Stocks news summaries
Essential facts and source links for recent stocks 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. -
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. -
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. -
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. -
Goldman estimates hyperscalers need $300 billion in annual AI revenue to break even
Goldman Sachs strategist Ryan Hammond estimates hyperscalers need about $300 billion in annual AI revenue within a few years just to break even on investments. For solid returns, Goldman says AI users would need to spend about $1 trillion a year on applications. -
Dollar General tests targeted product cuts to tackle inventory losses
Dollar General CEO Todd Vasos says the chain is testing cuts to lower-volume products and reviewing assortments at high-shrink stores. Shrink includes theft, damage and operating errors; the changes could leave shoppers with fewer choices. -
Michael Burry advises Minerva fund probing private-credit risks
Minerva, a short-biased fund led by Laks Ganapathi, plans to launch later this month with Michael Burry as senior adviser, scanning healthcare, retail, restaurants and smaller banks for shorts. Ganapathi says private-credit loan books may conceal borrower strain. -
Granahan increases its Descartes position despite Q2 share weakness
Granahan’s Small Cap Core Growth Strategy increased its position in Descartes Systems Group after the stock weighed on Q2 returns. The firm cited recurring revenue, profitability and disciplined acquisitions, saying the weakness did not change its positive long-term outlook. -
Granahan trims Figure stake after short-seller report raises questions
Figure Technology Solutions fell after a short-seller report questioned its technology positioning and business model, Granahan Investment Management said. The firm cited credibility and valuation concerns despite strong results and modestly reduced its position. -
Granahan says chip trends and storage demand aided Silicon Motion
Granahan’s Q2 2026 letter said Silicon Motion benefited from improving semiconductor fundamentals, normalized customer inventories and stronger storage-demand expectations. The firm maintained its position in the NAND flash controller maker. -
Motley Fool's Rick Munarriz recommends Dutch Bros after a 49% three-month slide
Motley Fool contributor Rick Munarriz recommends Dutch Bros as a growth investment despite the stock's 49% drop over three months. He says a $500 purchase could start a position; the chain has 1,225 stores, operates in half of U.S. states and targets 7,000 locations. -
Cooper Investors highlights TKO's sports-rights and live-event appeal
Cooper Investors named TKO Group Holdings the anchor of its live-entertainment and sports-content investments in its Q2 2026 letter, citing growing demand for sports rights from global streamers, advertisers and sponsors, alongside interest in unique live experiences. -
Motley Fool favors Coca-Cola over Kraft Heinz for long-term investors in 2026
The Motley Fool favors Coca-Cola for conservative, long-term investors in 2026: it reported $13.1 billion in FY2025 net income and a 27.3% margin, while Kraft Heinz reported a $5.8 billion net loss, significantly affected by a $7.4 billion impairment charge.
