Text size Shares of enterprise artificial intelligence software firm C3.ai are higher on a strong fiscal-third-quarter report. Dreamstime C3.ai stock is trading modestly higher after the provider of e...
Tag: Barron's Take
Snowflake Stock Tumbles as Disappointing Guidance Overshadows Strong Quarter
Text size Shares of cloud-based data-software firm Snowflake are falling sharply. Dreamstime Snowflake stock was falling sharply after the cloud-based data-software company posted disappointing fiscal...
Meta Is Fending Off TikTok, and Revenue Growth Will Slow, Morgan Stanley Warns
Text size A Meta Platforms sign Justin Sullivan/Getty Images Meta Platforms made clear on its latest earnings call that the company has growing concerns about competition in short-form video from TikT...
Snowflake Stock Is Tumbling. Disappointing Guidance Missed Estimates.
Text size Shares of cloud-based data-software firm Snowflake are falling in late trading. Dreamstime Snowflake stock is sharply lower in late trading Wednesday after the cloud-based data-software comp...
Warren Buffett’s Preferred Equity Allocation Is 100%
Warren Buffett’s preferred equity allocation is 100%, and he has adopted that strategy both personally and at Berkshire Hathaway in a way that is radically different from other companies in the insura...
Luminar Stock Is Holding Steady. Guidance Met Expectations.
Text size Luminar Technologies makes tech for autonomous cars. PATRICK T. FALLON/AFP/Getty Images Autonomous car-tech maker Luminar Technologies reported fourth-quarter earnings Monday evening. Shares...
GoodRx Stock Is Plunging to a Record Low. Earnings and Guidance Missed.
Text size GoodRx Holdings stock took a turn for the worse late Monday, after the prescription-drug-referral platform posted disappointing fourth-quarter results. GoodRX GoodRx Holdings stock took a tu...
AMD Stock Is Rising. Investors Are Cheering More Buybacks.
Advanced Micro Devices stock jumped on Friday, the morning after the chip maker unveiled a new $8 billion buyback program. The stock’s newest bull sees more good things coming. AMD (ticker: AMD) said ...
Why Solar and Wind Stocks Soared After the Invasion
A late-day surge pushed the overall U.S. market into the green on Thursday, but few sectors did as well as renewable energy. Several solar and wind stocks jumped more than 10%, reversing months of dec...
3M Stock Is Soaring. Thank Johnson & Johnson.
3M stock is jumping Friday. The primary reason isn’t the broad market rally, although that helps. The best explanation for 3M’s rise comes from an odd source for an industrial conglomerate. Johnson &a...
Berkshire Hathaway’s Stake in American Express Is Poised to Hit 20%
Text size Berkshire Hathaway CEO Warren Buffett Paul Morigi/Getty Images for Fortune/Time Inc Berkshire Hathaway ‘s longstanding stake in American Express is set to hit the 20% threshold in the coming...
The S&P 500 Entered a Correction. What History Says Happens Next.
Text size The S&P 500 now sits in correction territory. Spencer Platt/Getty Images Stocks were crushed Tuesday, sending the S&P 500 index into correction territory. It might just be time to bu...
Energy Vault Stock Is Soaring. The Reason Is Obscure.
Text size An Energy Vault commercial demonstration unit. Business Wire Sometimes the market can be tough to figure out. Shares of energy storage player Energy Vault Holdings (ticker: NRGV) are up 34% ...
Ford Stock Is Rising on Reports of an EV Spinoff. Steer Clear of the Rumors.
Text size A Ford Motor plant. Courtesy Ford Ford Motor stock is rising in early Friday trading after Bloomberg reported the company might spin off its electric-vehicle business. This isn’t the first r...
GE Stock Is Soaring. The Annual Report Has Provided a Boost.
Text size A GE Aviation Test Operations facility. Luke Sharrett/Bloomberg General Electric stock is higher Tuesday. The market is up, as well, and upbeat company-specific Wall Street commentary is als...
AMD Stock Rose After Company Closed Buy of Xilinx
Text size AMD completed the acquisition of Xilinx. Dreamstime Advanced Micro Devices said Monday morning that it completed its all-stock acquisition of Xilinx, and AMD CEO Lisa Su added the chair titl...
Meta Stock Has Never Been Cheaper. Should I Buy the Former Facebook?
