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Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
375 stories archived
Delta Air Lines Faces a Fuel Crisis—But There's a Silver Lining
Delta Air Lines posted record Q3 revenue despite fuel-cost pressures, and analysts trimmed price targets while maintaining a Buy consensus, with shares potentially pulling back before recovering.
Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI
Synopsys has rallied after a $1 billion Amazon IP deal and an OpenAI chip-design partnership, prompting the company to raise its long-term revenue and margin guidance through fiscal 2030.
MarketBeat Week in Review – 10/05 - 10/09
A weekly roundup of MarketBeat analysis covering earnings, AI-driven stocks, insider trading, and analyst calls on Nike, Nvidia, Amazon, Apple, Tesla, Meta, and more.
Despite the AI Debt Pileup, Bond Market Still in La-La-Land, Investors Chasing Yield, Backed by Sky-High AI Stock Valuations
With the stunning amount of capital getting sucked up while the AI revenue model is in fantasy land, you’d think it would be Panic City. But no.
Alphabet Introduces Gemini Agent—Can It Trigger a Breakout?
Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.
Palantir’s Rally Puts Wall Street in Catch-Up Mode Ahead of November Earnings
Palantir stock has rallied 60% since August as Goldman Sachs upgraded shares to Buy with a $230 target, ahead of Nov. 2 earnings and CEO Alex Karp's bullish free cash flow forecasts.
Tilray Finds a Path to Growth Without Waiting on U.S. Cannabis Reform
Tilray Brands' fiscal Q1 2027 results show beverage revenue up 82% and European medical cannabis growth offsetting weaker Canadian sales, reducing reliance on U.S. federal rescheduling.
Arista Networks Plugs Into All-Time Highs
Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.
Microsoft Is Almost Back to $555—Now the Hard Part Begins
Microsoft stock trades near $530, within 5% of its 52-week high, after a strong Q4 earnings beat and analyst upgrades, with its next earnings report expected Oct. 28 to test the rally.
Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
Marvell's bullish Investor Day revenue forecast lifted CIEN and ALAB shares, though both AI-chip-linked companies rely heavily on a few major customers and trade at high valuations.
JetBlue's LaGuardia Win Could Change Its Financial Future
JetBlue gained FAA approval for 22 former Spirit slots at LaGuardia, prompting a Citigroup upgrade, as the airline pushes premium seating and posts 14.5% revenue growth despite heavy debt.
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Study Reveals 1 in 3 High Earners Think They Should Pay More Tax [2026]
A 2026 survey of 3,031 Americans earning over $250K reveals who wants to pay more income tax, which cities lead, and where they want the money spent.
Wall Street Left Software for Dead: 4 Stocks Institutions Are Buying Back
Salesforce, CrowdStrike, Palo Alto Networks and Veeva Systems are rebounding as institutions buy software stocks that own the customer data AI now depends on.
Alphabet and Unity Level Up Game Development
Alphabet and Unity Software announced a generative AI gaming partnership on Oct. 7, letting creators build games via text prompts, a shift that strengthens Unity's margins while pressuring rival Roblox's competitive position.
Applied Digital’s Hidden Moat Could Unlock Massive Upside
Applied Digital posted Q1 FY2027 revenue of $341.9 million, up over 320% year over year, as it added data center capacity and analysts reaffirmed bullish price targets despite a mixed stock reaction.