Stocks news summaries — Page 11
Essential facts and source links for recent stocks stories.
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Wells Fargo and HSBC lower Netflix ratings amid 23% share drop
Netflix shares are down 23% year to date. Wells Fargo downgraded the stock to underweight and cut its target to $57 from $80, citing a forecast decline in viewing; HSBC lowered its rating to hold and target to $76, citing YouTube’s gains and disappointing Netflix Originals. -
TSMC shares outpace Nvidia as AI demand boosts chipmaking
Taiwan Semiconductor Manufacturing shares had risen more than 46% in 2026 through Sept. 23, versus Nvidia’s 21%, as AI-infrastructure demand lifted its chipmaking business. TSMC’s second-quarter revenue increased 33.7% year over year to $40.2 billion. -
Cracker Barrel's adjusted EBITDA rose 11.4% as traffic fell 6.1%
Cracker Barrel's fourth-quarter revenue fell 2.2% year over year to $849.3 million as guest traffic dropped 6.1%, but adjusted EBITDA rose 11.4% to $62.1 million. Management also forecast $180 million to $200 million in adjusted EBITDA for fiscal 2027. -
Daktronics reports record 2026 sales as board authorizes $40 million buyback
Daktronics reported record fiscal 2026 sales of $839 million, up 11%, and its board authorized a $40 million share repurchase. Its fiscal Q1 2027 backlog was $311 million, while investigations continued into alleged salary-cap circumvention schemes involving sponsorship deals. -
Intel's revenue growth accelerates to 25% as Arm forecasts a rise
Intel's revenue rose 25% year over year to $16.1 billion in its fiscal second quarter, ended June 27, 2026, accelerating from 7% growth in Q1. Arm reported $1.3 billion for its quarter ended June 30, up 22%, and forecast $1.4 billion for its next quarter. -
Early Uber investor Bradley Tusk says he'd short OpenAI if it were publicly traded
Early Uber investor Bradley Tusk said he would short OpenAI if it were public, calling OpenAI and Anthropic “wildly overvalued.” He cited competition, energy and data-center needs, regulation, public antipathy and the risk of China invading Taiwan as headwinds. -
Nadella says Microsoft must earn local consent for data centers
Microsoft CEO Satya Nadella says the company must earn communities’ permission to build data centers that use local power and water. Microsoft’s plan includes paying to keep electricity rates from rising and replenishing more water than it uses. -
U.S. index funds drew $123.84 billion in July as active funds saw $31.06 billion in outflows
U.S. index funds attracted $123.84 billion in July 2026 as long-term actively managed funds saw $31.06 billion in net outflows, according to ICI data cited by TheStreet. Vanguard’s S&P 500 ETF, VOO, also became the first ETF to surpass $1 trillion in net assets. -
Rising diesel costs sharpen Tesla Semi's fuel-savings case for fleets
Tesla says volume production has begun for its electric Semi at a new Nevada factory. US diesel averaged $6.53 a gallon this week, about 74% above a year ago. Yahoo Finance calculates nearly $58,000 in fuel-cost savings versus diesel per 100,000 miles. -
Motley Fool writer favors Coca-Cola and Altria over PepsiCo
Motley Fool contributor Leo Sun favors Coca-Cola and Altria over PepsiCo among three Dividend Kings, and says he would avoid PepsiCo despite its 4.6% forward yield. He cites Coca-Cola's asset-light model and Altria's move into smoke-free products. -
Kennametal’s tungsten-price tailwind likely played out, Tributary letter says
Tributary Capital Management said the boost to Kennametal’s profit outlook from strong tungsten prices has likely played out. Its Q2 2026 letter highlighted the company, whose tungsten-carbide cutting tools are used in transportation, heavy machinery and aerospace. -
Tributary cites tenant churn as a drag on American Tower growth
Tributary Capital Management said elevated customer churn among some American Tower tenants, including Dish Network and some in Latin America, is hindering the tower operator’s organic tenant-billings growth, according to its Q2 2026 investor letter. -
After meeting Microsoft executives, Oppenheimer lifts its target to $570
Oppenheimer’s Brian Schwartz raised Microsoft’s target to $570 from $515 on Sept. 22, keeping an Outperform rating. That implies about 14% upside from the Sept. 21 close of $501.61; after meeting executives, he cited their upbeat comments on AI features and customer demand. -
TTM’s 91% Q2 rise came as investors sought AI bottlenecks, fund says
