Finance news summaries — Page 11
Essential facts and source links for recent finance stories.
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Ellison cancels plan to sell up to 50 million Oracle shares
Oracle said Larry Ellison canceled a plan to sell up to 50 million shares, worth about $7.5 billion at the Sept. 11 closing price. No shares were sold, and the company said he has no other plans to sell Oracle stock but gave no reason for the cancellation. -
Tesla sets Oct. 1 Roadster reveal, but gives no delivery timeline
Reuters reported on Sept. 13 that Tesla CEO Elon Musk said the next-generation Roadster will be unveiled Oct. 1, nearly nine years after its 2017 presentation and six years after its original 2020 delivery target. Tesla has not set a production or customer-delivery schedule. -
Insider Monkey sees Schwab’s moat narrowing despite rising client assets
Insider Monkey says Schwab’s moat is narrowing as revenue per client faces pressure, not because clients are leaving: August client assets reached $13.41 trillion, while AI could make advice easier to replicate and higher yields could pull cash from sweep accounts. -
Salesforce’s AI deepens switching costs, but per-seat pricing remains a risk
An analysis says Salesforce’s AI-agent and data products are widening its moat: annual recurring revenue reached about $3.9 billion, up more than 210% year over year. They use customer data already on its platform, but AI could pressure per-seat pricing. -
Boeing’s tentative deal offers 17,000 SPEEA workers a 10% raise
Boeing and SPEEA reached a tentative four-year contract covering about 17,000 Puget Sound engineering and technical workers. Boeing says the ratification vote runs Sept. 24–Oct. 1, before the current contract expires Oct. 6; the deal includes a guaranteed 10% raise. -
SpaceX shares could face pressure as insider lockups end through December 2026
SpaceX stock is back in the $150 range after climbing above $200 and falling to $108. Motley Fool writer Reuben Gregg Brewer says insider lockups ending on dates through December 2026 could make more shares tradable and pressure the price. -
Microsoft shares rise after redesigned Copilot gains AI tools
Microsoft shares rallied Friday after it unveiled new AI features for redesigned Copilot: full Word, Excel and PowerPoint functions, a Home hub combining Chat and Cowork for multi-step tasks, natural-language coding and personal-agent features in Autopilot. -
C3.ai CEO Siebel sells 444,248 shares in $4.8 million transaction
C3.ai CEO Thomas Siebel sold 444,248 shares for about $4.8 million on Sept. 15 and 16, according to an SEC filing. The sale was made under a pre-established Rule 10b5-1 plan; the stock’s one-year total return was down 40% as of Sept. 16. -
Coca-Cola’s dividend rose 61% as case volume grew 16% over a decade
Coca-Cola’s system sold 33.8 billion unit cases in 2025, about 16% above 2015, while its dividend per share rose 61% to $2.12. The article credits bottling refranchising and higher margins, alongside pricing and product mix, for the faster payout growth. -
HSBC shifts Dollar General to Buy and raises its target to $160
HSBC upgraded Dollar General to Buy from Hold on Sept. 24 and lifted its price target to $160 from $125. The call cited latest-quarter revenue growth of 5.2% and comparable-sales growth of 3.5%, with gains from more traffic and larger baskets rather than price increases. -
Motley Fool’s Jeremy Bowman favors VanEck’s SMH for AI-chip exposure
Motley Fool columnist Jeremy Bowman says VanEck Semiconductor ETF (SMH) would be his one fund addition, citing continued AI-chip demand. Nvidia and Taiwan Semiconductor Manufacturing account for 28% of the fund, giving it concentrated exposure to those chipmakers. -
Insider Monkey favors Restaurant Brands over Yum on valuation and yield
Insider Monkey calls Restaurant Brands International (QSR) a better buy than Yum! Brands (YUM), citing forward P/E ratios near 12 versus 20 and dividend yields of about 3.6% versus 2.2%. It warns the price assumes a sharp recovery, which Burger King cannot deliver alone. -
At 15,999 yuan, Apple's iPhone Duo faces affordability concerns in China
CNBC reported a tepid response to Apple's iPhone Duo in China at 15,999 yuan (about $2,230). Social media users said the price was a heavier burden relative to local incomes than the $1,999 U.S. price is for Americans; some said they would wait for a second-generation model. -
Forbes says Meritage’s Chapter 11 filing complicates a Wendy’s takeover
Meritage Hospitality Group, a major Wendy’s franchisee, filed for Chapter 11 on Sept. 18, citing six straight quarters of same-store sales declines, CNBC reported. Meritage said store-level EBITDA fell 48% in 2025; Forbes said the filing complicates a potential Wendy’s takeover. -
