Barron's Take


Bitcoin’s Meltdown Isn’t Just a Crypto Event. It’s Hammering Stocks and Risk Appetite.

The currency’s “store of value” trade is gone. And tech stocks might be taking the hit.

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Software’s Meltdown Is Classic Doublethink. Don’t Fall for It.

Wall Street believes both that all the AI spending isn’t worth it and that AI will rule the world.

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Nvidia Isn’t Dead. But These Dividend ETFs Are Crushing It.

Funds investing in high -yielding stocks like Exxon Mobil, Ford, Coca-Cola and Walmart are blowing it out of the water.

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Why the S&P 500 at 7000 Is Raising Red Flags

The market benchmark is looking skittish, a sign it could fit a pattern seen across financial markets of prices tending to stall or reverse near round numbers.

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Trump Could Make Your Mortgage Cheaper. How Japan's Yen Fits In.

Wall Street is talking about the possibility of U.S. intervening in Japan’s currency crisis. Here is why the stock market cares so much.

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Figma’s IPO Is a Cautionary Tale. How AI Busted the Stock.

The software design firm soared early on, then sank. Investors bought the hype. And worries about artificial intelligence pulled it down.

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The 10-Year Treasury Yield Is Up. Stocks Will Be Just Fine.

The higher yield shows Wall Street is nervous about inflation. Still, the stock market is confident—for several reasons—that the benchmark yield won’t inch up much more.

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Denmark Owns $10 Billion in Treasuries. It Isn’t Completely ‘Irrelevant.’

What matters isn’t how much of the debt Denmark owns. The point to focus on is the precedent raised by news that a Danish pension fund is selling all of its holdings.

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Berkshire Hathaway Looks Poised to Break a Buffett Rule With Kraft-Heinz Sale

Warren Buffett has famously said investors should be “fearful when others are greedy and greedy when others are fearful.

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China Tried the ‘Sell America’ Trade. Here’s How That Worked Out.

De-dollarization has had mixed success. Other nations aren’t ready to follow suit.

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TSMC Earnings Don’t Tell What You Really Need to Know About the AI Boom

Beyond technology providers, who will make any money from AI?

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Japan’s Yen Is in Free Fall. U.S. Investors Should Take Notice

The currency fell to the lowest levels against the dollar since the summer of 2024 on Tuesday.

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Saks Is Struggling to Stay Afloat. The Dealmaker Behind the Scenes Did Just Fine.

Was it an inevitable circumstance or poor management?

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Don’t Call It a Comeback (Yet). Academy Sports Has More Work to Do.

Academy Sports & Outdoors looks inexpensive after a long slump, but weak momentum and limited upside suggest investors may need more patience before betting on a comeback.

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Tech Stocks Are Stuck. It’s a Good Time to Buy.

Big Tech has been flat since October, held down by Wall Street’s AI worries. Now iis the time to be brave.

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5 Things Costco Needs to Do to End Its Stock Slump

There are a few potential catalysts on the horizon for Costco Wholesale this year, analysts say.

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The Oil Sector’s Biggest Winners and Losers From Venezuela Regime Change

The impact will show up in refiners and Canadian producers.

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What Maduro’s Capture Means for Chevron Stock

The company is the last U.S. oil major still operating in Venezuela, having maintained a continuous presence in the country since the early 20th century.

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The Market Risk Investors May Be Missing: Stronger Growth Ahead

Markets are positioned for a soft landing, but strategists warn pent-up demand and renewed fiscal spending could push growth—and inflation—higher than expected.

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Nvidia, AMD, and Broadcom Are Facing Off. How the 2026 AI Chips Battle Is Shaping Up.

Nvidia, AMD and Broadcom are planning big things this year year. These are the biggest developments to watch in the AI chip sector in 2026.

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Here’s What Will Surely Happen in 2026. Unless It Doesn’t.

From the next Fed chair to the AI trade, here’s what investors should expect this year.

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Dogs of the Dow Had a Strong Year. Here Are the 10 Stocks for 2026.

High-yielding Dow stocks outperformed the broader market this year. Will new Dow dogs Home Depot, Nike, and UnitedHealth keep the streak going?

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Enterprises Actually Using AI Will Be the Big Trend in Tech for 2026

In July, a report from MIT said 95% of organizations weren’t generating meaningful value from AI. That seems to be changing.

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Meet the New Berkshire, Same as the Old Berkshire

The much-anticipated CEO succession at Berkshire Hathaway is set to take place at year-end

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