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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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Coffee Break: HIV Therapy, HPV Vaccine, Data Centers, Ecological Collapse, and Wendell Berry
Part the First: Another Promising Breakthrough in HIV Therapy. For those of us who were following the HIV/AIDS epidemic more than forty years ago, advances in antiviral therapy have been more effective than many of us could have imagined when the only drug available was AZT, which did not work. Too many healthy friends and […]
Iran War: Mixed Signals on US Resuming Kinetic Action as Iran Moves to Offensive Stance; Flight from Israel Accelerating
Today's Iran war news: The Trump team is fracasing over what to do as Iran goes on the front foot while servicemembers are badly overstressed.
Sony and TSMC’s $4.7 Billion Venture Is About More Than Camera Sensors
TSMC and Sony signed a $4.69 billion deal to build a CMOS image sensor plant in Kumamoto, Japan, targeting 2029 production and backed by Japanese government subsidies.
Quantum Leaps: Debt-Free as AI Storage Demand Accelerates
Quantum Corporation shares surged 62% after it eliminated $144.8 million in debt and posted 25.7% revenue growth, prompting price target hikes from Lake Street and Northland Securities.
Links 8/14/2026
The (Attempted) “Israelisation” of Latin America (Part II)
Israel has accomplished big things in very little time. But is it sustainable?
NVIDIA's $500 Billion GPU Financing Deal Fuels Path Toward $270
NVIDIA lines up over $500 billion in third-party capital, backed by BlackRock, Apollo, Brookfield, and Goldman Sachs, to finance AI GPU capacity through securitized loans.
Rob Urie: Why Taming the Power of Capital is Needed for Environmental Resolution
A hard yet often witty look at how US environmental policy was built to fail, and the issues presented by AI and voter shifts.
Sandisk’s Margins Look Like Software. Can They Last?
Sandisk's gross margins hit 85% on fixed-price contracts and AI-driven demand, prompting an Argus upgrade, even as bears question if price-led gains can last.
CAVA Earnings: The Easiest Comp of the Year Meets a Tough Valuation
CAVA shares jumped 14% after Q2 2026 results beat estimates with 9% same-restaurant sales growth, though margins slipped and full-year guidance held steady, leaving valuation questions unresolved.
Joint Operations: Curaleaf Makes a Play for Aurora Cannabis
Curaleaf's unsolicited $272 million tender offer for Aurora Cannabis targets EU-GMP cultivation capacity, with Aurora's board forming a special committee to evaluate the cash-and-stock bid.
Cerebras Sells Off After Earnings: Is This a Market Disconnection?
Cerebras shares fell after Q2 results, but strong RPO growth past $25 billion, analyst Moderate Buy ratings, and expanding inference demand suggest the pullback may be overdone.
Is Lockheed Martin Gearing Up to Lead Defense Stocks?
Lockheed Martin shares have surged on strong Q2 earnings and a record $230 billion backlog, breaking out technically even as analysts keep a Hold rating with modest upside.
Inside Teledyne's Bold Bet on the Future of Medical Imaging
Teledyne Technologies agreed to acquire Varex Imaging for $18.90 per share in a $1.1 billion all-cash deal, expanding its medical imaging and industrial inspection portfolio, with closing expected in early 2027.
Why Are Analysts Freaking Out About Apple's All-Glass iPhone?
Jefferies downgraded Apple after reports its all-glass iPhone was scrapped, raising pricing power concerns amid rising memory chip costs, though a later report says the redesign remains on track for 2027.
Trump’s ‘Forever’ Tariffs Are Kicking in for the Long Haul – and US Consumers Are Footing the Bill
Early predictions that consumers would bear most of the burden of Trump's tariffs are proving to be true.
The State of Americans’ Auto Debt
Auto loan balances, average amount financed, loan length, credit score, debt-to-income ratio, and delinquencies from subprime to prime.
Fed Cuts Reserve Management Purchases (RMPs) to Zero, Starting August 14
Warsh makes another baby step -- as suggested at his first FOMC meeting.
PPI Inflation Is in the Revisions? Prior Month Services PPI & Core PPI Massively Revised Higher Today
In July, the plunge in energy prices migrated into services via truck transportation services and others.
Nolan’s Odyssey Is About the End of an Epoch, Our Epoch
Nolan’s Odyssey is the work of a mature artist speaking about his time, perhaps to the detriment of the original work.
Why Have We Constructed a Society So Prejudiced Against the Autistic?
A bizarre attack on the autism bona fides of environmentalist/TV presenter Chris Packham shows normies do not grasp that passing is hard work
Asian Market Circuit Breakers Hit Stocks, Not AI Demand
Asian market halts and currency-driven sell-offs can drag down NVIDIA, Micron, Advantest, Arm, and IBM despite steady AI and semiconductor demand, creating potential valuation opportunities.
Riot Platforms Re-Wires the Ledger for a $9B AI Power Play
Riot Platforms posted a $237.2M net loss, but a 20-year, $9.1B Anthropic data center lease at Rockdale signals its pivot from crypto mining to AI hosting infrastructure.
Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?
Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.