Our tech columnist offers three stock ideas:

The Fed cut rates another quarter-point today, and signaled just one more in 2026.

Barron’s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.

The Fed cut rates by a quarter-point—as expected. Quantitative tightening is ending after more than 3 years. www.barrons.com/livecoverage...

The collapse of two companies tied to the U.S. auto industry is shedding new light on a fast-growing part of the financial ecosystem little known outside Wall Street. Banks are lending vast sums to companies that also provide financial services—but aren’t banks in name or in how they are regulated.

EXCLUSIVE: Kevin Warsh is a leading contender to be the next chair of the Federal Reserve. He spoke with Barron's about interest rates, inflation, and more.

#3: Tech spending contributed 2% of GDP in the second quarter of 2025. This falls short of the 2.6% seen during the personal computer boom of the 1980s and the 2.9% seen during the internet bubble of the late 1990s and early 2000s.

OPINION: The TikTok deal represents yet another instance of the Trump administration sidelining national security in favor of trade-positive headlines—and it undermines long-term U.S. credibility on tech-security threats.

The Federal Reserve lowered interest rates for the first time in nine months on Wednesday, but the central bank struck a cautious approach by cutting by a quarter of a percentage point.

The Oracle chairman saw his net worth rise $112 billion on Wednesday morning to about $405 billion.

A federal judge late Tuesday night temporarily granted Federal Reserve governor Lisa Cook’s bid to block her termination by President Donald Trump, paving the way for the policymaker to participate in the central bank’s policy meeting next week.

BREAKING: The producer price index for total final demand edged down 0.1% in August, putting the annual rate at 2.6%, the Bureau of Labor Statistics reported on Wednesday morning.

Job growth for the year through March was lower than the government had reported, signaling that weakness in employment may have begun as early as the summer of 2024.

The economy added 22,000 jobs in August vs. 76,500 expected.

American Eagle stock jumped 25% to $17 in after-hours trading Wednesday, after the apparel retailer reinstated its financial guidance for the fiscal year, giving investors a sunnier outlook than expected.

President Donald Trump’s push to take control of the Federal Reserve could pose a serious threat to the U.S. and global economy, European Central Bank President Christine Lagarde has warned.

Federal Reserve governor Lisa Cook sued to block President Donald Trump’s recent move to dismiss her, setting up a potentially precedent-setting legal showdown between the White House and the central bank.

EXCLUSIVE: Read our interview with Stephen Miran, current chair of the Council of Economic Advisors and nominee to Fed Board of Governors.

Trump said that he would be imposing 100% tariff rates on all computer chips and semiconductors imported into the U.S.

Though the capital spending on artificial intelligence—about 11% of GDP—isn’t as extreme as the tech boom in 1999, the possibility that the hundreds of billions of dollars invested in AI turns out to be a dud is a significant risk for markets.

BREAKING: President Donald Trump said Friday that he ordered his team to fire Bureau of Labor Commissioner Erika McEntarfer.

A year ago, one of the Securities and Exchange Commission’s primary targets was the crypto industry. Now, SEC Chairman Paul Atkins says the agency is going to do everything in its power to make the U.S. the most attractive country to digital-asset firms in the world.

Microsoft saw double-digit revenue growth last quarter in its closely watched Azure cloud business.

In 2024, about 45% of the vehicles GM sold domestically were imported, mainly from Mexico and South Korea. Tariff impacts in the latest second quarter amounted to $1.1 billion, according to the company.

President Donald Trump says he is not ruling out the idea of firing Fed Chair Jerome Powell but that he doesn’t have an immediate plan to do so. The comments came after a Senior White House Official told Barron’s that Trump is likely to fire Powell soon.

House members voted down a key procedural measure that would have cleared the way for votes on cryptocurrency-related bills—despite President Donald Trump having declared this “Crypto Week."

Nvidia says the U.S. will allow it to sell its H20 AI chips to China in a major turn of events www.barrons.com/articles/nvi...

The paired investments are a clear “conflict of interest” without historical precedent, says Tracy Barba, director of the Lucas Institute for Venture Ethics at Santa Clara University.

The first batch of letters the Trump administration sent to trading partners this week set tariff rates and warned that levies would be higher for “transshipped” goods. But it isn’t clear what would fall into this category—let alone how countries would enforce it.

Nvidia is worth $4 trillion.

Over the past two days, fiscal conservatives have lambasted the bill for adding a projected $3.4 trillion to the national debt over the next decade. Meanwhile, some GOP moderates expressed concern about the bill’s cuts to Medicaid. In the end, both groups folded without any changes.

Nonpartisan budget watchers expect President Donald Trump’s tax and spending bill to add trillions to the federal debt over the next decade. A Republican move to make those real costs all but disappear could have mammoth effects on how future lawmakers deal with the cost of their actions.

Weddings aren't cheap. Amazon CEO Jeff Bezos planned to sell $5.4 billion of Amazon stock on his big day.

BREAKING: Hours after trying to de-escalate U.S.-China tensions, President Donald Trump said the U.S. was terminating trade talks with Canada.

Holtec CEO tells Barron's the plan is to go public within several months. The IPO may be coming at just the right time.

BREAKING www.barrons.com/livecoverage...

BREAKING: President Donald Trump took the U.S. into war with Iran on Saturday, raising the specter that the nation would return to the bloody Middle East entanglements of the early 2000s. www.barrons.com/articles/us-...

Ever wonder whats going on with the Fed's dot plot? Check out my visual explainer for Barron's: www.barrons.com/articles/fed...

"There is an alternative to broad chip tariffs that could achieve Trump’s goal of fairer trade and more domestic investment," Chris Miller, author of Chip War, writes in a guest commentary for Barron's.

Americans dialed back their spending last month, putting away their credit and debit cards after a flurry of buying in advance of expected tariff-related price increases.

Thursday, President Donald Trump signed a joint resolution of Congress to eliminate California’s ability to regulate its air emissions, which it has had since the late 1960s. More than a dozen other states follow California’s rules. Investors can expect a court challenge.

U.S. stock volatility surged in early Friday trading as markets scrambled to react to Israel’s overnight airstrikes on Iran.

Amazon announced a deal Wednesday to buy enough power from a Pennsylvania nuclear plant to sustain a midsize city for year. It could solve a thorny issue that threatened to hinder AI data center expansion: Balancing Amazon’s needs with those of homeowners struggling to pay their power bills.

Tesla stock was rising Wednesday after CEO Elon Musk revealed the launch day of Tesla's Robotaxi service—and expressed regret over some of his tweets at President Donald Trump last week.

Taxes aren’t a priority when you are facing a health crisis. But once you recover, don’t miss a tax break called the medical tax deduction. Taxpayers 50 and over missed out on almost 40% in savings from this deduction, a recent analysis found. Nearly one in five failed to deduct $4,714 on average.

Warner Bros. Discovery is the latest entertainment company breaking off their higher-growth streaming businesses from cable TV, which is battling a slump in both ratings and revenue.

SCOOP: Yale University is in the process of selling some of its private equity positions.

The two said see you later, but not goodbye forever.

Huang adopted a so-called Rule 10b5-1 plan to sell 6 million Nvidia shares by the end of 2025.

Trump’s "Liberation Day" tariffs are illegal, U.S. trade court rules