The plan is bad news for so-called neoclouds that are also in the business of selling AI computing power.
2 minute read
Q&A
Where This Bond Maven Is Getting That Extra Yield
DoubleLine’s Jeffrey Sherman is managing bond portfolios defensively in a time of heavy AI spending and possible Fed rate hikes.
Today's Other Top Headlines
America's 250
Standard Oil Was a Rapacious Octopus. How the Beast Was Tamed.
This year, Barron’s has published a series of articles linking the birth and growth of America with the rise of financial markets. Now, we’re reprising them as the Fourth of July approaches. Today, the giant industrial companies of the past were eventually broken up. Tech is the next target.
Ross Stores Defies the Age of E-Commerce. The Stock Has More Room to Rally.
The company’s value-based model resonates with inflation-weary consumers up and down the income ladder—no digital sales required.
Long Read
Nike Earnings Top Estimates but Stock Falls
A pandemic winner, Nike couldn’t hold on to its gains and now trade at just a fraction of its 2021 highs.
2 minute read
AeroVironment Stock Jumps 19% After Strong Earnings Report
AeroVironment reports fiscal fourth-quarter earnings per share of $1.84 from sales of $642 million. Wall Street was looking for earnings per share of $1.46 from sales of $556 million.
2 minute read
Why This AI Stock Plunged 24% and Took Peer Teleperformance With It
Concentrix says it designs, builds, and runs integrated human and AI solutions for businesses.
FedEx Freight Tops Revenue Expectations
The less-than-truckload shipper beat revenue expectations but didn’t report earnings per share.
June 29, 2026
Drones Are Upending Warfare. What Investors Need to Know.
The Iran war proves that America’s ability to spend heavily on elaborate weapon systems no longer cuts it in conflicts dominated by cheap drones.
Long Read
Forget Car Parts. The U.S. Needs North American Trade For AI.
The AI economy depends on a strong U.S-Mexico-Canada trade agreement, Erin McLaughlin writes.
4 minute read
Warsh Embraces the ‘Maestro’s’ Legacy. That’s a Good Thing.
Kevin Warsh, the new chairman of the Federal Reserve, has frequently invoked Alan Greenspan. There reasons go beyond his inscrutability.
4 minute read
Ryan Cohen Is Ready to Talk About eBay. For Real.
GameStop’s bid to buy eBay was loudly rejected by the company’s board. Ryan Cohen remains committed to the deal and says it will ultimately be up to shareholders.
Long Read
Cummins CEO on How to Manage the AI Boom
The diesel engine maker is no stranger to boom-bust business cycles.
4 minute read
Get Off Your Butt. After Sitting 8 Hours, You Need to Do This.
You should walk about 10 minutes for every hour you spend in a chair. That adds up 13,000 steps for every regular work shift.
4 minute read
These Household Names Are Dividend Kings. They’re Rock-Solid for Income.
Coca-Cola and other “dividend kings” have a long history of increasing their payouts. Why they’re solid for income.
2 minute read
Communication Breakdown: The Important Talk Many Rich Families Aren’t Having
New research suggests most wealthy families aren’t having discussions with younger generations about the purpose or goals of family wealth.
3 minute read
Financial Literacy Is the Missing Piece of the American Dream
As America turns 250, every state should require schools to teach financial literacy so that young people have the knowledge to turn opportunity into reality, writes the CEO of the CFP Board.
4 minute read
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