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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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Mortgage Rates Froze U.S. Housing, But These 3 Overseas Markets Still Pay Double Digits
Panama City, Guanacaste in Costa Rica and Lagos, Portugal top one investor's list for rental income and long-term growth, with Portuguese mortgages from 2.6%.
Big Tech Is Spending Billions on AI—These 5 Stocks Are Getting Paid
NVIDIA, Vertiv, Amphenol, Arista Networks, and Eaton have fallen with the AI sell-off despite strong orders, revenue growth, and raised guidance tied to data center buildout spending.
3 Waste Services Stocks With More Growth Than You Might Expect
Clean Harbors, GFL Environmental, and Casella Waste Systems posted strong Q3 2026 earnings and revenue growth, showing resilience and upside potential in the environmental services sector.
Alphabet’s $400 Billion Sell-Off Could Be the Best AI Buying Window Left in 2026
Alphabet's 12% drop followed search and YouTube misses as Google Cloud beat. Altimetry likes Microsoft, AMD and Generac and avoids CoreWeave and Cipher Digital.
3 Tech Stocks Boosting Buyback Capacity in the Face of the Sector's Recent Tumble
Amid a tech sell-off, NXP Semiconductors, Amphenol and F5 announced major buyback programs, with NXP adding $5 billion, Amphenol unveiling a $4 billion plan and F5 boosting capacity to $1.8 billion.
Strategy Pauses Bitcoin Buys to Focus on Preferred Stock Buybacks
Strategy posted a $19.5 billion Q3 net income from unrealized Bitcoin gains, but is pausing BTC buys and stock sales to repurchase high-yield preferred shares and shore up its balance sheet.
Uranium Prices Are Near Historic Highs—So Why Hasn’t Cameco Followed?
Cameco missed Q3 2026 earnings and revenue estimates as production fell and costs rose, with contract ceilings and buy-ins preventing the uranium miner from fully capturing soaring spot prices.
Royal Caribbean Buys the Beach as Norwegian Fixes the Ship
Royal Caribbean and Norwegian both beat Q3 earnings estimates, but diverge for 2027: RCL pursues a $3 billion Sandals resort stake while NCLH focuses on cost cuts and debt reduction.
SK hynix Says Memory Demand Beats Supply Through 2030—What It Means for Micron and SanDisk
SK hynix posted record Q3 revenue and added long-term AI customer contracts, while Micron and SanDisk also disclosed multiyear agreements shaping memory chip supply and pricing through 2030.
STMicroelectronics Could Reach New Highs—Here's What Needs to Happen
STMicroelectronics posted Q3 revenue up 17.9% and strong Q4 guidance, with analysts maintaining a Moderate Buy rating and seeing 50% upside for STM shares.
Marvell Eyes a Swing for the AI Networking Fences as Markets Weigh Lumentum Price Tag
Marvell is reportedly in advanced, all-stock talks to buy Lumentum for about $83 billion to expand in optical networking, sending Marvell shares down roughly 13%.
Exxon's Refining Profits Soared—Did Chevron Get the Same Windfall?
Exxon and Chevron topped Q3 2026 estimates, but refining margins drove Exxon's beat while upstream earnings fell, contrasting with Chevron's more balanced production-driven results.
Eli Lilly’s First Full Medicare Quarter: Is Volume Still Outrunning Price Cuts?
Eli Lilly posted 39% YOY revenue growth in Q3 2026 on strong Mounjaro and Zepbound sales, raising full-year guidance even as Medicare's GLP-1 Bridge program pressures drug pricing.
Oracle's AI Spending Peak Is in Sight—Can the Stock Recover?
Oracle's investor day revealed a path to positive free cash flow by fiscal 2028, capped financing, and declining CapEx, with analysts citing about 60% upside despite a wait-and-see stance.
LyondellBasell's Dividend Looks Safer, But a New Risk Could Change That
LyondellBasell cut its dividend to 69 cents per share, but Q3 cash flow shows it's well covered, even as unconfirmed reports of a $14 billion Shell asset acquisition raise debt concerns.
L3Harris Stock Took a Beating—Is a 20% Rebound Next?
L3Harris Technologies posted strong Q3 results, with revenue up 7%, record EPS, and raised 2026 guidance, as analysts' consensus price target implies about 25% upside for LHX stock.
US Government Sold $907 Billion of Treasury Securities this Week. That’s a Lot of Paper. Yields Pulled Back
As AI & chip stocks tanked, investors shifted from the “AI trade” to the “safe-haven trade” and bid up Treasuries.
Starbucks Says Its Turnaround Is Done—The Numbers Make a Strong Case (With 1 Catch)
Starbucks beat fiscal Q4 2026 earnings estimates with 7.7% U.S. comparable sales growth, but revenue missed forecasts as shares dipped and it issued cautious fiscal 2027 guidance.
3 Robotics ETFs, 3 Different Ways to Bet on Humanoid Robots
New ETF HOID joins humanoid robotics funds KOID and IBOT, which differ in cost, holdings, and performance, as investors weigh long-term growth potential against fees and liquidity.
Can Microsoft Turn a Leaner Workforce and Record AI Spending Into Bigger Profits?
Microsoft offered buyouts to about 60,000 employees amid record AI spending and strong earnings, raising questions about margins, cash flow, and whether AI will reshape its long-term staffing needs.
Why JFrog Could Be the Software Infrastructure Company to Beat in the AI Boom
JFrog's Q2 revenue grew 29% and free cash flow rose to $54 million, strengthening its position against rivals Atlassian and GitLab as AI reshapes software development and artifact management.
The Factories Behind AI Servers Just Raised Their Outlooks—3 Contract Manufacturers to Watch
Celestica, Flex, and Jabil posted strong AI-driven earnings and raised guidance, yet thin margins and customer concentration risks temper the outlook for these server-building hyperscaler suppliers.
MarketBeat Week in Review – 10/26 - 10/30
Stocks wavered after the Fed held rates steady and Alphabet's earnings missed on Search revenue, fueling AI bubble concerns despite strong results from Microsoft and resilient earnings elsewhere.
The 13 AI Giants, from Alphabet to Oracle, Sit on $1.13 Trillion in Cash. They Can Keep Spending on AI even if Markets Get Ugly
They've invested huge amounts in AI infrastructure, but they've raised cash even faster.