By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
BofA: Jersey Mike's franchise growth still has room to run
Bank of America says Jersey Mike's has more room to grow, even after hitting $4.2 billion in 2025 sales. The bank points to better marketing
Deere's tech push is softening the farm cycle, RBC says
Deere's latest quarter beat expectations, and RBC says surging See & Spray adoption shows its tech strategy is softening the farm-equipment
Where Wealth Advisors Would Put $1 Million in AI Beyond the Big Names
A $1 million windfall raises the question of where to invest in AI beyond the usual suspects. Wealth advisors point to power, robotics, bank
Asia ADRs slip 0.88% as Silicon Motion drags, 51Talk gains
US-traded Asian stocks started the week lower, with the S&P Asia 50 ADR Index slipping 0.88%. Semiconductor firm Silicon Motion led declines
H.B. Fuller rejects Ancora's $1.2 billion bid for building adhesives unit
H.B. Fuller's board has unanimously rejected activist investor Ancora's unsolicited $1.2 billion cash bid for its Building Adhesives Solutio
Saudi stocks climb as investors shrug off Iran sanctions threat
Saudi stocks rose 0.86% despite rising US-Iran tensions and threats to Gulf oil exports. Investors appear to be looking past geopolitical no
Miners lift FTSE 100 as investors await US sanctions on Iran
London's FTSE 100 edged higher as miners gained on firmer metal prices, while energy giants BP and Shell slipped ahead of expected US sancti
Xpeng's robotics arm raises $900M in record China round
Xpeng's robotics unit raised more than $900 million in its first funding round, valuing the embodied AI business above $6.3 billion. Backed
BofA raises Nibe price target to 47 kronor on heat pump demand
Bank of America raised its price target for Nibe Industrier to 47 kronor after the Swedish heat pump maker beat Q2 expectations. The bank po
Vetropack's strong first half prompts Berenberg to lift forecasts
Vetropack's first-half results beat expectations, prompting Berenberg to lift its earnings forecasts. The Swiss glass-container maker's shar
Nvidia earnings and Jackson Hole speech set the week's market tone
Wall Street is watching Nvidia's results, a key Fed speech, and inflation data this week. These events could signal the direction of AI dema
Malaysia stocks flat as US-Iran tensions keep investors cautious
Malaysia's benchmark KLCI slipped just 0.01% to 1,736.33 as investors stayed cautious over US-Iran tensions. PETRONAS Dagangan reported high