Finance

Broadcom May Be the Biggest Winner From Alphabet's Earnings

Alphabet raised its 2025 CapEx guidance to $195-$205 billion and posted 82% Cloud growth, signaling stronger TPU and AI infrastructure demand for chip partner Broadcom.

Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit

MSCI, CME Group, and Nasdaq reported Q2 2026 earnings with differing results, reflecting distinct revenue models tied to market volatility, subscriptions, and trading fees.

2 Stocks Built to Thrive If Inflation Refuses to Fade

Costco and Waste Management offer distinct inflation protection: Costco via its sticky, high-margin membership model, and Waste Management through contracts that pass rising costs to customers.

Long-Term Treasury Yields Jump as Bloodied Bond Market Gets Edgier about Inflation & the Massive New Debt

During the last debt scare, the 10-year yield hit 5%, and the floodgates of demand opened. Now the debt is $6 trillion bigger; no guarantee 5% will open the floodgates again.

Links 7/25/2026

Telecom Earnings Reveal a Sector That Finally Looks Healthier

AT&T, T-Mobile and Verizon all grew Q2 EPS and boosted shareholder returns, but subscriber trends, guidance and stock reactions diverged sharply across the three telecom giants.

Defense Earnings Show Readiness Now and Modernization Ahead

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Humanity and Nature Through Social Production: Marx’s Materialism Unfolded from Epicurus

John Bellamy Foster explains how Marx learned from chemists, physicists, biologists and the ancient Greek philosopher Epicurus

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

Palantir stock is down 30% in 2026, but strong free cash flow growth and CEO Alex Karp's bold forecast fuel debate over its valuation ahead of Q2 earnings on Aug. 3.

How Technology Is Rewriting the Way We Write

On how the use of technology, as in typing and computer-based editing, compared to the effects of composition via handwriting.

MarketBeat Week in Review – 07/20- 07/24

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

New Single-Family Home Prices Drop Further amid Declining Sales and once again Growing Inventory Glut

In the South, inventory for sale was up 71% from 2019, while sales were down 8%. Homebuilders are very motivated to make deals.

Coffee Break: Longevity, Quackitude, a Supplement that Works, and a Short Meditation on Orthodoxy

Part the First: What the Longevity Bros Miss: The Office of Science and Society (OSS) at McGill University is one of the best newsletters of its kind and has provided much to think about today’s Coffee Break.  In this first part, it is not too difficult to understand the desire to live long and prosper.  […]

Could a Crash Halve Stock Prices?

US and UK stock prices are in nosebleed terrain. How far could they fall?

AMD and Cerbras Create A New Blueprint For Hardware

AMD and Cerebras Systems have unveiled a disaggregated inference architecture separating prompt processing from token generation, aiming to boost efficiency and capture enterprise AI demand from Microsoft Azure and Anthropic.

Links 7/24/2026

Marco Rubio’s Supersized 21st Century Reboot of Operation Condor

Note to readers: this is more or less a companion piece, albeit an accidental one, to Curro’s post yesterday, “‘Islamist Extremism’ Has Been Defeated; a New (Old) Foe Is Needed: ‘Left-Wing Political Terrorism.’” Whereas Curro’s post focuses primary on the interplay between the US’ war on terror and its newly relaunched war on all things […]

Intel Earnings Reveal Whether the Chip Selloff Created a Buy

Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.

CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test

CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.

Iran War: Trump Threatens More Intense Attacks as Advisors Push for Humanitarian Crisis by Hitting Food and Water Stores; Oil Rises to Over $100 a Barrel; Iran Warns UK; Trump Retrades Saudi Nuclear Deal with Abrams Accord Requirement

Today's Iran war news: Trump may have aged out of his TACO habits and is readying new, potentially global-economy-wrecking, attacks on Iran.

Plugging In: How Kinder Morgan Powers Up Profits

Kinder Morgan's Q2 revenue rose 10.8% and adjusted EPS beat estimates, driven by data center and LNG-fueled natural gas demand, prompting raised 2026 guidance and continued dividend growth.

Freeport McMoRan Post-Earnings: Why Good Enough May Finally Be Good Enough

Freeport-McMoRan's Q2 2026 earnings show higher copper and gold prices boosting profits as its Grasberg mine ramps back up, though FCX stock dipped after a strong pre-earnings rally.

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

Tesla stock fell 15% after record revenue and deliveries were overshadowed by collapsing margins, an earnings miss, negative free cash flow, and rising CapEx for AI and Robotaxi expansion.