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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 Rare-Earth ETFs That Help Investors Balance Exposure and Risk
Federal support for MP Materials, USA Rare Earth, and others is rebuilding U.S. rare-earth refining. REMX, EART, and SETM ETFs offer diversified ways to invest in this supply chain.
The Sunday Morning Movie Presents: Hószakadás AKA Snowfall (1974) Run Time: 1H 33M Plus Anil Seth On Why AI Is Not Conscious Plus Bonuses!
Hószakadás is a movie about life and death on the fringes of war.
Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs
Microsoft is routing some Copilot prompts to its in-house MAI models to cut reliance on OpenAI and Anthropic, aiming to boost margins as MSFT shares trade off 2026 lows.
Machine Gun-Toting Israeli Settlers Detain Ro Khanna During Trip to Occupied West Bank
“These hoodlums come in with machine guns—M4, an American-made machine gun—and they detain us. They block off the road.”
Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing
Delta Air Lines posted strong Q2 2026 results and raised guidance, driven by demand and premiumization, with analysts holding a Moderate Buy rating and price targets up to $110-$116.
This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
VYM and SCHD both offer low-cost dividend exposure, but differ in methodology, yield, and holdings—VYM emphasizes broad, higher-yield diversification, while SCHD focuses on stricter, dividend-growth criteria.
Iran War: Iran Rejects Trump 24 Hour Ultimatum; US Launches Intense Attacks With Kuwait and Bahrain; Iran Closes Strait of Hormuz, Starts Counter-Strikes; Rumors of Mining of Oman Channel
Today's Iran war news: It looks as if a full-bore war, now over control of the Strait of Hormuz, is on.
Why "Big Short" Investor Michael Burry Sees Upside in Beaten-Down Sportbook Stocks
Michael Burry bought DraftKings and Flutter shares, betting regulation will curb prediction markets like Kalshi, as Wall Street analysts also see both sportsbook stocks as undervalued.
Links 7/11/2026
The Graham Platner Affair
A post mortem of the successful effort to end Graham Platner's Senate bid and any future in politics.
How Stories Change the Human Brain, Empathy, Memory, and Behavior
Yves here. Stories are integral to decision-making. Prosecutors and criminal defense attorneys know well that juries reach their verdicts not on weighing evidence but on constructing the story that seems to them to fit the evidence best and then see what that means in terms of a ruling. It’s thus disconcerting to see how tech […]
Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs
Starbucks (SBUX) is building internal AI tools to replace Microsoft and IBM software, targeting $400 million in annual vendor spend and cutting $30 million from its tech budget.
Power Struggle: Wolfspeed Sues Navitas Over AI Chips
Wolfspeed sued Navitas Semiconductor over five wide-bandgap patents, seeking an import injunction and damages, as both companies face debt, cash burn and shifting AI datacenter supply chains.
Why WD-40 Is Proving Great Businesses Never Go Out of Style
WD-40's fiscal Q3 revenue rose 24% and guidance increased, sending shares to a multi-year high. Analysts hold a Buy consensus with a $305 price target, and a new $100 million buyback was authorized.
Pushing the Edge: Super Micro Computer Reboots the AI Landscape
Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.
MarketBeat Week in Review – 07/06 - 07/10
MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle.
US Government Sold $743 Billion of Treasury Securities this Week, 30-Year Yield at 5.06% on Inflation, Lax Fed, Supply Fears
Lots of new supply: Treasury debt of notes and bonds outstanding ballooned by $70 billion this week.
Gasoline Price Spike Triggered Massive Price Surge of Used EVs as Auto Dealers Bid them up at Auctions
The wholesale price index for used EVs hit $31,156 in June, 61% higher than for used ICE vehicles. Consumers are splurging to buy used EVs.
Coffee Break: More on American Science, Thomas Jefferson and AI, and Natural History for the Ages
Part the First: Beware of Resting on the Shoulders of Atlas. Dr. Scott Atlas is a radiologist who is now ensconced in the Hoover Institution on War, Revolution, and Peace at Stanford (naturally, and in the tower, no less). One can only surmise from the general run of their work product that (true) Revolution and […]
Cloudflare Threatens to Cut Google Off From Their Publishers in Searches Due to AI Scraping
AI is destroying what is left of search, as Cloudflare plus big publishers implement the nuclear option of cutting off Google indexing.
Links 7/10/2026
Iran War: Conflicting Reports on Momentary Pause – Restart of Talks or Iran Readying Big Strike? Russia Diesel Export Halt and Qatar LNG Pullback Increase Energy Pressure
Today's Iran war news: Information fog is thick –yet more peace deal happy talk as underlying disputes fester and energy stresses worsen.
Europe’s Gathering Backlash Against Palantir Hits NATO Resistance
The AI systems managed by Palantir are becoming even more embedded in the collective West's war-waging.
AeroVironment Flies Under Wall Street’s Radar Toward a $4 Billion Target
AeroVironment shares fell 38% after analyst downgrades on its 2030 targets, yet Q4 revenue hit $642 million with 22% EBITDA margins and a $2.7 billion backlog.