Stocks news summaries — Page 16
Essential facts and source links for recent stocks stories.
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Citi raises Micron price target to $1,300 before Sept. 30 results
Citi analyst Atif Malik raised Micron's price target to $1,300 from $1,150, citing stronger DRAM pricing and tight memory and storage supply amid AI and data-center expansion. He expects Micron to beat estimates in its Sept. 30 fiscal Q4 report. -
Rivian could beat the S&P 500 through 2030 if R2 and Georgia plans succeed
Motley Fool says Rivian could outperform the S&P 500 through 2030 if it ramps up R2 deliveries and opens its Georgia plant. The company expects 65,000–67,000 deliveries in 2026, including 20,000–25,000 R2 SUVs, up from 42,247 in 2025. -
Motley Fool author picks CoreWeave over QuantumScape for 2026
Motley Fool’s author picks CoreWeave over QuantumScape, citing Q2 revenue of $2.6 billion, up 112% year over year, and CoreWeave’s 2026 revenue forecast of at least $12.4 billion. QuantumScape has no revenue; management says no commercial product is expected before 2029. -
A Motley Fool writer says SCHD's 4%-5% pullback isn't a reason to sell
The Schwab U.S. Dividend Equity ETF (SCHD) is up 25% year to date, versus a 14% total return for Vanguard's S&P 500 ETF, but sits 4%-5% below its all-time high. The Motley Fool writer says the dip reflects short-term volatility, not a changed investment case. -
Meta shares rise as analysts raise targets amid Muse AI momentum
Meta shares rose more than 11% Friday amid momentum for its Muse AI agent. Four analysts raised price targets to as high as $995, following target increases by Cantor Fitzgerald and KeyBanc the day before. Raymond James cites 300,000 daily downloads. -
Caterpillar earned more in FY2025, while Honeywell trades at a lower sales multiple
Motley Fool’s analysis calls Caterpillar the stronger industrial business and Honeywell a lower-priced turnaround. FY2025 revenue was $67.6 billion at Caterpillar and $37.4 billion at Honeywell; their price-to-sales ratios were 5.5x and 1.7x, respectively. -
Motley Fool’s three dividend picks if Fed rate hikes continue
Motley Fool names McDonald’s, Colgate-Palmolive and Walmart as dividend stocks to consider if the Fed raises rates further, citing demand for everyday purchases and payout records. It notes a recent 25-basis-point hike that put the Fed’s target range at 3.75%–4.00%. -
250 Starbucks stores in the U.S. and Canada are slated to close this week
Starbucks plans 250 closures in the U.S. and Canada this week, about 1% of its North American footprint. COO Mike Grams said Starbucks sees no path to acceptable financial performance or doubts it can consistently deliver its desired customer and employee experience. -
Cox sees Hyundai Motor Group passing Ford in Q3 U.S. sales
Cox expects Hyundai Motor Group to outsell Ford in third-quarter U.S. auto sales, citing Ford’s limited hybrid lineup, production problems and a rental-volume pullback. Asian automakers are forecast to surpass 50% of U.S. sales for a second straight quarter. -
Viking Therapeutics expands $500 million raise as shares fall 14.5%
Viking Therapeutics shares fell 14.5% in early trading after the company expanded its offering to about $275 million in stock at $35 a share and $225 million in convertible notes. Shares had traded above $41 before the offer; the drop was not directly tied to recent VK2735 data. -
Buffett’s farewell letter spotlights the case for long-term investing
In his farewell letter to Berkshire Hathaway investors, Warren Buffett wrote, “Father Time always wins,” as he became chairman emeritus. The article cites Berkshire’s per-share market value compounding at 19.7% a year from 1965 to 2025 as evidence for long-term investing. -
Motley Fool touts Dutch Bros, Take-Two after 34% and roughly 17% share drops
The Motley Fool calls Dutch Bros and Take-Two Interactive potential buys after their shares fell 34% and about 17%, respectively, in the 12 months to Sept. 21. Dutch Bros raised 2026 guidance, while Take-Two’s Grand Theft Auto VI is scheduled for Nov. 19, 2026. -
Oracle shares fall 6.5% as Project Jupiter’s power supply comes under threat
Oracle shares were down 6.5% by 10:15 a.m. ET Thursday as pipeline-permit delays threatened power for its $165 billion Project Jupiter data center in New Mexico. Oracle declared force majeure, seeking relief from payments to Blue Owl if the center isn't completed by 2028. -
Motley Fool argues investors should keep buying, not wait for a crash
The Motley Fool says long-term investors should keep buying rather than wait for a crash: after 16 S&P 500 drops of at least 20% since 1940, the average 12-month return from the day the index hit that threshold was 17.3%. The article says crash timing is unknowable. -
NeoVolta's FY2026 revenue rose 58%, but Q4 revenue fell to $13,000
