Amazon . com reported strong fourth-quarter results on Thursday, driven by strong growth in both its AWS cloud unit and its growing advertising business. The results could be a relief to some investor...
Tag: Barron's Take
AT&T Is Getting Closer to a Clean Slate. Here’s What Comes Next.
Text size After a saga of misguided M&A, there’s still work to be done for AT&T. Patrick T. Fallon/AFP via Getty Images AT&T shed some light on its pending exit from the media business on ...
AT&T’s Move to Spin Off WarnerMedia Disappoints Investors
Text size AT&T plans to pay a $1.11 annual dividend, down from the current $2.08 a share. Stefani Reynolds /AFP via Getty Images AT&T ‘s decision Tuesday to spin off its stake in WarnerMedia t...
Tesla, GM, and 3 Other Stocks That Could Be Best EV Plays
Text size Tesla stock is a pick for a play on autonomous driving. Jens Schlueter/Getty Images Electric vehicles are taking over. That spells opportunity for investors. The growth of EV sales is great,...
An Apple Bear Throws In the Towel, Removes Sell Rating
Text size “We abandon our Sell rating…seeing no indication that our thesis is playing out,” wrote New Street Research analyst Pierre Ferragu. Sascha Steinbach/Getty Images for Apple One of Wall Street...
Robinhood Has Lost its One True Advantage
Text size Robinhood’s stock was trading higher on Friday even after disappointing fourth-quarter results. Dreamstime Robinhood Markets posted a wider-than-expected loss in the fourth quarter and...
Apple Reports Earnings Thursday. Here’s Why at Least One Analyst Is Cautious.
Text size Strong post-Christmas sales will land in Apple’s fiscal second quarter this year, not the first. Chris McGrath/Getty Images Apple stock has stalled out, dragged down by the broader sli...
Microsoft Stock Falls Despite Strong Earnings
Text size Microsoft earnings were up 22% in its latest quarter. Gerard Julien/AFP via Getty Images Microsoft shares were down about 5% in late-trading Tuesday, despite better-than-expected December qu...
Tesla Stock Is Getting Hammered. Here’s Where Shares Might Find Support.
Text size Tesla cars at one of the auto maker’s super-charging stations. Andrew Caballero-Reynolds/AFP via Getty Images The Tesla selloff turned into a bloodbath briefly Monday, leaving dazed bu...
Tech Stocks Got Hit Hard. Where to Find Bargains Now.
The technology sector may not be on sale, but it certainly has gotten cheaper lately. Major technology stocks like Apple (ticker: AAPL), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (FB) are...
Where to Find Bargains Among Tech and Growth Stocks
The technology sector may not be on sale, but it certainly has gotten cheaper lately. Major technology stocks like Apple (ticker: AAPL), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (FB) are...
Tesla Earnings Estimates Are Rising, but the Stock Is Down
Text size Tesla stock hasn’t been responding to rising earnings estimates. Dean Mouhtaropoulos/Getty Images Tesla ‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall S...
Bitcoin’s Fair Value Is a Lot Less Than the Market Thinks
Text size Dreamstime Bitcoin’s fair value is $20,851, according to the only valuation model I’m aware of for this best-known cryptocurrency. Your reaction to this depends in part on whether you see th...
Wells Fargo Rally Shows Warren Buffett’s Mistake in Selling Big Stake in Bank
Text size Warren Buffett Drew Angerer/Getty Images One of Warren Buffett’s worst investment moves in an otherwise fabulous career was Berkshire Hathaway ‘s sale in 2020 of a big stake in Wells Fargo a...
An EV Startup Hit a Bump In the Road. A Warning Sign for the Sector.
Text size Bollinger Motors’ B1 electric sport utility truck. Courtesy of Bollinger Motors/PR Newswire Electric-truck startup Bollinger Motors said Friday it is dropping the B1 all-electric SUV a...
Virgin Galactic Stock Is Tumbling. Raising Capital Is Raising Worries.
Text size Space-tourism company Virgin Galactic will raise $425 million to $500 million in debt that could be converted to stock, diluting existing shareholders. Courtesy Virgin Galactic Stock of spac...
Tesla Stock Is Down. Don’t Blame Cybertruck.
Text size Tesla stock appears to be dropping after a report that the company changed the language on its Cybertruck webpage. Robyn Beck / AFP via Getty Images Tesla stock is down a little Wednesday. T...
IBM Stock Is Sliding. UBS Cuts Rating to Sell.
Text size IBM is facing tough digital-transformation comps, and decelerations in Red Hat and consulting looks increasingly likely, wrote UBS analyst David Vogt. David Paul Morris/Bloomberg Internation...
GE’s Larry Culp Posted an Open Letter on LinkedIn. He’s Talking to Investors.
Text size Larry Culp, General Electric’s chief executive officer. Christopher Goodney/Bloomberg General Electric CEO Larry Culp ripped a page from the playbook of another CEO—Tesla‘s Elon Musk—a...
Intel Stock Jumped Because It Named a Micron Exec as Its New CFO
Text size Chip giant Intel named David Zinsner its new chief financial officer. Zinsner is currently CFO of Micron Tech, which has already named an interim CFO. David Paul Morris/Bloomberg Intel late ...
Tesla’s New Austin Factory to Start Up Soon. It’s Going to Be Wild.
Text size People look at a Tesla Model Y electric vehicle in a Miami Design District showroom. Joe Raedle/Getty Images Christmas arrived a little late for Tesla bulls. They have been eagerly awaiting ...
IBM Seeks Buyer for Watson Health Unit: Report
Text size IBM has hired BofA Securities to solicit bids for artificial-intelligence unit Watson Health, according to Axios. IBM’s looking for a price of more than $1 billion. Dreamstime In the l...
Ford Sales Impress. The Company Handled the Chip Shortage Admirably.
Text size Courtesy Ford Ford Motor’s December and fourth-quarter sales impressed. Especially given the supply-chain woes faced by the entire industry. Investors have rewarded the company for managing ...
Intel Joins the Dogs of the Dow. Why These Stocks Could Be a Good Strategy This Year.
Text size Sign at Intel headquarters in Santa Clara, Calif. Intel joins the so-called Dogs of the Dow for 2022. David Paul Morris/Bloomberg Intel will join the Dogs of the Dow for 2022, replacing Cisc...
Taiwan Semi Stock Kicked Off 2022 With Its Best Day in Years. Here’s Why.
Text size Taiwan Semiconductor ADRs saw their biggest percentage gain on Monday since mid-2020. SAM YEH/AFP/Getty Images The first trading day of 2022 was a breakout one for Taiwan Semiconductor Manuf...
Ford Stock Beat Tesla Last Year. Here’s What It Will Do Next.
Text size Ford stock is on a tear. After rocketing in 2021, and big start to 2022, here’s what could happen next. Paul Ellis/AFP via Getty Images One automotive stock is on fire as investors get...
Taiwan Semiconductor Stock Surges on First Trading Day of 2022
Text size Taiwan Semiconductor ADRs saw their biggest percentage gain on Monday since mid-2020. SAM YEH/AFP/Getty Images The first trading day of 2022 was a breakout one for . American depositary shar...
Why AT&T May Be Leaning Toward a Spinoff of Its Discovery Stake
AT&T may be leaning toward a straightforward spinoff of the 71% stake in the new Warner Bros. Discovery in the coming months rather than a complex “split-off,” or exchange offer. A transaction in ...