By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Leveraged ETFs lose appeal after volatile stretch in US, South Korea
Leveraged ETFs that promise double returns are losing their shine in the US and South Korea after a volatile stretch reminded investors they
China's AI Spending Gap: Why Smaller Bets Could Still Pay Off
China's AI spending is a fraction of America's, but that doesn't mean there are no investment opportunities. The key is focusing on where th
Stocks edge higher as Nvidia earnings loom and oil slides on Iran pressure
Global shares edged higher as long-term US interest rates eased, setting up a key test for Nvidia's earnings. Oil prices fell after the US w
Nvidia earnings and rising yields set up a big week for markets
Rising Treasury yields unsettled markets last week. Now Nvidia's earnings could decide how sharply Big Tech stocks split between winners and
Swiss stocks edge higher as US tightens Iran sanctions; SMG surges on profit jump
Swiss stocks edged higher after the US imposed new Iran sanctions, while SMG surged on a doubled profit. The move signals a tougher US stanc
Apple's pricier Mac mini bets on local AI agents
Apple's new Mac mini starts at $899, $100 more than before, as the company targets always-on AI agents. The Mac Studio refresh tops out at $
European ADRs flat as biotech gains offset bank and oil declines
European ADRs were little changed Tuesday morning, with biotech gains offset by declines in banks and energy firms. Cellectis rose 6% while
Ollie's tariff refunds may soften a weaker 2026 outlook
RBC forecasts Ollie's Bargain Outlet will report a 1% drop in Q2 comparable sales, but $25-35 million in tariff refunds could brighten the q
UBS raises BXP price target to $70 on leasing strength into 2027
UBS raised its price target on Boston Properties to $70, citing a leasing pipeline that should support earnings into 2027. The office REIT a
Asian ADRs rise Tuesday as 111 jumps 7.9%, The9 drops 15%
Asian stocks trading in the US started Tuesday higher, with the S&P Asia 50 ADR Index up 0.74%. But the move was uneven: healthcare platform
Kia's tentative wage deal could avert planned strikes
Kia and its South Korean labor union have reached a tentative wage deal that could call off partial strikes planned for August 26-28. Union
Apple's new Macs put on-device AI at the center of the pitch
Apple's new Mac mini (M6) and Mac Studio (M5 Max/Ultra) go on pre-order Tuesday, starting at $899 and $2,499. The focus is on on-device AI p