NeoVolta's FY2026 revenue rose 58% to $13.3 million, but Q4 revenue fell to $13,000 from $4.8 million a year earlier. Executives linked the drop to weaker residential-installer demand after federal incentive changes; full-year net loss was $21.5 million. -
NuScale is trading near $8.75 without a commercial reactor sale
NuScale Power shares traded around $8.75 at the time of writing, after ranging from $2 to $52 over three years. The company has yet to build or sell a commercial reactor; its Romanian project still needs funding, and other discussions have produced no firm sale. -
Tran Capital cites Palo Alto Networks as a leading Q2 contributor
Tran Capital’s Multi Cap Growth Strategy named Palo Alto Networks a leading Q2 contributor, saying it was persuading customers to consolidate security tools on its platform as AI adoption expands potential threats; the manager sees the company positioned to gain share. -
Buffett’s case for seeing stock-market declines as buying opportunities
A Motley Fool column says Warren Buffett’s 1990 Berkshire letter treated stock-market declines as chances to buy quality companies at lower prices. It says all 26 U.S. bear markets over roughly 150 years eventually recovered and set new highs, though recovery can take years. -
Dodge & Cox opens a Thermo Fisher position in Q2 2026
Dodge & Cox Stock Fund said it opened a Thermo Fisher Scientific position in Q2 2026, citing a decade-low share valuation amid customers’ post-COVID inventory destocking. It pointed to recurring revenue and successful acquisitions in its long-term outlook. -
Dodge & Cox starts a Visa position, calling shares undervalued below 24 times forward earnings
Dodge & Cox Stock Fund initiated a Visa position in Q2 2026, calling shares undervalued at less than 24 times forward earnings despite investor concerns over proposed caps on credit-card interest rates and fees. It cited high operating margins and strong free cash flow. -
Dodge & Cox adds KKR, saying its credit and software exposures are manageable
Dodge & Cox Stock Fund added KKR as a new holding in Q2 2026, saying its private-credit and software exposures were manageable and not overly concentrated. The fund also cited KKR’s diversified businesses and alignment between management and shareholders. -
How Coca-Cola, Realty Income and BlackRock compare with 5% Treasuries
Motley Fool weighs a 5% yield on 10-year Treasuries against Coca-Cola, Realty Income and BlackRock. Their forward dividend yields are 2.4%, 5.8% and 2.2%, respectively; Realty Income alone tops Treasuries on yield, while the article cites dividend growth for the other two. -
Motley Fool says steady investing may pay off in bear markets
The Motley Fool says investors who keep regular contributions through bear markets can buy more shares at lower prices with dollar-cost averaging; it notes the S&P 500 recovered from every prior bear market and says consumer staples and healthcare tend to fare better. -
Tributary Capital cites recovery and AI demand in Kulicke & Soffa profit outlook
In its Q2 2026 letter, Tributary Capital Management said a powerful inflection was underway in Kulicke & Soffa’s profit outlook, citing semiconductor recovery, AI-related semiconductor packaging and assembly demand, and margin expansion from positive operating leverage. -
Stitch Fix FY26 sales rose 6.4%; FY27 revenue forecast is $1.31B-$1.36B
Stitch Fix said fiscal 2026 revenue rose 6.4% to $1.35 billion, with fourth-quarter sales up 4.2% to $324.4 million. For fiscal 2027, it forecasts revenue of $1.31 billion to $1.36 billion and adjusted EBITDA of $27 million to $42 million. -
Tributary cites three factors that could lift Avnet’s profit outlook
Tributary Capital’s Multi Cap Core strategy opened a position in Avnet in Q2 2026, citing three potential profit drivers: data-center component demand, a recovery in higher-margin Farnell sales, and improving industrial, automotive and aerospace markets after destocking. -
Tributary ties LivaNova profit outlook to launches and operating leverage
Tributary Capital's Multi Cap Core strategy said in its Q2 letter that LivaNova's new product launches, services and cloud platform could lift sales in both segments; operating leverage and manufacturing efficiencies may turn growth into larger operating-profit gains. -
USA Rare Earth begins work on a $1.2 billion South Carolina plant
USA Rare Earth said Sept. 9 it was breaking ground on a $1.2 billion, 800,000-square-foot plant in Blacksburg, South Carolina. The facility is designed to add annual capacity for 6,400 metric tons of magnets and 5,000 metric tons of strip-cast metal. -
AI memory demand underpins Motley Fool call for Micron to double in two years
Motley Fool contributor Harsh Chauhan says Micron shares could double within two years, citing AI-related memory shortages and rising earnings. His scenario values the stock at $3,572 if fiscal 2028 EPS reaches $178.59 and shares trade at 20 times earnings.
