First Solar upgrade puts solar tariffs back in focus
Deutsche Bank upgraded First Solar after a share-price decline, as investors await a Commerce Department decision on solar trade m...
By Marcus V. Thorne 1 month agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
Rutte’s Trump diplomacy draws scrutiny after tense NATO summit
NATO’s secretary general credited Trump for a $1.2tn defence spending push, even as allies faced new pressure from Washington.
By Marcus V. Thorne 1 month ago
PepsiCo profit misses estimates as North America weighs on quarter
PepsiCo’s revenue beat expectations, but adjusted earnings fell short as inflation pressure hit U.S. snacks and drinks demand.
By Marcus V. Thorne 1 month ago
Kospi enters bear market as AI concentration cuts both ways
South Korea’s benchmark dropped more than 5% Wednesday, taking it 20% below its June peak despite strong chip-sector earnings sign...
By Marcus V. Thorne 1 month ago
Temasek keeps direct crypto investing off limits after FTX loss
Singapore’s state investor is focusing on blockchain infrastructure, AI adoption and Europe while avoiding direct crypto bets, Nag...
By Marcus V. Thorne 1 month ago
Arrow Global agrees to buy Fusion Specialty Group
Arrow Global plans to acquire the MGA to expand Arrow Global Insurance’s specialty platform and add reinsurance-backed underwritin...
By Marcus V. Thorne 1 month ago
Cramer warns new stock and bond supply could test bull market
CNBC’s Jim Cramer said heavy equity and debt issuance, rather than Iran tensions, may become the larger near-term risk for stocks.
By Marcus V. Thorne 1 month ago
SpaceX shares slip below debut price after Nasdaq 100 entry
SpaceX closed near $148 for a second straight session below its first trading price, despite index-related demand following its Na...
By Marcus V. Thorne 1 month ago
Meta plans $9bn Alberta data centre to expand AI infrastructure
The 1 gigawatt project in Sturgeon County is Meta’s first Canadian data centre and its 33rd globally, according to the company.
By Marcus V. Thorne 1 month ago
Michael Burry takes stakes in DraftKings and Flutter on regulation view
The investor said he bought a 60-40 position in Flutter and DraftKings, arguing prediction markets will face taxation and tighter...
By Marcus V. Thorne 1 month ago
Fed minutes show split over next move on US interest rates
Federal Reserve officials kept rates at 3.5% to 3.75% in June while debating both cuts and increases later this year.
By Marcus V. Thorne 1 month ago
Rivian share sale tests options traders after stock decline
Rivian’s planned 75 million-share sale hit the stock, while options traders weighed dilution against a larger cash buffer.
By Marcus V. Thorne 1 month ago