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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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Cybersecurity ETFs Are Rallying While AI Stocks Cool Off
Cybersecurity stocks rallied in Q2 2026, boosting ETFs like WCBR, HACK and BUG, which posted YTD gains of 35%, 34% and 29%, respectively, amid differing fees and holdings.
Satyajit Das: Book Essay: “At the Risk of Being Pedantic…?”
The pedantic might relish that their vice can be a bit slippery to pin down.
Mortgage Rates Rise to 6.77%, Highest in a Year, Driven by Bond Market Fears of Inflation & the Ballooning Debt
Promising another morose summer in the housing market.
Coffee Break: Oracle’s Exploding Debt and Plumeting Stock Price Threaten Paramount Media Empire?
The foundations of the hastily assembled Ellison family hasbara media empire -- Paramount, WBD, American TikTok -- are cracking as Oracle stock has lost $600 billion in market cap since its September 2025 peak and its nearly $200 billion in corporate debt is close to junk bond status.
Latest Chapter in Long-Running Kentucky Retirement Systems Case: Attorney General, Acting on Behalf of Private Equity Kingpins, Throws Legal Mud at Wall to See if Enough Will Stick to Confuse Judge Wingate
An update on the latest twists and turns in the astonishingly long-running Kentucky Retirement Systems case.
Could Truth API Become Trump Media’s First Meaningful Revenue Driver?
Trump Media plans an Aug. 1, 2026, launch of Truth API, a millisecond data feed for institutional traders priced up to $100,000 monthly, targeting new enterprise revenue beyond its ad-based platform.
Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying
As small caps outpace the S&P 500 in 2026's rotation, UFP Technologies, Willdan Group, and NWPX Infrastructure show earnings and growth catalysts worth watching this year.
Moog Is More Than a Missile Maker, and Wall Street Is Noticing
JPMorgan initiated Moog Inc. (NYSE: MOG.A) with an Overweight rating and $520 price target, citing diversified exposure to missiles, aerospace, automation and AI infrastructure demand.
A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
Aflac, Caterpillar, and Texas Instruments offer stable dividend growth with long increase streaks, solid yields, and diverse exposure to insurance, industrials, and AI-linked semiconductor demand.
Boxabl Disrupts Housing With A Tiny Float IPO
Boxabl debuted via SPAC at a $3.5 billion valuation with a tiny 1.38 million-share float, as legacy builders D.R. Horton and Lennar face margin pressure and rising inventory.
Links 7/22/2026
Iran War: Iran Rumored to Be Readying Big Attacks as Trump Vows More Escalation and Rubio Disses Talks; Brent Rises to $94 a Barrel as Hormuz Transits Fall, Ships Turn Away from Bab el-Mandeb; Hegseth Fried in Iran Hearings
Today's Iran war news: How the US is clearly losing military as pressures are rising on the economic and political fronts.
Robotaxi Mode Engaged: Tesla Starts Monetizing Its Florida Fleet
Tesla has launched unsupervised robotaxi rides in Orlando and Tampa, marking a commercial shift toward software revenue even as margins compress and a $243 million Autopilot verdict weighs on shares.
Why Is NATO Attacking ExxonMobil and Chevron Infrastructure in the Black Sea?
Russia blockades Odessa, grain wars, friction increases between Ankara and Moscow, and NATO lake plans have failed miserably.
Why Apple Could Be the Last One Standing in the Tech Wreck
Apple shares have rallied about 20% since June, outpacing AI peers, as low capital spending and a huge device ecosystem shield it from AI infrastructure investment worries ahead of earnings.
Velo3D Forges a New Reality After Its Sharp Stock Sell-Off
Velo3D shares fell over 50% after a short-seller report, yet the company opened its 289,000-square-foot Forge 1 facility and posted better-than-expected Q1 2026 results.
GE Sparks a High-Voltage Aviation Breakout
GE Aerospace tested hybrid-electric propulsion above 30,000 feet with NASA and Boeing, while a $210 billion backlog, strong Q2 2026 earnings, and an active $20 billion buyback support its valuation.
Insider Moves Are Sending Mixed Signals Across the Tech Sector
Broadcom sees insider selling after volatile 2026 trading, while Netskope draws heavy insider buying post-earnings drop and Eli Lilly CEO David Ricks purchases Adobe shares.
3 ETFs That Give Investors Access to Global Tech Beyond the U.S.
IXN, BOTZ, and IEMG offer investors varying levels of international tech and AI exposure, with different concentration levels, expense ratios, and year-to-date performance.
Yanis Varoufakis: An Athenian View of America’s Democracy
At 250, America is now producing a mindless, raw power and exponentially growing instability.
Texas Power Play: Hut 8 Sparks a $9.8B AI Infrastructure Deal
Hut 8 signed a 15-year, $9.8 billion triple-net lease at its Beacon Point Texas campus, doubling contracted capacity to 704 megawatts and shifting its model toward AI data center infrastructure.
Has Wall Street Got Monday.com Completely Wrong?
Monday.com shares have fallen over 70% on AI disruption fears, yet revenue grew 24% and margins hit records, as its new AI pricing model already drives new revenue growth.
Archer and Anduril Put ACHR Stock on a New Defense Flight Path
Archer Aviation partnered with Anduril to unveil the Thunder attack rotorcraft, pivoting toward defense contracts amid $1.8 billion liquidity, elevated cash burn, and persistent insider selling.
PayPal Rejected a $53 Billion Takeover Bid: Is the Stock Undervalued?
PayPal rejected a $53.4 billion buyout bid from Stripe and Advent International, but its PYUSD stablecoin, Visa integration, and improving fundamentals suggest shares may still be undervalued.