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Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
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The AI Race With China Is a Lie Told by Big Tech to Justify the Data Center Invasion
Why do we need hyperscale data centers to “beat China”?
Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now
As investors rotate toward value, Altria, Bristol Myers Squibb, and American Electric Power stand out as reliable dividend stocks with strong payout growth histories and defensive appeal.
AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next
AirJoule's deal with Kubota to supply Core water systems boosts its commercialization timeline, with Q3 deployments, analyst Moderate Buy ratings, and rising institutional ownership.
Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
Amid intensifying Iran war disruptions and record crack spreads, Valero, Marathon Petroleum, and Phillips 66 shares have surged to all-time highs, backed by strong earnings, buybacks, and dividends.
Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Verizon's over $1 billion dark fiber deal with Alphabet highlights AI-driven growth, as improving cash flow, margins, and buybacks support its dividend and debt reduction outlook.
A $1.5 Billion Wake-Up Call for Every AI Company on Wall Street
Anthropic's $1.5 billion piracy settlement is reshaping how AI training data is valued, driving new licensing deals at Reddit and Cloudflare and raising investor interest in data-monetization plays.
Links 7/27/2026
AMD’s AI Bubble Could Burst Into Explosive Upside
AMD's raised TAM outlook, bullish chart signals, and major AI deals with Anthropic, OpenAI, Meta and Microsoft point to strong Q2 guidance and potential stock upside ahead.
Iran War: Trump Dithers as Strait of Hormuz Damage Compounds; Ansar Allah-Saudi Conflict Spirals, Adding to Economic Harm; Iran Threatens Retaliation Against Ukraine
Today's Iran war news: The US-Iran strikes remain on hold for a second day. But Netanyahu and other Lindsey Graham fans are in DC this week.
Atlassian’s AI Pivot Is Starting to Challenge Wall Street’s Bear Case
Atlassian stock is down about 45% in 2025 on AI disruption fears, but its Rovo AI adoption, valuation reset, and Moderate Buy rating with a $139 target suggest upside ahead of August earnings.
As New Era of Global Conflict Rages, Climate Change Turns the Prizes to Dust
In the race to control chokepoints and other valuable terrain, global warming will emerge the ultimate winner.
Oil Prices Are Surging and These 4 Stocks Are Cashing In
Rising oil prices tied to Iran tensions and surging AI-driven power demand are boosting Valero, Marathon Petroleum, GE Vernova and Ecovyst, analysts say, as refiners and grid suppliers convert scarcity into cash.
Apple’s Earnings Setup Puts Its Record Rally and AI Patience to the Test
Ahead of Apple's Thursday earnings, Bank of America expects a strong beat driven by Services growth, but analysts note the stock's record-high valuation leaves little room for a disappointing report.
Innovative ETF Strategies That Are Paying Off This Summer
Amid record ETF inflows, niche funds like BBC, LATR, and FMED offer targeted exposure to biotech trials, buy-now-pay-later firms, and disruptive medicine, with notable recent returns.
Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading
GM raised profit guidance on steady pricing and strong truck sales, while Mobileye's unit growth masked falling per-system prices and a founder's planned departure.
This Tiny AI Supplier Could Be More Important Than the Chipmakers
Vicor beat earnings estimates with backlog up 145% to $380 million, and Needham kept its Buy rating with a $320 target, implying about 50% upside despite the stock's muted reaction.
Meta Earnings Put AI Spending and Ad Growth Back in Focus
Meta reports Q2 2026 earnings July 29, with analysts eyeing decelerating ad revenue growth, CapEx guidance changes, and possible commentary on its cloud push and Muse Spark 1.1 AI model.
These 3 AI Winners Don’t Sell the Tech—They Use It
Intuit, Walmart and JPMorgan Chase are using AI behind the scenes to cut costs and boost efficiency, with strong recent earnings and analyst Buy ratings supporting each stock.
Michael Hudson: The U.S. Plan to Revive Geoeconomic Dominance
How Trump has been trying to use military muscle to reassert US geopolitical and economic dominance.
RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade?
RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.
Links 7/26/2026
The Sunday Morning Movie Presents: Cwal AKA At Full Gallop (1996) Run Time: 1H 44M Plus Bonuses!
Cwal is a movie about horses, life, and living on one's own terms.
These 4 Earnings Reports Expose the Market’s Growing Economic Divide
Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.
How Anti-Worker Lawmakers Are Trying to Muzzle Voters
Unions rightly criticize GOP policies but what do they have to say about their own failed leadership and that of the Democrats with which they have bound themselves.