer lifted its price target on Braze to $36, expecting $220 million in fiscal Q2 revenue as AI-powered marketing tools see solid dem
Nutanix wins RBC price target hike to $90 after strong Q4
RBC Capital Markets lifted its price target on Nutanix to $90 after a strong fiscal Q4. The firm points to faster growth in external storage
Latin American markets slip as sticky US inflation and Warsh's Jackson Hole debut loom
Latin American stocks and currencies slipped as markets digested sticky US inflation and awaited Kevin Warsh's first Jackson Hole speech. Ar
Truworths profit slips as cautious shoppers cut spending
Truworths International posted a 2.6% fall in full-year profit and trimmed its final dividend as cautious shoppers in South Africa and the U