Barron's Take

Companies are reporting beats time and again—and offering upbeat outlooks. Their reward: big gains from Wall Street.

Forcing already cautious consumers to deal with higher prices as the job market weakens is a dangerous economic mix.

The bank noted the “successful leadership” of CEO Charles Scharf, who will add the chairman title.

Strong data-center spending means higher sales for companies including Nvidia, AMD, and Broadcom that sell hardware products for their buildouts.

CEO Mark Zuckerberg wants to make “personal superintelligence” available to everyone.

Microsoft’s market capitalization climbed past the $4 trillion mark on Thursday morning.

Indian imports are set to be tariffed at a 25% rate.

Tesla is looking to diversify its battery supply away from China.

Broadcom is up nearly 30% this year. Nvidia is the only Mag 7 stock that has done better. But Broadcom’s valuation is looking frothy.

Both chip maker Texas Instruments and HVAC provider Carrier have seen their shares tumble after beating earnings and revenue estimates.

Fintech SoFi priced 71.9 million common shares at $20.85 a share, for proceeds of roughly $1.5 billion.

Investors using only valuation to pick stocks could prove “arrogant or incompetent,” according to Trivariate Research President Adam Parker.

Investors want to see Tesla expand its artificial-intelligence-related businesses.

Tech and financials are booming. Other sectors are struggling.

Luxury stocks are sagging. Investors seem disappointed that negotiators didn’t carve out an exemption to tariffs for the sector.

Nvidia and other chip firms have surged as enthusiasm for AI continues. But some strategists think investors should take a step back.

Auto tariffs are lower for Japan and the EU. Now Ford and GM await a U.S. deal with Mexico and South Korea.

A blockbuster deal to manufacture Tesla’s artificial-intelligence chips had shares of Samsung jumping early Monday.

Siemens Energy stock trades at a huge discount to GE Vernova’s even though the companies do similar things.

The software design rivals were ready to merge a couple of years ago, until regulators got in the way. Adobe is still a solid stock.

Renowned scientist Marco Pistoia joined quantum-computing firm IonQ to oversee industry partnerships.

Bitcoin hitting $1 million is “highly likely” according to Cantor Fitzgerald analysts.

A new, lower-priced Tesla EV is slated to hit roads in the fourth quarter. It might not be what investors expect.

The videogame retailer was effectively patient zero when meme stocks took off.

The largest corporate holder of Bitcoin just priced an offering of variable-rate preferred stock with an initial yield of 10%.