Finance news summaries
Essential facts and source links for recent finance stories.
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Monolithic Power plans to use GLOBALFOUNDRIES’ Singapore fab under a long-term deal
Monolithic Power Systems and GLOBALFOUNDRIES plan to deploy MPS’s proprietary process technology at GF’s 300mm Singapore fab, expanding power-management capacity for high-growth markets by early 2027. Financial returns depend on timely rollout and customer uptake. -
Nvidia adds $150 billion to buyback authorization, taking capacity to $235 billion
Nvidia added $150 billion to its buyback authorization on Sept. 28, taking remaining capacity to $235 billion. Management expects to execute the remaining program through fiscal 2028; the authorization adds capacity, not completed purchases. -
Armstrong keeps $400,000 Bitcoin outlook for 2030 but calls it speculative
Coinbase CEO Brian Armstrong reaffirmed his view that Bitcoin could reach $400,000 by 2030, but said the forecast was speculation, not a guarantee. He said Bitcoin could climb to $80,000-$90,000 by year-end, while short-term prices are harder to predict. -
MotoGP selects Accenture for streaming service ahead of 2027
MotoGP Group selected Accenture on Sept. 10 to build a direct-to-fan streaming service ahead of the 2027 season. The planned hub will combine MotoGP, Moto2, Moto3 and World Superbike, with customizable coverage, interactive multi-camera viewing and real-time telemetry. -
GMO says rising U.S. share supply could weigh on stock returns
GMO analysts say rising U.S. share supply could dampen likely returns by perhaps 20% relative to normal over the next 18 months. They say new listings and insider sales are arriving as passive investing leaves fewer buyers to absorb shares. -
David Gardner tackles five AI questions on investing and the future
Motley Fool co-founder David Gardner answers five AI-generated questions in the fourth “ChatGPT Asks, David Answers” episode. He says quarterly portfolio reviews may be less suited to a faster-moving future and would most want to know SpaceX’s share price on Dec. 31, 2046. -
Weekly Bitcoin ETF inflows hit $2.39 billion, highest since October 2025
U.S. spot Bitcoin ETFs took in $2.39 billion in the week ended Sept. 25, their largest weekly inflow since Oct. 10, 2025, when they drew $2.71 billion. Bitcoin nevertheless ended the week near $84,000, well below its October 2025 record above $126,000. -
Trump team weighs three alternatives while diesel export ban remains on table
Trump says a diesel export ban remains an option as his administration weighs voluntary fuel-company export limits, tax and regulatory relief, and state tax cuts. Ben Werschkul of Yahoo Finance says the alternatives would have only a limited effect on diesel prices. -
Lisa Cook expects AI and higher oil prices to push inflation higher
Federal Reserve Governor Lisa Cook expects AI and higher oil prices to keep pushing inflation up in coming months. She left the door open to further rate hikes, saying any move would depend on economic data, and is watching whether AI-related price pressures spread beyond chips. -
Apple to Appeal Record $5.7 Billion Haptics Patent Verdict
A U.S. jury ordered Apple to pay about $5.7 billion over patents for haptic feedback, the vibration response in devices; the award is described as the largest in a U.S. patent case. Jurors did not find willful infringement, and Apple says it will appeal. -
Walmart CEO John Furner rules out shopper-specific pricing from data
Walmart CEO John Furner said on Sept. 25 the retailer will not use shoppers’ income, purchase history, urgency or perceived ability to pay to set individual prices. He also said its Sparky AI assistant will not raise prices or hide cheaper options. -
Micron shares slip 2.5% after OpenAI says it will pause training on some AI models
Micron shares fell 2.5% by 2:25 p.m. ET Monday after OpenAI said over the weekend it would pause training on some AI models while investigating reports of AI agents going “rogue.” Investors are questioning how long AI-driven memory demand can sustain profits. -
Acer CEO Jason Chen questions forecasts of a memory shortage through 2030
