Goldman Sachs Moves Back Rate-Cut Forecast. The Economy Is Tough to Predict.
By Karishma Vanjani
In a Crowd of Bulls, Marko Kolanovic Is a Lonely Bear
By Karishma Vanjani
Stock Market Looks Overcooked, but T-Bills Are Tasty
By Randall Forsyth
Letters to the Editors of Barron's: Energy Investments, Michael Milken, the 60/40 Portolio, and Inflation
By Sabrina Escobar
CHINA WATCH
Tesla, Ford, GM and the Threat of Cheap China EVs
By Al Root
EVS
- Inexpensive vehicles aren’t a threat to the U.S. auto makers, but better ones by BYD, for example, might be.
- Tariffs on Chinese electric vehicles will slow their roll. But they can still sell their cars elsewhere, and they are.
- Of all the Chinese EV makers, BYD has the best chance of becoming the next Toyota--and Tesla has the most to lose.
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JPMorgan, Jamie Dimon, and the Debate Over CEOs as Board Chairs
By Rebecca Ungarino
A HURRICANE FOR AIRLINES
JetBlue and Spirit Have More Bad News to Face: a Very Active Hurricane Season
By Evie Liu
TRAVEL
- The hurricane season in the Atlantic basic is expected to be very active this summer, disrupting some arilines.
- Airlines with much of their operations in the areas where the storms tend to start could be particularly at risk.
- That includes JetBlue and Spirit, who could face a big financial hit.
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Target Needs to Win Back Shoppers. Here’s How.
By Sabrina Escobar
Deckers Outdoor, Intuit, Workday, Ross Stores, Nvidia, Guardant Health, and More Market Movers
By Connor Smith & Joe Woelfel
Intuit Stock Is the S&P 500’s Worst Performer Friday. Here’s Why.
By Angela Palumbo
How Nvidia, Microsoft, and Other Tech Stocks Are Withstanding Higher Rates
By Jacob Sonenshine
Week’s Best: Dow 50,000 or Bust?
By Amey Stone
Guardant Health Soars Higher. Blood Screen for Cancer Could Be Moving Toward FDA Approval.
By Emily Dattilo
Workday Guidance Was So Bad Even Salesforce Stock Is Dropping
By Emily Dattilo
Broker Barred After Allegedly Stealing More Than $300,000 From Small Town and Fire Department
By Kenneth Corbin
An Inverted Yield Curve Signals a Recession—but Not When the Fed Is Distorting Yields
By Randall Forsyth
The Stock Market Is Looking Vulnerable. It Could Be the Start of a Summer Slump.
By Paul R. La Monica
Cancer Biotech Stocks Are on the Move Ahead of a Big Event. What to Know.
By Josh Nathan-kazis
How Low Can Rates Go in the Long Term? The Fed’s Waller Has a View.
By Nicholas Jasinski
ALL IN ON HOKAS
Hoka Sales Show Just How Big a Problem Nike Really Has
By Angela Palumbo
CONSUMER
- Demand for Hoka sneakers has been strong, putting even more pressure on sportswear giant Nike.
- Deckers stock shot up nearly 13% Friday after its reported earnings per share easily beat analyst estimates.
- Revenue beat esitmates too, boosted by increased demand for Hoka, which is popular with runners.
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Diane Compardo: Soft-Selling My Way to $3 Billion of Assets
By Steve Garmhausen
ROSS RISES
Ross Stores Stock Pops on Strong Earnings. Lower Costs Helped.
By Emily Dattilo
RETAIL
- Discount retailer Ross easily beat quarterly estimates and lifted guidance, sending shares up nearly 10% Friday.
- One analysts says he still prefers discount retailer peers TJX and Burlington Stores.
- Others were upbeat: "We believe ROST will sustain its sales momentum," Guggenheim analysts wrote.
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How to Build Your Retirement Paycheck—and Make It Last
By Elizabeth O'Brien
Lucid Group Is Cutting 6% of Its Workforce. The Stock Is Down.
By Emily Dattilo
Walmart and Capital One End Credit-Card Partnership
By Sabrina Escobar
The ECB May Beat the Fed to Cutting. Here Are the Risks.
By Callum Keown
LOOK PAST NVIDIA
Nvidia Isn’t the Only Tech Name to Buy. 10 Other ‘Boring but Wonderful’ Stocks.
By Paul R. La Monica
TECHNOLOGY
- Some tech stocks not named Nvidia are performing exceedingly well and still have long growth runways ahead of them.
- Dell, for example, is at a record high, but still reasonably priced for the stock.
- Others to consider include Texas Instruments, Autodesk, Atlassian and Nutanix.
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