Barron's Take


OpenAI Fetches a $500 Billion Price Tag. Can We Call it a Bubble Now?

The artificial-intelligence company, which has never turned a profit, is now worth more than Exxon Mobil.

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The Stock Market Survived September. What Could Go Wrong in October.

The month famous for Black Monday, Black Thursday, and other disasters can bring meltdowns of its own.

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A Berkshire Deal for Occidental Chemicals Unit Could Bring a Surprise

The general expectation is that Warren Buffett’s company would use cash to buy the business, but that may not be the best choice.

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This Year’s Hottest IPO Is a Mystery and a Risky Bet. What to Know About FOFO.

Hang Feng Technology Innovation is run by a Chinese business tycoon, and it’s unclear why he brought the company public.

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Fears About an AI Bubble Are Fading. That’s an Opportunity.

Dot-com era parallels are worth studying as the stock market powers higher.

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Fed Gifts the Stock Rally With Rate Cuts. A Key Risk Remains.

Lower interest rates alone don’t guarantee the rally will continue, analysts say.

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Ready, Set, Move. 8 Stocks We Think Will Pop on Fed Day.

Barron’s scoured for the most volatile small-caps. This is what we came up with.

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Japanese Stocks Are Breaking Out. Own Them. 

Something has changed to bring in more buyers. The country’s economy is solid and rates are reasonable. Now is the time to get in.

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Small-Caps Are Having a Moment. Why the Russell 2000 Rally Faces a Tough Road.

Strategists have raised concerns about the outlook.

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How the Paramount/Warner Bros Deal Could Avoid the Media Merger Curse

Shares of both companies are higher Friday in early trading with Paramount up 2% at $17.79 and Warner Bros up 9% at $17.68.

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Oracle Stock Drops. Why Its OpenAI Deal Is a Sink or Swim Moment.

Oracle stock was falling as the market digests its cloud-computing surge. Its future success depends on OpenAI.

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GameStop Stock Is Starting to Look Up. Don’t Forget About Its Huge Cash Pile.

The shares have lost some of their mojo. CEO Ryan Cohen has a plan to get it back.

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Oracle Is Outshining Microsoft and Amazon. What It Has That They Don’t.

Oracle began building up its cloud-computing business to compete with Amazon and Microsoft a decade ago. AI has supercharged its growth.

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QuantumScape Stock Is Super Charged. Here’s Why.

QuantumScape and Volkswagen gave a live demo Monday that made investors happy.

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Strategy Stock May Not Ever Make It Into the S&P 500 Index

The company looks more like an ETF than an operating company with ample recurring revenue.

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Trump Is Looking Beyond Today’s Sorry Jobs Report. But He Can’t ‘Wait Till Next Year.’

The president is promising that his policies will make the labor market strong again. But there are other measures that he isn’t factoring in.

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Why Google Stock Would Have Been Better Off With an Alphabet Breakup

Alphabet likely won’t be split up in any meaningful way. Investors are relieved, but they might have done better with a full dismantling of the tech giant.

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Sell Your ‘Junk’ Stocks. Their Rallies Are Over. 

Looking both at historical data and the shares’ recent moves helps make the case.

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Brace Yourself for a Selloff. Tech Stocks Are Poised for a September Slowdown.

Technical signals indicate that the sector could be headed toward a slowdown this month.

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The S&P 500 Is Falling. Here’s When You Should Snap Up Stocks.

Long-term investors should start think about buying into dips.

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CoreWeave Stock Drops. Why That Puts Its Core Scientific Deal at Risk.

CoreWeave stock has dropped back, putting its deal for Core Scientific at risk. A renegotiation seems likely.

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DraftKings and FanDuel Have Been Great Bets. As the NFL Season Nears, Investors Need a Strong Defense.

The top two sports betting companies should score as the NFL returns. But their valuations are looking a bit frothy.

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Nvidia Is Riding the AI Revolution. What the Chip Maker Isn't Telling Us.

It still isn’t clear how artificial intelligence will translate into profits for the world beyond tech.

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Trump’s Latest Fed Attack Hasn’t Shaken Markets. That Doesn’t Mean It Isn’t Risky.

The president said he was firing Fed. governor Lisa Cook, but she disputes that he has the legal right to do so.

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