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AbbVie took a little shot at the Trump administration’s trade policy, as the drugmaker said Friday that rather than tariffs, tax reform is the key to boosting U.S. manufacturing.

Fears of pandemic-era shortages at American stores have made a big comeback as shipping-container traffic between China and the U.S. plunged in the wake of President Trump’s tariffs.

Bitcoin bulls have long been frustrated to see the crypto trade in a fashion similar to stocks and other assets perceived as risky, rather than as a store of value such as gold. Now, some think they see tentative signs of a shift.

A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for the foreseeable future.

The current stock market is driven more by headlines than fundamentals, a Bernstein analyst said.

Prices increases at retailers like Shein and Temu could lessen demand, but fast-fashion companies are poised to adapt — possibly at a cost to the ecosystem.

Also: Uncle Sam’s new approach to student-loan collection, a golden opportunity in the bond market, and how to determine whether we are heading into a recession.

Massachusetts Democrat says Bessent’s participation at the event highlights a broader concern that President Trump’s “opaque decision-making” could foster insider trading.

Lazard’s stock retreated on Friday after the investment bank said that its deal backlog has grown but that an elevated level of economic uncertainty is making it difficult to predict how the second quarter will play out.

Sentiment has fallen for four straight months.

Investors should not be tempted back into the stock market until certain criteria are met, says BofA.

Intel’s stock is down after earnings, and “there seems little to get excited about,” even with shares at depressed levels, noted one analyst.