Investors using only valuation to pick stocks could prove “arrogant or incompetent,” according to Trivariate Research President Adam Parker.
Barron's Take
Investors want to see Tesla expand its artificial-intelligence-related businesses.
Tech and financials are booming. Other sectors are struggling.
Luxury stocks are sagging. Investors seem disappointed that negotiators didn’t carve out an exemption to tariffs for the sector.
Nvidia and other chip firms have surged as enthusiasm for AI continues. But some strategists think investors should take a step back.
Auto tariffs are lower for Japan and the EU. Now Ford and GM await a U.S. deal with Mexico and South Korea.
A blockbuster deal to manufacture Tesla’s artificial-intelligence chips had shares of Samsung jumping early Monday.
Siemens Energy stock trades at a huge discount to GE Vernova’s even though the companies do similar things.
The software design rivals were ready to merge a couple of years ago, until regulators got in the way. Adobe is still a solid stock.
Renowned scientist Marco Pistoia joined quantum-computing firm IonQ to oversee industry partnerships.
Bitcoin hitting $1 million is “highly likely” according to Cantor Fitzgerald analysts.
A new, lower-priced Tesla EV is slated to hit roads in the fourth quarter. It might not be what investors expect.
The videogame retailer was effectively patient zero when meme stocks took off.
The largest corporate holder of Bitcoin just priced an offering of variable-rate preferred stock with an initial yield of 10%.
The future of its chip-manufacturing business looks uncertain. It could have major consequences for TSMC and ASML.
The healthcare company says it is “complying with formal criminal and civil requests” from the Justice Department.
A new $500 million preferred stock offering from MicroStrategy is expected to carry an initial yield of 9.5% to 10%, and will have a floating rate.
Morgan Stanley strategists highlighted companies that look likely to report strong numbers, including Chewy, Eaton, Nvidia, and Eli Lilly.
The tariff on imported Japanese cars has been cut to 15%, down from 25%, in a deal announced by President Donald Trump.
Nvidia could get a boost from Elon Musk's xAI and Alphabet's Google as they race to build artificial intelligence.
AI-cloud provider CoreWeave will have to sell $8 billion to $11 billion more debt in 2025 to hit its capital-expenditure guidance.