section
Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
788 stories archived
Links 8/21/2026
The EU Commission’s Secret Plan to Share EU Citizens’ Most Sensitive Data With Israel
For three years the Von der Leyen Commission has been secretly negotiating to hand over its citizens' data to a state committing a genocide.
Advance Auto Parts Plunged, But Its Turnaround Is Still Working
Advanced Auto Parts stock fell after weak DIY sales in Q2, but improving margins, cash flow, and analyst and institutional support suggest the decline may be a buying opportunity.
Iran War: Bessent Effectively Admits New Ferocious Iran Sanctions Likely to Fizzle as Treasury Intervention Fails; More Evidence of US Military Impotence; Ansar Allah Makes Drone Strikes Into Saudi Arabia
Today's Iran war news: As Bessent and Trump flail about, a discussion of what the coming crisis might look like.
Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?
Palo Alto Networks reports fiscal Q4 earnings Sept. 1 as analysts raise price targets amid strong revenue growth, elevated valuation multiples, and rising agentic AI security demand.
Meta Platform's Legal Issues Could Become Much More Than A Q2 Earnings Headache
Meta faces a multi-state trial over youth social media addiction, with plaintiffs seeking up to $1.4 trillion, adding legal risk after $2.4 billion in Q2 legal expenses hurt earnings.
Marvell Constructs an AI Moat With Alphabet Warrants
Marvell secured a custom chip deal with Alphabet featuring $12.2 billion in equity warrants, challenging Broadcom's grip on the custom AI ASIC market and expanding Marvell's total-rack revenue potential.
Microsoft's Sell-Off May Be a Gift, Not a Warning
Microsoft stock has dipped nearly 8% from its recent high, but strong Azure growth, a $678 billion backlog, and a constructive chart setup suggest the pullback reflects price action, not weakening fundamentals.
SK hynix Triggers $28B Defense Against Tech Selloff
SK hynix authorized a record $28.6 billion share buyback and cancellation program after a tech selloff, backed by a $49.7 billion net cash position and rising Wall Street price targets.
Coherent Stock Is Cooling Off Just as Its AI Thermal Opportunity Heats Up
Coherent shares fell about 12% despite strong earnings and a new 300mm silicon carbide substrate for AI chip thermal management, backed by $1 billion from Denso and Mitsubishi Electric.
Moderna’s 177% Surge Has Investors Asking What Comes Next
Moderna shares surged 177% after its melanoma vaccine, developed with Merck, outperformed an established therapy in a late-stage trial, triggering a massive short squeeze.
Why Working‑Class People Account for Around 1% of Lawmakers in the US – and Only 2% in the Average Democracy Around the World
Working-class members are less well represented in politics than most imagine.
Oh Dear, Condo Prices Fell by 15% to 33% in 33 Bigger Markets, Some Below 2006 Levels, as Historic Condo Bubbles Deflate
In 9 cities, from Oakland to Jacksonville, condo prices fell by over 20%. In 3 markets in California & Florida, they fell by 30%+.
An ‘Islamic NATO’ Without Iran Is Symbolic: That’s Its Purpose and Its Problem
The U.S. and Israel achieved what Iranian propaganda never could: they legitimized Iran in the eyes of many Sunni Muslims
3 Energy Stocks Raising Dividends as the Sector Surges
BP, Excelerate Energy, and Occidental Petroleum raised dividends in 2026 amid strong sector gains, offering solid yields and sustainable payout ratios backed by rising cash flow.
Pro-Israel Pressure Group Honest Reporting Received Grant from Knight Foundation
DropSite News exposes how the too-cutely-named Israel front Honest Reporting managed to secure funds from the Knight Foundation
5 Reasons the S&P 500 Could Keep Rallying Through Year-End
Seasonal trends, strong Q2 earnings growth, a cautious FOMC, and AI-driven catalysts from NVIDIA and AMD support a bullish outlook for the S&P 500 heading into Q4.
Walmart's Post-Earnings Drop Could Be a Buying Opportunity
Walmart shares fell near a 52-week low after weaker North American Q2 sales, but international growth, ad revenue, and margin gains, plus a 36-analyst Moderate Buy rating, support its outlook.
The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.
Sociedad Química y Minera’s Lithium Boom Is Back, But Iodine Steals the Show
SQM's Q2 2026 revenue and EPS topped estimates as lithium sales tripled and iodine posted record pricing for a second straight quarter, driving shares higher.
Forget Chips: These 3 Stocks Are Building the AI Data Center Boom
Data center construction delays are boosting Comfort Systems USA, EMCOR Group, and Sterling Infrastructure, which posted record backlogs and raised guidance in Q2 2026 earnings.
Links 8/20/2026
Iran War: Further Admission of Weakness With New Super Duper Trump Sanctions Threat; Israel Moves Against Turkiye Risk Broader Conflagration; Bessent at Odds with Fed in Move to Contain Longer-Dated Treasury Yields
Today's Iran war news: More proof of Trump impotence via sanctions huffing and puffing, plus Bessent weirdly going to war with the Fed.
AIxCrypto Dumps Its Crypto and Goes All In on Robotics
AIxCrypto Holdings (NASDAQ: AIXC) shares surged 163% after it moved to liquidate its crypto portfolio and fund RoboShare, a robotics-sharing marketplace tied to Faraday Future.