Pete Pete
Source health

section

Finance

Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.

789 stories archived

5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
MarketBeat Aug 3 · 1 min read

5 Tech Stocks Holding Their Ground Through the AI Trade Pullback

Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks.

The Bitcoin Comeback May Already Be Underway—2 ETFs for Exposure
MarketBeat Aug 3 · 4 min read

The Bitcoin Comeback May Already Be Underway—2 ETFs for Exposure

U.S. spot Bitcoin ETFs saw nearly $1 billion in inflows over a week in mid-July, with IBIT and FBTC drawing renewed institutional interest despite Bitcoin's price struggles.

American Oligarchs Prepare for War in the Wreckage of a State They Destroyed
Naked Capitalism Aug 3 · 7 min read

American Oligarchs Prepare for War in the Wreckage of a State They Destroyed

Diagnosing the collapse of the American secular state and searching for a cure.

Large Caps Across Planes, Tech and Oil Announce Over $10 Billion in Buybacks
MarketBeat Aug 3 · 5 min read

Large Caps Across Planes, Tech and Oil Announce Over $10 Billion in Buybacks

Airbus, Jabil and Valero Energy each announced buybacks exceeding $10 billion combined, backed by strong earnings, guidance, and stock performance in their respective sectors.

A Sweet Beat and a Wearables Rally Came With Reasons to Pause
MarketBeat Aug 3 · 4 min read

A Sweet Beat and a Wearables Rally Came With Reasons to Pause

Garmin and Cheesecake Factory posted strong earnings beats and raised guidance, but non-recurring items and margin pressures suggest their stock rallies may be losing steam.

How the Ceuta Border Crossing Incident Immediately Played Into the Hands of Spain’s Far Right
Naked Capitalism Aug 3 · 7 min read

How the Ceuta Border Crossing Incident Immediately Played Into the Hands of Spain’s Far Right

As the dust settles on the Ceuta migrant incident, the question remains: was it coordinated—and by who?

3 Healthcare Stocks With Fresh Dividend Hikes and Different Income Profiles
MarketBeat Aug 3 · 4 min read

3 Healthcare Stocks With Fresh Dividend Hikes and Different Income Profiles

McKesson, Encompass Health and Omega Healthcare Investors raised dividends, with payout ratios and yields showing varying levels of sustainability across the healthcare sector.

3 Humanoid Robot ETFs to Ride a Speculative Trend
MarketBeat Aug 3 · 4 min read

3 Humanoid Robot ETFs to Ride a Speculative Trend

As humanoid robots emerge as AI's next growth driver, investors can gain diversified exposure through ETFs like BOTZ, CHAT, and AIPO rather than picking individual robotics stocks.

Bearish Pressure Is Building Around These 3 Stocks
MarketBeat Aug 3 · 6 min read

Bearish Pressure Is Building Around These 3 Stocks

Hims & Hers Health and QXO face heavy short interest amid dilution and loss concerns, while KLA has slid nearly 40% since June as AI-driven chip spending fears grip semiconductor stocks.

Michael Hudson — Trump, the Democrats, and the 2026 Midterms
Naked Capitalism Aug 3 · 7 min read

Michael Hudson — Trump, the Democrats, and the 2026 Midterms

The Democrats' long-standing sellout of workers means they are not a shoe-in for the upcoming midterms.

ASML’s Dividend Growth Adds a Quiet Income Angle to Its AI Chip Story
MarketBeat Aug 3 · 4 min read

ASML’s Dividend Growth Adds a Quiet Income Angle to Its AI Chip Story

ASML raised its interim dividend 17% year-over-year, with a payout ratio below 30%, signaling confidence as sales growth and 2026 guidance remain strong despite China market risks.

3 Low-Volatility Plays Quietly Making a Name For Themselves
MarketBeat Aug 3 · 4 min read

3 Low-Volatility Plays Quietly Making a Name For Themselves

Low-beta stocks Ameren, Waste Management and Atmos Energy offer stability, low volatility, and reliable dividend growth as investors seek defensive plays amid the 2026 AI sell-off.

