Barron's Take


Wolfspeed Stock Dives 69% on Worries About the Chip Supplier's Financial Health

The embattled wafer maker could file for bankruptcy within weeks, The Wall Street Journal reports.

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EV Battery Stock Is Surging While Honda Cuts Back on EVs

CATL, the world’s largest maker of electric-vehicle batteries, is expanding production, while Honda is cutting spending plans. Oddly, both stocks are up.

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Boeing Stock Is Down. The 737 MAX Charges May Be Decided This Week.

More updates about the Justice Department’s criminal prosecution of Boeing related to two 737 MAX crashes should be coming soon.

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Jensen Huang Says ‘Deeply Painful’ China Ban on Nvidia’s H20 Chips Will Cut Sales by $15 Billion

Nvidia CEO Jensen Huang believes the restrictions on chip sales to China are shortsighted and will, in reality, help China in the long run.

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Regeneron Is Buying 23andMe. The Deal Is a Head-Scratcher.

Biotech Regeneron already faces enough of its own challenges without taking on a the troubled legacy of genetic-testing firm 23andMe.

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Alibaba Stock Rises. Its Earnings Turmoil May Already Be Over.

A bad report is no reason to flee the shares.

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Boeing Has an Air Force One Deal. How Qatar’s Gift Fits In.

Qatar’s royal family has offered a luxury Boeing 747 for Donald Trump’s use as president. Boeing already has a contract for two new 747s.

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Small Caps Soar on the U.S.-China Trade Deal. They Can Rally a Whole Lot More.

The stocks of smaller companies have limped along because of tariff jitters. They popped after Washingon and Beijing stood down.

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Tesla Stock Surged. Why It Made a 3-Week Winning Streak.

An essay about Tesla’s robo-taxi development that is circulating among investors may have helped the price.

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Boeing Stock Rises. Trump Was Right.

British Airways’ parent, IAG, announced its first- quarter results on Friday. It said it would buy 53 more planes from Boeing and Airbus.

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Trump Wants to Upgrade Air-Traffic Control System. Stocks That Can Benefit.

Upgrading transportation systems means revenue for companies, equipment suppliers in particular. The biggest winners might be American passengers.

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How 2 Barron’s Stock Picks Are Holding Up Against Trump’s Tariffs

Household-appliances maker SharkNinja gets high marks from investors. Yeti, a maker of high-end coolers, faces a less-certain future.

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Ford Raises Car Prices. Trump Isn’t Happy.

Prices for Ford Mustang Mach-Es, Maverick pickups, and Bronco Sports will rise by as much as $2,000 on some trim levels,

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Nvidia Stock Wavers as Trump Plans to Scrap Biden’s Chip-Export Rules

The Commerce Department said it doesn’t intend to implement AI processor restrictions drawn up under the Biden administration.

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Rivian, Lucid Stocks Are Strangely Calm After Earnings

Rivian and Lucid both reported first-quarter numbers with positives and negatives. Neither shares are showing the typical volatility.

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Nvidia Stock Leaps on Report Trump Will Relax AI Chip Export Curbs

Nvidia was reacting after rival Advanced Micro Devices and partner Super Micro Computer reported earnings.

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CrowdStrike Joins the List. AI Is Bringing Job Cuts.

CrowdStrike will cut hundreds of jobs, as artificial intelligence reshapes the cybersecurity business.

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Tesla Sales Fell 46% in Germany. That’s Just the Latest Bad News for the Stock.

As car makers, including Tesla, report first quarter results. The impact of tariffs has become clearer.

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Trump Sets Pharma Tariffs Deadline. The Fallout for Lilly, Pfizer, Other Drugmakers.

The president signed an executive order to promote domestic pharma production Monday, and said that news on drug tariffs will come within two weeks.

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OpenAI Drops For-Profit Move. What It Means for Microsoft Stock.

ChatGPT-maker OpenAI said it scrapped its for-profit conversion plan after discussions with civic leaders and the attorneys general of California and Delaware.

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Gold Prices Are Crushing Silver. Why That Could Change Soon.

Gold’s big rally means its now trading roughly 100 times the price of silver, about twice the historical average.

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The Stock Market Rally Stalls. Was It a Bear Rally—or a New Bull? Here Are the Facts.

Wall Street experts can make good arguments for either scenario. And the answer is...

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Berkshire Stock Falls After Buffett Steps Down. What to Do With the Shares Now.

Class A shares were down 5.3% to $766,470 while the Class B stock is off 5.3% to $511.17.

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$50 Oil Looks Likely. Why That’s a Concern for Stocks.

Oil prices and company earnings estimates look like they still have room to fall, and the stocks may be in for another leg lower.

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MicroStrategy Completes $21B Stock Offer to Buy Bitcoin. The Stock Is Dropping.

Strategy, as the company does business, now holds more than 555,000 of the digital tokens.

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