Finance news summaries — Page 8
Essential facts and source links for recent finance stories.
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Amazon shares may offer indirect Anthropic exposure before a possible IPO
Amazon could give investors indirect Anthropic exposure before a possible IPO, having invested $13 billion in the startup and committed up to $20 billion more. The Wall Street Journal says some advisers suggested waiting until November so Anthropic could present Q3 financials. -
Motley Fool favors Nvidia over SpaceX in its outlook toward 2028
After Elon Musk said SpaceX would use Nvidia’s Vera Rubin hardware exclusively, The Motley Fool’s analysis names Nvidia the better buy looking toward 2028, citing a lower estimated sales multiple. SpaceX is growing quickly but reported an operating loss. -
SpaceX IPO schedule makes 319 million more shares eligible for insider sales
On Sept. 24, some SpaceX insiders became eligible to sell another 319 million shares, the 105th day after its IPO, The Motley Fool reports. The article puts their potential selling pressure at about $48.7 billion; eligibility does not mean the shares were sold. -
Oil, Treasury yields and earnings may shape the S&P 500’s next move
The S&P 500 has gained more than 13% in 2026 despite stalling over the past month. Motley Fool writer Bram Berkowitz points to oil prices and supply, long-term Treasury yields and S&P 500 earnings estimates as gauges of whether the market can keep rising. -
Motley Fool writer says Meta could reach $3 trillion by 2028
Meta Platforms’ shares rose 11% on Monday as Muse gained popularity, putting its market value at $1.91 trillion. Motley Fool contributor Anthony Di Pizio says the company could reach $3 trillion by 2028, though rising AI infrastructure costs may weigh on earnings. -
Major U.S. bond managers favor selective investments amid market turmoil
Many of the eight leading U.S. bond managers overseeing nearly $700 billion favor selective, higher-quality holdings over big bets amid inflation, deficits and AI debt. The Bloomberg Aggregate Index is down 1% this year, its worst since 2022. -
Why the author prefers Walmart’s dividend record to Costco’s special payouts
Costco’s regular dividend yields 0.6%, and it sometimes adds special payouts; Walmart yields 0.9% and has raised its dividend for 53 years straight. The article’s author says he would rather own Walmart for its more consistent payout. -
US-China AI notification plan remains uncertain as summit talks continue
The US has proposed an AI notification channel with China, but Beijing has not said if it will join, leaving the plan's scope unclear as the summit continues through Friday. One policy analyst said it sounded informal and would likely fall short of a direct hotline. -
Motley Fool argues rising rates could favor State Street’s XLF ETF
The Motley Fool article argues State Street’s Financial Select Sector SPDR ETF (XLF) could be attractive as interest rates rise: financial companies may benefit, and the fund trades at just over 15 times forward earnings, versus 20 for Vanguard’s S&P 500 ETF. -
Lawrence Rothman names Coca-Cola his top long-term dividend pick
Lawrence Rothman, CFA, identifies Coca-Cola as his top long-term dividend-stock pick, citing 64 consecutive years of dividend increases. The company raised its quarterly payout 4% to 53 cents earlier this year; its yield was 2.4% at the Sept. 22 close. -
Stanley Druckenmiller, Ken Griffin and Cathie Wood share an Eli Lilly holding
Stanley Druckenmiller, Ken Griffin and Cathie Wood all hold Eli Lilly shares, according to their reported portfolios. Druckenmiller opened a position in the second quarter, Griffin increased his stake by more than 200%, and Wood holds shares through two Ark ETFs. -
Why a Motley Fool writer favors SK Hynix over Micron and Sandisk
The Motley Fool article’s author says they would buy SK Hynix over Micron and Sandisk, citing its lower valuation: about six times forecast 2027 earnings, versus seven for Micron and nine for Sandisk. All three remain exposed to cyclical memory prices. -
EBA chair says Europe’s divided banking market limits financing scale
Fragmentation is keeping European banks from reaching the scale needed to fund the bloc’s digital, economic-security and defence goals, EBA chair François-Louis Michaud told Reuters. He said cross-border lending and integration matter alongside mergers. -
Motley Fool contributor projects Nu Holdings’ 2027 net income at $5 billion
Motley Fool contributor predicts Nu Holdings will earn $5 billion in net income in 2027, citing the Brazilian digital bank’s growth. Nu reported $3.6 billion in net income over the past 12 months; last quarter, it rose 49% year over year to $1 billion. -
