Finance news summaries — Page 5
Essential facts and source links for recent finance stories.
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Caterpillar’s lower multiples contrast with Corning’s AI-linked growth in 2026
Motley Fool says Caterpillar had lower forward multiples and higher free cash flow than Corning, while Corning’s FY2025 revenue grew faster amid AI demand. Neither stock is cheap; it sees Corning as the AI play and Caterpillar as the diversified option. -
Oracle shares drop 4% amid report of force majeure move on New Mexico site
Oracle shares fell 4% Thursday after Bloomberg reported, citing people familiar with the matter, that the company told Project Jupiter’s developer it was invoking force majeure to delay payments if construction setbacks push the New Mexico data center’s opening to 2028. -
Motley Fool writer backs Taiwan Semiconductor on AI-chip demand
Motley Fool writer Keithen Drury recommends Taiwan Semiconductor as an AI-linked investment, citing its 72.5% Q2 revenue share of the chip-fabrication market and a planned extra $100 billion investment in Arizona; he says the stock is reasonably priced. -
US current-account deficit grows 15.7% on second-quarter import surge
The US current-account deficit widened by $33.4 billion, or 15.7%, to $246 billion in the second quarter, Commerce Department data showed. Goods imports rose $67.4 billion to $931.6 billion, outpacing a $27.1 billion increase in goods exports. -
Tributary says strong demand lifts Applied Materials' profit outlook
Tributary Capital Management named Applied Materials a notable addition in its Q2 2026 investor letter, saying strong demand is lifting the chip-equipment maker's profit outlook. The Multi Cap Core equity allocation returned 12.5%, below the S&P 1500's 15.3%. -
Tributary fund opens Snowflake position, citing stronger customer adoption
Tributary Capital Management’s Multi Cap Core strategy opened a position in Snowflake during Q2 2026. In its investor letter, the fund said new products were improving customer consumption, adoption and net revenue retention, lifting its profit outlook. -
Social Security at 70 brings bigger checks, but not always more lifetime income
Delaying Social Security past full retirement age raises monthly checks by 8% a year until 70, but may not maximize lifetime benefits. In the article’s example, a $2,500 benefit at 67 grows to $3,100 at 70; a claimant must live to 82½ to break even. -
Tributary opens an Amer Sports position, citing sales and margin potential
Tributary Capital Management’s Multi Cap Core strategy took a position in Amer Sports in Q2 2026, citing expected sales growth from wider geographic reach, new stores and online traffic. It said a shift to direct-to-consumer sales could lift margins and operating profit. -
Nordson launches Vantage XL as advanced packaging demand rises
Nordson launched its ASYMTEK Vantage XL, expanding precision-dispensing capabilities for advanced semiconductor packaging. The article estimates that market has grown 10%–12% annually and identifies cyclical chipmaker spending and competition as risks. -
Tributary adds AMD, sees its GPUs as a viable second option to Nvidia
Tributary Capital Management’s Multi Cap Core strategy added AMD in Q2 2026. Its investor letter said AMD is positioning its GPUs as a viable second option to Nvidia; customer sampling is underway, with a continued ramp planned for the second half of 2026 and into 2027. -
Tempus AI accounting chief retains 60,804 shares after $529,650 sale
Tempus AI accounting chief Ryan M. Bartolucci sold 7,062 Class A shares on Sept. 17, 2026, for $529,650, according to an SEC Form 4. The sale was under a Rule 10b5-1 plan adopted June 5, 2026; he retained 60,804 directly held shares. -
O’Leary says Bitcoin could reach $1 million if quantum risks are addressed
Kevin O’Leary says Bitcoin could hit $1 million only if it addresses fears that quantum computers may break its encryption. He says he is buying new positions for the next cycle and expects Bitcoin to make up 1% to 3% of alternative-asset allocations. -
Emerald Wealth sees H World reaching about 20,000 hotels by decade’s end
Emerald Wealth Partners’ Q2 2026 letter said H World Group had more than 13,000 hotels and could reach about 20,000 by the end of the decade, with a longer-term opportunity to exceed 30,000 as China’s branded lodging market consolidates. -
Emerald Wealth Partners adds to Booking Holdings, citing AI growth potential
Emerald Wealth Partners’ Growth Equity Strategy said it added to Booking Holdings in Q2 2026, citing Booking.com management’s use of AI and what it called a path to double-digit growth at a moderate multiple. The strategy returned 17.5% net, versus 19.0% for its benchmark. -
Chitoori Satish sold 2,870 Bloom Energy shares to cover RSU tax withholding