Acer CEO Jason Chen says a memory shortage lasting to 2030 is an overblown expectation as China's production capacity grows. He says prices are mixed, with some rising and others falling—a warning for Micron, whose shares gained 570% in the past year. -
GM says it will run lean amid tougher US car competition
General Motors says it will run as lean as possible as it braces for tougher U.S. competition. Global automakers increasingly view the market as a safe haven, the Financial Times reports; GM’s operating margin is about 3.2%, leaving little cushion against price cuts. -
Bond sell-off lifts 10-year Treasury yield to 5.25%, highest since 2007
U.S. Treasury yields climbed Monday: the 10-year hit 5.25%, its highest since 2007, and the 30-year reached 5.57%, last seen in 2004. Bets on further Fed hikes, energy costs tied to the Iran war, federal deficits and AI investment added pressure. -
Air Canada extends Toronto-Dubai cancellation through March 2027
Air Canada will keep its Toronto-Dubai flights canceled through the end of March 2027, citing the situation in the Middle East. Its Toronto-Tel Aviv service is still scheduled to resume Nov. 30, so the Dubai suspension does not cover all of the airline’s Middle East routes. -
Treasury yields revisit pre-recession highs, but the housing picture has changed
U.S. 10-year Treasury yields are 5.18% and 30-year yields about 5.5%, levels last seen before the Great Recession. The Motley Fool argues today’s mortgage market is safer, but warns high yields could strain commercial real estate and private credit. -
Nvidia's $150 billion buyback authorization lifts remaining capacity to $235 billion
Nvidia authorized $150 billion in additional share repurchases, bringing its remaining buyback capacity to $235 billion. It expects to use that capacity through fiscal 2028; the company bought back about $39 billion in the first two quarters of fiscal 2027. -
Realty Income's monthly dividend may help retirees who rely on it
Realty Income, a real estate investment trust with a recently reported 5.9% dividend yield, pays monthly; the article says that schedule may help retirees relying heavily on the stock, but may matter little to investors whose dividend income comes from a range of stocks. -
Nike's Oct. 1 earnings put its stalled turnaround to the test
Nike reports first-quarter FY2027 results after market close Oct. 1; Wall Street forecasts $0.44 per share in earnings and $11.33 billion in revenue. With shares down nearly 43% this year, Motley Fool says anything short of a meaningful upside surprise could trigger a sell-off. -
Rising Treasury yields put homebuilder stocks under pressure
Rising Treasury yields have pushed mortgage rates above 7% in recent weeks, their highest in more than two years, making home purchases costlier. The iShares U.S. Home Construction ETF fell 9.9% over the past month, and D.R. Horton, PulteGroup and Lennar also declined. -
Analyst says SpaceX GPU growth could lift 2027 revenue and EBITDA
Evercore ISI’s Kutgun Maral kept a $230 target and Outperform rating for SpaceX, saying GPU expansion could lift 2027 revenue and EBITDA above Wall Street estimates. He cited Elon Musk’s post reporting 780,000 GPUs online at Colossus 1 and 2. -
Strategy's 1,665-bitcoin purchase takes holdings to 847,666
Strategy bought 1,665 bitcoin for $142.7 million this week, bringing its holdings to 847,666 BTC. It raised $246.2 million by selling 1.47 million MSTR shares; $103.5 million of the proceeds and $48.1 million from flexible cash went to repurchase STRC preferred stock. -
Lawsuit alleges $4.6B in canceled student debt was still reported as owed
Borrowers and the Project on Predatory Student Lending allege in a proposed class action that the Education Department reported $4.6 billion in canceled student debt as outstanding to credit bureaus. The group estimates over 300,000 borrowers may be affected. -
Fed proposes stablecoin standards and bank application process under GENIUS Act
The Federal Reserve proposed GENIUS Act rules for stablecoin operations, covering backing, capital, risk management and reserve custody. A separate proposal would create an application process for banks seeking permission to use stablecoins.
