Barron's Take


The S&P 500 Isn’t That Expensive. Look at Profit Margins. 

The index trades at just over 22 times analysts’ expected earnings, in aggregate. That may seem expensive, but not when considering Big Tech.

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Inflation Won’t Lead to Rate Cuts but a Weakening Economy Just Might

President Donald Trump thinks rates should be lower, and his tariff policy could ultimately trigger them.

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MP Stock Hits New High Then Plummets. This Is a Crazy Situation.

Shares of rare-earth miner MP Materials have rocketed to record highs in almost no time in a story that include the Defense Department and Apple.

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Ford Stock Dropped. This Is When Recalls Matter.

Shares of auto maker Ford dropped after the company disclosed a pricey recall for potentially defective fuel injectors.

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Trump to Open 401(k)s to Private Equity

Alternative-asset managers have lobbied hard for permission to pitch their funds to everyday investors for their retirement accounts.

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Trump’s Latest Powell Attack Puts the U.S. Dollar in the Center of the Storm

The currency bore the brunt of the latest attacks on the Federal Reserve Chairman.

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Global Payments Stock Pops on Report Activist Elliott Has Built Stake. What It Means.

The stock has failed to recover from a big drop in April when the company bought rival Worldpay for $24 billion, which expanded Global Payments’ reach but created headaches in integrating the two businesses.

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Trump’s AI Ambitions Need Tariff Certainty. It’s Not Coming.

President Donald Trump wants the U.S. to advance its lead in artificial intelligence, but it could be complicated by his messaging on world trade.

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Chinese EV Makers to Combine. Geely Is Buying Zeekr.

Zeekr is being acquired by its controlling shareholder in a deal expected to close in the fourth quarter.

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Trump Meets With NATO Chief. What It Means for Defense Stocks.

Citi analyst Jason Gursky sees this year’s half going better for large U.S. defense contractors.

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Boeing Stock Up After Air India Crash Report. What We Still Don’t Know.

Fuel to the engines was shut off shortly after takeoff, causing Air India Flight 171 to crash, killing 241 of 242 on board and 19 people on the ground.

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Synopsys Buy of Ansys Gets China OK. The $35 Billion Deal Is Set to Close.

The software companies were awaiting clearance from China’s State Administration for Market Regulation.

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Mark Zuckerberg Explains Meta’s AI Spending Spree

“I’m focused on building the most elite and talent-dense team in the industry,” Meta’s CEO said in a post regarding the superintelligence effort.

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Waters Stock Is Falling on Deal to Combine With Becton Dickinson Unit

Life sciences firm Waters will take on $4 billion in debt, and issue 39.2% of its shares to Becton Dickinson shareholders.

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Stock Market Rally Faces Key Summer Stretch. Its Fate Rests in Trump's Hands.

The S&P 500 rally has stalled and Wall Street analysts are cautious as tariff risks accelerate.

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Stablecoins Are on the Rise. Bond Investors Should Pay Attention.

Growing demand for stablecoins could mean lower yields on short-term Treasuries, researchers say.

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Ford Stock Drops. Recalls Are a Problem for the Moribund Shares.

Improving quality will be key to get Ford stock moving higher in the coming months.

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Wall Street Has Faith in the TACO Trade. That’s Looking Less Wise.

Investors have won big betting against Trump’s tariff threats. That run may not last.

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MP Materials Stock Soars 51% on a Defense Pact for Rare Earths

The agreements are meant to reduce foreign dependency, mining firm MP Materials said.

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Tesla Expands Robo-Taxi Service. What It Means for the Stock.

CEO Elon Musk revealed part of a robo-taxi development plan on X for the autonomous-car service.

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Boeing Stock Dips. What We Know About the Air India Crash Report That Could Come Tomorrow.

A preliminary report of the crash has been submitted to officials, according to the Times of India.

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AI Spending Is Surging. These Job Types Are at Risk, Say CIOs.

Surveys by Morgan Stanley and Piper Sandler show spending on artificial-intelligence infrastructure continues to rise.

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Biotech Stock Ultragenyx Is Falling on Unsatisfying Trial Update

Ultragenyx and partner Mereo BioPharma’s brittle bone disease trial will continue. Investors had wanted data good enough to end it early.

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Stocks Are Rallying on a Meat Loaf Theme: Two Out of Three Ain’t Bad

Artificial-intelligence enthusiasm and the potential for rate cuts has investors looking past the latest tariff threats.

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Amazon’s Prime Day Starts Strong but the Game Is Long

U.S. retailers drove nearly $8 billion in online sales on Tuesday—the biggest e-commerce day so far in 2025. Prime Day has expanded to four days.

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