Motley Fool says $1,000 in SpaceX could top $2,000 in five years
A Motley Fool estimate says a $1,000 SpaceX investment could exceed $2,000 in five years, based on a 2031 revenue consensus of nearly $852 billion. That figure comes from four analyst forecasts, which range from $493 billion to slightly over $1 trillion. -
US bond sell-off tracks crude swings, economist says
TS Lombard economist Steven Blitz says oil has become a key driver of US Treasury yields. His analysis found that each $1 move in West Texas Intermediate since 2012 was associated with a nearly 2-basis-point move in the 10-year yield, which topped 5.1% Thursday. -
ARKX led JETS on four-year returns, but its fee is higher
The Motley Fool compared space-and-defense ETF ARKX with airline-focused JETS: as of Sept. 18, 2026, their one-year returns were 17.4% and 9.8%, respectively; over four years, $1,000 grew to $2,364 in ARKX and $1,635 in JETS, whose fee is lower. -
Motley Fool sees Broadcom outperforming the market, but not repeating its 7.5-fold run
Broadcom’s stock rose about 7.5-fold over the past five years, but The Motley Fool says investors should not expect a repeat. It argues the shares could still outperform the market, with infrastructure software potentially cushioning a downturn in AI chips. -
Hyperliquid has yet to announce a U.S. filing as USDC yield may lift revenue
Hyperliquid had not announced a U.S. filing by Sept. 23; Trump’s remarks did not amount to approval. The article estimates USDC yield could add about $250 million a year at current rates, with transfers for buybacks and burns due to start Oct. 3. -
Planet Labs co-founder reports $1.8 million disposition of 106,000 shares
An SEC filing says Planet Labs co-founder Robert Schingler disposed of about 106,000 shares worth $1.8 million on Sept. 15 and 17. Of these, 54,117 were withheld for taxes on vested stock units; 52,240 trust-held shares were sold under a prearranged plan. -
US stocks often dip after Fed hikes, then recover in most cycles
After the Fed’s first rate hike since 2023 last week, investors are weighing near-term risks against past recoveries: across six cycles since 1994, the S&P 500 fell a median 2.6% in the three months after an initial hike, while its median one-year gain was 6.8%. -
AbbVie scenarios show $10,000 could grow to $17,908–$31,058 in a decade
A Motley Fool analysis gives three 10-year outcomes for $10,000 invested in AbbVie: $17,908, $23,674 or $31,058 at annual total returns of 6%, 9% or 12%, respectively. These are scenarios, not guarantees; AbbVie’s dividend yield is 2.6% and trailing P/E is 75. -
Katayama signals Tokyo is ready for joint currency action with US if needed
Katayama said principles for Japan and the US’s July joint yen intervention remain in place, signaling Tokyo is ready for joint action again if needed. Tokyo and Washington said the July 31 move aimed to curb excessive volatility and disorderly markets. -
UK weighs Palantir’s NHS contract ahead of its February 2027 break point
The UK is assessing Palantir’s NHS data-platform contract, worth up to £330 million over seven years; its initial three-year term ends Feb. 15, 2027. Lawmakers and activists urge the government to trigger the break clause, putting Palantir’s overseas expansion in focus. -
AMD's record above $600 brings no public sign of a new stock split
AMD shares closed at a record $615.52 on Sept. 21, their first close above $600, making the chipmaker a $1 trillion company for the first time. The article found no public comment from management on another split; AMD's last of six stock splits was in 2000. -
Bank of America maintains Uber Buy rating and $101 target amid robotaxi growth
Bank of America maintained its Buy rating and $101 target for Uber, implying 43% upside from $70.50. It forecasts Waymo, Tesla and Zoox will have a combined 118,000 robotaxis by 2029, while Uber’s U.S. booking share falls from 76% today to about 70%. -
Nasdaq-100 fast-entry rule could add Anthropic 15 trading days after IPO
Reports say Anthropic chose Nasdaq for an IPO, potentially qualifying it for the Nasdaq-100 after 15 trading days if it meets the size test. Anthropic has not confirmed an IPO or November timing; its initial QQQ weight could be near 1% if its public float is small. -
Hain Celestial posts $58 million in free cash flow as sale remains pending
Hain Celestial posted $58 million in fiscal 2026 free cash flow, versus a $3 million outflow the year before; its fourth-quarter net loss narrowed to $62 million from $273 million. Its International sale is pending as it seeks to extend debt due in December.
