section
Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
789 stories archived
AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish
AppLovin shares hit a 52-week low after Q2 earnings missed lofty growth targets, but strong margins, free cash flow, and a Moderate Buy analyst consensus point to a possible rebound.
Why These 3 Equal Weight ETFs Have Outperformed the S&P This Year
Equal-weight ETFs like ROE, RSPT, and AIVC have outperformed market-cap-weighted benchmarks in 2026 by diversifying holdings and reducing reliance on a handful of mega-cap stocks.
MarketBeat Week in Review – 08/03 - 08/07
A weekly roundup of MarketBeat analysis covering earnings from AbbVie, AMD, Palantir, Meta, Reddit, SpaceX and others, plus upcoming CPI and PPI inflation data.
Self-Employed Workers (the “Gig Workers”), Part-Time Workers, and Multiple Jobholders: Some Thoughts
Looking at them in the context of the rest of the labor market.
Coffee Break: Gene Editing Gone Wrong, Plants that Eat Animals, and a Neanderthal Gene that Makes a Difference
Part the First: If You Stretch Biomedical Science Too Far It Breaks, Every Time. Gene editing using CRISPR technology has made possible great leaps in biomedical science, and Emanuelle Charpentier and Jennifer Doudna were rightly awarded a Nobel Prize in Chemistry for it in 2020. The prospects for CRISPR in therapy for tractable genetic diseases […]
The Private Sector Gains 30,000 jobs, but Local Governments Shed 57,000 Jobs. Supply of Labor Continues to Shrink
Crackdown on illegal immigration and boomer retirements continued to reduce the labor force, causing unemployment to drop further.
The Floods of the Future Won’t Come One at a Time
A dangerous collision of storm surge, torrential rain, and sea level rise threaten overwhelming floods, endangering large sections of the US
Datadog’s Drop Says More About Expectations Than Earnings
Datadog shares fell 19% despite beating revenue and earnings estimates and raising guidance, as high prior expectations and one large client's usage cutback overshadowed otherwise broad-based growth.
D-Wave's Quantum Breakthrough Couldn't Save QBTS From a Sell-Off
D-Wave Quantum shares fell about 9% after Q2 earnings showed flat revenue and a wider EBITDA loss, even as bookings surged and analysts kept bullish ratings.
Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
Cloudflare shares hit fresh highs after a beat-and-raise Q2, with 35.9% revenue growth, strong margins and lifted guidance, though analysts flag lofty valuation risk.
Links 8/7/2026
Iran War: Heads Explode Over Iran Draft Terms for Strait of Hormuz; Ansar Allah Strike on Saudi Forces, Killing Over 50
Today's Iran war news: Iran's draft to Parliament re operating the Strait gives new meaning to the word maximalist as Ansar Allah ramps up.
The Donroe Doctrine Just Went Fully Live
And if you blinked, you probably missed it.
Solventum Nears Inflection Point As It Begins to Unlock Value
Solventum shares gain on strong Q2 revenue, earnings, and cash flow, buybacks, and improved guidance, with analysts raising price targets amid a discounted valuation versus med/tech peers.
Why the Landlord of the AI Boom Could Outlast the Chipmakers
Digital Realty Trust owns AI-critical data centers, posting record bookings and improved leverage. Deutsche Bank and RBC reiterated Buy ratings, implying about 18% upside from current share levels.
AST SpaceMobile’s Latest BlueBird Launch Raises the Stakes Ahead of Q2 Earnings
AST SpaceMobile launched three new BlueBird satellites, doubling download speeds for D2D partners, ahead of its Aug. 10 Q2 earnings call and 2027 deployment goal.
Buy the Dip or Run: 3 Software Stocks Down 50% Face Their Moment of Truth
ServiceNow, Veeva Systems and Adobe fell sharply on AI disruption fears, but earnings show stable margins and growth, leaving Stansberry's Whitney Tilson to argue the sell-off overshot.
IonQ Sparks a Quantum Grid Revolution
IonQ deploys quantum hardware on Chattanooga's power grid and acquires SkyWater Technology as revenue jumps 287% and RPOs hit $485 million, per Q2 2026 results.
No Hangover: Revisiting Microsoft One Week After Earnings
Microsoft shares rallied over 25% after strong fiscal Q4 earnings and Azure growth, while Chevron and Constellation power deals and rising capex signal both AI demand and cash flow trade-offs ahead.
Western Digital Stock Falls 12% Despite Beating Earnings Estimates
Western Digital beat earnings, revenue, and guidance estimates on strong AI-driven cloud demand and expanding margins, yet shares fell 12% as lofty expectations weighed on the stock.
Why “Albert Einstein’s ‘Why Socialism?’”?
On Einstein's important essay "Why Socialism?" along with his considerable involvement in politics and some of his important initiatives.
One Comment on CVS's Earnings Call Sent the Stock Tumbling
CVS Health raised guidance after a strong Q2, but shares fell nearly 5% after executives flagged expected Caremark membership declines in 2026 and a 340B headwind persisting into 2027.
Derivative Losses Squish Already Crushed UWM, the Largest Mortgage Lender in the US: SPACs just Keep on Giving
With its earnings announcement, it had a few tricks up its sleeve.
One Thing Is Clear about the AI Boom: It’s Burning Huge Amounts of Cash, and Alphabet Needs More
Alphabet plans to borrow another $20-25 Billion, on top of the $50 billion in bonds and $85 billion in equity it sold earlier in 2026.