Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks.

Silicon Valley could use a reboot. The biggest players aren’t growing, and more than a few are seeing sharp revenue declines. Regulators seem opposed to every proposed merger, while legislators push f...

In Tech’s New World, Layoffs and Buybacks Are In, Mergers Are Out

Silicon Valley could use a reboot. The biggest players aren’t growing, and more than a few are seeing sharp revenue declines. Regulators seem opposed to every proposed merger, while legislators push f...

Giant Pension Sells Caterpillar and Microsoft Stock, Buys Comcast and Visa

One of the largest Canadian pensions made major changes in its U.S.-traded portfolio. Ontario Teachers’ Pension Plan sold all its Caterpillar stock (ticker: CAT), slashed a Microsoft (MSFT) investment...

Apple and Meta Stock Buybacks Haven’t Been Equal. Here’s Why.

Investors love stock buybacks, but they don’t always spur the types of returns one might imagine. It takes a discerning eye to identify companies with buybacks that create significant gains for shareh...

Okta’s stock jumps more than 14% as earnings forecast doubles expectations

Okta Inc. shares rallied in the extended session Wednesday after the identity-management software company topped estimates by a wide margin, and executives predicted adjusted earnings that were more t...

AMC Stock Falls After CEO Warns Company Could Be Forced to Sell More ‘APEs’

AMC Entertainment stock closed down sharply Wednesday in the wake of comments from the CEO that the firm may be forced to sell more stock for less money if shareholders don’t approve measures that all...

Biden official responds to Buffett’s attack on opponents of stock buybacks

After Warren Buffett criticized opponents of stock buybacks over the weekend, a White House official offered a response Wednesday, suggesting the storied investor and President Joe Biden aren’t totall...

Tesla Signs Battery Material Deal With Korea’s L&F

Tesla investors are having a busy week and it’s only Tuesday. Ahead of the week’s main event, an analyst day on Wednesday, investors have to digest news about batteries as well as EV demand in China a...

Opinion: Marc Benioff’s Salesforce fairy tale is crumbling down around him

Salesforce Inc. has been a unique tech company, able to sell itself as a “family” that has higher ideals than just profit to its employees while generating near-universal praise from Wall Street as we...

Buffett Shareholder Letter Was a Big Disappointment

Every year, investors await Warren Buffett’s annual shareholder letter with excitement, hoping for the insights and flare that make it a must-read. This year’s was a disappointment.  Buffett took just...

Warren Buffett backs stock buybacks, which Joe Biden is trying to tax more

President Joe Biden devoted part of his State of the Union to decrying stock buybacks, a practice he often rails against. Oil and gas companies, he said, didn’t invest in production to keep gas prices...

Ready Capital and Broadmark Realty Capital to merge and create company with equity capital base of $2.8 billion

Real estate finance company Ready Capital Corp. RC, -14.24% and Broadmark Realty Capital Inc. BRMK, +17.09% said Monday they have agreed to merge in a deal that is expected to create a company with a ...

Canada’s Largest Pension Sold Apple, Bought EV Stocks Tesla, NIO, Li Auto

Canada’s largest public pension seems to be more bullish about electric vehicles than iPhones. Canada Pension Plan sold 85% of its Apple stock (ticker: AAPL), and scooped up shares of Tesla (TSLA), an...

For Nvidia Stock, It’s Game On!

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or rec...

PayPal’s Outgoing CEO Dan Schulman Buys Up Stock

PayPal Holdings stock has lost all of its gains from the pandemic era, when homebound shoppers used its services to buy online. The financial-services company’s outgoing president and CEO Dan Schulman...

Thomas H. Lee, Leveraged-Buyout Pioneer, Dies of Apparent Suicide

Private-equity pioneer Thomas H. Lee died unexpectedly at 78, his colleagues and family said late Thursday. New York Police Department officials said first responders to an emergency call Thursday mor...

Berkshire Hathaway Warren Buffett Appears to Swipe at President Joe Biden

Berkshire Hathaway CEO Warren Buffett’s annual letter, released on Saturday morning, included the usual homespun wisdom that his shareholders have come to expect, with modest and self-effacing reflect...

