Business
Market Analysis: Tariff Refunds and Stock Valuations
Data from the U.S. Treasury shows a significant tariff refund cushion for corporations, while analysis suggests that memory-related stocks are undervalued despite strong performance.
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Axios
Data: FactSet; Note: As of June 30, 2026 market close; Table: Matt Phillips/AxiosThe market's giant winners this year — memory-related stocks — also look ridiculously cheap. Why it matters: Their low price-to-earnings multiples reflect the market's worries that
2026-07-13 11:20 UTC
Axios
Data: U.S. Treasury Monthly Treasury Statement (net customs duties); Chart: Courtenay Brown/AxiosCorporate America is
2026-07-13 16:00 UTC