Barron's Take

The Mag seven and other Wall Street darlings have pulled back. But Wall Street considers it a healthy reset, not a sign of impending doom.

A pullback isn’t the same as a bubble popping—especially with the huge wave of money still set to flow into AI infrastructure. 

Moves in bond markets in the euro zone are a sign that Fed rate cuts wouldn’t necessarily bring down 10-year yields.

Shares have surged this year and a new piece of hardware could keep the momentum going.

A hot August market could cool rather quickly as headwinds stiffen.

Market

Several housing stocks look ready for a solid run higher.

Talk of a potential deal brings to mind the government’s effort to rescue AIG during the 2008-2009 financial crisis.

The S&P 500 and Nasdaq Composite set fresh records again, and artificial-intelligence bulls have the floor.

Wholesale inflation picked up more than expected last month, indicating that mounting pressure on input costs will likely translate into higher consumer prices before long.

Growth, inflation, and jobs data don’t signal rates cuts. Yet the odds of a quarter-point September cut are at just under 100%

Bullish, a Bitcoin trading platform that also owns CoinDesk, is set to be the next big crypto IPO. It has an impressive list of backers.

Investors might want to consider Tesla CEO Eon Musk’s tweets about self-driving technology from the weekend.

CoreWeave is relying on more debt and a deal for Core Scientific to expand its data center portfolio.

Treasury Secretary Scott Bessent wants Federal Reserve officials to lower interest rates by half a percentage point at the September meeting.

A brewing beef between Elon Musk’s artificial-intelligence company xAI and Apple has become a watch item for Tesla investors.

Analysts, on the whole, seem impressed with Ford’s plans to produce cheaper electric vehicles on its “universal EV platform.”

BigBear.ai is the latest software stock to stumble but Micron Technology is a reminder that the hardware side of the AI boom is still robust.

Intel shares were gaining, as CEO Lip-Bu Tan appears to be out of President Donald Trump’s firing line. But there’s a bigger prize to be won.

The investment firm of Berkshire Hathaway director Chris Davis sold nearly a third of its stake in Warren Buffett’s company.

Coinbase and MicroStrategy rose along with the price of Bitcoin, while C3.ai and Monday.com sank on the heels of quarterly earnings.

Shares of companies were surging on this news Monday.

A Fundstrat market technician sees Tesla stock testing $368 if shares of the electric-vehicle maker can close above $338 in the coming days.

The auto maker unveiled new electric-vehicle models and technology at its plant in Louisville, Ky., on Monday.