Text size Meta Platforms, the former Facebook, has a lower price-to-earnings ratio than other Big Tech companies. Noah Berger/AFP via Getty Images Meta Platforms ‘ stock is as cheap now as it has ever...
ViacomCBS Is Changing Its Name. More Subscribers Joined, but at a Cost.
Text size ViacomCBS is changing its name to Paramount Global. Dreamstime ViacomCBS reported a very solid quarter of streaming-subscriber gains on Tuesday, but that growth didn’t come cheaply. The comp...
NIO, XPeng, Li Auto Shares Shake Off Weak Sales Data. The Outlook Seems Bright.
Text size A Nio car. Chinese new-car sales fell in January. Hector Retamal/AFP via Getty Images Chinese new-car sales fell in January. But the shares of Chinese electric-vehicle makers NIO , Xpeng , ...
Meta Stock Has Never Been Cheaper Since Its 2012 IPO
Text size Meta Platforms, the former Facebook, has a lower price-to-earnings ratio than other Big Tech companies. Noah Berger/AFP via Getty Images Meta Platforms ‘ stock is as cheap now as it has ever...
Teladoc Stock Has Tumbled. Goldman Sachs Sees a Major Recovery.
Text size Teladoc stock is set for a big comeback, says Goldman Sachs. Courtesy of Teladoc Teladoc Health stock has shed half its value in the past six months. An analyst at Goldman Sachs says it’s ti...
After Alphabet’s Stock Split, Amazon and Others Look Ripe to Split Shares
Text size Amazon, Chipotle, and others could be candidates for splitting their stocks. Noah Seelam/AFP via Getty Images Alphabet recently announced it is splitting its stock. It probably won’t be the ...
GM, Ford Stock Downgrades Are Mounting. Auto Giants Face a Troubling Trend.
Text size GM and Ford stock have tumbled from 52-week highs set last month. Patrick Hertzog/AFP via Getty Images Downgrades are mounting for auto giants General Motors and Ford Motor . Wall Street is ...
Micron, Western Digital Shares Are Surging. Flash-Chip Issues Will Lift Prices.
Text size Western Digital is having production issues at two factories in Japan. Dreamstime Western Digital and Micron Technology shares are both trading sharply higher Thursday on news that flash-mem...
CVS Stock Is Tumbling. Lowered Range for Cash-Flow Guidance Unnerved Investors.
Text size CVS stock is falling after earnings. Bryan Bedder/Getty Images for CVS Pharmacy CVS Health stock was falling after lowered cash-flow guidance overshadowed better-than-expected fourth-quart...
Taiwan Semi Stock Is Rising. An Analyst Sees More Demand From Intel and Apple.
Text size Morgan Stanley analyst Charlie Chan upgraded Taiwan Semiconductor to Overweight from Equal Weight. I-Hwa Cheng/Bloomberg Taiwan Semiconductor Manufacturing shares are trading higher Monday, ...
Why Berkshire Hathaway’s Utility Business Is a Crown Jewel
Berkshire Hathaway Energy, a big diversified utility business 91% owned by Berkshire Hathaway , is an industry leader with a huge portfolio of renewable power and one of the most ambitious capital spe...
Alphabet, Payal and Other Growth Stocks That Can Thrive in a Labor Shortage
Text size PayPal is among companies keeping employees happy, according to Just Capital. Justin Sullivan/Getty Images The inability to hire workers and a labor shortage is an oft-repeated concern from ...
Amazon Is Weighing a Bid for Peloton: Report
Text size Amazon is exploring acquiring interactive-exercise firm Peloton, according to a report in The Wall Street Journal. Adam Glanzman/Bloomberg Peloton Interactive stock surged in after-hours tra...
ConocoPhillips, CME Group and Others Boosted Dividends
Energy exploration and production giant ConocoPhillips (ticker: COP) said it will pay an ordinary dividend of 46 cents a share and a second-quarter variable return of cash of 30 cents a share. That’s ...
How to Handle Taxes After AT&T’s Spinoff of WarnerMedia
Text size AT&T holders are due to receive about 0.24 share of Warner Bros. Discovery for each AT&T share. David Paul Morris/Bloomberg Income-oriented investors in AT&T face a choice when t...
As BP Exits Russia, Other Oil Companies Face Risks Too
Text size Shell has a big stake in a Russian liquefied natural gas project. Jeff J Mitchell/Getty Images Oil companies haven’t been this financially strong in decades. They also haven’t been as politi...