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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 Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence
Options trader Andrew Keene is tracking large institutional call buying in X-Energy, Oklo, and IonQ, all down sharply from highs, betting on rebounds in these oversold, pre-revenue stocks.
Is Domino's Stock Serving Up a Buying Opportunity?
Domino's Pizza beat Q2 revenue estimates but missed on EPS, as strong order growth via DoorDash and Uber Eats was offset by weaker ticket sizes and margin pressure on franchisees.
A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free
SpaceX shares have fallen below their $135 IPO price as a $1 trillion valuation drop raises questions about a potential Pentagon AI cloud contract and its high price-to-sales multiple.
Why Gold Miners Could Be the Market's Biggest Comeback Story
Gold miners like Agnico Eagle and Gold Fields have fallen sharply even as gold nears $4,000 an ounce, creating a valuation gap tied to fuel costs and site-specific risks.
Amazon’s AI Spending Is About to Face Its Most Important AWS Test Yet
Ahead of Amazon's July 30 earnings, TD Cowen expects AWS growth to accelerate to 35.5% and retail sales to strengthen, key tests for whether its AI spending is paying off.
Links 7/20/2026
AI Data Centers Need Power, and These 2 Industrials Are Cashing In
As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.
5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama
While AI stocks correct, Johnson & Johnson, Altria, Coca-Cola, JPMorgan, and Apple are quietly trading near 52-week or all-time highs ahead of earnings.
Iran War: Brief US Pause Followed by Renewed Strikes as Iran Intensifies Attacks on Bases and Kuwait Desalination; Continued Speculation About US Operation
Today's Iran war news; The US looks to be gearing up for Something Stupid, as if the mere continuation of the war didn't suffice.
American Oligarchs Sell the Ground Out From Underneath Their Own Feet
Their "Arsenal of Democracy” is breaking down (a good thing!); too bad it doesn’t mean redirecting social capital toward social needs.
Meta Platforms Turns AI Power Scarcity Into a $10 Billion Cloud Bet
Meta Platforms is in talks to lease up to $10 billion in data center compute capacity to Anthropic, pivoting toward commercial cloud services amid a national power grid shortage.
3 Nuclear Stocks for Investors Willing to Wait Out the Dip
Nuclear stocks have fallen sharply in 2026 despite rising AI-driven power demand. Analyst Kuran Francis highlights Constellation Energy, Centrus Energy, and the VanEck NLR ETF as ways to play the sector's long-term buildout.
3 Medical Device Stocks Giving Investors a Different Healthcare Play
Globus Medical, Inspire Medical Systems, and Penumbra show varied revenue growth and analyst ratings, offering medical device investors alternatives to traditional pharmaceutical stocks.
Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack
As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.
Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate
Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.
Buyback Boom: These 3 Companies Are Betting Billions on Their Own Stocks
Dollar Tree, Morgan Stanley, and Accenture recently announced $2.5 billion, $20 billion, and $2 billion buyback plans, respectively, totaling $24.5 billion amid a record year for S&P 500 repurchases.
Costco’s Cooling Comp Sales Keep Stock Stuck in Neutral for Now
Costco's June sales show decelerating comps and weak international results, raising concerns about its 46 times earnings valuation as shares fall 15% from their all-time high.
Dangerous and Historic Wildfire Smoke Pollution Event Engulfs the U.S. and Canada
An assessment of the wildfire smoke emergency in the US, and a warning that more is inevitable.
Links 7/19/2026
The Sunday Morning Movie Presents: Ítélet AKA Judgement (1970) Run Time 1H 31M Plus Bonuses!
Ítélet is a movie about revolution and punishment.
What Science Loses When T. Rex Becomes a Trophy
Shared natural heritage, on the auction block.
Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit
Amid the Iran war's shipping disruptions, tanker stocks Frontline and DHT Holdings have posted strong revenue growth as elevated rates boost VLCC operators despite market volatility.
Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet
Jefferies upgraded Shopify to Buy with a $160 price target, citing its role in agentic commerce, ahead of an earnings report expected to show accelerating AI-driven orders.
Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises
Amid a 2026 nuclear-sector sell-off, ETFs like NLR, URNM, and URA offer investors exposure to uranium miners and nuclear power stocks, each with distinct holdings, fees, and dividend yields.