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Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
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Would Be a Worrisome Sign for the Bond Market if Treasury Yields Turn Higher Next Week
Next week is loaded for the bond market: Two key inflation reports and the 10-year & 30-year Treasury auctions.
Dutch Bros Gave Wall Street What It Wanted, So Why Did the Stock Crater?
Dutch Bros beat Q3 EPS and revenue estimates, but shares fell 21% as slowing customer traffic growth raised concerns about the sustainability of its aggressive store expansion plans.
Astera Labs Just Crushed Earnings—So Why Are Analysts Cutting Price Targets?
Astera Labs posted Q3 revenue up 153.6% and strong EPS growth, beating estimates, while analysts trimmed price targets but kept bullish ratings amid the stock's recent pullback.
Sandisk Shares Are Oversold: Bargain or Value Trap?
SanDisk shares fell more than 22% on Nov. 5 despite strong earnings, as investors questioned whether its record margins and NAND pricing strength can persist amid an AI-driven sell-off.
IonQ's Record Revenue Includes a Big SkyWater Boost: Does That Change the Story?
IonQ's Q3 2026 revenue rose 336% YOY to $173.8 million, beating estimates, as the firm raised guidance, grew its foundry business, and ended with $3.7 billion in cash.
Airbnb Defied a Brutal Tech Sell-Off, But Can Its Post-Earnings Rally Last?
Airbnb shares jumped after it posted 19% revenue growth, raised 2026 guidance, and authorized a $12 billion buyback, outperforming a broader tech sell-off on Nov. 5.
MarketBeat Week in Review – 11/2 - 11/6
Market volatility persists on data center regulation concerns and rate expectations, as MarketBeat writers analyze earnings from AbbVie, Apple, Amazon, Palantir, Meta, Cameco, and other companies.
Where Are the Jobs? Winners and Losers by Industry in October and over the Years
How employment changed by industry amid big structural shifts in the US economy.
Signs Pile up of a Solid and Tightening Labor Market
Today: Accelerating growth of nonfarm payrolls & hourly earnings, historically low unemployment rate, very high prime-age labor force participation rate.
Q3 Earnings Have Investors Wondering: Is Mercado Libre Finally a Buy?
Mercado Libre's stock tests key support after Q3 showed 45.1% revenue growth but shrinking margins, as analysts weigh FX risk, Brazil's election fallout, and aggressive investment spending.
CVS Raised Its Outlook and Announced a Breakup—So Why Did the Stock Drop?
CVS Health beat Q3 earnings estimates and raised guidance, but shares fell 12% after it announced an unspecified 2028 split of its health services and pharmacy businesses, leaving analysts and investors awaiting more details.
Array and Shoals Are Merging: Who Really Wins the All-Stock Solar Deal?
Array Technologies and Shoals Technologies agreed to an all-stock merger valuing Shoals at about $1.32 billion, giving Shoals shareholders roughly 65% control of the combined company.
Duolingo's User Growth Is Outpacing Bookings, But Is Its Strategy Paying Off?
Duolingo's Q3 2026 results showed accelerating user growth and raised sales guidance, but an EPS miss and slower monetization keep Wall Street analysts cautious on DUOL stock.
Block by Block: Cash App Builds a Stronger Foundation
Block's stock rose about 15% after third-quarter earnings beat estimates, as Cash App monetization and a Square payment volume gain of 14% offset a $764 million DOJ settlement charge.
Arista Networks Cashes In on the AI Infrastructure Buildout
Arista Networks beat Q3 estimates with record revenue and raised 2026-2027 guidance, driven by AI fabric demand, Ethernet adoption, and growing enterprise campus and hyperscale customer business.
Powering Up: Freeport-McMoRan's $4.5B Copper Expansion
Freeport-McMoRan approved a $4.5 billion expansion of its Bagdad copper mine in Arizona, aiming to boost output and margins even as higher capex guidance pressured shares after Q3 earnings.
3 Dividend ETFs Offer Different Ways to Navigate the Post-Election Sell-Off
As AI stocks sell off amid data center backlash, investors are rotating into dividend ETFs. SCHD, JEPI, and VRP each offer distinct mechanisms for generating diversified income.
Riot's $28B Lease Shows Why Location and Contracts Matter in AI
Riot Platforms signed a $28 billion Texas lease and posted Q3 earnings, while IREN and CoreWeave fell on Texas data center permitting concerns. Here's how Riot, IREN, Nebius and Applied Digital compare on leased capacity.
These 3 Underperforming Stocks Are Seeing Notable CEO Insider Trades
Accenture and Applied Digital CEOs bought shares after stock declines, while PepsiCo's CEO sold shares following a cut to the company's 2026 earnings guidance.
GE Aerospace Has a $170 Billion Backlog, But Is the Stock Worth the Premium?
GE Aerospace saw call-option volume surge 161% amid low short interest, as its $170 billion services backlog and defense contracts underpin a Moderate Buy consensus and $373 price target.
Bloodletting in Semiconductor Stocks
Intel has already plunged by 63% from its June high, SanDisk by 66%, Micron by 47%.
A Phenomenon: Initial Applications for Unemployment Benefits (4-Week Average) Drop to the Lowest since 1969
Despite lethargic growth in private-sector payrolls and big staff cuts at federal and state governments, but a declining labor force due to the crackdown on illegal immigration.
Google's Credit Backstop May Be TeraWulf's Biggest Advantage
TeraWulf's $19 billion Anthropic lease, backstopped by Google's credit, lowers financing costs and marks its shift from crypto mining toward AI data center infrastructure, despite high short interest.
Could the Midterms Revive Medicare for All? 3 Healthcare Stocks to Watch
As Medicare for All regains attention after Democrats' 2026 midterm wins, Addus HomeCare, Aveanna Healthcare and National Vision stand out as stocks with Medicaid reimbursement upside.