Barron's Take


It’s Not Just Oil: Shipping, Natural Gas at Center of Iran-Israel War

Shipping, natural gas, and insurance markets are set for disruption by the war. Changes in those markets could impact dozens of companies.

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Fiserv Launches Stablecoin for Banks. The Stock Is Rising.

The fintech company will partner with Circle Internet Group and other stablecoin giants on the project.

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Congress Moves Closer to Ban on AI Regulation. It Isn’t a Sure Thing.

Republicans can include a moratorium on state regulation of artificial intelligence in President Donald Trump’s “big, beautiful bill.”

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Bitcoin Price Rises. Crypto Still Doesn't Look Like a Haven.

The token clearly isn’t benefiting from heightened geopolitical uncertainty—it has dropped about 5% since Israel attacked Iran.

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Tesla Launches Its Austin Robo-Taxi Today. Here’s What to Know.

Tesla launches its highly anticipated robo-taxi service on Sunday. It’s a big deal for the company, the car industry, and the tech world.

Long Read

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MSG Sports Stock Still Looks Cheap After Rally on Reports of L.A. Lakers Sale

The New York Knicks, owned by Madison Square Garden Sports, are worth at least as much as the Lakers, says Boyar Value Group.

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Nvidia Goes Nuclear, Investing in Bill Gates’ Start-Up

NVentures, Nvidia’s venture-capital arm, was part of the latest funding round for TerraPower, a nuclear developer founded by Bill Gates.

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How a Solar Factory in the Heartland Sees the ‘Big Beautiful Bill’

The general manager of the Bila Solar unit in Indianapolis, said legislation could impede plans to expand the company’s solar factory.

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AI May Ultimately Tame Inflation. It Won’t Sideline the Fed.

Artificial intelligence could transform today’s economy, just as the advent of sound changed the Hollywood of a century ago.

4 minute read

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Oil Markets Waver on Price, Inflation Impact From Israel-Iran Conflict

Investors are looking for evidence of supply disruption in crude markets as the conflict enters its sixth day.

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Walmart Stock’s Long Losing Streak to End Soon

Shares of retailer Walmart are coming off a 10-trading-day losing streak, their longest since 2004.

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Airbus Is Beating Boeing With Big Orders. The Stocks Slip.

Airbus, which added Vietnam’s VietJet to its list of customers, has a backlog of more than a decade at current build rates.

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Boeing Stock Is Wobbling. Here’s the Latest on the Air India 787 Crash.

Investors and the wider public are looking for answers after Thursday’s crash of an Air India 787 jet. Both of the plane’s black boxes have been recovered.

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Trump’s Big Beautiful Bill Passed by House Would Cost $2.8 Trillion, CBO Says

Congress’s official scorekeeper says the House version of President Donald Trump’s bill could take a heavy toll on the federal debt.

4 minute read

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6 Growth Stocks for a Bull Market 

Trivariate Research’s Adam Parker screened for the right growth names to buy.

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MicroStrategy’s Preferred Offering Means ‘Significant Accretion,’ Says Analyst

TD Cowen analyst Lance Vitanza says Bitcoin-focused MircroStrategy was “hitting its stride” after an offering of junior perpetual preferred stock.

2 minute read

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Global Fund Managers Are Upbeat, but Not on the U.S., BofA Survey Shows

U.S. assets are on the back burner as global money managers get more bullish.

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Gold Is on an Incredible Run. What Could Stop It Dead.

Gold is trouncing most other assets. Three experts on why that could change very soon.

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Three Reasons Defense Stocks Are Down Monday

Defense companies are dropping while the broader market is surging, despite ongoing fighting in the Middle East.

1 minute read

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Tesla Stock Is Rising. It’s the Calm Before the Robotaxi Storm.

The launch of Tesla’s self-driving taxi service is less than a week away, if the company sticks to CEO Elon Musk’s timeline.

1 minute read

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U.S. Steel Stock Is Rising. Trump OKs Nippon Deal After Getting ‘Golden Share.’

With President Donald Trump’s blessing, Nippon Steel can complete its “investment” in U.S. Steel. It’s really an acquisition.

2 minute read

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MGM Stock Is Rising. Its Online Betting Venture Raised Guidance.

Casino and gaming stocks are enjoying a strong trading day Monday.

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Sarepta Stock Crashes After Death of Second Patient Receiving Its Gene Therapy 

A second patient receiving its experimental gene therapy Elevidys has died from liver failure, raising serious questions on the drug’s outlook.

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Trump Wants a U.S.-Made Apple iPhone. His Sons Aim to Show It’s Possible.

Trump Mobile will offer 5G service through all three major U.S. cellular carriers. It intends to release the “T1 Phone” in August.

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