Stocks news summaries — Page 5
Essential facts and source links for recent stocks stories.
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David Dierking makes the case for IUSG’s large- and mid-cap mix
Motley Fool contributor David Dierking says the iShares Core S&P U.S. Growth ETF (IUSG), which tracks the S&P 900 Growth Index, merits attention for its large- and mid-cap mix. The article reports a 17.6% average annual return over 10 years and a 0.04% expense ratio. -
Berkshire’s Alphabet stake rose by $17 billion to about $36.6 billion in Q2
Berkshire Hathaway bought $10 billion of Alphabet shares directly from the company in June, alongside open-market purchases that lifted its stake by $17 billion to about $36.6 billion in the second quarter. Alphabet became Berkshire’s third-largest holding. -
A 2035 scenario values Tesla’s Optimus business at about $3 trillion
Elon Musk said in 2024 that Tesla’s Optimus robot could help push its market cap to $25 trillion. Motley Fool’s scenario puts the robotics division at about $3 trillion by 2035 if it captures 10% of the market and retains Tesla’s current 13-times price-to-sales multiple. -
Motley Fool contributor says a crash may come, advises holding quality stocks
Motley Fool contributor Adria Cimino says a market crash may eventually occur, citing an S&P 500 Shiller CAPE ratio that, she writes, has reached a level seen only once before, during the dot-com bubble. She recommends holding quality stocks long term. -
IonQ says its error-correction decoder runs on one standard CPU
IonQ said Sept. 22 it developed what it called the industry’s first end-to-end, real-time quantum error-correction decoder, which runs on one standard CPU. It was validated on simulated data, not a live system; shares rose more than 11% the next day. -
Micron's 86% margin forecast faces a history of sharp reversals
Micron’s fiscal Q4 ended in early September; results are due Sept. 30. June guidance projected $50 billion in revenue, plus or minus $1 billion, and an 86% gross margin. Past margin peaks were followed by steep declines within about a year. -
Motley Fool sees value in Sandisk after a 23% pullback
Sandisk shares have fallen 23% from their June 2026 high of $2,354, despite fiscal fourth-quarter revenue rising 372% year over year. The Motley Fool argues the pullback may be a buying opportunity, citing data-center demand and long-term customer deals. -
Why Motley Fool favors Enbridge’s nearly 6% yield over Delek Logistics’ 8%+
Motley Fool contributor Matt DiLallo favors Enbridge’s nearly 6% yield over Delek Logistics’ yield above 8%, arguing Enbridge is safer because more than 98% of its earnings come from regulated rate structures or take-or-pay contracts and it has a stronger balance sheet. -
Buffett Indicator sits near 236% as S&P 500 CAPE nears 41
The Motley Fool article puts the Buffett Indicator at about 236% and the S&P 500’s cyclically adjusted P/E (CAPE) near 41, both historically high; it says the readings do not establish an imminent crash and favors durable businesses with reliable cash flow. -
Walmart’s global e-commerce grows 23% as US comparable sales excluding fuel rise 2.6% in Q2
Walmart’s fiscal Q2 2027 revenue rose 5.9% to $187.9 billion year over year. Global e-commerce grew 23%, advertising revenue climbed 38% and membership-fee revenue increased 17%; U.S. comparable sales excluding fuel rose 2.6%, the slowest quarterly growth in six years. -
Advisers tailor portfolios to clients’ fears while preserving market upside
Advisors say they steer clients worried about AI, debt and geopolitical risks away from fear-driven investment decisions while preserving market upside. They address concerns, tailor portfolios to clients’ fears and can limit risky bets to a small share of assets. -
Shell announces a $3 billion-plus buyback, extending its streak to 19 quarters
Shell announced a share repurchase of at least $3 billion in Q2 2026, its 19th consecutive quarter with a buyback at that level. Net debt fell from $52.6 billion in Q1 to $41.75 billion, while adjusted earnings reached $9.84 billion. -
Fidelity’s three ETFs pursue income through dividends, covered calls and global stocks
Motley Fool profiles three Fidelity ETFs for income: FDVV has a 2.63% 30-day SEC yield, FYEE a 9.16% distribution rate, and FIDI a 3.89% distribution yield. The funds use dividend stocks, covered calls and international holdings. -
Target reports sales growth as its dividend streak reaches 55 years
