Stocks news summaries — Page 4
Essential facts and source links for recent stocks stories.
-
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. -
Motley Fool highlights SentinelOne and Fortinet as AI-security stocks
Motley Fool presents SentinelOne and Fortinet as AI-cybersecurity stocks for about $5,000. Its article reports first-half 2026 revenue of $569 million at SentinelOne, up 21%, and nearly $3.9 billion at Fortinet, up 23%; Fortinet's net income topped $1.1 billion. -
If QQQ’s 21% annualized return persists, $10,000 could top $3 million in 30 years
Invesco QQQ Trust posted a 572% total return over the decade through Sept. 22. If its 21% annualized return since 2016 held for 30 years, $10,000 invested today would exceed $3 million; the author warns that past performance may not continue. -
Penguin Solutions shares rebound before Oct. 6 report, still more than 30% below July peak
Penguin Solutions reports fiscal fourth-quarter results Oct. 6 after a late-summer rebound. Up 188% in 2026, its stock remains more than 30% below its early-July all-time high; investors will watch integrated-memory growth and possible fiscal 2027 guidance. -
US stock futures fall as Middle East conflict persists ahead of Trump-Xi summit
U.S. stock futures fell Thursday as the unresolved Middle East conflict pushed Brent above $100 a barrel and investors awaited Donald Trump’s summit with Xi Jinping. At 5:25 a.m. ET, Nasdaq 100 futures were down 1.01%, S&P 500 futures 0.57% and Dow futures 0.33%. -
Monster led Coca-Cola for 10 years; Coke could outperform in the next decade
With dividends reinvested, $10,000 in Monster Beverage grew to $35,890 from 2016 to 2026, versus $27,930 in Coca-Cola. The Motley Fool says Coke could outperform over the next decade as growth revives, while Monster faces slower-growth concerns and a higher valuation. -
Buffett steps down as Berkshire chair; Apple, AmEx and Coca-Cola stakes may stay for decades
Warren Buffett has stepped down as Berkshire chairman; Greg Abel is CEO, and Buffett’s son Howard is set to chair the board. The Motley Fool expects Berkshire’s Apple, American Express and Coca-Cola stakes to remain in its portfolio for decades. -
Turkish Airlines firms 100 Boeing 737 MAX jets, with 50 more optional
Turkish Airlines has confirmed a firm order for 100 Boeing 737-8 jets, with options for 50 more and substitution rights for the larger 737-10. Announced Sept. 23, the deal supports its target of operating more than 800 aircraft by 2033. -
CoreWeave’s Wall Street target implies 63% upside, but risks remain
Yahoo Finance puts CoreWeave’s average price target at $141.39, implying about 63% upside from current levels. Q2 revenue rose 112% to $2.6 billion, but the AI-computing provider reported a $49 million operating loss and a loss per share of $1.14. -
At a hypothetical 10% return, $500 monthly in VIG could reach $1.13 million in 30 years
At a hypothetical 10% annual return, investing $500 each month in Vanguard Dividend Appreciation ETF (VIG) could grow to about $1.13 million in 30 years. Since launching in 2006, the fund has averaged 10.2% annual returns. -
Cooper Companies board retains CooperSurgical, lifts buyback cap to $3 billion
Cooper Companies ended its strategic review and will keep CooperSurgical. Its board unanimously judged sale offers not in shareholders’ best interest and raised the buyback authorization from $2 billion to $3 billion; $445 million has been repurchased this fiscal year. -
Gen Z workers seek workplace perks, with 27% receiving stock awards
A 2025 Bank of America survey found 27% of full-time Gen Z workers receive stock awards, more than any previous generation, as young employees seek workplace perks such as 401(k)s and health savings accounts. The survey covered 941 full-time employees with 401(k) plans. -
Amazon shares may offer indirect Anthropic exposure before a possible IPO
Amazon could give investors indirect Anthropic exposure before a possible IPO, having invested $13 billion in the startup and committed up to $20 billion more. The Wall Street Journal says some advisers suggested waiting until November so Anthropic could present Q3 financials. -