2 Consumer Staples Stocks Giving Investors a Break From the AI Trade
MarketBeat Aug 3 · 5 min read

2 Consumer Staples Stocks Giving Investors a Break From the AI Trade

Coca-Cola and Hershey posted strong Q2 2026 earnings and offer dividend growth track records, making them notable consumer staples picks amid renewed interest in defensive, dividend-paying stocks.

Links 8/2/2026
Naked Capitalism Aug 2 · 7 min read

Links 8/2/2026

3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story
MarketBeat Aug 2 · 4 min read

3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story

BBHY, BKLN, and JAAA offer different fixed-income strategies, with yields ranging from 4.95% to 7.79%, varying fees, and differing credit quality and recession exposure.

The Sunday Morning Movie Presents: Nostos (1989) Run Time: 1H 24M Plus Bonuses!
Naked Capitalism Aug 2 · 7 min read

The Sunday Morning Movie Presents: Nostos (1989) Run Time: 1H 24M Plus Bonuses!

Nostos is a movie about a man, a journey, and the deep bkue sea.

Federal Plan Makes Steep Colorado River Water Cuts to Arizona, California and Nevada
Naked Capitalism Aug 2 · 7 min read

Federal Plan Makes Steep Colorado River Water Cuts to Arizona, California and Nevada

Let the legal battles begin. The developer behind California's largest data center is already suing, but not even the mighty Supreme Court is a match for Mother Nature.

AbbVie Quietly Solved Its Biggest Problem—Now What?
MarketBeat Aug 2 · 5 min read

AbbVie Quietly Solved Its Biggest Problem—Now What?

AbbVie posted strong Q2 revenue and EPS growth, and despite a post-earnings dip tied to the Apogee Therapeutics deal, analysts and dividend strength support shares reaching $300.

Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade
MarketBeat Aug 2 · 4 min read

Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade

Rio Tinto's first-half results showed EBITDA up 28%, free cash flow up 75%, and copper EBITDA nearly doubling, as diversified metals exposure and productivity gains bolstered its outlook.

Strategy's Structural Strength: Hidden in a $8 Billion Illusion
MarketBeat Aug 2 · 7 min read

Strategy's Structural Strength: Hidden in a $8 Billion Illusion

Strategy's $8.22 billion Q2 loss stemmed from an unrealized Bitcoin markdown, as management sold BTC for tax assets and moved to stabilize its STRC preferred stock and liquidity.

Financials Hit Record Highs as the AI Trade Unravels—Can They Keep Leading?
MarketBeat Aug 2 · 4 min read

Financials Hit Record Highs as the AI Trade Unravels—Can They Keep Leading?

Financial stocks like XLF, JPMorgan, and Bank of America hit new highs on strong Q2 earnings as investors rotate out of technology, though bank shares pulled back ahead of the Fed meeting.

Netflix's Big Sell-Off May Be Sending the Wrong Signal
MarketBeat Aug 2 · 4 min read

Netflix's Big Sell-Off May Be Sending the Wrong Signal

Netflix shares hit a 52-week low despite record revenue, sliding over 10% post-earnings on growth concerns, but analysts remain bullish, citing a lower valuation and record buybacks.

Six Years into Bond Bear Market, 30-Year Treasury Yield Hits 5.28%, Yield Curve Steepens, but Spreads Are still too Narrow
Wolf Street Aug 2 · 6 min read

Six Years into Bond Bear Market, 30-Year Treasury Yield Hits 5.28%, Yield Curve Steepens, but Spreads Are still too Narrow

Warsh wants the bond market to do its job and look at inflation and the economy -- and not at the Fed -- and it’s finally doing it.

Links 8/1/2026
Naked Capitalism Aug 1 · 7 min read

Links 8/1/2026