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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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Micron's $250 Billion Bet Could Reshape the AI Memory Race
Micron accelerated its $250 billion U.S. fabrication buildout, securing a domestic silicon supply deal with GlobalWafers as it races SK Hynix in the HBM4 memory market.
Rocket Lab’s Stock Drop Comes With a Bullish Twist
Rocket Lab stock is down 45% from its peak, but a record-fast Space Force launch, Morgan Stanley's $293 bull case, and the Iridium deal highlight bullish fundamentals ahead of Aug. 6 earnings.
Amazon’s New Debt Deal Puts Its AI Spending Story on Trial
Amazon sold $25 billion in bonds to fund a $200 billion 2026 AI infrastructure push, even as weaker bond demand and rising insider stock sales signal investor caution.
Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI
Broadcom extended its chip supply deal with Apple through 2031, valued at over $30 billion, highlighting its non-AI semiconductor and infrastructure software revenue beyond its core AI chip business.
IQM's Nasdaq Debut Could Change the Quantum Race for D-Wave
IQM Quantum Computers' Nasdaq listing adds a new European rival for D-Wave and Rigetti, intensifying competition while expanding investor options in the pure-play quantum computing sector.
Buyer Beware: These 2 Stocks Charts Just Displayed a Death Cross
Hertz Global and Kinross Gold both formed death cross patterns amid weak fundamentals, rising short interest, and deteriorating sentiment, signaling further downside risk for the two stocks.
PepsiCo’s Dividend Could Turn Patience Into Real Profit
PepsiCo's Q2 revenue topped estimates and guidance was reaffirmed despite margin pressure, with analysts holding a Hold rating as the stock trades below its historical valuation average.
AI Investment Mania Has Begun to Percolate Through the Economy, and the Fed Has Begun to Fret About the Effects
AI dominated the Fed’s meeting as a driver of “persistent inflationary pressures” and demand growth.
The US, Largest Crude Oil Producer in the World, Produced 42% More than Saudi Arabia and 37% More than Russia in 2025
The strategic and economic importance for the US of US oil & gas production cannot be overemphasized. Canada is #4.
How Winning Became the Shared Ethos of the US Oligarchy
Winning seems to be all that matters to Donald Trump, because it is the only thing left to legitimize America's oligarchic rule.
Supply of Existing Single-Family Homes Jumps to 10-Year High, Condo Supply to 14-Year High. Sales Slip Deeper into Deep Freeze. Mortgage Rates Rise to 6.49%
Spring selling season was a dud. But mortgage rates are not high; inflation is high.
How Unions Pave the Way to the American Dream
Even with rising inequality and weak labor rights, unions secure enough improvements in pay and conditions to provide some class mobility.
PriceSmart Stock Eyes $220 as Chile Expansion Fuels Growth
PriceSmart posted 12.5% revenue growth in fiscal Q3, plans six new clubs including its first in Chile, and shows a bullish stock chart pattern despite a high valuation.
Dollar Tree’s Turnaround Is Starting to Take Root
Dollar Tree authorized a $2.5 billion buyback and posted 120 bps of gross margin expansion, prompting upgrades from Raymond James and Goldman Sachs despite lingering weak foot traffic.
Why Levi's Digital Strategy Is Paying Off in a Big Way
Levi's posted an 8% revenue rise to $1.56 billion in Q2, raised its guidance and dividend by 14%, and analysts maintain a Moderate Buy rating despite a post-earnings stock pullback.
Links 7/9/2026
Constellation Brands: Beer Growth and Buybacks Mask Stock's Slump
Constellation Brands beat revenue but missed EPS estimates in fiscal Q1 2027, raised its full-year outlook, and continues trading near multi-year lows despite beer growth and shareholder returns.
Lockheed Martin Secures the Ultimate Defense Moat
Lockheed Martin holds a $194 billion backlog and new DoD contracts, but Q1 2026 margin compression and the Ultra Maritime deal put focus on its July 23 earnings report.
Greenspan Ran the Fed for 18 Years and Left an Economic Time Bomb
Michael Hudson and Radhika Desai: take a hard look at Greenspan's misrule at the Fed and find more not to like than you might know about
Grounded: SpaceX Stumbles as Grok Fails to Ignite
SpaceX shares fell 8% after Nasdaq 100 inclusion as Grok's market share slipped, while Tesla dropped 7% despite a delivery beat, reflecting fading AI-driven valuation premiums.
Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
Big banks are reportedly weighing a $15 billion bid for Fiserv's STAR debit network to bypass Durbin fee caps, as Visa and Mastercard face settlement costs and stablecoin competition.
Iran War: US and Iran Continue Escalation With New Exchange of Harsher Strikes; Iran Options Include Closing
Today's Iran war news: Trump doubles down on Strait of Hormuz control as experts view the strikes as preparation for a ground operation.
Southwest MAX Incident Revives Headline Risk for Boeing and Airline Stocks
Two Southwest 737 MAX incidents renew scrutiny of Boeing stock even as production stabilizes, with rising jet fuel costs adding further pressure on Boeing and Southwest Airlines shares.
Catching the AI Wave: DigitalOcean Reels in AI Whales
DigitalOcean shares jumped over 10% after strong preliminary Q2 results and a surge in AI-driven contracted revenue, though heavy insider selling and a 57x P/E ratio warrant caution.