UPS Dips Below $94 and Has a 7% Dividend Yield: Time to Buy?

UPS stock has fallen below $94, offering a 7% dividend yield that may attract income investors. However, the company faces significant headwinds including margin pressure from rising fuel costs, volume declines from the Amazon glide-down, and competition from Amazon's new supply chain services. With dividend costs of $5.4 billion against estimated free cash flow of $5.5 billion, there is minimal coverage for earnings deterioration, making this a risky entry point despite the attractive yield.

10/01/2026, 11:37 AM • The Motley Fool

Stock Market Indexes Rally on Inflation Data, Though the Dow Sat It Out

The Nasdaq Composite rose 1.1% and S&P 500 gained 0.6% following cooler-than-expected inflation data, with core PCE rising just 0.2% in August versus the 3.3% forecast. However, the rally was driven almost entirely by six mega-cap tech stocks, while the Dow remained flat as heavyweights like Caterpillar and Goldman Sachs declined. The market has shifted expectations for the next Fed rate hike from October to December.

09/30/2026, 1:03 PM • The Motley Fool

Where Will Dell Technologies Be in 3 Years?

Dell Technologies stock has surged nearly 8x over three years, significantly outpacing the Nasdaq. The company benefits from two growth drivers: its Client Solutions Group (CSG) achieving 20% YoY revenue growth despite a declining PC market, and its Infrastructure Solutions Group (ISG) capitalizing on the AI data center boom with a $95 billion AI server backlog. Trading at 2.4x sales versus the Nasdaq's 5.3x multiple, Dell appears undervalued. Analysts project the company could reach a $1.37 trillion market cap by fiscal 2029, representing approximately 4x current valuation, making it a potential multibagger over the next three years.

09/30/2026, 8:16 AM • The Motley Fool

Down 23%, Should You Buy the Dip on Sandisk Stock?

Sandisk stock has pulled back 23% from its June 2026 high despite posting record fiscal Q4 results with 372% revenue growth. The company is benefiting from a major shift toward data center demand for NAND flash memory driven by AI workloads. With $94 billion in long-term customer agreements providing pricing stability and forward earnings multiples below 10x, the stock presents a compelling value opportunity, though cyclical industry risks remain.

09/27/2026, 5:25 AM • The Motley Fool

Why Meta Platforms Stock Reversed Today

Meta stock gained 4.5% yesterday on optimism about its new Muse AI agent but fell 3.4% today after Goldman Sachs warned that AI hyperscalers face profitability challenges. While hyperscalers are spending $800 billion this year and $1.1 trillion next year on capital investments, they need to generate $300 billion annually just to break even and $1 trillion annually for decent profits. Goldman suggests investors monitor earnings from AI service customers to gauge whether hyperscalers can achieve profitability.

09/25/2026, 11:03 AM • The Motley Fool

An S&P 500 Index Fund Already Owns These Financial Stocks. Here's Whether to Own More.

Financial stocks in the S&P 500 have underperformed over the past year, remaining flat year-to-date and up only 1% over 12 months. While S&P 500 ETFs already provide exposure to major financial stocks like Berkshire Hathaway, JPMorgan Chase, and Visa, investors don't need additional financial sector exposure. Instead, experts recommend diversifying beyond large-caps into small-cap, mid-cap, value, and international stocks, which are projected to outperform large-cap growth stocks over the next 10 years.

09/24/2026, 1:30 PM • The Motley Fool

Market Indexes Fall Again as the 30-Year Yield Hits a 2004 High

U.S. stock markets declined for a second consecutive day as Treasury yields reached multidecade highs and geopolitical tensions drove oil prices up. The Nasdaq fell 0.8%, the Dow 0.6%, and the S&P 500 0.5%. Oracle's data center project faced delays due to power supply issues, while Meta gained on AI optimism. The U.S. and China extended their trade truce by only two months instead of the three years China sought.

