Investors Just Got a Subtle Warning From the Federal Reserve. History Says the Stock Market Will Do This Next.

The Federal Reserve has signaled a hawkish shift, with Fed officials now expecting potential rate increases in 2026 to combat persistent inflation above the 2% target. Historically, when the Fed pivots from rate cuts to increases, the S&P 500 and Nasdaq have fallen an average of 10% and 15% respectively within three months, suggesting investors should prepare for a market correction.

07/16/2026, 5:02 AM • The Motley Fool

Goldman Sachs Says the Crowd Is Wrong on This Beaten-Down Medical Robotics Giant

Intuitive Surgical's stock has declined 26% over the past 12 months due to lower-than-expected margins from its da Vinci 5 launch and tariff-related cost increases. However, Goldman Sachs analyst David Roman maintains a 'buy' rating with a $558 price target (47% upside), arguing the company's long-term prospects remain strong. The da Vinci 5's advanced features like Force Feedback Technology could expand the market and drive higher-margin recurring revenue, while the robotic surgery market remains underpenetrated with significant growth potential.

07/15/2026, 12:15 AM • The Motley Fool

S&P 500 Earnings Growth Remains Narrow as Energy and Technology Lead

S&P 500 earnings season shows strong performance with major banks beating expectations, though IBM missed due to data center competition. Energy, technology, and semiconductors are leading earnings growth. Positive analyst revisions suggest stronger underlying earnings ahead. Taiwan Semiconductor Manufacturing reported record June sales of $13.99 billion, signaling strong AI and semiconductor momentum. Cooling inflation data with June CPI declining 0.4% reduces Fed rate hike expectations.

07/14/2026, 2:21 PM • Investing

Major US Banks, ASML, and TSMC: EX DeFi Focuses on Earnings Season, AI Boom Faces Key Investment Test

As Q2 earnings season begins, major US banks and AI industry leaders like ASML and TSMC are under investor scrutiny. While banks are expected to benefit from higher interest rates and capital market recovery, high valuations in the semiconductor and AI sectors raise questions about whether future performance can meet market expectations. The earnings reports will be crucial indicators of the AI boom's sustainability and will influence global capital markets and digital asset markets.

07/14/2026, 1:28 PM • GlobeNewswire

Goldman Sachs Saves the Dow From IBM's Worst Day in 39 Years

IBM shares plummeted 24.9% after CEO Arvind Krishna warned that customers are redirecting IT budgets from software to hardware, marking the company's worst day since 1987. Goldman Sachs surged 7.4% after beating Q2 earnings estimates, offsetting IBM's 429-point drag on the Dow. The market rotation favored semiconductor stocks, with SK Hynix jumping 18.5%, Nvidia gaining 2.6%, and Micron rising 5.1%.

07/14/2026, 1:01 PM • The Motley Fool

Warren Buffett Has Said the Same Thing About Stock Market Corrections for Nearly 50 Years. History Shows He's Never Been Wrong.

Warren Buffett has consistently advised investors to buy during market downturns for nearly five decades, a strategy that has proven successful throughout his career. The article emphasizes that long-term retail investors should prepare for market corrections and use them as buying opportunities, while being cautious about overvalued stocks, particularly in the AI sector.

07/14/2026, 4:30 AM • The Motley Fool

Sandisk Stock Plunged Today. Analysts Say Buy the Dip.

Sandisk shares dropped 12.54% on Monday amid a broader chip stock pullback. However, major Wall Street analysts remain bullish, with Goldman Sachs raising its price target to $2,200 and Evercore lifting its target to $3,100. Both analysts cite sustained AI-driven demand for memory chips from data center operators as justification for their optimistic outlooks.

07/13/2026, 11:39 PM • The Motley Fool

5 of America's Biggest Banks Report Q2 Earnings Tuesday. Here's What Wall Street Is Watching.

Five major U.S. banks—JPMorgan Chase, Wells Fargo, Citigroup, Goldman Sachs, and Bank of America—report Q2 earnings on Tuesday. With the Federal Reserve maintaining elevated interest rates, net interest income (NII) is the key metric to watch. Investors should also monitor credit-loss provisions to assess consumer health and investment banking activity for signs of broader market recovery.

