Stocks news summaries — Page 2
Essential facts and source links for recent stocks stories.
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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. -
Motley Fool writer urges caution on Monster Beverage shares
Motley Fool contributor Selena Maranjian urges caution on Monster Beverage: its forward P/E of 34 is above its five-year average of 31, and its price-to-sales ratio is 9.5 versus 8.4. She also cites competition, inflation and analysts’ 10% revenue-growth estimate for 2027. -
Oracle’s force majeure notice raises payment questions for Project Jupiter
Bloomberg reports Oracle issued a force majeure notice for its 2.45-gigawatt Project Jupiter data-center site in New Mexico, seeking to delay payments if it is not online in 2028. Oracle says the project remains on schedule and the notice does not itself signal a delay. -
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. -
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. -
Caterpillar’s lower multiples contrast with Corning’s AI-linked growth in 2026
Motley Fool says Caterpillar had lower forward multiples and higher free cash flow than Corning, while Corning’s FY2025 revenue grew faster amid AI demand. Neither stock is cheap; it sees Corning as the AI play and Caterpillar as the diversified option. -
Motley Fool writer backs Taiwan Semiconductor on AI-chip demand
Motley Fool writer Keithen Drury recommends Taiwan Semiconductor as an AI-linked investment, citing its 72.5% Q2 revenue share of the chip-fabrication market and a planned extra $100 billion investment in Arizona; he says the stock is reasonably priced. -
Tributary says strong demand lifts Applied Materials' profit outlook
Tributary Capital Management named Applied Materials a notable addition in its Q2 2026 investor letter, saying strong demand is lifting the chip-equipment maker's profit outlook. The Multi Cap Core equity allocation returned 12.5%, below the S&P 1500's 15.3%. -
Tributary fund opens Snowflake position, citing stronger customer adoption
Tributary Capital Management’s Multi Cap Core strategy opened a position in Snowflake during Q2 2026. In its investor letter, the fund said new products were improving customer consumption, adoption and net revenue retention, lifting its profit outlook. -
Tributary opens an Amer Sports position, citing sales and margin potential
Tributary Capital Management’s Multi Cap Core strategy took a position in Amer Sports in Q2 2026, citing expected sales growth from wider geographic reach, new stores and online traffic. It said a shift to direct-to-consumer sales could lift margins and operating profit. -
Nordson launches Vantage XL as advanced packaging demand rises
Nordson launched its ASYMTEK Vantage XL, expanding precision-dispensing capabilities for advanced semiconductor packaging. The article estimates that market has grown 10%–12% annually and identifies cyclical chipmaker spending and competition as risks. -
Tributary adds AMD, sees its GPUs as a viable second option to Nvidia
Tributary Capital Management’s Multi Cap Core strategy added AMD in Q2 2026. Its investor letter said AMD is positioning its GPUs as a viable second option to Nvidia; customer sampling is underway, with a continued ramp planned for the second half of 2026 and into 2027. -
Tempus AI accounting chief retains 60,804 shares after $529,650 sale
Tempus AI accounting chief Ryan M. Bartolucci sold 7,062 Class A shares on Sept. 17, 2026, for $529,650, according to an SEC Form 4. The sale was under a Rule 10b5-1 plan adopted June 5, 2026; he retained 60,804 directly held shares. -
Emerald Wealth sees H World reaching about 20,000 hotels by decade’s end
Emerald Wealth Partners’ Q2 2026 letter said H World Group had more than 13,000 hotels and could reach about 20,000 by the end of the decade, with a longer-term opportunity to exceed 30,000 as China’s branded lodging market consolidates. -
Emerald Wealth Partners adds to Booking Holdings, citing AI growth potential
Emerald Wealth Partners’ Growth Equity Strategy said it added to Booking Holdings in Q2 2026, citing Booking.com management’s use of AI and what it called a path to double-digit growth at a moderate multiple. The strategy returned 17.5% net, versus 19.0% for its benchmark. -
Chitoori Satish sold 2,870 Bloom Energy shares to cover RSU tax withholding
Bloom Energy’s Chitoori Satish sold 2,870 shares for $775,072 on Sept. 16, 2026, an SEC filing shows. The non-discretionary sale solely covered tax withholding on restricted stock unit settlement under a pre-established Rule 10b5-1 plan; he retained 202,494 shares. -
Motley Fool lists five growth ETFs as Nasdaq hits a record
After the Nasdaq Composite hit an all-time high this week, The Motley Fool named five growth ETFs it recommends: Invesco QQQ, Vanguard Morningstar Growth, Schwab U.S. Large-Cap Growth, Vanguard Information Technology and Global X AI & Technology. -
Motley Fool models Palantir at $322 per share by end of 2028
Palantir could reach $322 by end-2028 in a Motley Fool scenario—74% above its publication price—using $6.44 earnings per share at 50 times earnings. But $6.44 is four times its $1.61 2026 estimate, though the article calls the assumption doubling earnings over two years. -
Boeing completes first 737 MAX landing gear exchange with American Airlines
Boeing extended its Landing Gear Exchange Program to the 737 MAX and completed the first exchange with American Airlines. The milestone validates the exchange process for the MAX fleet and gives airlines another route to overhauled landing gear. -
Motley Fool writer says Palantir needs 61% annual revenue growth to justify valuation by 2028
A Motley Fool contributor says Palantir needs 61% annual revenue growth through 2028 to justify its $445 billion valuation at 40 times earnings; the author says even that would only make the stock reasonably valued, not deliver further returns. -
Mbappé ends nearly 20-year Nike partnership and signs with On
Kylian Mbappé ended his nearly 20-year Nike partnership and signed with On on Sept. 18 as a global ambassador, with plans to help design footwear and apparel. On entered football this year and plans to launch its first products in the category in 2027. -
AMD's $1 trillion milestone puts its AI growth case and valuation under scrutiny
AMD’s market value topped $1 trillion for the first time on Sept. 21, after its shares rose nearly 10% to close at $615.52. Insider Monkey says AI demand and customer commitments support growth, but argues the valuation depends on AMD taking market share from NVIDIA. -
Visa and Wells Fargo may weather high U.S. rates, analysis says
Under Chair Kevin Warsh, the FOMC raised its benchmark rate by a quarter point to 3.75%-4%. September projections show most policymakers expect no cuts until at least 2028. The analysis says Visa and Wells Fargo may hold up if rates stay high. -
Gucci puts two China-made sneakers on sale, says Italy stays central
Gucci has begun selling two sneaker models labeled “Made in China,” including Demna’s first design for the brand, the Drip. It says technical capabilities drove the choice, while Italy remains central to manufacturing and no broader shift outside Italy is planned. -
Four ETFs the article highlights for a more defensive portfolio
The article presents four ETFs as options for a more defensive portfolio amid recession fears: QUAL for quality stocks, VDC for consumer staples, USMV for lower volatility and VGIT for intermediate-term Treasuries. It favors a defensive tilt over moving entirely to cash. -
Goldman names Microsoft its top AI pick after leadership meetings
Goldman Sachs named Microsoft its top artificial-intelligence pick after meeting company leaders in Europe and San Francisco. It maintains a Buy rating, citing a $51 billion fourth-quarter rise in remaining performance obligations, all from enterprise customers. -
Some workers are retiring early amid stock gains; a downturn could send them back to work
Some workers are retiring early as rising stocks boost their 401(k) balances, but a downturn could erode savings and lead some to return to work. Separately, an AARP survey found 6% of retirees had “unretired” in the first half of 2026, largely because they needed money.
