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Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
790 stories archived
Stocks Tank, Long-Term Treasury Yields Jump after Warsh Starts Talking
“While at some level, we haven't done much in 42 days, the markets have done quite a bit”: Warsh.
Fed Holds Rates after “Good Family Fight” and 3 Dissenters, after Enormous Uncertainty in the Markets
Markets were left to their own devices for the first time in a generation after Warsh scuttled forward guidance as part of his Regime Change.
Coffee Break: Ellison Empire Beseiged On All Fronts
Things have only gotten worse for the Ellison family tech and media empire (Oracle, Paramount, TikTok) as they face mounting legal and financial pressure on all fronts.
China and War
What China has in store for our well-funded generals.
Why SK hynix Could Be the Best AI Chip Stock to Buy Now
SK hynix's Q2 revenue missed estimates, but analysts remain bullish on HBM demand, margin gains, and an NVIDIA deal, citing significant upside for the stock.
Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters
Seagate Technology beat earnings and revenue estimates and issued guidance well above Wall Street forecasts, driving shares higher after a recent AI-driven sell-off.
Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?
Alphabet stock trades 18% below its high despite 24% revenue growth and accelerating cloud sales, as rising CapEx guidance and analyst upgrades leave GOOGL at a key $320 support level.
Why Bloom Energy May Be the Most Important AI Infrastructure Stock
Bloom Energy posted Q2 revenue growth over 165%, raised guidance, and secured a $25 billion Brookfield backstop, underscoring its role powering AI data centers.
Meta’s AI Spending Problem Just Found a BlackRock Solution
Meta Platforms shifted an El Paso data center into an 80/20 joint venture with BlackRock, using a $12.3 billion bond sale to offload CapEx risk while retaining compute capacity through a long-term lease.
Links 7/29/2026
Alcohol and the Eclipse of the American Dream?
STAT News is an essential news source for all things Biomedicine (i.e., Big Medicine plus Big Pharma), from the delivery of health care in the clinic to the basic research that is the foundation of clinical care, to the unremittingly garish politics of the moment that affect the entire structure of science in America. The […]
Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become
Broadcom and Samsung signed a five-year, $200 billion deal for memory chips, including HBM, and potential advanced packaging collaboration to support Broadcom's AI accelerator growth.
3 Refiners Benefiting From Oil Volatility and Tight Fuel Supply
As crack spreads widen amid tight refining capacity, Delek U.S. Holdings, PBF Energy, and Par Pacific Holdings post strong YTD gains ahead of their upcoming Q2 earnings reports.
Carrier Earnings Could Send the Stock to a New All-Time High
Carrier Global beat Q2 2026 estimates and raised guidance, but margin pressure and a 9% earnings-day drop overshadowed surging data center orders and backlog growth.
Iran War: Iran Hits US Base in Jordan After US-Saudi Strike on Iraqi Militia
Today's Iran war news. So much for that pause. Iran hit the US base in Jordan because provocation as Netanyahu pushes for bigger US strikes.
3 Unique AI Software Plays With Strong Analyst Support
Klaviyo, Similarweb, and Braze have drawn analyst price target boosts or upgrades amid the AI stock correction, with each posting revenue growth and notable upside potential.
NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus
NVIDIA's proposed $250 billion credit backstop for OpenAI's Ohio data center highlights AI vendor financing risk, as CoreWeave faces losses, insider selling and Meta's new competing cloud service.
Amazon’s Satellite Push Raises the Stakes for SpaceX and AST SpaceMobile
Amazon's satellite constellation filing intensifies its rivalry with SpaceX ahead of Starlink's lock-up expiration, while pure-plays like AST SpaceMobile face mounting margin-compression risks.
UPS Just Gave Investors a Second Chance to Buy
UPS shares fell after Q2 earnings, but technical signals, raised revenue guidance, a 6.1% dividend yield, and steady institutional buying suggest the pullback may be a buying opportunity.
Welltower at 52-Week Highs—But Analysts Believe There's More to Come
Welltower beat Q2 2026 FFO estimates and raised guidance and its dividend, but shares gave back gains as investors weighed valuation against interest rate and inflation risks.
D-Wave’s AT&T Deal Shows Quantum Computing Is Moving Beyond Theory
AT&T expanded its D-Wave Quantum partnership, using annealing technology to cut a 60-minute network task to 15 seconds, prompting analyst price target increases and a quantum sector rally.
Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting
Despite insider selling amid tech volatility, institutional investors keep accumulating NVIDIA, Oracle, and Credo Technology shares, with analysts projecting significant upside for all three AI-linked stocks.
French Climate Lawsuit Offers a Window into the Next Round of the Global Legal Fight
Why French disclosure requirements for climate change are a terrible way to combat the accelerating crisis.
Growth of the Vacant Housing Stock in the US
The US added 1.51 million housing units (new construction minus demolitions) in 12 months, homes for 3.5 million people. The population grew by 757,000. And vacant housing units continued to surge.