Stocks news summaries — Page 13
Essential facts and source links for recent stocks stories.
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Micron’s bullish scenario puts $5,000 at $10,000–$15,000 by 2030
The Motley Fool says $5,000 invested in Micron could reach $10,000–$15,000 by 2030 if AI-memory demand remains strong; weaker results could mean much less or give back recent gains. It also flags heavy expansion spending and Taiwan labor tensions. -
Jim Cramer urges investors with big gains to put discipline first
On Sept. 23, Jim Cramer urged investors to trim winning positions when position size, valuation or market momentum makes risk excessive, warning paper gains can disappear. He said this is not a prediction of an imminent crash or a call to abandon winners. -
Bloom Energy’s $20 billion backlog splits between products and long-term service
Bloom Energy has about $20 billion in backlog: about $6 billion in product orders and roughly $14 billion in service contracts paid over 5–20 years. The product book is under two years of work at current rates; Bloom plans to double capacity to 2 gigawatts by end-2026. -
TD SYNNEX's Q3 gross billings climb 40% as non-GAAP EPS rises 59%
TD SYNNEX reported fiscal Q3 2026 non-GAAP gross billings of $31.8 billion, up 40% year over year, and non-GAAP EPS of $5.68, up 59%; both topped guidance. Hyve billings rose 117%, while working-capital investment drove about $1 billion in free-cash-flow use. -
Uxin’s Q2 sales jumped, but gross margin fell to -0.7%
Uxin’s second-quarter revenue rose 75% year over year to RMB 1.51 billion, with retail transactions up 89% to 19,610. Gross margin fell to -0.7% from 5.2% a year earlier; management forecast Q3 revenue of RMB 1.16 billion–1.19 billion and gross margin above 6%. -
BlackBerry raises fiscal 2027 outlook after Q2 revenue gains 26%
BlackBerry raised its fiscal 2027 outlook after second-quarter revenue rose 26% year over year to $163 million and adjusted EBITDA reached $47 million. It now expects full-year revenue of $616 million-$636 million and adjusted EBITDA of $141 million-$158 million. -
A $10,000 Archer stake could reach $35,000 in five years, writer says
At about $5.60 a share, $10,000 would buy roughly 1,785 Archer Aviation shares; a Motley Fool writer projects the stake could be worth about $35,000 in five years using 15% annual growth, if Archer meets its milestones on schedule. -
Iovance shares gain nearly 6% as Goldman Sachs resumes coverage with buy rating
Iovance Biotherapeutics shares rose nearly 6% Thursday after Goldman Sachs analyst Andrea Newkirk resumed coverage with a buy rating and a $15 price target. She cited second-quarter Amtagvi sales of $91 million and 150 patients treated. -
Insider Monkey favors Tesla over Rivian, citing its funding edge
Insider Monkey’s analysis names Tesla the better stock buy than Rivian: Tesla has more than $40 billion in cash and generated cash so far this year, while Rivian lost over $3 billion on less than $6 billion in revenue over the past year. -
Grab agrees to pay $1.49 billion for control of Atome Financial
Grab has agreed to pay $1.49 billion for 60% of Singapore-based digital lender Atome Financial, then acquire the remaining 40% about two years after the first deal closes at a performance-linked price. The first deal is expected to close by Q3 2027, pending regulatory approval. -
GAC plans to buy part of FAW’s stake in Toyota venture
GAC plans to acquire part of FAW Group’s stake in a joint venture that Chinese state media identified as FAW Toyota, potentially bringing Toyota’s two main China operations closer together. The proposal is not finalized, and Toyota declined to comment. -
Goldman Sachs raises $11.7 billion for buyout, Asia and co-investment funds
Goldman Sachs raised $11.7 billion for private equity: about $9.6 billion for flagship West Street Capital Partners IX and $1.6 billion for West Street Asia Equity Partners I. Michael Bruun told Reuters more than one-third of the flagship fund is already invested. -
H.B. Fuller shares edge down as quarterly sales miss forecasts
H.B. Fuller shares edged lower Thursday after fiscal Q3 2026 revenue of $938 million missed analysts’ estimate of more than $948 million. Adjusted earnings beat forecasts at $1.52 a share, while the company narrowed its full-year adjusted EPS range to $4.70–$4.85. -
Ralph Lauren’s earnings growth outpaces sales as shares stay below their high