09/24/2026, 12:35 PM • The Motley Fool

Harvard's Judgment Professor: Numbers Don't Make Decisions; People Do

Reza Satchu, Harvard Business School senior lecturer and serial entrepreneur, argues that judgment—not data or intellect—is the scarcest asset in the age of AI. He discusses how judgment can be taught through deliberate risk-taking and decision-making, and shares his experience walking away from a $1.1 billion buyout offer for his student housing company to eventually sell it for $1.7 billion. Satchu emphasizes that evaluating leadership judgment during crises is crucial for investors assessing company management.

09/23/2026, 8:16 PM • The Motley Fool

Prediction: Networking Will Be the Next Bottleneck Within the AI Supercycle. 1 Growth Stock to Own.

As AI infrastructure demand surges, networking components are becoming the next supply bottleneck. Goldman Sachs expects optical networking revenue to grow over 10x between 2026-2028. Arista Networks is positioned as a major beneficiary, with its AI networking fabric customer base growing from 4-5 in 2024 to over 100 customers, and revenue expected to reach $3.5 billion from AI deployments in 2026.

09/22/2026, 4:02 PM • The Motley Fool

Stock Market Midday, Sept. 22: Means Markets Muted Despite Tech Gains as Geopolitics Dominates

Markets showed mixed performance on Sept. 22, 2026, with the Nasdaq hitting a new intraday record while the S&P 500 and Dow declined. Tech stocks gained on AI optimism, but geopolitical concerns and interest rate fears limited broader market gains. Investors await developments from the UN General Assembly and the Trump-Xi meeting.

09/22/2026, 12:38 PM • The Motley Fool

Goldman Sachs (GS) Rises Higher Than Market: Key Facts

Goldman Sachs closed at $959.39, up 1.85%, outperforming the S&P 500's 1.49% gain. However, the stock has declined 9.36% over the past month. The company is expected to report Q3 2026 earnings of $15.37 per share on October 13, representing 25.47% year-over-year growth, with revenue projected at $17.14 billion. Goldman Sachs holds a Zacks Rank #3 (Hold) rating with a Forward P/E of 13.73, trading at a slight premium to its industry average.

09/21/2026, 5:45 PM • Zacks

Jensen Huang Maintained His Prediction That AI Infrastructure Spending Will Hit $3 Trillion to $4 Trillion by 2030 -- the Same Forecast He Made a Year Ago to the Day. Is Nvidia Still a Buy at These Levels?

Nvidia CEO Jensen Huang reiterated his forecast that global AI infrastructure spending will reach $3-4 trillion by 2030. Despite Nvidia's massive growth (106% YoY revenue increase, 70% guidance for next year), much of this expected growth is already priced into the stock. Trading at a P/E of 27, the article argues Nvidia remains a buy given its market dominance, expanding addressable market, and diversification beyond GPUs into complete computing systems and strategic investments.

09/18/2026, 5:23 PM • The Motley Fool

Financial 15 Split Corp. Monthly Dividend Declaration for Class A & Preferred Share

Financial 15 Split Corp. announced its regular monthly distribution of $0.12570 per Class A share and $0.06042 per Preferred share, payable October 9, 2026. The fund invests in a diversified portfolio of 14 major financial services companies from Canada and the U.S., with cumulative distributions totaling $42.71 per share since inception.

09/18/2026, 9:00 AM • GlobeNewswire

US Financial 15 Split Corp. Preferred Dividend Declared

US Financial 15 Split Corp declared a monthly distribution of $0.07883 per Preferred share, maintaining a 10.00% annual yield. The fund invests in a portfolio of 15 major U.S. financial services companies including JPMorgan Chase, Bank of America, Goldman Sachs, and others.

09/18/2026, 9:00 AM • GlobeNewswire

Anthropic Is Expected to Go Public in October. The Brokerages Get Paid Either Way.

Goldman Sachs and Morgan Stanley, the lead advisors for the upcoming Anthropic IPO expected in October, are positioned to benefit significantly from the deal. Both banks generated $100 million in fees each from the SpaceX IPO and saw record Q2 earnings. With Anthropic's projected $100 billion raise, similar or higher fees are anticipated. Both stocks have pulled back from July highs, presenting buying opportunities ahead of the IPO and Q3 earnings reports.

09/18/2026, 3:30 AM • The Motley Fool