Consumer


Visa, Amex Results Point to a Strong Holiday Season for Retailers

Wealthy households and e-commerce are driving the momentum into the new year.

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Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.

Google’s Project Genie allows users to create fully rendered three-dimensional worlds as well as controllable characters in those worlds. 

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Colgate Stock Jumps After Earnings. Why the Shares Can Keep Investors Smiling.

Colgate-Palmolive stock was up on the back of strong quarterly earnings.

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A Baby Food Maker and Furniture Retailer Will Test Appetites for Consumer IPOs

Once Upon a Farm and Bob’s Discount Furniture are set to go public. Can consumer stocks shine in an AI-led world?

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New Prediction-Market Rules Are Coming, CFTC Chair Says

The chairman also signaled that the agency will play a role in the continuing litigation regarding who should regulate event contracts based on sports.

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Microsoft, Meta, Tesla, Joby Aviation, SAP, Royal Caribbean, and More Stock Market Movers

Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending plans.

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Starbucks Talks Growth, Margins, and China—Investors Remain Cautious

Management outlined a detailed turnaround plan at investor day, but shares suggest Wall Street is still waiting for sustained execution.

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Altria Stock Drops After Earnings. It’s Losing the Smokeless Tobacco Race.

The maker of Marlboro cigarettes reports weaker-than-expected quarterly earnings.

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Sherwin-Williams Stock Slips. Earnings Paint a Grim Picture of Customer Spending.

The CEO says the paint maker expects weakness ‘well into the second half of the year.’

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Las Vegas Sands Stock Tumbles 13%. It Has a Macau Problem. 

Casino operator shares fell after robust earnings. Why Macau is behind it.

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Royal Caribbean Stock Soars 15% After Earnings. What’s Buoying Investors.

Royal Caribbean stock is having a great 2026 so far and the cruise operator’s earnings mean that’s likely to continue.

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Seagate, Amphenol, Texas Instruments, Nvidia, Tesla, AT&T, Nextpower, and More Stock Market Movers

Seagate Technology shares surge after the hard-disk-drive maker beats analysts’ fourth-quarter earnings estimates.

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Amazon Shutters Fresh and Go Stores. It’s Not Giving Up on Groceries.

Amazon.com is closing dozens of Amazon Go and Amazon Fresh physical stores to focus on expanding same-day delivery of groceries and adding to its Whole Foods operations.

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UnitedHealth, Humana, Micron, Corning, CoreWeave, UPS, GM, and More Stock Market Movers

Healthcare stocks tumble after the Trump administration proposes to keep payments for Medicare Advantage plans roughly flat in 2027.

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Trump’s Tariffs Are Redrawing World Trade. Watch Gold, Copper for the Impact.

BlackRock’s Rieder is favored by traders to lead the Fed, healthcare stocks plunge, Polymarket scores another deal, and more news to start your day.

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Review & Preview: Another Swing at 7K

The S&P 500 is approaching 7,000 again with the Fed meeting and Big Tech earnings on tap. Plus, meme stocks at five.

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Minnesota CEOs Walk a Fine Line in Call for ‘Immediate De-Escalation’

More than 60 executives signed a joint letter through the state Chamber of Commerce as civil unrest disrupts the local economy.

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GameStop’s Original Bull Is Back. CEO Ryan Cohen Has Berkshire-Like Ambitions.

In buying shares of GameStop, Michael Burry compared Ryan Cohen to Warren Buffett. Here’s what Cohen told Barron’s about his next plans for GameStop.

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USA Rare Earth, CoreWeave, Micron, Intel, Newmont, Booz Allen, IonQ, and More Stock Market Movers

USA Rare Earth surges on a government investment, while CoreWeave jumps following an announcement that Nvidia is making a $2 billion investment in the AI cloud company.

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Intel, AMD, Capital One, Booz Allen, BitGo, Fortinet, and More Stock Market Movers

Intel shares plummet following disappointing guidance, while rival AMD is poised to add to an eight-day winning streak.

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30 More Picks for ’26 From the Barron’s Roundtable

Heineken, Chubb, and India stocks are in our panelists’ sights this year. How to assemble your own sports portfolio.

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Disney Expects a New CEO in ‘Early 2026.’ Why It’s a Make-or-Break Call for the Stock.

Being CEO of the House of Mouse is a challenging job, with shares up just 17% over the past decade.

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Intel, GE Aerospace, Moderna, Abbott, Arista, Mobileye, McCormick, and More Stock Market Movers

Intel shares traded flat ahead of the chip maker’s fourth-quarter earnings, due out after the close of trading Thursday.

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UnitedHealth and CVS Get Grilled on Affordability by Congress

The CEOs of large health insurers testified Thursday on Capitol Hill amid a rising focus on healthcare costs.

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This Spice Maker’s Stock Is Tumbling After Earnings. What We Know.

McCormick misses quarterly earnings expectations and issues a mixed outlook for fiscal 2026.

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