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CSX Stock Rises After Earnings Miss Estimates. It’s the Outlook.
Barrons· 2026-01-23 21:12
In this articleCSXSPXDJIAUNPNSCThrough Thursday trading, CSX stock was up about 8% over the past 12 months. (Photograph by Spencer Platt/Getty Images)CSX has been embroiled in merger drama for months. Investors might have forgotten to focus on the business. ...
SEC Issues Fraud Charges Against Man Who Pretended to Be an Investment Advisor
Barrons· 2026-01-23 20:51
The Securities and Exchange Commission is asking a federal court to fine and enjoin an unregistered financial advisor who allegedly caused three victims to lose $1.6 million in a fraudulent options-trading strategy. It isn't his first brush with regulators. ...
Janus Henderson to Acquire Richard Bernstein Advisors, Boosting Model Portfolio Capabilities
Barrons· 2026-01-23 20:19
Janus Henderson said Friday that it had agreed to acquire Richard Bernstein Advisors, a multi-asset investment manager that oversees approximately $20 billion in client assets. ...
The S&P 500 Teeters as Bank Stocks Take It on the Chin
Barrons· 2026-01-23 18:44
The S&P 500 danced around the breakeven line Friday afternoon while the Dow Jones Industrial Average was down 0.8%, or 382 points, and the Nasdaq Composite was up 0.3%.Among the 11 S&P 500 sectors, financials were the biggest decliner. Shares of Capital One, which is acquiring payments startup Brex for $5.15 billion, were down 7.3%.American Express stock was also down 2.4%. Lending stocks have experienced turbulence since President Donald Trump called for credit-card interest rates to be capped at 10% for o ...
Week’s Best: Schwab’s Assets and Profits Keep Climbing
Barrons· 2026-01-23 18:21
Charles Schwab slightly missed analyst expectations with its fourth-quarter earnings report Wednesday, but the stock rose anyway. Investors likely were cheered by strong growth in earnings, revenue, and new assets. Core net new assets were $163.9 billion for the quarter, and total client assets grew to $11.9 trillion. Schwab has benefited from a surge in investor activity that creates a tailwind for the company in 2026. ...
This Defense Stock Is Soaring as Donald Trump Pushes for Golden Dome
Barrons· 2026-01-23 18:12
Redwire is positioning itself as a future supplier for the Trump administration's Golden Dome missile-defense initiative. ...
Oracle’s AI Costs Are Being ‘Underestimated,’ Analyst Says
Barrons· 2026-01-23 18:10
Oracle stock will feel some pressure as the cost to build out artificial intelligence infrastructure continues to rise, this Morgan Stanley analyst says. ...
Microsoft Will Beat Earnings, Analysts Say. They’re Cutting Stock Price Targets Anyway.
Barrons· 2026-01-23 18:00
Wall Street expects another strong quarter from Microsoft when the technology behemoth reports earnings next Wednesday. But at least a couple firms are backing off their most optimistic predictions for the stock. ...
Sell America? What Europe's Huge IPO Says About U.S. Defense Stocks.
Barrons· 2026-01-23 17:26
Core Viewpoint - The CSG IPO reflects a continuing trend of strong performance in the European defense sector [1] Group 1 - The CSG IPO is part of a broader trend indicating robust growth and investor interest in European defense stocks [1]
Trump's Greenland Gambit Signals a New World Order for Markets
Barrons· 2026-01-23 17:23
Core Insights - Trump's actions are contributing to a shift towards a multipolar world, impacting global alliances and investment strategies [1] Group 1: Geopolitical Implications - The emergence of new alliances is reshaping the geopolitical landscape, which may lead to increased volatility in markets [1] - Strategists suggest that this shift could create both opportunities and challenges for investors, as traditional power dynamics are altered [1] Group 2: Investment Strategies - Investors are advised to consider diversifying their portfolios to mitigate risks associated with geopolitical changes [1] - The potential for new economic partnerships may open up investment opportunities in emerging markets [1]