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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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Gasoline Plunged in June and lots of Month-to-Month CPI Squiggles Happened to Drop Simultaneously, but that Won’t Last
The CPI headline does not provide political backing for a politically unpopular rate hike at the July FOMC meeting. Details – such as outliers reverting in a month or two – don’t matter today.
Coffee Break: Armed Madhouse – Peace Power and Arms Control
For decades, arms control has struggled against recurring cycles of fear, secrecy, and technological competition that steadily erode international agreements. This article argues that advances in satellite observation, telecommunications, and evidence integration make a fundamentally different approach possible. Rather than relying primarily on diplomatic assurances, future arms control can be supported by verifiable trust.
Knee Pain? Ragged Cartilage? Research Suggests Surgery’s Not the Best Answer
Some news you can use: on a dodgy knee procedure that while deservedly falling in popularity, is still being practiced.
Why Fastenal’s Latest Drop Could Be Its Biggest Opportunity Yet
Fastenal shares dipped after Q2 earnings matched forecasts, but revenue grew nearly 15%, margins held steady, and analysts and institutions remain supportive of the stock.
3 Overlooked Energy ETFs Delivering Strong Returns and Income
AMLP, ENFR and MLPX offer midstream energy exposure with strong 2026 returns and dividend yields, each outperforming the S&P 500 while differing in cost, holdings, and liquidity.
3 Space Stocks That Could Outshine SpaceX After Its IPO
SpaceX stock has fallen since its IPO, but Rocket Lab, AST SpaceMobile and Intuitive Machines offer alternative space plays, each with distinct growth catalysts and risks.
JPMorgan’s Q2 Strength Gives the Stock Rally New Support
JPMorgan Chase posted Q2 revenue of $58 billion and EPS of $6.14, topping expectations, with strong loan growth, rising analyst price targets, and a likely double-digit dividend increase in September.
Links 7/14/2026
Iran War: Trump Lashes Himself to Strait of Hormuz Mast With Renewed Blockade, Intensified Attacks on Iran; Oil Crunch Worsens as Iran Halt Fujairah Shipments, Houthis Threaten to Close Bab el-Mandeb
Today's Iran war news: Trump is indeed making himself Herbert Hoover 2.0 with his latest escalation.
3 Energy Stocks Racing to Fix AI's Power Problem
Geothermal energy is emerging as a fast, low-cost power source for AI data centers, with Fervo Energy, Ormat Technologies and Baker Hughes positioned to benefit from hyperscaler demand.
Will the Bank of England Ever Give Venezuela Its Gold Back?
The US' abduction of President Nicolás Maduro and his replacement with Delcy Rodríguez appears to have changed nothing.
No Space For Panic: T-Mobile Shrugs Off The Starlink Threat
Amid satellite-disruption fears hitting telecoms, T-Mobile's spectrum swaps, SpaceX partnership, and enterprise push support analyst upgrades and a premium valuation versus AT&T and Verizon.
Prepare for the Next Wave of Factory Automation With These 3 Standout Names
Rockwell Automation, Cognex, and Teradyne posted strong earnings amid rising AI-driven factory automation demand, with analysts largely maintaining Buy ratings and upside price targets on all three stocks.
These 3 Water ETFs Could be Quiet Winners From Infrastructure Spending
As data centers strain water systems, FIW, PHO, and CGW offer investors ETF-based access to water utilities, infrastructure, and equipment firms, each with distinct fees and concentration.
The Bond Market Just Sent Amazon a Message Investors Shouldn’t Ignore
Amazon's $25 billion bond raise saw weaker-than-average demand and wider concessions, a subtle signal bond markets may be growing cautious on hyperscalers' heavy AI-driven debt spending.
Insiders Sell 2 AI Enablers: Investors Can Buy Into Their Futures
Insiders at Penguin Solutions (PENG) and Cloudflare (NET) are selling shares, but analyst price target hikes and bullish AI-driven catalysts suggest investors may want to reconsider following suit.
Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings
Wedbush raised its Sandisk revenue, earnings, and price targets above consensus, citing memory pricing trends, as analysts and institutions turn increasingly bullish ahead of earnings.
On the US-EU Productivity Debate: James Galbraith Responds to Paul Krugman
An exchange about American versus European productivity is really about the US need to substantiate its superior status.
These 3 Stocks Are Beating the Market in 2026 and Just Announced Hefty Dividend Increases
Levi Strauss, Ryder System and Unum Group each raised dividends and are outperforming the S&P 500 in 2026, offering higher yields with well-supported payout ratios.
Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks
Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.
Baggage Claim: Apollo’s $7.7 Billion Bid to Acquire easyJet
Apollo Global Management's £5.7 billion cash bid for easyJet sparked a 46% share rally, though EU ownership rules and an August 7, 2026 deadline still cloud the deal's completion.
CEOs Sell Millions Worth of These 3 Big Name Stocks—What It Means for Investors
CEOs at Casey's, Rocket Lab and RH sold millions in shares recently, but context suggests the moves reflect diversification rather than clear bearish signals for investors.
Fission for Profits: Unlocking America’s Uranium Vault
Energy Fuels shares fell after its $1.9 billion Vacuumschmelze deal sparked dilution concerns, but CEO Ross Bhappu bought $967,920 in stock amid 19% short interest.
Fed Should Hike “in the Near Term” if CPI & PPI this Week Are “Hot”: Fed’s Waller. So at the July Meeting? Treasury Yields Jump
“Sternly staring at inflation until it melts before our withering gaze is not an option,” he said with a sense of urgency.