By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Visa Flags Hims & Hers Over Weight-Loss Subscription Chargebacks
Visa flagged Hims & Hers Health's weight-loss subscriptions after a July spike in card disputes, putting the telehealth firm in a monitoring
Dollar hits 3-month low as Treasury buybacks and Jackson Hole loom
The dollar slipped to a three-month low versus the euro as traders digested a Treasury plan to ramp up buybacks of long-dated bonds. All eye
NHTSA escalates review of GM's L87 engine recall fix
NHTSA is digging deeper into GM's fix for its L87 V8 engine, covering nearly 1 million vehicles. Thousands of owners reported failures even
Marvell's AI chip momentum lifts analyst outlook ahead of earnings
Analysts are turning more bullish on Marvell Technology ahead of its fiscal Q2 results, with Oppenheimer pointing to Google's share purchase
Stocks slip as Trump threatens wider Iran sanctions, yields climb
Stocks slipped this week as President Trump threatened 'extreme' new sanctions on Iran and its trading partners. Treasury yields kept climbi
Encore Boston Harbor faces strike threat as 1,350 workers authorize walkout
Unite Here Local 26 and Teamsters Local 25 voted to authorize a strike at Encore Boston Harbor, covering about 1,350 workers. The walkout co
Yen's slide forces rare US-Japan intervention, flashing warning for record-high markets
The yen's sharp fall prompted a rare coordinated intervention by Japan and the US, the first since 2011. The move highlights the pressure bu
Autodesk's AI tools and MaintainX deal could lift fiscal 2027 growth
UBS expects Autodesk to deliver a typical fiscal Q2 beat, with revenue up about 16%. The MaintainX acquisition could add $60 million to fisc
Citadel unwinds most of AI fund's portfolio after 67% July loss
Citadel slashed more than 80% of the AI-focused Situational Awareness portfolio it acquired last month, after the fund's tech-heavy bets los
Deere beats low Q3 bar but soft Q4 outlook keeps farm slump in focus
Deere topped low fiscal Q3 expectations, but its Q4 profit outlook disappointed. UBS notes early orders look steadier than feared, backing h
Vista weighs $2-3B sale of private-markets data firm Allvue Systems
Vista Equity Partners is considering a sale of Allvue Systems, a private-markets data and software provider, with a potential valuation of $
Guggenheim closed-end fund drops to 2009 low after short-seller claims
Guggenheim Strategic Opportunities Fund hit its lowest level since March 2009 after short-seller claims it funded distributions by selling n