07/13/2026, 3:37 AM • The Motley Fool

Holtec Nuclear Corporation Announces Public Filing of Registration Statement for Proposed Initial Public Offering

Holtec Nuclear Corporation has filed a registration statement on Form S-1 with the SEC for a proposed initial public offering of its Class A common stock on Nasdaq under the symbol 'HNUC'. The company, headquartered in Camden, N.J., is a multinational technology company focused on nuclear power generation and clean energy solutions, including the development of the SMR-300 advanced small modular reactor and the refurbishment of the Palisades nuclear power plant in Michigan.

07/10/2026, 6:45 PM • GlobeNewswire

A Downgrade Wave Says Bank Stocks Are Priced for Perfection Ahead of Q2 Earnings. Here's the Bear Case.

Oppenheimer downgraded major investment banks Goldman Sachs and Morgan Stanley from perform to underperform, citing valuations that are priced for perfection. The downgrades reflect concerns that investment banking revenues, boosted by the SpaceX IPO and strong Q1 2026 results, may not sustain if capital markets activity slows due to higher bond yields or delayed AI IPOs. Oppenheimer recommends rotating into super-regional banks and alternative asset managers with greater upside potential.

07/09/2026, 5:14 AM • The Motley Fool

Goldman Sachs vs. Interactive Brokers: Which Financial Stock Is a Better Buy in 2026?

Goldman Sachs and Interactive Brokers represent two different approaches to financial services. Goldman Sachs dominates institutional finance with $3.6 trillion in assets under supervision and a 29.5% net margin, but carries significant debt (4.9x debt-to-equity) and negative free cash flow. Interactive Brokers operates a highly automated platform serving 5 million accounts with 70% net margin, zero debt, and $15.7 billion in free cash flow. The choice depends on investment goals: Goldman Sachs offers stability and capital preservation, while Interactive Brokers provides growth potential through technology-driven innovation.

07/08/2026, 8:07 AM • The Motley Fool

The Dow Couldn't Keep Up With Chip Stocks on Monday

Chip stocks led a Monday rally, with the Nasdaq Composite gaining 1.3% and the S&P 500 rising 0.7%, while the Dow Jones remained flat. Broadcom surged 4.4% after extending its Apple chip supply deal through 2031, and AMD jumped 8% on autonomous driving adoption. However, Microsoft fell 1.4% following announcements of 4,800 job cuts, and the Dow was weighed down by declines in Honeywell and Amgen.

07/06/2026, 2:29 PM • The Motley Fool

Jensen Huang Just Named Marvell the Next $1 Trillion Stock. Is the Stock a Buy Following a 129% Surge?

Marvell Technology has surged 129% in three months, boosted by Nvidia CEO Jensen Huang's prediction that it could become the next trillion-dollar company. The semiconductor designer benefits from strong demand for custom AI chips (ASICs) and optical networking products in data centers. While the company trades at premium valuations (P/E of 94), analysts project 43% earnings growth this year and significant expansion in its addressable market, potentially justifying higher prices for growth-oriented investors.

07/06/2026, 7:23 AM • The Motley Fool

Where Will SpaceX Be in 2030?

SpaceX went public in June 2026 with a $2.1 trillion market cap and $18.7 billion in annual revenue. CEO Elon Musk claims the company could reach $1 trillion in sales by 2030, requiring 121.6% annual growth. However, Wall Street analysts are far more conservative, with Goldman Sachs projecting $470 billion, Morgan Stanley $330 billion, and New Street Research $195 billion for 2030. The author believes a SpaceX-Tesla merger could make Musk's targets more feasible.

07/05/2026, 3:16 AM • The Motley Fool

What Makes a Bank Stock Worth Owning for Decades

The article examines which bank stocks are suitable for long-term investors seeking reliable dividend income. While banks are economically essential, the Great Recession exposed risks in the sector. The author recommends Toronto-Dominion Bank and Bank of Nova Scotia as attractive alternatives to U.S. banks, citing their stronger regulatory environments, dividend resilience, and growth opportunities in the U.S. market.

07/02/2026, 10:15 PM • The Motley Fool