Granahan’s Focused Growth Strategy said TTM Technologies shares rose 91% in Q2 2026 as investors sought AI bottlenecks beyond chipmakers. It cited TTM’s high-layer-count AI-networking boards and rising results and estimates, but cut its holding to below-average size. -
BW LPG's $300 million convertible deal backs an eight-ship expansion
On Sept. 2, BW LPG placed $300 million in 2.25% convertible bonds to help fund eight new very large gas carriers on order; conversion could dilute existing shareholders if shares rise above the $30.4870 conversion price. The bonds mature in 2031. -
Alphabet is a Motley Fool contributor’s top Magnificent Seven pick
A Motley Fool contributor calls Alphabet the strongest investment among the Magnificent Seven and says it is worth buying now, citing in-house AI development, Google Cloud’s growth and a price-to-earnings multiple of 17.6, the group’s lowest at the time of writing. -
Granahan credits Porch Group’s Q1 results for 110% Q2 stock gain
Porch shares rose 110% in Q2, adding 501 basis points to Granahan Investment Management’s relative performance. The fund credited Q1 results from its reciprocal-insurance model: improving loss ratios, capital-light commissions and fees, and strong cash flow. -
Granahan adds to Kura Sushi after an 18% Q2 share decline
Granahan Investment Management said its Focused Growth Strategy added to Kura Sushi USA after an 18% Q2 share decline. The letter said Kura had raised full-year comparable-sales guidance to modestly positive and was growing its unit count at a 20%+ annual pace. -
Granahan calls Onto Innovation a top Q2 contributor amid stronger investor confidence
Granahan said Onto Innovation was a top portfolio contributor in Q2 2026, citing improved investor confidence in its exposure to advanced semiconductor manufacturing, packaging and AI demand. The firm trimmed its position but kept a constructive long-term view. -
Oil falls as S&P 500 edges higher during Xi’s U.S. visit
The S&P 500 edged higher and oil prices fell Friday as investors monitored geopolitical developments on the final day of Xi Jinping’s U.S. state visit. Trump said U.S.-China ties should promote prosperity and security; Xi called for “strategic stability.” -
Blue Tower says Enova’s Grasshopper merger could open markets, cut funding costs
Enova led Blue Tower Asset Management's Q2 2026 performance after being its largest Q1 detractor. The manager says the Grasshopper Bank merger could open markets and cut funding costs, but expects share-price volatility until the merger gets full regulatory approval and closes. -
Lorne Steinberg’s Q2 letter cites Brookfield’s infrastructure growth prospects
Lorne Steinberg Wealth Management’s Q2 2026 letter called Brookfield Corporation a long-term compounder, citing over $1 trillion in assets under management and its infrastructure and renewable-power businesses. It said infrastructure demand could drive growth. -
Lorne Steinberg's Q2 2026 letter cites AmEx's brand and customer base
Lorne Steinberg Wealth Management’s Q2 2026 equity letter highlighted American Express, saying its premium brand and rewards program attract affluent consumers and corporate clients with high spending and low credit risk. The letter cited a 20% 10-year annualized return for AmEx. -
Motley Fool sees O’Reilly stock potentially doubling within five years
O’Reilly Automotive shares were 20% below their September 2025 peak on Sept. 24, despite rising 106% over five years. The Motley Fool argues the stock could double in the next five years, citing its growth prospects and valuation. -
Motley Fool writer would choose TSMC over AMD in 2026
The Motley Fool contributor says he’d choose Taiwan Semiconductor Manufacturing (TSMC) over Advanced Micro Devices (AMD) in 2026, citing P/Es of 26.6 for TSMC and 83.0 for AMD, plus TSMC’s 72.5% foundry share, according to TrendForce. He still holds AMD. -
Motley Fool contributor recommends holding SpaceX shares for now
Motley Fool contributor Keithen Drury recommends holding SpaceX shares—or staying on the sidelines if you own none—rather than buying now. He cites 92% second-quarter revenue growth but says the $2 trillion market cap is 45 times estimated 2026 sales. -
OSI Systems ends fiscal 2026 with record sales and a $1.9B backlog
OSI Systems reported record fiscal 2026 revenue of $1.79 billion and non-GAAP EPS of $10.35, up 11%, with backlog at $1.9 billion. Fourth-quarter revenue fell 4% to $484 million; management cited Middle East delivery delays, and affected orders remain in backlog.