JPMorgan raises Meta target to $920; Morgan Stanley flags potential glasses upside
After Meta’s Sept. 23 Connect, JPMorgan lifted its price target to $920 from $820, saying Muse could become the most widely used consumer AI app since ChatGPT. Morgan Stanley kept its $775 target but flagged Meta’s AI glasses for potential 2027 upside. -
Starbucks agrees to $1 million Florida settlement with nationwide terms
Starbucks agreed to pay Florida $1 million to settle its discrimination suit, while denying wrongdoing. The nationwide agreement bars race- or sex-based quotas or preferences in hiring, promotion and pay, and requires annual compliance certifications for four years. -
After a roughly 46% rebound, Microsoft nears its record; writer calls shares fairly priced
Microsoft shares are about 5% below their record after rising about 46% from their June low. June-quarter Azure and other cloud growth was revised from 43% to 42%; a Motley Fool columnist says the stock is fairly priced as spending rises and free cash flow falls. -
Navellier points to Star Bulk and Shell amid supply constraints
Louis Navellier points to Star Bulk Carriers and Shell as beneficiaries of tight shipping and refining supplies. Star Bulk’s second-quarter earnings rose 1,000% year over year to $1.21 a share; Shell’s second-quarter adjusted earnings climbed 131% to $9.84 billion. -
Qualcomm and Apple renew patent deal starting in April 2027
Qualcomm said Sept. 24 it renewed its global patent-licensing agreement with Apple. The new deal takes effect April 1, 2027, when the existing agreement expires; the companies disclosed neither the financial terms nor the agreement’s duration. -
GM Defense delivers first Patriot parts to Lockheed 22 days after pact
Lockheed Martin received its first shipment of Patriot PAC-3 MSE interceptor housing components from GM Defense on Aug. 28, 22 days after their pact. The firms disclosed no volumes or contract value, so the delivery does not establish GM can scale production. -
China Rare Earth Group reportedly in talks to acquire Shenghe, which holds about 3% of MP
Reuters reported state-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds about 3% of MP Materials. Shenghe denied its controlling shareholder planned a transfer; Reuters sources could not determine what would happen to Shenghe's foreign stakes. -
Piper cuts Rollins to Neutral amid concern AI could erode its brand edge
Rollins shares fell 6.4% to $30.40 on Sept. 24, near a 52-week low. Piper Sandler also cut its rating to Neutral and lowered its price target to $33 from $46, citing concern that AI assistants could steer customers to cheaper local pest-control firms. -
More than 1,600 Apple workers strike in Italy on iPhone launch day
More than 1,600 employees at all 17 Apple stores in Italy staged a one-day strike over working conditions on Sept. 18, 2026, the iPhone 18 Pro’s global launch day. Three unions organized pickets in Milan and Rome; Apple said its stores would operate normally. -
First Solar drops 10.3% as analysts maintain Buy consensus
First Solar fell 10.3% to $172.16 on Sept. 24, 2026, near its 52-week low and 46% below its $320.95 high. Wall Street firms still assign it a consensus Buy rating, with an average price target above $270, despite concerns over rates, subsidies and litigation. -
Two AI data-center agreements send Atlas Energy Solutions shares up nearly 14%
Atlas Energy Solutions shares rose nearly 14% Friday after two subsidiaries signed cost-reimbursement agreements with an unnamed leading frontier AI lab to provide data-center support equipment and incremental power-generation assets. -
NASA and Boeing discuss 10-plus Starliner missions to low Earth orbit
On Sept. 18, 2026, The Wall Street Journal reported NASA was discussing 10 or more future low-Earth-orbit missions for Boeing’s Starliner; no expanded contract has been finalized. Starliner has not flown since returning without its crew in September 2024. -
Kinross shares slide 11.6% after 2026–27 production outlook cut
Despite high gold prices, Kinross shares fell 11.6% on Sept. 24 after cutting its 2026 and 2027 output forecasts by about 8%. Harsh weather and processing problems at Chile’s La Coipa, plus slower mining at Nevada’s Round Mountain, disrupted output and raised costs per ounce. -
Three more crewed ISS missions add $946 million to SpaceX’s NASA contract
NASA added $946 million for three more SpaceX crewed missions to the International Space Station, raising the contract to 17 flights worth $5.92 billion through 2030. NASA plans to retire the station around then, leaving post-ISS work uncertain.
