Barron's Take


Nvidia Stock Drops. Why Its 7-Day Winning Streak Is Ending.

The chip maker's strong run at the end of the second quarter means it's now nearing a $4 trillion market valuation.

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Quantum Companies Are Selling Stock. What It Means for D-Wave and Peers.

D-Wave Quantum announces the completion of a $400 million equity offering. It isn’t the first in the industry to do so.

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Meta Stock Looks to Build on Record High. A New AI Unit Could Hold the Key.

Meta Platforms stock has hit a new high, but further gains are likely to depend on progress made by its new “Superintelligence Labs” unit.

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Sunrun, GMS, Oracle, HPE, Juniper Networks, Robinhood, Palantir, and More Stock Market Movers

Sunrun is rising sharply after the Senate’s latest version of the tax-and-spending megabill includes some relatively positive changes for some companies in the solar industry, while GMS jumps after reaching an agreement to be acquired by Home Depot.

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Stocks Haven’t Been This Expensive Since 2003. Earnings Need to Justify That.

The S&P 500 is extending its scorching spring rally into the close of the second quarter.

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Marvell Technology and 4 Other Stocks That Can Catch Up to the Momentum Market 

Momentum stocks has powered the S&P 500’s rally. This bull market needs fresh names.

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Moderna Stock Is Climbing on Trial Data. A Flu-Covid Vaccine Isn’t a Sure Thing.

Moderna’s efforts to develop mRNA-based vaccines have drawn the attention of skeptics.

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Home Depot Subsidiary to Acquire GMS for $5.5 Billion, Outbidding Rival QXO

The deal values GMS at $110 per share and expected to close by the end of January 2026.

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Don’t Be So Fast to Welcome a Company’s Share Buyback Program

Who do buybacks really benefit? Hint: It’s not primarily the companies that repurchase their own shares, according to a new study.

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Jobs Data, Spending Figures, Show Worrying Side of a Resilient Economy

Hiring is slowing, claims for unemployment benefits are rising, and consumers are retrenching.

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Boeing Stock Is Rising. Buy the Jet Maker, This Analyst Says.

Boeing has withstood a tragic month, and Redburn analyst Olivier Brochet upgraded the stock to Buy from Neutral.

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It Isn’t a Dream. Tech Stocks Are Breaking Out—and the Gains Can Keep Coming. 

Just a few months ago, the S&P Technology Index was in the tank. Today, it’s like the phoenix rising from the ashes. Here’s why.

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Meta Data Center Filings Reveal Surprising AI Winners

Pipeline company Williams won approval this month to build a natural-gas power plant near Columbus, Ohio.

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Trump Smartphone Sheds ‘Made in the USA’ Label

Trump Mobile appeared to delete “Made in the USA” claims for its flagship T1 phone from its website in recent days.

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QuantumScape Stock Is Soaring. Groundbreaking EV Battery Tech Is Almost Here.

Solid-state electric-vehicle-battery maker QuantumScape announces that its ‘Cobra’ separator process had entered ‘baseline production.’

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Boeing Stock Drops Further After Crash. What Comes Next.

Investors are looking for answers as questions over the Air India 787 tragedy extend into a third week.

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This Stock Is a Play on Mining Nickel and Rare Earths. It Just Got an Upgrade.

Wedbush analyst Dan Ives upgraded The Metals Company shares to Buy from Hold. His price target went to $11 from $6.

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The TACO Trade Is So Yesterday. This Market’s Motto Is YOLO.

War, tariffs, the megabill. There are plenty of big economic worries, but Wall Street‘s new philosophy is “you only live once.”

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It’s Alphabet vs. Tesla. Waymo Adds Another City With Uber.

Tesla’s tiny robo-taxi business is worth more than 10 times Waymo., estimates show There are good reasons why that’s so.

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Rubrik Stock Is Rising. An Acquisition Will Bolster Its AI Offerings.

Rubrik stock has been on a tear since its 2024 initial public offering.

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Why Berkshire Hathaway Class A Stock Is a Better Bet Than Class B—If You Can Afford It

Consider the company’s Class A shares, which now trade at a tiny discount to the less-pricey B shares. That’s CEO Warren Buffett’s advice to potential investors.

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Cathie Wood’s ARKK Is Selling Circle Stock. Maybe You Should, Too.

The ARK Innovation ETF sold nearly 307,000 shares of stablecoin firm Circle on Monday, in the latest sales of the stock by ARK Invest funds.

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The S&P 500 Is Near a Record. Nervousness Lurks Beneath the Surface.

Stocks in general are surging, but some sectors, retail in particular, remain in the red for the year to date.

Long Read

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This Stock Yields 10%. It Just Got Downgraded by Two Analysts.

Shares of chemical firm Dow have suffered two downgrades in two days. Analysts are worried about the security of the dividend.

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Tesla Stock Surges After Musk's Robo-Taxi Rollout. Where Shares Go From Here.

Tesla has taken money for a fully autonomous taxi ride. Few can say they’ve met that milestone.

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