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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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3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
Amid strong aerospace and defense demand, Ducommun, StandardAero, and HEICO post solid revenue growth and margin gains, drawing analyst attention as smaller industry players outpace larger peers.
Why Wall Street Suddenly Sees SpaceX as an AI Company
SpaceX shares have slumped about 40% since its IPO, but analysts increasingly view Starlink as AI infrastructure, with its Aug. 6 earnings report set to test that bullish narrative.
30-Year Treasury Yield still 5.06%, 30-Year TIPS Yield Highest since 2010 Reintroduction, Yield Curve Prepped for Rate Hike
Unabated fears of inflation and worries about the onslaught of new debt keep pushing up long-term yields.
Links 7/18/2026
Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop
Netflix shares fell over 8% after-hours as revenue missed estimates despite an EPS beat, with investors weighing lower free cash flow and reduced engagement-data disclosures.
Michael Hudson with Radhika Desai: We’re Headed for a Depression Worse Than 2008
Michael Hudson and Radhika Desai discuss how much of supposed US economic performance is illusory, and what happens when it unwinds.
Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?
Delta and United both saw earnings and margins hit by higher jet fuel costs this quarter, but Delta's refinery and hedging gains helped it outperform United's liquidity-based approach.
The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story
Alcoa shares fell after Q2 2026 earnings missed estimates and guidance was cut, but the drop was driven more by its $4.7 billion South32 acquisition than weak results.
Why Intuitive Surgical’s Strong Quarter Still Spooked Investors
Intuitive Surgical shares fell about 10% after Q2 2026 revenue rose 19% but guidance for da Vinci procedure growth wasn't raised, pushing ISRG below its 200-week moving average.
MarketBeat Week in Review – 07/13- 07/17
A tech selloff hit the S&P 500 and NASDAQ this week while energy and financial stocks gained; MarketBeat analysts recap Micron, Netflix, Broadcom, Apple and more ahead of Alphabet's earnings.
Albania’s Flamingo Revolution Tests the New Western Order
A Kushner project has caught Albania between US and EU interests, with revolution-seeking Western networks playing a big role.
Home Prices in 33 Big Expensive Cities in America: 25 Fell Year-over-Year in June, 2 Rose to New Highs
And 28 were down from their peaks in prior years, led by Austin -27% and Oakland -25%.
Fuel for the 2nd Wave of Inflation: Import Prices of Manufactured Goods, Driven by Computers & Electronic Products
The first shock was due to the supply-chain chaos in 2021 through 2022. The second shock is now, it's huge, and it's due to the AI investment boom.
Coffee Break: Health Care Digest
Part the First: Profit in Medicine. In a report that will tug at the heartstrings of everyone, STAT tells us that HCA warns of lower profits in its future as more patients go uninsured because ObamaCare subsidies have gone by the wayside: The country’s biggest hospital chain lowered its 2026 profit outlook on Tuesday after […]
AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector
AST SpaceMobile shares have dropped over 18% amid a broader space stock selloff tied to SpaceX's decline, a convertible notes offering, and a consensus Reduce rating from analysts.
Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth
Aehr Test Systems beat quarterly estimates and issued FY2027 revenue guidance of $130-$150 million, backed by a $100.6 million backlog and improved gross margins.
Links 7/17/2026
As Argentina Celebrates World Cup Revenge Over England, Milei Is Literally Auctioning Off the Country
Whatever one might say about the 2026 World Cup, it has been eventful. Controversial, yes, downright dystopian at times, and quite possibly rigged, but eventful.
TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident
TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand.
GE Aerospace Faces a Prove-It Moment in Q2 Earnings
GE Aerospace shares fell despite Q2 2026 earnings beats and raised full-year guidance, as investors weigh a rich 46x forward earnings valuation against a $210 billion backlog.
Sandisk: What the Chart Is Trying to Tell Us
SanDisk stock has fallen about 40% from its June peak, breaking key $1,500 support amid an analyst downgrade and SK Hynix IPO volatility ahead of its August 5 earnings report.
Iran War: US Sixth Wave of Escalation Strikes Hits Bridges, Civilian Infrastructure, More Promised Next Week; Iran Hits Bahrain Refinery, Signaling Ability to Destroy Gulf Energy Assets; Closure of Bab el-Mandeb Strait Expected
Today's Iran war news: Trump continues to escalate, with more threatened for next week, apparently out of anger as opposed to with a plan.
Rob Urie: No Path Forward, No Way Back, Imperial Decline Edition
Decades of misuse of US imperial advantages, malinvestment, looting produce hopium for destructive AI deployment as a rescue for the rich.
3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout
Ambarella, Ouster, and AMETEK supply the chips, lidar, and precision motion parts behind humanoid robots, and all three now trade well below their 52-week highs after a growth-stock sell-off.