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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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Joby’s Defense Pivot Accelerates With $500M Resonant Sciences Deal
Joby Aviation shares fell after it unveiled a $500 million Resonant Sciences acquisition and $750 million equity facility, a defense pivot analysts say bolsters cash flow amid air-taxi certification costs.
Lumentum Just Delivered the AI Growth Investors Wanted
Lumentum's fiscal Q4 2026 revenue grew over 110%, margins expanded, and guidance calls for 130% YOY growth, prompting analysts to affirm bullish price targets on LITE stock.
Links 8/13/2026
Iran War: Prospects of Long War Rise as US and Iran Signal a Staredown; Iran Economy Not Collapsing; Saudi-Ansar Allah Attacks Intensify; US Navy in Crisis?
Today's Iran war news: more on the economic standoff as the Ansar Allah-Saudi conflict heats up and navy suicides come into the spotlight.
Ryman Checks Into a $1.38B Hospitality Upgrade
Ryman Hospitality Properties funded its $1.38 billion Grande Lakes Orlando acquisition with a stock offering and $700 million in notes, pressuring shares despite strong Q2 2026 results.
Axos Financial Keeps Proving the Digital Banking Model Works
Axos Financial posted double-digit growth in earnings, deposits, and book value last quarter, and analysts maintain a Buy rating with a $114.83 average price target.
SpaceX’s First Earnings Report Only Made Wall Street More Divided
Analysts remain sharply split on SpaceX stock, with price targets ranging from $140 to $450 following its post-IPO slide and first earnings report showing 92% revenue growth.
Plug Power Charges Ahead: Margin Expansion Sparks a Rally
Plug Power topped Q2 2026 revenue estimates, narrowed gross margins toward breakeven, raised full-year guidance, and cut cash usage amid heavy short interest and an expanding global electrolyzer pipeline.
Abercrombie’s Comeback Is a Work in Progress
Abercrombie & Fitch (NYSE: ANF) posted record fiscal 2025 sales led by Hollister growth, but softer comparable sales, margin pressure and EMEA weakness raise questions about its turnaround's next phase.
Roku's Ad Business Is Growing—These 3 Stocks Could Be Next
Roku's strong Q2 2026 earnings highlight CTV advertising growth, positioning The Trade Desk, Magnite, and PubMatic as potential beneficiaries of rising connected TV ad spend.
Cleared for Takeoff: Archer Aviation Changes the Math on eVTOL
Archer Aviation shares jumped after it agreed to acquire Boeing's Wisk Aero, Insitu, and SkyGrid in an all-stock deal, gaining defense revenue, autonomy tech, and a Boeing equity stake.
Voyager Technologies: Space Force Deal Fuels Growth Despite Heavy Cash Burn
Voyager Technologies won a Space Force contract for space-to-space communications, boosting its defense credentials, backlog, and revenue growth, despite steep cash burn and a stretched valuation.
On Cinema: Political Films Part 1 – Maybe?
Questioning whether some iconic political films are really all that political.
Franco-Nevada Earnings: Gold Is Rallying, But Does the Stock Even Care?
Franco-Nevada missed Q2 2026 revenue and EPS estimates but posted strong year-over-year growth, and rising gold prices, analyst targets, and technicals suggest further upside for FNV shares.
Paper Tiger: the Failure of America’s Trillion Dollar War Machine
A high-level historical assessment shows that the US image of dominance in war has persistently fallen short in practice.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q2 2026
Why we keep an eye on the housing-debt-to-income ratio.
CPI Dragged Down by Energy, Hotels & Motels (Shelter), Auto Insurance, and Meat (Finally)
But inflation thrived in housing, electronics (hit by the AI boom), medical services, auto repair, used vehicles, etc.
Layoffs Tied to AI Hurt Worker Productivity – and the Reason May Surprise Managers
AI routinely fails to increase corporate productivity. Using it to get rid of workers is a big reason why.
GE Vernova’s AI Power Boom Faces a Profit Test
GE Vernova posted 22% revenue growth and a record $176 billion backlog in Q2 2026, but missed adjusted EPS estimates amid wind segment losses and tariff costs.
Cardinal Health Earnings: Can Perfection Get Priced In Twice?
Cardinal Health stock hit a new all-time high after mixed earnings, with analyst price target hikes, gene therapy logistics wins and a 29-year dividend growth streak supporting the uptrend.
Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand
Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.
Legacy Jet Builders Stall While Embraer Accelerates to New Highs
Embraer posted a Q2 earnings beat, raised full-year EBIT margin and free cash flow guidance, and grew its backlog to $34.5 billion, gaining ground on Boeing and Airbus.
Intel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard Part
Intel upsized its stock offering to $20 billion on Aug. 11, bolstering its balance sheet for AI-era capital needs even as the raise dilutes existing shareholders amid its ongoing turnaround.
Visa’s AI Opportunity Is Hiding in Every Transaction
Visa benefits from AI-driven commerce growth without picking a winner, posting record $4 trillion quarterly payment volume as analysts raise price targets toward all-time highs.