Space Force rocket launch acquisitions takes ‘mutual fund approach’

The headquarters of Space Systems Command in Los Angeles, California. U.S. Space Force / Jose Lou Hernandez The U.S. military is preparing to buy another round of rocket launches from companies next y...

Intel stock has fallen enough, Morgan Stanley says in upgrade

Intel Corp.’s dividend cut helped earn the stock an upgrade Thursday, as Morgan Stanley now sees “limited downside” for the beaten-down name. Morgan Stanley’s Joseph Moore bumped his rating on Intel’s...

Nvidia’s stock-market hot streak is far from over, according to Wall Street analysts

Nvidia Corp.’s stock has been a massive outperformer lately, and the company’s latest results suggest to some analysts that the run-up is not finished. Taking into account a 12% Thursday gain as of mi...

Warren Buffett’s Berkshire Hathaway Could Get an Occidental Stock Payoff

One of Berkshire Hathaway’s best investments in the past five years was its purchase of $10 billion of Occidental Petroleum preferred stock paying an 8% dividend yield. Occidental Petroleum (ticker: O...

Los Angeles Dodgers Hope To Replace Lost Offense With Veteran Offseason Acquisitions

Boston – May 19: Boston Red Sox left fielder J.D. Martinez (28) walks to the dugout after flying out … [+] in the 1st inning. The Boston Red Sox host the Seattle Mariners in an MLB game at...

PayPal CEO’s ‘unusual’ $2 million stock purchase is ‘certainly a positive’ signal

PayPal Holdings Inc. Chief Executive Dan Schulman just did something “unusual” for a departing executive. Often, executives and other insiders begin to trim their company stock exposure when they’re p...

Norfolk Southern, worth $53B, creates $1M fund for train-derailment victims

Norfolk Southern Corp. is facing criticism about the amount of financial support it has given East Palestine, Ohio, in the wake of the train derailment that spewed toxic chemicals and forced residents...

Corteva CEO Chuck Magro Bought Up Stock

Corteva stock came through 2022 swimmingly, and shares of the seed-and-pesticide maker remain in positive territory in 2023. CEO Chuck Magro just bought a large block of the company’s stock. Corteva s...

Cathie Wood’s ARK Swoops In to Buy Shopify Stock After Recent Slump

High-profile fund manager Cathie Wood’s ARK Investment Management has increased holdings of e-commerce company Shopify and shed chip maker Nvidia the group said in a statement. ARK snapped up about $3...

Credo stock plunges toward record loss after largest customer cuts purchases

Shares of Credo Technology Group Holding Ltd. plummeted toward a record one-day selloff after the data infrastructure networking company disclosed that its largest customer cut demand for its products...

Shopify stock falls nearly 7% as forecast disappoints amid escalating Amazon rivalry, price increases

Shopify Inc. produced a better holiday quarter than expected according to a Wednesday earnings report, but a forecast for slowing revenue growth hit the stock in after-hours trading. Shopify SHOP, +6....

Bed Bath & Beyond’s $1 Billion Stock Deal: What to Know

It has been a whirlwind for Bed Bath & Beyond Inc.’s meme-stock investors, marked by a credit default, store closings and a last-gasp financing deal that saved the company from chapter 11. The tur...

Taiwan Semiconductor shares drop after Buffett reveals stake sale

Shares of Taiwan Semiconductor Manufacturing Co. dropped on Wednesday following news that Berkshire Hathaway slashed its stake in the third-party silicon-wafer fabricator late last year. In Taipei, sh...

Occidental Petroleum stock surges after Warren Buffett’s Berkshire Hathaway discloses boosting stake to 28%

Shares of Occidental Petroleum Corp. OXY, +2.44% rallied 1.8% in afternoon trading Tuesday, after Warren Buffett’s Berkshire Hathaway Inc. BRK.B, -0.94% BRK.A, -0.84% disclosed that it increased its s...

Hedge-fund legend Seth Klarman pounced on Amazon and parent companies of Google and Facebook in the fourth quarter

Seth Klarman, one of the top money managers of all time, quadrupled his firm’s stake in Amazon.com in the fourth quarter, one of several big bets on mega-cap tech companies that were made. A 13-F fili...