Target has raised its dividend for 55 consecutive years. Its board declared a $1.16 quarterly payout on Sept. 23, payable Dec. 1 to holders of record Nov. 11; sales reached $26 billion, up 5%, and comparable sales rose 3.8% in the quarter ended Aug. 1. -
Palantir could reward long-term investors, but may not make them millionaires alone
Palantir shares rose more than 60% in three months after a gain exceeding 1,200% in three years. The article’s author says shares could reward investors over five to 10 years if growth continues, but Palantir alone is unlikely to make someone a millionaire. -
Nvidia's AI moat and chip economics fit Buffett-style investing
The Motley Fool argues Nvidia fits Warren Buffett’s investing profile even though Berkshire Hathaway has never owned the chipmaker, citing its AI infrastructure ecosystem, a visible chip-replacement cycle and what it considers an attractive valuation. -
Piper raises Meta target to $875, though Muse remains outside its forecasts
Piper Sandler raised its Meta price target to $875 from $785 on Sept. 25, keeping an Overweight rating and citing its new Muse AI agent. It projects Muse could generate $44 billion in 2030 revenue, though the product is not included in Piper’s estimates. -
Broadcom raises AI sales forecasts as shares stay 29% below June high
Broadcom is near its end-2025 share price at about $350, 29% below its June high, while trailing adjusted earnings per share are roughly 43% above fiscal 2025. A Motley Fool analysis says customer-concentration risk does not justify the discount. -
Blue Owl’s dividend tops distributable earnings as yield nears 9%
Blue Owl Capital’s second-quarter dividend was $0.23 per share against $0.22 in distributable earnings, a slight shortfall. Its stock is down about 45% from its 52-week high, lifting the yield to roughly 9%; the payout’s safety remains uncertain. -
Study: Dividend growers averaged 13% annual returns, 27% less volatility than non-payers
A Ned Davis Research study of S&P 500 stocks from 1973 to 2025 found dividend growers and new dividend payers averaged 13% annual returns, versus 11.5% for non-payers, with 27% lower volatility and a lower historical beta: 0.94 versus 1.11. -
Rocket Lab could outperform SpaceX over 10 years, but writer says avoid it now
A Motley Fool contributor says Rocket Lab could outperform SpaceX over 10 years, citing about 870% revenue growth since 2021, a $2.36 billion backlog and a lower trailing price-to-sales ratio (56 versus SpaceX’s 94). Still, the writer says Rocket Lab stock is one to avoid now. -
Motley Fool contributor projects $1,000 split between Alphabet and Nvidia could top $3,000 by 2030
The Motley Fool's Keithen Drury estimates that a $1,000 investment split between Alphabet and Nvidia could exceed $3,000 by the end of 2030. His forecast assumes Nvidia's revenue quadruples and Alphabet's revenue and profits grow 25% annually. -
Berkshire boosts buybacks as Abel keeps dividends off the table
Under CEO Greg Abel, Berkshire bought back about $4.5 billion of its shares in the second quarter, versus $235 million in the first, and repurchased roughly $3.3 billion more in July. It paid no dividend, prioritizing buybacks and investments. -
Motley Fool writer estimates a $5,000 AMD stake could reach $7,500 by 2030
A Motley Fool writer estimates $5,000 invested in AMD could reach $7,500 by 2030 if its roughly $1 trillion valuation rises 50%. If AMD’s valuation holds steady through 2026, that requires about 14.5% annualized returns in 2027–30; the writer says stock gains are uncertain. -
Silver Lake seeks to block Endeavor appraisal claims in suit naming Icahn
Silver Lake sued in Delaware on Sept. 21, naming Carl Icahn and hedge funds and seeking to bar appraisal claims by investors who bought Endeavor shares after the 2024 buyout announcement. Endeavor went private in 2025 at $27.50 a share; the deal’s equity value was $13 billion. -
Alphabet shares were higher a year after 9 of 10 past drops of at least 15%
Alphabet shares are about 15% below their May record as revenue growth accelerated to 24% in Q2 2026. A review of 10 drops of at least 15% since 2012 found shares higher a year later in nine; the author sees a similar pattern but warns spending may pressure earnings. -
Sprinklr CEO sold 145,865 shares in an automatic tax-withholding transaction
Sprinklr CEO Rory P. Read sold 145,865 shares for $810,000 on Sept. 16 in an automatic “sell to cover” for taxes on vested stock units, not a discretionary sale. He retained 3,273,325 shares; Sprinklr stock fell 35% in the year through Sept. 25.
