Barron's Take


Intel Casts Doubts on Next-Gen Chip Manufacturing. What It Means for TSMC and ASML Stock.

The future of its chip-manufacturing business looks uncertain. It could have major consequences for TSMC and ASML.

3 minute read

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UnitedHealth Stock Is Falling. Insurer ‘Complying’ With Justice Requests.

The healthcare company says it is “complying with formal criminal and civil requests” from the Justice Department.

2 minute read

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MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10%

A new $500 million preferred stock offering from MicroStrategy is expected to carry an initial yield of 9.5% to 10%, and will have a floating rate.

4 minute read

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Chewy, Eaton and 2 Other Stocks Set to Gain After Earnings, Says Morgan Stanley

Morgan Stanley strategists highlighted companies that look likely to report strong numbers, including Chewy, Eaton, Nvidia, and Eli Lilly.

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GM and Ford Get a Raw Deal in Trump's Trade Pact With Japan

The tariff on imported Japanese cars has been cut to 15%, down from 25%, in a deal announced by President Donald Trump.

Long Read

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Nvidia Stock Is Rising. Here's What Will Drive Huge Spending on AI Chips.

Nvidia could get a boost from Elon Musk's xAI and Alphabet's Google as they race to build artificial intelligence.

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CoreWeave Just Sold More Debt. It Won’t Be the Last Time.

AI-cloud provider CoreWeave will have to sell $8 billion to $11 billion more debt in 2025 to hit its capital-expenditure guidance.

1 minute read

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GM, Lockheed, Northrop Grumman, D.R. Horton, Philip Morris, Kohl’s, and More Stock Market Movers

General Motors tops earnings estimates but the stock falls, and Lockheed Martin stock declines after the defense contractor’s earnings included charges of $1.7 billion that took Wall Street by surprise.

3 minute read

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Tesla’s Earnings Are Going to Be Wild. Here’s Why.

It’s been a turbulent quarter for Tesla. That raises the stakes for Wednesday’s earnings report.

3 minute read

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With Tesla Earnings, Don’t Forget About Bitcoin

Tesla’s investment in the cryptocurrency soared in value in the second quarter, after a first-quarter drop.

2 minute read

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Economic Worries Are Piling Up. Why the Market Can Relax.

Several factors are behind the concern, including that the economy has been growing since the second half of 2020.

4 minute read

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Berkshire Hathaway May Have Stepped Up Its Role in Potential Railroad Mergers

The rail unit of Warren Buffett’s firm reportedly hired Goldman as a financial advisor after Union Pacific considers a deal for Norfolk Southern.

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GM’s Earnings Are a Warning Sign as August Tariff Deadline Looms

Profit margins for the auto maker’s North American business were 4.8%, down nearly five percentage points from the second quarter last year.

4 minute read

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Opendoor Stock Is Surging Again. Steer Clear of This Meme Rally.

The online real estate developer's shares are on a stellar run. Investors should be careful not to get burned.

1 minute read

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The Stock Market’s Momentum Is Stalling With Mag 7 Earnings on Deck

The S&P 500’s record-setting rally faces a stern test this week.

4 minute read

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Taiwan Semi Joins the $1 Trillion Club. What’s Ahead for the Chip Maker?

The latest stellar earnings report lifted shares of chip maker Taiwan Semiconductor Manufacturing to a new high.

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MicroStrategy’s Latest Bitcoin Buy After Trump Signs Genius Act Into Law

Last week, shares of the world’s largest corporate holder of Bitcoin fell more than 7% over a two-day period.

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Trade Latest: Europe Braces for Higher Tariffs, China Magnet Exports Jump

U.S. officials told European Union negotiators last week that further concessions are likely to be demanded to get a deal over the line, The Wall Street Journal reported Monday.

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Tesla Stock Heads for Weekly Gain. Why This China Graphite Tariff Could Affect EV Prices.

Thursday, the Commerce Department announced an anti-dumping duty on Chinese graphite.

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Chevron-Hess Deal Close Is Good News for Wall Street’s Takeover Arbitragers

Takeover arbitragers, which have included Warren Buffett, are having a favorable 2025 after two disappointing years.

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Nvidia CEO Huang Just Met With China's Commerce Minister. Why the Stock Is Gaining.

Chinese Commerce minister Wang Wentao said he hopes that multinational companies including Nvidia would provide Chinese customers with high-quality products,

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Jeff Bezos Sells More Amazon Stock. He Isn’t Done Yet.

Executive Chair Jeff Bezos sold 7.4 million shares of the retail and cloud company for $1.7 billion.

1 minute read

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Gold as Money? More States Allow It Despite Issues Galore.

The commodity’s swings aren’t ideal for a currency, and the U.S. dollar’s pre-eminence is worth protecting.

4 minute read

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A Record Cost for Natural Disasters in the U.S.

Natural disasters in the first half of 2025 were the costliest on record for the U.S. The insurance broker Aon expects more events in the second half.

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The Stock Market Isn’t Testing Trump on Tariffs. It Probably Should.

Markets are oddly sanguine as tariff risks mount.

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