Good news on the earnings front seems to be overshadowing geopolitical, Fed, and capex concerns.
3 minute read
Media
Roblox’s Stock Tumble Could Prove to Be a Buying Opportunity—Eventually
Roblox is taking a short-term hit on business with a bigger goal in mind: Becoming one of the primary social media destinations in the world.
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Palo Alto Networks Will Weather the AI Storm. Buy the Stock.
The company dominates cybersecurity and can withstand competitive threats.
Long Read
Tyson Foods Stock Rises on Earnings. Protein Demand Remains Hot—Except for Beef.
The meat processor reports better-than-expected quarterly earnings and revenue.
1 minute read
This AI Stock Is Up 78% This Year—and Still Looks Like a Buy, Analysts Say
Monolithic Power Systems got a few Buy ratings from analysts following its first-quarter earnings report.
2 minute read
This AI-Enabled Manufacturer’s Business Is Booming.
The firm excels at rapidly creating custom parts for customers.
Berkshire Operating Profits Rose 18% in First Quarter
The company bought back $235 million of stock in the period.
May 4, 2026
Jane Fraser Turned Citigroup Inside Out. Now Comes the Hard Part.
Under the CEO, the long-beleaguered bank is working through its 13th restructuring. Can Citi shed its longstanding reputation as the banking sector’s laggard?
Long Read
OPEC Is Losing Its Grip on Global Oil. Volatility Will Follow.
With the U.A.E.’s exit, the group of oil exporting countries will have less capacity to stabilize prices, Ben Cahill writes.
4 minute read
In the Strait of Hormuz, What Happens If Neither Side Blinks?
Wall Street seems sure that either the U.S. or Iran will give in when the Gulf blockade proves too painful. Maybe it shouldn’t be so confident.
4 minute read
Jane Fraser Turned Citigroup Inside Out. Now Comes the Hard Part.
Under the CEO, the beleaguered bank is in its 13th restructuring. Can Citi’s stock shed its longstanding reputation as an absolute dog?
Long Read
BlackRock’s Rieder Endorses Warsh and Sees More Gains for Stocks
Rick Rieder, CIO of global fixed income at BlackRock, called presumptive Fed chair Kevin Warsh “a brilliant guy” on Barron’s Live. He’s bullish on the economy and stock market, too.
3 minute read
Markets Enjoyed an Historic April. Why the S&P 500 Could Fall Short in May.
Apple polishes quarter earnings and sales beat, AI spending juices outlooks for power providers, and more news to start your day.
Long Read
Trump to Sign Plan to Expand Retirement Access
The administration’s efforts will include creating a new website that helps people find privately run individual retirement accounts that they can sign up for.
3 minute read
Bain Capital Joins $2 Billion Funding Round for This Large Wealth Manager
Majority owner Reverence Capital Partners orchestrates a new capitalization for Osaic as it eyes acquisitions and builds out its employee channel.
2 minute read
Week’s Best: Fidelity Fined for Data Handling
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
3 minute read
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