Stocks news summaries
Essential facts and source links for recent stocks stories.
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Royal Caribbean agrees to buy half of Sandals for about $3 billion
On Sept. 23, 2026, Royal Caribbean agreed to buy 50% of Sandals Resorts International for about $3 billion, implying a $6 billion enterprise value and marking its largest land-based hospitality expansion. Its shares fell 6.1% to $230 after the announcement. -
Allstate’s $1.43B summer losses fuel debate over its five-times-earnings valuation
Allstate shares fell 5.5% to $229.50 on Sept. 22 after the insurer reported $748 million in August catastrophe losses; July and August losses totaled $1.43 billion. At about five times earnings, Allstate faces debate over whether profits are near a cyclical peak. -
Oracle sends force majeure notice over Project Jupiter as shares drop 3.48%
Oracle shares fell 3.48% to $139.53 after Oracle sent Stack Infrastructure a force majeure notice over Project Jupiter, a data center in New Mexico. The article calls it a move to avoid upfront payment for an idle site amid opposition and permit delays. -
Brett Schafer recommends a gradual start with familiar stocks
After a decade covering stocks, Motley Fool contributor Brett Schafer advises beginners to start with companies they know, aim for a portfolio of about 10 stocks and invest gradually rather than put all their savings into a few shares at once. -
Motley Fool contributor picks Lockheed Martin over Boeing for 2026
Motley Fool contributor Brendan Coffey favors Lockheed Martin over Boeing as a long-term buy, citing forward P/E ratios of 17.3x and 49.7x. Wall Street analysts forecast Boeing’s 2026 net income at about $85 million, with revenue up 9% to $97.7 billion. -
LPL Financial shares slide 7.5% amid rate concerns and CFO’s Valero board appointment
LPL Financial shares fell 7.5% to $307.50 on Sept. 22, 2026, amid investor concerns over CFO Matt Audette being named to Valero Energy’s board and interest-rate pressure on wealth managers. The stock was 23% below its 52-week high of $400.16. -
Everpure shares rally on fiscal 2027–28 financial outlook
Everpure shares surged Thursday after management forecast fiscal 2028 revenue of $7 billion-$7.3 billion and adjusted operating profit of $1.7 billion-$1.9 billion. The revenue range exceeds Wall Street’s $6.2 billion estimate; fiscal 2027 revenue is projected near $5.1 billion. -
Meta's near-40% rally spotlights uncertainty over AI spending returns
Meta shares rose nearly 40% since late July and over 20% since its Muse AI assistant launched Sept. 8, lifting its valuation close to $2 trillion. It expects 2026 capital spending of $130 billion to $145 billion; Q2 operating margin fell to 31% from 43% a year earlier. -
Motley Fool leans toward Cerebras over SoundHound despite steep valuation
The Motley Fool’s comparison leans toward Cerebras for long-term investors, citing 76% FY2025 revenue growth and about $239 million in net income. SoundHound’s revenue rose nearly 100%, but it lost about $14 million; Cerebras’ sales multiple is far higher. -
Recent SCHD payouts suggest a $379,000 stake for $1,000 a month
The Motley Fool estimates 11,385 shares of Schwab U.S. Dividend Equity ETF (SCHD)—$378,893 at $33.28—would be needed for $12,000 a year, based on four payout amounts totaling $1.0541 per share, one scheduled for Sept. 28; SCHD pays quarterly and distributions vary. -
Seven-year US frameworks aim to triple PAC-3 MSE and quadruple THAAD capacity
On Aug. 31, the Department of War announced two seven-year frameworks with Lockheed Martin and General Dynamics to scale output, aiming to triple PAC-3 MSE and quadruple THAAD interceptor capacity. Funding remains subject to annual congressional appropriations. -
Broadcom forecasts $230 billion in AI-chip revenue for fiscal 2028
Broadcom raised its fiscal 2027 AI semiconductor revenue forecast to $115 billion, up from its previous $100 billion target, and expects $230 billion in fiscal 2028—double the 2027 estimate. It said it has secured the supply chain needed to support that growth. -
Oracle’s force majeure notice raises payment questions for Project Jupiter
Bloomberg reports Oracle issued a force majeure notice for its 2.45-gigawatt Project Jupiter data-center site in New Mexico, seeking to delay payments if it is not online in 2028. Oracle says the project remains on schedule and the notice does not itself signal a delay. -
250 Starbucks stores in the U.S. and Canada are slated to close this week
Starbucks plans 250 closures in the U.S. and Canada this week, about 1% of its North American footprint. COO Mike Grams said Starbucks sees no path to acceptable financial performance or doubts it can consistently deliver its desired customer and employee experience. -
Stitch Fix FY26 sales rose 6.4%; FY27 revenue forecast is $1.31B-$1.36B
Stitch Fix said fiscal 2026 revenue rose 6.4% to $1.35 billion, with fourth-quarter sales up 4.2% to $324.4 million. For fiscal 2027, it forecasts revenue of $1.31 billion to $1.36 billion and adjusted EBITDA of $27 million to $42 million. -
Tributary cites three factors that could lift Avnet’s profit outlook
Tributary Capital’s Multi Cap Core strategy opened a position in Avnet in Q2 2026, citing three potential profit drivers: data-center component demand, a recovery in higher-margin Farnell sales, and improving industrial, automotive and aerospace markets after destocking. -
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. -
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. -
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. -
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. -
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.