Bloom Energy’s Chitoori Satish sold 2,870 shares for $775,072 on Sept. 16, 2026, an SEC filing shows. The non-discretionary sale solely covered tax withholding on restricted stock unit settlement under a pre-established Rule 10b5-1 plan; he retained 202,494 shares. -
Motley Fool lists five growth ETFs as Nasdaq hits a record
After the Nasdaq Composite hit an all-time high this week, The Motley Fool named five growth ETFs it recommends: Invesco QQQ, Vanguard Morningstar Growth, Schwab U.S. Large-Cap Growth, Vanguard Information Technology and Global X AI & Technology. -
Motley Fool models Palantir at $322 per share by end of 2028
Palantir could reach $322 by end-2028 in a Motley Fool scenario—74% above its publication price—using $6.44 earnings per share at 50 times earnings. But $6.44 is four times its $1.61 2026 estimate, though the article calls the assumption doubling earnings over two years. -
Apple and Nvidia take a record share of the S&P 500, topping 15%
Apple and Nvidia now account for more than 15% of the S&P 500, its highest-ever concentration in two stocks, according to Creative Planning president Peter Mallouk. That tops the 9.1% share Microsoft and General Electric held before the dot-com bust. -
Boeing completes first 737 MAX landing gear exchange with American Airlines
Boeing extended its Landing Gear Exchange Program to the 737 MAX and completed the first exchange with American Airlines. The milestone validates the exchange process for the MAX fleet and gives airlines another route to overhauled landing gear. -
Motley Fool writer says Palantir needs 61% annual revenue growth to justify valuation by 2028
A Motley Fool contributor says Palantir needs 61% annual revenue growth through 2028 to justify its $445 billion valuation at 40 times earnings; the author says even that would only make the stock reasonably valued, not deliver further returns. -
AI panel examines a “human survival premium” and adoption beyond tech
One Yahoo Finance panelist said markets contain a “human survival premium,” citing an estimated $150 trillion global market cap when microcaps and frontier stocks are included. Panelists also discussed cheaper AI’s potential benefits for users. -
Peter Andersen says 10-year yields above 5% don't dictate stock values
Andersen Capital Management CEO Peter Andersen said he is not worried about the 10-year Treasury yield above 5%, arguing rates alone do not dictate stock values. Companies with strong cash flow, he said, can better handle higher costs than heavily indebted firms. -
Mbappé ends nearly 20-year Nike partnership and signs with On
Kylian Mbappé ended his nearly 20-year Nike partnership and signed with On on Sept. 18 as a global ambassador, with plans to help design footwear and apparel. On entered football this year and plans to launch its first products in the category in 2027. -
AMD's $1 trillion milestone puts its AI growth case and valuation under scrutiny
AMD’s market value topped $1 trillion for the first time on Sept. 21, after its shares rose nearly 10% to close at $615.52. Insider Monkey says AI demand and customer commitments support growth, but argues the valuation depends on AMD taking market share from NVIDIA. -
Visa and Wells Fargo may weather high U.S. rates, analysis says
Under Chair Kevin Warsh, the FOMC raised its benchmark rate by a quarter point to 3.75%-4%. September projections show most policymakers expect no cuts until at least 2028. The analysis says Visa and Wells Fargo may hold up if rates stay high. -
Gucci puts two China-made sneakers on sale, says Italy stays central
Gucci has begun selling two sneaker models labeled “Made in China,” including Demna’s first design for the brand, the Drip. It says technical capabilities drove the choice, while Italy remains central to manufacturing and no broader shift outside Italy is planned. -
Silver futures dip below $64 as FedWatch puts October hike odds at 75.3%
Silver futures opened at $64.92 an ounce on Sept. 24, 0.1% below Wednesday’s close, and fell to $63.99 by 7:23 a.m. ET. Amid inflation concerns, CME FedWatch showed 75.3% odds of an October Fed hike and 58.6% of another in December. -
Four ETFs the article highlights for a more defensive portfolio
The article presents four ETFs as options for a more defensive portfolio amid recession fears: QUAL for quality stocks, VDC for consumer staples, USMV for lower volatility and VGIT for intermediate-term Treasuries. It favors a defensive tilt over moving entirely to cash. -
Gold futures fall below $4,300 as inflation worries weigh on prices
December gold futures fell to $4,293.20 per troy ounce by 7:04 a.m. ET Thursday, after opening at $4,324.40. The article linked the decline to mounting inflation concerns, citing Treasury yields at their highest since 2007 and Brent crude above $104 a barrel.
