Stocks news summaries — Page 10
Essential facts and source links for recent stocks stories.
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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. -
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. -
Gildan shares slide 12% amid Hanes deal and demand concerns
Gildan Activewear shares fell 12% to $40.63 on Sept. 24, about half their $73.70 peak, amid concerns over the HanesBrands deal and softer demand. Gildan says operations are on track for targeted savings, but July guidance put 2026 revenue at the low end of its range. -
Ford and GM’s costly EV cuts may give Tesla room in a weaker market
The analysis says Tesla could gain U.S. EV share as Ford and GM scale back, but weaker demand still threatens sales and margins. Ford announced a $19.5 billion write-down after reversing EV plans; GM recorded a $6 billion charge amid excess battery capacity. -
Howard Buffett becomes Berkshire chairman as Warren takes emeritus role
Warren Buffett left Berkshire Hathaway's chairmanship on Sept. 18, 2026, becoming chairman emeritus; his son Howard took over as non-executive chairman. CEO Greg Abel, who took over nearly nine months earlier, oversees operations and capital allocation. -
STAAR Surgical closes up over 7% after $50 million buyback approval
STAAR Surgical shares closed Friday more than 7% higher after the eye-care company announced a board-authorized buyback of up to $50 million in common stock. The program has no set end date, though STAAR expects it to last a year; the company is not obligated to repurchase a set. -
Gen Digital shares fall 12% after reports of $12 billion GoDaddy approach
Gen Digital shares fell 12% to $23.07 on Sept. 24 after reports of a preliminary $12 billion approach to buy GoDaddy. Investors questioned how Gen would fund the deal while carrying heavy debt, and whether its cybersecurity business fits with GoDaddy’s web services. -
JetBlue lifts third-quarter revenue forecast as cost projections rise
JetBlue raised its third-quarter forecast for revenue per available seat mile to 17%–20% growth year over year, up from 12.5%–16.5%. It raised cost estimates after July–August weather and air-traffic disruptions drove cancellations, especially in the Northeast. -
Motley Fool columnist sees better AI-stock options than Super Micro
Super Micro Computer’s revenue rose 93% in its latest quarter and 78% in fiscal 2026, but Motley Fool columnist Jeremy Bowman sees better AI-stock choices, including Nvidia, citing its 10.8% gross margin and legal risks despite a P/E of 13. -
Navan raises fiscal 2027 revenue and adjusted operating-income forecasts again
Navan raised its fiscal 2027 revenue and adjusted operating-income forecasts for a second time, citing business-travel demand. It now expects $927 million-$933 million in revenue and agreed to buy AI-powered event-management platform BoomPop for up to $95 million in cash and in? -
YouTube’s U.S. TV share hits a record 14.2% as Netflix faces downgrades
Nielsen said YouTube viewing rose 6% from June, giving it a record 14.2% of U.S. TV viewing in July, versus Netflix’s 7.8%. HSBC cut Netflix to Hold from Buy on Sept. 22, saying YouTube was taking viewing share and a near-term recovery looked unlikely. -
IREN's $9.7 billion Microsoft deal anchors its AI-cloud expansion
IREN is shifting its Bitcoin-mining infrastructure toward AI cloud services. At FY2026 year-end, contracts for its current capacity represented a $4 billion annualized revenue run rate; its FY2027 guidance calls for $25 billion–$30 billion in capital spending. -
On Holding sets 2029 goals as UBS, Citi reaffirm Buy ratings
At its Sept. 22 Investor Day, On Holding set targets through 2029 of high-teens constant-currency net-sales CAGR, gross margin of at least 65% and adjusted EBITDA margin of at least 22%. UBS and Citi reiterated Buy ratings, with price targets of $73 and $55. -
Nike’s turnaround faces weak demand before its Oct. 1 fiscal Q1 report
