Barron's Take


Anti-China Portions of Tax Bill Could Slam Clean Energy

A new set of provisions takes away tax credits if a project relies on China for any part of its clean-energy-supply chain.

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Biotech Stock Vera Is Slumping After Monster Gain

Vera Therapeutics stock rocketed nearly 70% on Monday on upbeat data for a kidney-disease trial. Shares are tumbling Friday on a rival’s study.

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Planet Labs Stock Jumps 49%. This Earnings Metric Finally Turned Positive.

Planet Labs reports breakeven adjusted first-quarter earnings, beating expectations. Free cash flow is now in the black.

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The Rich Are Shopping in Dollar Stores. What It Means for the Economy.

High-end consumers are turning to cheaper alternatives in the face of weaker economic data. “It’s not the time to freak out,” says one observer.

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Tesla Stock Tanks. Musk’s Trump Break Just Keeps Getting Wider.

For investors, the Trump-Musk budget spat risks taking the focus of robotaxis.

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Bond Yields Keep Climbing. Governments Can Bring Them Down.

Rising bond yields could be a problem for countries looking to spend more and lower taxes. President Donald Trump will need to take note.

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Confidence Game: Share Buybacks Are Soaring. CEO Optimism Isn’t.

Worries expressed by JPMorgan Chase CEO Jamie Dimon appear to be shared by plenty of executives across the country.

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Stocks Should Set New Highs, Unless 1994 Casts a Long Shadow on the S&P 500

After an early stumble, the S&P 500 index has gone on to set new highs later in every year since 1980, except for one. 

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Hims & Hers Expands into Europe, Seeking Growth as Weight Loss Business Shifts

Hims agreed to buy private European telehealth firm Zava, which operates in the U.K., Germany, France, and Ireland.

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S&P 500 to Soar on Fading Tariffs Impact, Analysts Say

“Overall, the weight of the technical evidence suggests this recovery is real,” LPL Financial’s Jeffrey Buchbinder notes.

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Buy ‘Defensive’ Stocks. You’ll Be Glad You Did.

Staples, utilities, and healthcare have fallen out of favor since President Donald Trump’s tariff reversal. They could be ready to rally.

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MicroStrategy Snaps Up Bitcoin for Eighth Straight Week. The Stock Rises.

The company doing business as Strategy says it acquired 705 Bitcoins for $75.1 million.

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Ford, GM Stocks Are Slipping. Investors Want a Brake on Tariffs.

President Donald Trump insists that parts for U.S.-made cars should be made in America. The effort would be greater than a sum of the parts.

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Ukraine Just Changed the War. Why Aren’t Defense Stocks Rallying?

Ukraine’s “Operation Spiderweb” will have defense analysts examining drone tactics and defense systems in the coming months.

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Tesla Stock Is Falling. Why June Is Starting With a Loss.

Tesla is set to launch its highly anticipated robotaxi service this month. Will that drive shares higher or will investors take profits now that the seminal event has arrived?

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Tariffs and TACO Don’t Make for a Good Investor Lunch

Gavekal Founding Partner and Head of Research Arthur Kroeber notes, “The overall objectives of the trade aggression...are as muddled as ever.

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Moderna Stock Is Rising. A New Covid Vaccine Is Coming But Only for Some.

Moderna said mNEXSPIKE was approved by the FDA for use in adults aged 65 and up, as well as some individuals aged 12 to 64.

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These Were the S&P 500’s Best and Worst Performers in May

Investors flocked to shares of NRG as the energy supplier boosted capacity. UnitedHealth stock slumped, and the company’s CEO resigned.

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Market Dodges Inflation Knockout as Economy Spars With Tariffs

“Float like a butterfly, sting like a bee,” Muhammad Ali used to say. “The hands can’t hit what the eyes can’t see.”

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Uber Stock Dropped on Fears of Tesla’s Robotaxi. It’s Time to Buy.  

Uber stock dropped ahead of Tesla’s Robotaxi rollout, and now shares have even more upside.

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Why DJT Is Selling Stock to Buy Bitcoin—and Why It’s Not the Only One

Trump Media announced plans to acquire $2.5 billion in Bitcoin as it looks to follow the MicroStrategy playbook.

Long Read

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Tariff Confusion Has Investors in Search of the Boring

Europe’s stocks are beating the U.S. this year—and they’ve been less volatile, too.

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Regeneron Stock Plunges. Why a Drug Trial Missed the Mark.

Partners Regeneron and Sanofi say itepekimab only achieved a significantly statistic result in one of two studies.

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Berkshire Hathaway Stock Is Slipping. The ‘Buffett Premium' Is Leaking Out.

Warren Buffett surprised investors at the May 3 Berkshire Hathaway annual meeting with plans to give up the CEO job at the end of 2025.

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Musk Is Back at Tesla. The Damage Has Been Done.

The company can recover if its CEO takes his medicine.

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