Ralph Lauren shares closed at $351.86 on Sept. 24, below a 12-month high above $420. Revenue rose 15% (12% excluding currency) and earnings per share about 30% in its last full financial year; the article argues growth supports the stock despite consumer and margin risks. -
SpaceX split may hinge on a stock deal or $1,000 shares
The Motley Fool says a SpaceX stock split is unlikely soon; it sees a stock-funded acquisition or shares nearing $1,000 as the likeliest triggers. The article puts shares about 85% below that level and cites an average analyst price target near $230. -
Garmin's Fitness Unit Leads Growth; Shares Trade Near 30 Times Earnings
An Insider Monkey analysis says Garmin shares closed at $295.05 on Sept. 24, up nearly 25% this year. Revenue rose about 14% and profit nearly 20% over 12 months; its fitness division grew about 25% last quarter. Shares trade at roughly 30 times earnings. -
Cathie Wood's ARK buys $25.13 million in Rocket Lab shares
Sept. 22, ARK Invest bought 359,612 Rocket Lab shares worth $25.13 million; the stock was near $70, 53% below its $151 high. Its slump reflects Neutron delays, disappointing margin guidance and financing risks from the planned $8 billion Iridium acquisition. -
Kevin Mahn warns dip-waiting investors may miss the market’s best days
Kevin Mahn says waiting for a dip risks missing rebounds. His firm’s 20-year review found that missing the 10 best days halved returns; missing the 30 best days cut returns 84%. He recommends staying invested according to risk tolerance and keeping cash for opportunities. -
Twilio shares gain 3.1% as four firms raise targets amid AI focus
Twilio shares rose 3.1% on Sept. 24 to $299.66 as four firms raised price targets. Its AI-related investment case is that assistants could increase messaging and voice traffic on its network; the stock has roughly tripled from its $98.44 low over the past year. -
McDonald’s commits $8.5B to AI and restaurant upgrades through 2036
On Sept. 23, McDonald’s committed $8.5 billion through 2036 to AI, restaurant upgrades and operational changes, including ArchIQ, its drive-thru ordering system. The plan aims to generate about $100,000 a year in cash-flow benefits for the average U.S. franchisee. -
Insider Monkey favors American Express over Visa, with a credit-risk caveat
Insider Monkey’s comparison favors American Express over Visa as a stock buy, citing AXP’s nearly 16% earnings-per-share growth and lower valuation—about 18 times earnings versus Visa’s 31—while noting that Amex bears consumer-credit risk Visa avoids. -
Netflix forecasts about 12% Q3 growth; Motley Fool author says not to buy yet
Netflix’s revenue growth eased from 17.6% in Q4 2025 to 16.2% in Q1 and 13.4% in Q2 2026; management forecasts about 12% for Q3. A Motley Fool analysis says viewing and operating income are still growing, and rates the stock a hold—not a buy yet. -
AutoZone executives say inflation is delaying car maintenance
AutoZone executives say inflation is prompting some DIY customers to delay maintenance or choose cheaper repairs. AAA warns missed safety checks can endanger motorists; NHTSA data say about 9% of crashes involved vehicles with tire problems just beforehand. -
Apple may skip iPhone 19 for a rumored iPhone 20 redesign in 2027
Apple could skip the iPhone 19 and move to an iPhone 20 in 2027, marking 20 years since the original went on sale, reports say. The anniversary model is rumored to have a near-seamless display, but Apple has not confirmed the model or its specifications. -
Insider Monkey favors Marriott stock over Hilton despite faster room growth
Insider Monkey favors Marriott as the better buy: its pipeline is 629,000 rooms versus Hilton’s 541,300, and it trades at about 36 times trailing earnings versus Hilton’s 45. Hilton led in room growth, 6.1% to 4.5%, but the article says its valuation premium is too high. -
Motley Fool sees SoFi as a long-term buy before Oct. 27 results
SoFi Technologies is due to report third-quarter results on Oct. 27. The Motley Fool calls the stock a long-term buy after a 34% year-to-date decline, citing a 35% rise in members to a record 15.8 million; it notes shares could fall after earnings. -
Investors placed up to $23 billion in orders for Dell’s $5 billion bond sale
Dell Technologies raised $5 billion in investment-grade bonds on Sept. 10, with investors placing up to $23 billion in orders, according to Bloomberg. The proceeds are intended primarily to refinance debt maturing in 2026 and for general corporate purposes.
