Homebuilders, Regulations & Microcapacitors

With today’s unusual housing market dynamics undercutting the affordability of new homes, homebuilders are offering buyers sales incentives. So far, they’re working to companies’ advantage, Jackie reports: Lennar’s May-quarter revenue and earnings both jumped around 9% y/y. We continue to watch rising inventories. … A recent Supreme Court ruling effectively transfers power from the government’s regulatory agencies to the judiciary system. That could mean softer regulations on Corporate America going forward and lots of litigation. … And in our Disruptive Technologies segment: A super powerful microcapacitor being developed could help meet the growing demand for mini energy storage units in microdevices like Internet-of-Things sensors and AI processors.