Nike’s turnaround faces a test before its Oct. 1 fiscal Q1 2027 report. FY2026 revenue was nearly flat at $46.4 billion; supply-chain changes are expected to lift FY2027 margins, but management sees no meaningful improvement in operating conditions over the next six months. -
Motley Fool sees Intuitive Machines as better value than Firefly
The Motley Fool's comparison favors Intuitive Machines for long-term investors, citing a 5.1x price-to-sales ratio versus Firefly Aerospace's 14x. Yet Firefly's FY2025 revenue rose about 160% to nearly $160 million, while Intuitive's declined about 8% to about $210 million. -
Vicor raises Q3 revenue-growth outlook above 20%, citing new royalties
Vicor raised its third-quarter revenue-growth outlook to more than 20% sequentially, from nearly 10%, citing royalties from a new non-exclusive license for its Vertical Power Delivery Technology. Shares rose about 12% in after-hours trading. -
Akamai shares rise after Anthropic's $11.6 billion cloud deal
Akamai shares rose Friday after Anthropic committed to use $11.6 billion of its cloud services over seven years, with a possible $9 billion expansion that would take the deal above $20 billion. Akamai says its infrastructure will support Anthropic's growing CPU workloads. -
Nvidia develops quantum tools but leaves processor-making to others
Nvidia says it is not developing its own quantum processor, but offers NVQLink to connect quantum computers with GPU networks and CUDA-Q, an adaptation of its CUDA software. The Motley Fool pitches the stock as an AI play with quantum upside if the technology proves viable. -
Ernest Rady adds 50,000 shares to his American Assets Trust stake
American Assets Trust Executive Chairman Ernest S. Rady bought 50,000 shares for about $1.1 million on Sept. 14, at $21.65 each. His beneficial holdings now total about 14.4 million shares, or 24% of the REIT, valued at $312.45 million at that day's close. -
Paramount Targets Oct. 5 Warrants as Warner Bros. Discovery Merger Timing Remains Uncertain
Paramount says its $111 billion Warner Bros. Discovery merger still faces closing conditions, and its timing is uncertain. It targets Oct. 5 to issue about 470 million warrants to eligible Class B holders, but distribution depends on closing and may be postponed or canceled. -
A Motley Fool writer picks Disney over Netflix for 2026
A Motley Fool writer picks Disney for 2026, citing a third straight theme-park revenue record, streaming’s first double-digit operating margins and Toy Story 5 topping $1 billion worldwide; Netflix missed revenue estimates and gave Q3 guidance below expectations. -
Motley Fool sees Realty Income and Visa as resilient amid pullback risks
Bank of America warns Wall Street is due for a pullback; Motley Fool presents Realty Income and Visa as stocks it considers resilient. Realty Income’s yield is 5.7%, while Visa processed 71.7 billion transactions in fiscal Q3 2026, up 10% year over year. -
SpaceX reportedly stops taking Falcon 9 rideshare bookings as it bets on Starship
SpaceX has reportedly stopped taking new Falcon 9 rideshare reservations, betting Starship can eventually fill the gap. Rocket Lab could gain launch demand if satellite operators switch providers, but Starship's commercial readiness remains unproven. -
Tesla closes down 1.54% as BNP cuts target to $268 and Semi production begins
Tesla closed 1.54% lower at $372.11 on Sept. 25 after BNP Paribas cut its price target to $268 from $280; UBS set a $385 price target. The company also began mass production of its Semi and plans to produce 50,000 trucks annually. -
UBS and RBC cut UiPath price targets to $15, retain ratings
UBS and RBC each cut their UiPath price target to $15 on Sept. 22, from $19 and $17, respectively, keeping UBS at Neutral and RBC at Sector Perform. UBS noted that UiPath gave no preliminary fiscal 2028 annual recurring revenue (ARR) outlook after its investor day. -
US firms face a $4.3 trillion bond refinancing wave from 2027
About $4.3 trillion in US nonfinancial corporate bonds mature in 2027–31, pressing firms to refinance pandemic-era debt at higher rates. Annual maturities climb from about $572 billion in 2027 to roughly $1.03 trillion in 2030, Reuters' analysis shows.
