section
Finance
Markets, money, and the business of the world. Read-only — these stories don't post to Matrix.
375 stories archived
1 Frozen Housing Market, 2 Very Different Earnings Stories
Public Storage and Sun Communities posted Q3 earnings amid a frozen housing market, with PSA raising guidance on acquisitions while SUI shares fell despite beating FFO estimates.
3 Energy Stocks Boosting Dividends as the Sector Widens Its 2026 Performance Lead
As energy leads 2026 sector returns, Phillips 66, Sunoco, and Matador Resources have all raised dividends, backed by strong earnings, cash flow, and production growth.
Garmin Raises Its Profit Outlook—Can the Stock Reach New Highs?
Garmin's Q3 revenue grew 12% with margin gains and raised full-year guidance, as analysts maintain a Moderate Buy rating and institutions hold 80% of shares.
THANK YOU 💖 for Your Wonderful Support of WOLF STREET!!! If You Missed the Fall Reminder: Please Donate
AI has changed the Internet, and WOLF STREET needs you more than ever. Thank you!!
Why Rising Rates Could Break the Bull Market Before AI Spending Can Save It
Rising rates from a $2 trillion deficit and AI borrowing could stall the bull market. Mark Skousen favors pipelines, copper, uranium and a gold royalty play.
Fed Holds Rates, but with 2 Dissenters. A Hold before the Election Was Widely Expected. Dissenters Were Not
The statement also left the door wide open for rate hikes. 10-Year Treasury yield kneejerk jumps.
The Growth of the Vacant Housing Stock in the US, Q3 2026
Total housing units grew by 1.51 million YoY (new construction minus demolition). Vacant for-sale & for-rent units jumped by 7.1%, to 4.93 million, highest since 2013.
Boeing Got Its MAX 10 Approval, But Q3 Delivered a Reality Check
Boeing shares fell more than 10% after Q3 results showed production delays and pushed its free cash flow targets to 2027 and 2028, despite a record backlog and narrower loss.
The Invisible AI Backbone: Corning's AI Fiber Play
Corning shares fell 35% from highs despite strong earnings growth, customer-funded capacity expansion, and a coming copper-to-optical shift that could boost fiber demand per GPU tenfold.
Heavy Metal: Why Nucor Could Be an Overlooked AI Infrastructure Winner
Nucor's Q3 revenue surged about 32% year over year on record steel shipments and pricing power, driven by data center, grid, and infrastructure demand, lifting shares roughly 5%.
Why Tesla’s Upside Is About More Than a SpaceX Merger
Barclays upgraded Tesla to Overweight with a $450 price target, citing strength in cars, energy storage, and FSD subscriptions as standalone drivers, separate from any SpaceX merger speculation.
Amkor's Mobile Business Is Slowing, But Its AI Ambitions Aren't
Amkor's Q3 revenue was flat as mobile weakness offset AI-driven growth, but margins improved and expansion with NVIDIA, Apple, and AMD supports its long-term AI packaging outlook.
Want to Own a Piece of Professional Sports? This ETF Could Be Your Ticket
Amplify has filed with the SEC for PROS, a proposed ETF combining publicly traded sports companies with up to 15% in private sports assets like team ownership stakes.
Welltower's Strong Earnings Couldn't Stop the Sell-Off—What's Missing?
Welltower shares fell despite Q3 2026 FFO and revenue beats and raised guidance, as investors weigh the REIT's premium valuation, rising leverage, and rate pressures.
Sherwin-Williams Remains Evergreen in a Frozen Housing Market
Sherwin-Williams shares fell after Q3 2026 revenue beat estimates but adjusted EPS missed on margin pressure, even as the company kept growing sales and extended its 48-year dividend increase streak.
Johnson Controls Beats the Heat in AI Data Centers
Johnson Controls is selling its intrusion products business to focus on data center cooling, backed by a record $23 billion backlog and strong fiscal fourth-quarter earnings growth.
Palantir's Q3 Bar Is Higher Than It Looks: 3 Numbers to Watch
Ahead of Palantir's Nov. 2 Q3 earnings, investors should watch U.S. commercial customer growth, free cash flow trends, and guidance versus consensus to gauge if the stock's rally can continue.
3 Growth Stocks Under $20 With Hard Catalyst Dates Ahead
Almonty Industries, Kopin and Cullinan Therapeutics trade under $20, and each faces a near-term catalyst: China tungsten curbs, CES and a February FDA decision.
Is United Parcel Service Finally Turning the Corner?
UPS stock rebounds on strong Q3 results, with rising free cash flow supporting its 6.2% dividend yield and setting the stage for eventual share buybacks.
Taiwan Semiconductor Flexes Pricing Power on AI's Frontline
TSMC is raising prices 10% to 20% on advanced packaging and 3% to 6% on wafers, leveraging its dominant position to pass rising capital costs on to AI chipmakers.
Hidden in Plain Sight: 2 Earnings Winners Investors May Have Missed
Ryder System beat Q3 2026 EPS estimates and raised its full-year outlook on logistics strength, while RingCentral topped estimates as AI services drove revenue and retention gains.
These 3 New ETFs Are Turning Heads—Are They Worth Buying?
Three ETFs launched within the past year, PBOG, GARY, and EPAI, have posted strong early returns in energy, growth, and AI strategies, though liquidity, costs, and track records vary.
What the “Housing Shortage” of New Single-Family Homes Looks Like: Ballooning Inventories, Falling Prices, So-So Sales
Homebuilders are doing their job creating new housing stock even as they’ve had trouble selling these homes.
Coca-Cola Stock Is Everything AI Isn’t—And That’s Its Biggest Strength
Coca-Cola's stock rallied in 2026 on strong Q3 results, raised guidance, and a growing dividend, with analysts maintaining a bullish Moderate Buy rating and higher price targets.