Motley Fool favors Nvidia over SpaceX in its outlook toward 2028
After Elon Musk said SpaceX would use Nvidia’s Vera Rubin hardware exclusively, The Motley Fool’s analysis names Nvidia the better buy looking toward 2028, citing a lower estimated sales multiple. SpaceX is growing quickly but reported an operating loss. -
SpaceX IPO schedule makes 319 million more shares eligible for insider sales
On Sept. 24, some SpaceX insiders became eligible to sell another 319 million shares, the 105th day after its IPO, The Motley Fool reports. The article puts their potential selling pressure at about $48.7 billion; eligibility does not mean the shares were sold. -
Oil, Treasury yields and earnings may shape the S&P 500’s next move
The S&P 500 has gained more than 13% in 2026 despite stalling over the past month. Motley Fool writer Bram Berkowitz points to oil prices and supply, long-term Treasury yields and S&P 500 earnings estimates as gauges of whether the market can keep rising. -
Motley Fool writer says Meta could reach $3 trillion by 2028
Meta Platforms’ shares rose 11% on Monday as Muse gained popularity, putting its market value at $1.91 trillion. Motley Fool contributor Anthony Di Pizio says the company could reach $3 trillion by 2028, though rising AI infrastructure costs may weigh on earnings. -
Major U.S. bond managers favor selective investments amid market turmoil
Many of the eight leading U.S. bond managers overseeing nearly $700 billion favor selective, higher-quality holdings over big bets amid inflation, deficits and AI debt. The Bloomberg Aggregate Index is down 1% this year, its worst since 2022. -
Why the author prefers Walmart’s dividend record to Costco’s special payouts
Costco’s regular dividend yields 0.6%, and it sometimes adds special payouts; Walmart yields 0.9% and has raised its dividend for 53 years straight. The article’s author says he would rather own Walmart for its more consistent payout. -
Motley Fool argues rising rates could favor State Street’s XLF ETF
The Motley Fool article argues State Street’s Financial Select Sector SPDR ETF (XLF) could be attractive as interest rates rise: financial companies may benefit, and the fund trades at just over 15 times forward earnings, versus 20 for Vanguard’s S&P 500 ETF. -
Lawrence Rothman names Coca-Cola his top long-term dividend pick
Lawrence Rothman, CFA, identifies Coca-Cola as his top long-term dividend-stock pick, citing 64 consecutive years of dividend increases. The company raised its quarterly payout 4% to 53 cents earlier this year; its yield was 2.4% at the Sept. 22 close. -
Stanley Druckenmiller, Ken Griffin and Cathie Wood share an Eli Lilly holding
Stanley Druckenmiller, Ken Griffin and Cathie Wood all hold Eli Lilly shares, according to their reported portfolios. Druckenmiller opened a position in the second quarter, Griffin increased his stake by more than 200%, and Wood holds shares through two Ark ETFs. -
Why a Motley Fool writer favors SK Hynix over Micron and Sandisk
The Motley Fool article’s author says they would buy SK Hynix over Micron and Sandisk, citing its lower valuation: about six times forecast 2027 earnings, versus seven for Micron and nine for Sandisk. All three remain exposed to cyclical memory prices. -
Motley Fool contributor projects Nu Holdings’ 2027 net income at $5 billion
Motley Fool contributor predicts Nu Holdings will earn $5 billion in net income in 2027, citing the Brazilian digital bank’s growth. Nu reported $3.6 billion in net income over the past 12 months; last quarter, it rose 49% year over year to $1 billion. -
Motley Fool says $1,000 in SpaceX could top $2,000 in five years
A Motley Fool estimate says a $1,000 SpaceX investment could exceed $2,000 in five years, based on a 2031 revenue consensus of nearly $852 billion. That figure comes from four analyst forecasts, which range from $493 billion to slightly over $1 trillion.
