Stocks news summaries — Page 14
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. -
H.B. Fuller’s Q3 EBITDA climbs 9% as pricing offsets raw-material inflation
H.B. Fuller’s Q3 revenue rose 5.2% (organic growth: 4.4%), adjusted EBITDA grew 9% to $187 million, and adjusted EPS rose 21% to $1.52 as pricing offset raw-material inflation. FY2026 adjusted EBITDA is forecast at $655 million-$670 million, with adjusted EPS of $4.70-$4.85. -
Microsoft's cash flow and Azure rise as AI spending may test dividends
Microsoft's fiscal 2026 operating cash flow rose over 34% to $182.9 billion, while Azure revenue climbed 42% to $29.42 billion in Q4. The board declared a $0.98-per-share quarterly dividend, but rising AI and data-center investment could weigh on future free cash flow. -
TTM Technologies and Amphenol shares gain amid defense and AI spending
TTM Technologies shares are up more than 88% this year and Amphenol’s more than 21%. The Motley Fool says both benefit from defense modernization and AI infrastructure spending. Second-quarter revenue grew 37% at TTM and 55% at Amphenol year over year. -
Boeing extension keeps Albany making about 300 composite 787 frames
Albany Engineered Composites will continue producing approximately 300 unique composite fuselage frames for Boeing’s 787 Dreamliner under an extended agreement. The work covers Sections 41 and 43 at Albany’s Salt Lake City facility, where the partnership dates to 2014. -
Uber’s growth case spans autonomous vehicles and a possible Delivery Hero deal
Insider Monkey’s analysis says Uber’s growth case extends beyond ride-hailing, citing more than 30 autonomous-vehicle partners and a possible Delivery Hero acquisition. It also notes Q2 revenue missed analyst expectations. -
Four former Amazon workers allege pregnancy discrimination in proposed class action
Four former Amazon warehouse workers seek to represent thousands in a proposed nationwide class action alleging pregnancy discrimination. Amazon disputes their accounts, saying it approved over 99.9% of accommodation requests last year. -
Stellantis recalls 201,976 Jeeps after tire-pressure monitoring software error
Stellantis is recalling 201,976 Jeep Cherokee, Grand Cherokee, Wagoneer and Grand Wagoneer vehicles after NHTSA identified a software error in their tire-pressure monitoring systems. The vehicles will receive software updates. -
Jenny Johnson says AI has yet to meaningfully lift productivity
Franklin Templeton CEO Jenny Johnson told CNBC AI has not yet meaningfully boosted productivity, crediting recent gains to earlier digital technologies such as cloud computing. She said the payoff from AI adoption may take longer than markets expect. -
Boeing deliveries reach 418 through August, highest eight-month total since 2018
Boeing delivered 418 aircraft through August 2026, its highest eight-month total since 2018. August deliveries fell to 51 from 57 a year earlier, including four 787 Dreamliners, but a company spokesperson said Boeing still expects to deliver 90–100 Dreamliners this year. -
Walmart and Shopify integrate Meta’s Muse as Amazon blocks the AI agent
Amazon has blocked Meta’s AI agent Muse from buying products on its site, saying it violates Amazon’s terms of service. Walmart and Shopify have integrated Muse; the article argues this could help them gain market share if adoption grows. -
Motley Fool contributor flags AMD’s valuation after near-200% rally
AMD shares have climbed nearly 200% this year, but Motley Fool contributor Keithen Drury says the stock’s valuation is stretched: he puts its forward P/E at 40 using 2027 earnings estimates and expects returns to trail Nvidia and Broadcom in coming years. -
Monster Beverage gets the nod over e.l.f. Beauty in 2026 stock comparison
Motley Fool’s author favors Monster Beverage over e.l.f. Beauty for 2026, citing its scale, profits and international growth. Monster’s latest quarter topped $2.5 billion in revenue, with double-digit growth in every region; international sales are nearly half its business. -
Motley Fool picks Intuitive Machines over AST SpaceMobile for 2026
The Motley Fool's 2026 pick is Intuitive Machines over AST SpaceMobile, citing price-to-sales ratios of 1.3x and 149x, respectively. Both posted fiscal 2025 losses; the article projects Intuitive Machines' revenue at $952 million in fiscal 2026.
