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Federal backing lowers the cost of a major steel upgrade

It’s late August, but the coming week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Vestmo, a quantitative research firm we track at the Barron’s Investor Circle, sent an update on its market barometer on Friday. The barometer takes into account seven different factors, including things such as earnings variability and price momentum. Vestmo noted higher rates, rising oil prices, and a “less supportive” Federal Reserve that is more likely to hike interest rates than cut them are among the drivers of the more risk-off stance.

The copper tariff premium was the visible signal that faded; the quiet rebuild of its US mines was the half of the move an investor could actually see coming.

President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc. (NASDAQ:AVAV), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), and Red Cat Holdings Inc. (NASDAQ:RCAT), are among the clear winners of a policy specifically designed to redirect business their way. The Tariff Structure The […]

CLX's GOJO deal boosts fiscal 2027 sales, but inflation, acquisition costs and margin pressure could limit underlying growth.

"Content posted by friends has become a small fraction of the content that users see on Facebook and Instagram -- less than 15% of posts in Facebook's news feed and 5% on Instagram's feed," Meta tells a federal appellate court.

CLX's GOJO-led growth faces margin pressure, muted core demand and inflation risks, leaving investors focused on a durable recovery.

The Fed has held rates steady, but inflation keeps threatening to push them higher again, and not every income investment handles that scenario the same way. Two BDCs with floating-rate portfolios are quietly positioned to turn a potential hike into a dividend windfall.

EPD's fee-based business model, inflation-protected cash flows and $6.5B project pipeline support earnings and cash flow growth.

AXON is containing margin pressure despite rising costs, supported by strong revenue growth, tariff refunds and manufacturing efficiency.

Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working against it could make the cure worse than the disease.

Target lifts its fiscal 2026 outlook as sales, digital growth and category strength signal momentum beyond tariff refund benefits, with higher earnings guidance.

Federal auto-safety regulators are opening an investigation into nearly one million General Motors pickup trucks and sport-utility vehicles after receiving hundreds of reports of engine failures. The National Highway Traffic Safety Administration said Friday it was launching the probe into vehicles equipped with a particular GM V-8 engine that had already been the subject of an earlier recall. The regulator has received nearly 500 complaints alleging engine failure in vehicles that had already been serviced under recall, including nearly two dozen that required complete engine replacements.

Wolverine raises 2026 revenue, EPS, margin and cash flow targets as Saucony and Merrell fuel growth despite tariff pressure.

WWW combines higher earnings estimates and Active Group growth with tariff and execution risks, creating a constructive but selective buy case.

WWW's 11.1% weekly rally has fundamental support from stronger results and raised guidance, but tariffs and execution risks remain.

Most retirees holding the biggest municipal bond ETF assume they are getting the best deal on tax-free income, but a rival fund with the same federal exemption is quietly paying at a rate that makes MUB look like it has one hand tied behind its back.

Aon expects U.S. employer health-care costs to rise 9.5% in 2027, intensifying pressure on benefits budgets and demand for cost-management services.

Getting your share may depend on how you paid and whether you still have the right information.

Newmont Corporation (NYSE:NEM) stock traded higher Friday as strong gold prices and a board appointment supported sentiment around the gold miner. Nasdaq futures rose 0.76%, while S&P 500 futures gained 0.46%.Record Gold Prices Support NewmontSpot gold traded above $4,500 an ounce Friday and headed for a third consecutive weekly gain, according to Trading Economics.Investors turned to safe-haven assets amid volatility in currency and bond markets. Higher oil prices also fueled inflation concerns

Ross Stores spiked 8% after delivering a quintessential beat-and-raise quarter, as it blew past Wall Street's expectations. Earnings got a boost from tariff refunds.

NextEra Energy (NEE) is back in focus after Maryland’s Office of People’s Counsel moved to intervene in federal review of its planned merger with Dominion Energy, raising questions about competition and consumer impact. See our latest analysis for NextEra Energy. Against the backdrop of merger scrutiny, NextEra Energy’s share price has eased recently, with a 30 day share price return of 3.3% and a 90 day share price return of 4%, while the 1 year total shareholder return of 15% suggests...

Rising Treasury yields and inflation fears drove a broad selloff, leaving the S&P 500 down nearly 2% for the week

The president's repeated calls for lower interest rates are falling on deaf ears amid elevated inflation that's primarily been driven by his policies.

Walmart’s finance chief had a message Thursday for analysts pressing the company on its decision to cut prices: Give it time. Walmart said it rolled back prices on more than 11,000 items, including ground beef, citing the ongoing strain on consumers of inflation and high gas prices. The move comes after the company received tariff refunds worth about $2.9 billion, which it’s using to fund the price cuts.

Orders for bulldozers, excavators and other earth-moving equipment are largely full for the rest of the year. The company also recognized $110 million in tariff refunds during the third quarter.

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco...

The Electric Vehicle (EV) sector in China is seeing a significant shift with the rise of the EV Charging-as-a-Service market, forecasted to expand to USD 287.01 million by 2031, driven by government incentives and increasing demand from e-commerce fleets. The growth is propelled by government support for charging infrastructure, capital grants, off-peak tariffs, and nationwide interoperability standards which help to reduce vendor lock-in. As e-commerce delivery volumes increase, there is a...

Trump Media & Technology Group (NasdaqGM:DJT) is in focus after the US temporarily paused substantial tariffs on Canadian imports as both countries work to finalize a major trade agreement. The tariff suspension is described as temporary and is tied to ongoing negotiations aimed at securing a broader cross border deal between the US and Canada. The move links US trade policy more closely with companies associated with the Trump brand, adding a fresh political and regulatory angle for...