Who knew? OK - everyone knew. But the financial site is still surprised. Read >

Bankrate slugging its way through the mortgage collapse. Q1 fine, but guidance weak. Analysts debate whether "typical conservatism" or actual weakness. Either way, even bulls expect stock to get smacked. Read >

Thank god for analysts with balls.The mortgage market is imploding, financial firms are writing off tens of billions of losses, financial ads are getting slashed, companies dependent on financial advertising are... Read >

Bad news fast and furious this morning that could eventually affect Yahoo (YHOO), Google (GOOG), and other media leaders: Comcast saying macro economy has deteriorated significantly since Q3. RBC analyst Jordan... Read >

Bankrate (RATE) had a solid Q3: in-line revenue and upside on EBITDA margin and EPS.  Management attributed tepid guidance to "conservatism," but always possibility that Q4 trends are slightly weak.  Management... Read >

24/7 Wall Street notes that Countrywide is laying off another 900 people (of 60,000).  A small number in the grand scheme, but not confirmation of returning strength.  As described, we believe the mortgage... Read >

Oppenheimer analyst Sandeep Aggarwal has weighed in on the mortgage-impact-on-online-advertising debate with a careful, lengthy analysis.  Despite cutting estimates on Google (GOOG), Yahoo (YHOO), and other... Read >

Bankrate.com's stock (RATE) has been clobbered by fears that the mortgage crisis will hurt its advertising revenue.  So, what to do?  Hold a conference call to reassure investors that everything is a-okay... Read >

Some nuggets about the broader online and print advertising markets from consumer-finance information site Bankrate: Core online advertising revenue up 42% year over year (keep in mind that Bankrate is tiny) Core... Read >