Companies


Meta Triples Down on AI. It Could Be a Wild Ride for the Stock.

Meta’s Mark Zuckerberg is famous for bold leaps. This week’s AI commitments may be his biggest yet.

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Verizon Offers $20 Credits After Resolving Outage Affecting Millions

Tracking site Downdetector said it received 2.3 million reports of outages in the 24-hours starting Wednesday at 11 a.m. Eastern time.

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Retail Valuations Are All Over the Place. Here’s What’s a Real Deal.

The narratives around retailers are often changing. The market judges them for both their track records and expectations for top- and bottom-line growth.

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Delaware Rights Its Wrong In Tesla Case

The state’s high court recommitted to the rules that underpin corporate America’s success, Zi “Nancy” Ning writes in a guest commentary.

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Netflix Stock Pops on Report It Might Amend Warner Bros Bid to All Cash

Rival Paramount Skydance has repeatedly bid for Warner Bros., but the board has pressed shareholders to reject the offer.

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JPMorgan’s Unusual Quarter Weighs on Shares. How Apple Plays a Role.

Excluding the bank’s transaction to start issuing the Apple credit card, profit of $5.23 a share topped analysts’ estimates.

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Wall Street Is Back on the Lithium Train. What Investors Should Know.

Deutsche Bank upgraded three lithium mining stocks to Buy from Hold on Tuesday.

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Caterpillar Stock Hits This Milestone. Yes, It’s AI.

Cat stock just passed the $300 billion mark. Here’s why.

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Quantum Promises AI-Level Disruption. Don't Panic Just Yet.

There’s no guarantee quantum catches on once it moves beyond a research setting, UBS says. Here are four scenarios for the future.

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Super Micro Computer Is an AI Winner. Sell the Stock Anyway, Goldman Sachs Says.

Goldman Sachs reiterates a Sell rating for Super Micro stock and slashes its price target.

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Expect a Busy Year in Obesity Drugs as New Pills Hit the Market

Pill versions of the successful GLP1 drugs from Novo Nordisk and Eli Lilly will likely be on the market in 2026’s first half.

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Judge Greenlights Offshore Wind Farm After Trump Halt

Danish company Orsted can restart work on its Revolution Wind project near Rhode Island.

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Meta Needs So Much Capital It Hired Its Own Banker

AI data centers are costly to build. Financing may be a bottleneck.

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Akamai Stock Is Rising. Something Rare Just Happened.

Morgan Stanley, who just double-upgraded Akamai, dubbed the tech company its ‘top value idea’ for 2026.

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QXO Is Raising Another $1.8 Billion for Its M&A War Chest

The building-supplies company has $3 billion in financing lined up to do more deals.

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Allegiant, Sun Country Airlines in $1 Billion Merger

The deal is expected to close in the second half of 2026, pending approvals by regulatory agencies, shareholders, and other closing conditions.

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JPMorgan, Delta, CPI and More to Watch

We’ll also see earnings from Goldman Sachs, PNC, and Delta. The consumer price index will be the big economic data release of the week.

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From SpaceX to Anthropic, 2026 Looks Like a Big Year for IPOs

A pack of large private start-ups hungry for capital look ready to try a newly revived initial-public-offering market. SpaceX could be the largest, but AI companies could dominate the year.

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Hubspot Stock Set to Rise, Says Analyst. Plus, McGraw Hill, UHS, and More Stocks.

Wall Street analysts report on Kamada, Universal Health Services, HubSpot, McGraw Hill, Portillo’s, and OneStream.

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2025 Barron’s Midyear Roundtable Picks Report Card

The S&P 500 posted a total return of 9.9% from mid-July through December 2025. Here is how Barron’s Roundtable panelists’ picks performed in the same period.

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2025 Barron’s Roundtable Picks Report Card

The S&P 500 index returned a total 16.5% in 2025. Here is how the Barron’s Roundtable members’ picks performed.

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Our Roundtable Pros See More Gains for Stocks, Especially Those Left Behind Until Now

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

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Glencore Stock Jumps. Mining Giant Restarts Merger Talks With Rio Tinto.

The mining and minerals companies cautioned that there is no certainty that any transaction or offer will be made or agreed upon.

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Trump Wants Greenland. Why He May Be Overestimating Its Value.

The mineral-rich island is also strategically well-located, but acquiring it may be more trouble than it’s worth.

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Trump Sees an Oil Bonanza in Venezuela. Investors See Big Risks.

American oil companies may find themselves stuck between an administration that needs their financial heft and expertise and investors who would rather they use them elsewhere.

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