The Barron's Daily


The AI Stocks Selloff Could Be a Bust or a Blip. This Will Decide Which.

AMD beats expectations, Mamdani wins NYC mayoral election, Bitcoin briefly dips below $100,000, and more news to start your day.

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Markets Face a Big Risk From This AI Spending Spree. What to Watch.

OpenAI strikes cloud computing deal with Amazon, Palantir CEO touts strong third-quarter results, Trump threatens to cut NYC funds, and more news to start your day.

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Buffett’s Berkshire Sits on Record Cash Pile. What That Means for Markets.

Supreme Court arguments over tariffs are coming, shutdown milestone approaches, China’s EV sales are slowing, and more news to start your day.

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Amazon, Apple Were the Mag 7 Losers. Here’s Why That’s About to Change.

Apple is betting on a big holiday season, Netflix weighs Warner Bros. bid, Pfizer and Novo Nordisk find themselves in a bidding war, and more news to start your day.

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Markets Wanted a Boost From Earnings, Fed and China Talks. How Powell Disappointed.

Fed’s Powell says December rate cut isn’t a given, Trump cuts China tariffs, Microsoft, Alphabet beat expectations, and more news to start your day.

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Nvidia, OpenAI Advances Power Next Leg of AI Rally. How to Play It.

Trump-Xi meeting nears, PayPal stock gets a lift, U.S. throws weight behind nuclear power, and more news to start your day.

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Amazon Is Cutting Jobs. Why That’s a Strong Sign for the AI Boom.

Qualcomm enters AI computing race, Texas emerges as banking M&A epicenter, suspension of food assistance during shutdown to hit economy, and more news to start your day.

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Fed, Tech Earnings, and Trump-Xi Talks. Why One Matters Most for Markets.

Mag 7 earnings and Fed decision headline busy week, officials talk of progress ahead of Trump-Xi meeting, Novartis agrees to buy Avidity, and more news to start your day.

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Trump Boosts Stock Markets with China Talks. Reasons to Bet on a Trade Deal.

Intel says current demand is outpacing supply, Rivian cuts jobs, funding the White House ballroom, and more news to start your day.

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Tesla Stock Depends on Musk’s Robot Army. Why Fierce Competition Is a Problem.

Tesla earnings disappoint, federal worker pay is on ice, Southwest says changes are working, and more news to start your day.

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AI Stocks Aren’t the Only Market Play. How Earnings Are Easing Recession Fears.

Netflix revenue is rising, hiring trends are emerging, Novo Nordisk’s boardroom drama escalates, and more news to start your day.

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Stock Markets Are Priced for a Trump-China Trade Deal. Watch These Risks.

Apple stock driven to record, Amazon Web Services outage knocks out businesses, Lululemon founder picks a fight with the board, and more news to start your day.

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Earnings Land With Little Economic Data for Context. Why That’s a Risk for Stocks.

The Fed heads into its October meeting with less clarity than usual, Tesla shareholders told to reject CEO Musk’s $1 trillion pay, and more news to start your day.

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Stock Markets Are Gripped by Bank Loan Fears. Why the Fed Should Be in Focus.

More credit “cockroaches” could be lurking at banks, Oracle fights low-margin cloud claims, U.S. and China still open to talks on trade, and more news to start your day.

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This AI Rally Can Withstand Trump’s China Trade War. Why Markets Can Thrive.

Taiwan Semi raises guidance, federal judge blocks shutdown layoffs, Wall Street’s business is booming, and more news to start your day.

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Trump, China Trade Threats Have Roiled Stocks. Markets Should Focus on This Instead.

Fed’s Powell sees its focus shift to labor market, Trump’s latest China trade war threat, ASML revenue missed, and more news to start your day.

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OpenAI Is Pushing the Market Toward Bubble Territory. What It Means for Stocks.

OpenAI strikes another chip deal, gold prices keep surging, third-quarter earnings expectations are running high, and more news to start your day.

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Stock Markets Rebound After Trump China Trade Threats. This Could End the Rally.

Bitcoin, other cryptos rebound, shutdown impasse continues, airlines see thousands of flight delays, and more news to start your day.

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Earnings, Fed Rates Mean Stocks Can Ignore the Shutdown. This Could Change That.

Government shutdown hits day 10, U.S. begins Argentine rescue, Amazon Prime shoppers snapped up necessities, and more news to start your day.

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AI Bubble? Jamie Dimon, Nvidia’s Jensen Huang, Goldman Sachs Weigh In.

Fed members disagreed about further rate cuts, Kevin Warsh aims to remake the central bank, tech earnings are around the corner, and more news to start your day.

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Tesla Shows Stock Valuations, Consumers Are Stretched. Here’s the Silver Lining for Markets.

Air travel delays ramp up, activists say Wells Fargo should keep independent board chair, NYSE parent invests in prediction market, and more news to start your day.

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Stocks Are Loving AI Deals, Government Stakes. Why Markets Need a New Catalyst.

OpenAI makes a deal with AMD, government shutdown continues, Tesla teases a mystery event, and more news to start your day.

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Stocks, Gold, Bitcoin Are Soaring. This Could Reverse the Market Rally.

The government shutdown continues, a Taylor Swift commercial rush, and more news to start your day.

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Musk ​Goes Head-to-Head With Altman. But This AI Stock Is the Winner.

Tesla deliveries jump, OpenAI’s market value is $500 billion, Trump’s tariffs hit farmers hard, and more news to start your day.

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Stock Markets Keep Hitting New Highs. No Government, No Problem.

Supreme Court’s Cook decision complicates Trump’s Fed plan, government shutdown could last awhile, pool of publicly traded U.S. companies is rapidly shrinking, and more news to start your day.

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