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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
Qualcomm Beat Earnings, But Its Fastest-Growing Businesses Have a Catch
Qualcomm shares fell nearly 10% despite an earnings beat, as weak profit guidance tied to declining Apple handset revenue overshadowed strong automotive and data center growth.
Oil, Uranium, or Renewables? 3 Energy Plays for a Changing Market
Amid shifting Iran war dynamics, Permian Resources, NexGen Energy, and the iShares Global Clean Energy ETF offer distinct plays on oil, uranium, and renewables for investors.
South Korea's Chip Exports Are Soaring—So Why Is This ETF Down 20%?
South Korea's exports surged 93.7% in October on semiconductor demand, yet the iShares MSCI South Korea ETF (EWY) fell 20%, as rising short interest and bearish options activity weighed on shares.
Boeing Has the Orders, the Cash Flow, and Insider Buyers, But What's Still Missing?
Boeing posted positive free cash flow, landed a record 737-10 order from lessor Avolon, and saw two directors buy shares after the stock dropped, signaling a gradual production recovery.
Uber's Profit Drop: A Speed Bump or Structural Shift?
Uber's 92% GAAP net income drop reflects prior-year tax and equity benefits, not weak operations, as gross bookings hit $59.8 billion and non-GAAP earnings and margins reached record levels.
The Fed Is Split on Rates—Why These 2 Treasury ETFs Could Have an Edge
After the Fed held rates steady in October, floating-rate Treasury ETFs TFLO and USFR offer 3.71% yields with low volatility, appealing to investors wary of further rate hikes.
Gold's 2026 Pullback Raises a Bigger Question: Buy the Metal or the Miners?
Gold is down about 7% YTD and near a one-year low, presenting potential buying opportunities via IAU, AngloGold Ashanti, Gold Fields, and Alamos Gold, despite each facing distinct cost and production challenges.
Matador Resources Insider Buying and the Case for a Dividend Stock Rebound
Matador Resources posted strong Q3 revenue growth, raised its dividend, and drew bullish analyst coverage, though shares have stayed range-bound despite insider and institutional buying.
Datadog's Post-Earnings Sell-Off: A Buying Opportunity in Plain Sight?
Datadog shares fell despite beating Q3 estimates and raising guidance, as high valuation and slowing Q4 revenue growth concerns weighed on sentiment. Analysts maintain a bullish Moderate Buy rating with upside potential.
How Much of Tesla's Robotaxi Future Is Already Priced In?
Tesla expanded its robotaxi service to Fort Worth and FSD subscriptions top 1.7 million users, but the stock's over 400 times earnings valuation still outpaces current autonomy profits.
3 AI Infrastructure Plays Beyond Chipmakers
As chip stocks like NVIDIA and Broadcom slide, nVent Electric, Mueller Industries, and the PAVE ETF offer alternative AI infrastructure exposure with strong earnings and upside.
Keurig Dr Pepper's Beverage Growth Raises a Tough Question About Its Coffee Split
Keurig Dr Pepper's Q3 results showed strong energy drink growth and weak coffee demand. Its 2027 split may sharpen the valuation divide between both businesses.
Despite Lower Mortgage Rates, Demand for Mortgages to Purchase a Home Dips, Clings to Rock-Bottom: 7%+ the No-Go Zone?
The Fed and mortgage rates.
Why ExxonMobil and Chevron Reminded Investors to Keep it Simple
Chevron and ExxonMobil posted strong Q3 results driven by refining strength and cost discipline, cutting debt and raising buybacks even as both stocks are already up sharply this year.
Amazon Has Erased Its Earnings Sell-Off, But Is the Biggest Opportunity Still Ahead?
Amazon shares have erased their post-earnings slide as AWS growth accelerates and its backlog swells, with Phillip Securities' $330 target and analysts still pointing to further upside despite rising cash-flow concerns.
onsemi’s AI Sales Surge 175%: Is a Stock Recovery Next?
onsemi's planned acquisition of Ferric boosts its power-delivery tech for AI processors, following a Q3 beat with 11% revenue growth and rising analyst price targets.
Energy Transfer's Earnings Miss May Be Hiding Its Strongest Advantage
Energy Transfer missed EPS estimates but beat revenue forecasts, posting $2.52 billion in distributable cash flow and a 48% cash payout ratio that supports its 6.9% distribution yield.
Washington Made a $2 Billion Quantum Bet, But Can Either ETF Match It?
As the U.S. government takes equity stakes in quantum computing firms via CHIPS Act deals, QTUM and CHPX ETFs offer investors diversified ways to access similar industry themes.
Space Race 2.0: Intuitive Machines Secures Another NASA Contract
Intuitive Machines won a third NASA Earth science contract and holds a $1.8 billion backlog, but margin compression and an upcoming Nov. 12 earnings report remain key tests.
Bloom Energy: The Off-Grid Answer to AI's Power Drain
Bloom Energy's fuel cells are powering AI data centers amid grid constraints, backed by record Q3 revenue, a Barclays upgrade, and a 1-gigawatt California deal with CRC.
Zebra Technologies’ Sell-Off: 3 Factors Investors May Be Missing
Zebra Technologies stock fell after a Q4 guidance miss despite a beat-and-raise Q3, but strong revenue growth, rising free cash flow, buybacks, and bullish analyst and institutional sentiment support its outlook.
Advanced Micro Devices' Q3 Results Answer a Big Question, But Another Remains
AMD's Q3 revenue rose 44.6% with wider margins, as raised guidance for Q4 and 2027 and bullish analyst price targets near $608 point to continued AI-driven growth.
3 Dividend Increases Above 10%, But Which Offers the Most Income?
Visa, D.R. Horton, and MPLX each raised dividends by 10% or more this earnings season, with yields, payout ratios, and sustainability varying sharply across the three stocks.
High Voltage Returns: Talen Energy Powers the Data Center Rush
Talen Energy beat revenue estimates despite an EPS miss, monetized $1.5 billion in PJM capacity revenue, expanded buybacks, and is expanding nuclear-powered data center land for AI demand.