Barron's Take


Nvidia Earnings Are a Good Omen for Super Micro and Vertiv Stock. AI Is Still Big.

Renewed spending and investor enthusiasm for artificial intelligence could be a boon to shares of the Nvidia partners.

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Moderna Is Imperiled by Kennedy’s Health Department. It May Run Out of Cash.

The Trump administration’s decision to yank nearly $600 million in promised bird flu vaccine funding is the latest worrying sign for Moderna.

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The Mag 7 Aren’t Clones. How to Decide What to Buy Now.

Apple, Amazon, and Alphabet haven’t done so great this year. Microsoft and Meta are stars.

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Honeywell Stock Is Rising. An Activist Is Joining the Board.

Elliott Management’s Marc Steinberg is joining Honeywell’s board ahead of the industrial company’s breakup.

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Salesforce Shows M&A Is Coming Back. What It Means for Investors.

Mergers and acquisitions were dead earlier this year before turning on a dime when President Donald Trump paused tariffs.

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What the U.S. Dollar Shares With Blockbuster Video and Sears

European Central Bank President Christine Lagarde says uncertainty is rising about the dominant role of the U.S. currency.

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The U.S. Steel Deal Is Finally Happening. Sell the Stock.

Stock in the legendary manufacturer has almost reached the price Nippon Steel has offered. Investors should take profits.

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Boeing Stock Slips Despite Deal With Trump’s Justice Department

The company has agreed to new fines to avoid criminal prosecution stemming from fraud charges related to two deadly 737 MAX crashes in 2018 and 2019.

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Robinhood vs. Coinbase: Why One Stock Is a Much Bigger Winner

The boom in Bitcoin is driving both stocks. But Robinhood is on a meteoric rise because of the very obvious rebound in riskier stocks.

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Uber and Deere Stock Are About to Break Out. Industrials Are on Fire.

The Industrial Select Sector SPDR ETF is on the brink of a record, as the worst-case scenario for tariffs is unlikely to play out.

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SMCI Stock Is Set to Snap a 5-Day Losing Streak. Super Micro Is Soaring—for Now.

Shares of server maker Super Micro are rallying, snapping a five-day losing streak. Brace yourself.

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Apple and Nvidia Fall Out of Favor With Fund Managers. 7 Stocks They Like More.

Active large-cap mutual-fund managers have bigger relative positions in financials such as Wells Fargo and BofA than big tech stocks.

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Trump’s Bill Has No Social Security Tax Breaks. What Else Seniors Should Know.

The megabill the House of Representatives passed on Thursday includes a bunch of provisions that will affect retirees’ finances.

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Apple Can’t Really Make iPhones in the U.S. What It May Do to Offset Tariffs.

President Donald Trump has threatened to impose at least 25% tariffs on imported Apple iPhones sold in the U.S.

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The Retail Accounting Method Walmart Says Will Drive Investors Crazy

Most U.S. retailers use a type of accounting that could cause big fluctuations in numbers because of tariff-related costs and pricing.

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GOP Bill Benefits Fossil Fuels, and Compensates for Adverse Impact

There are various goodies for the oil, gas, and coal industries in the big tax and spending bill that passed the House of Representatives on Thursday.

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‘Tariff Man’ Is in a Bad Mood Ahead of the Memorial Day Weekend

President Trump threatens a fresh round of tariffs on Apple and the European Union in a pair of social media messages Friday.

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Consumer Stocks Have Taken It on the Chin. Buy These 8.

A Citi strategist went on the hunt for bargins. He found found a handful of real bargains.

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Nike to Resume Selling on Amazon for First Time Since 2019. The Stock Rises.

Amazon said it was “working directly with Nike to source their products” after a five-year absence.

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Berkshire Hathaway May Sell Kraft Stock

Warren Buffett’s Berkshire Hathaway directors left the board of Kraft Heinz, which would ease the process of selling shares of the packaged-foods firm.

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Trump’s Tax Bill Pummels First Solar, Enphase, Sunrun Stocks

Solar companies risk losing access to huge tax credits now that the bill has passed in the House of Representatives.

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Trump Golden Dome Announcement Has This Stock Jumping

L3Harris stock is rising after the unveiling of the Golden Dome missile-defense shield. Trump wants the dome operational by the end of his term.

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Nordstrom Just Delisted. Macy’s and Dillard’s Are the Department Stores Left.

JWN is no more. The Nordstrom family finally found a buyer for their Seattle-based retail chain.

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CoreWeave Stock Jumps After $2 Billion Debt Deal Sees Strong Demand

AI cloud firm CoreWeave had lifted its debt offering by $500 million, and it was five times oversubscribed.

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The 10-Year Yield Is Surging. That’s a Problem for the Stocks. 

The level is about where buyers have come in to drive the price higher and yield lower. If they don’t show up, something is about to change.

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