Breakfast News: A One-Line Fix Could Shake Up AI

Amazon released TorchNeuron, an open-source software tool that allows PyTorch code to run on AWS Trainium chips with minimal changes, challenging Nvidia's market dominance. Amazon stock surged 5% on the announcement. Meanwhile, Karooooo's shares fell 8% despite strong subscriber growth due to lower-than-expected earnings and unchanged guidance. Netflix and SpaceX are set to report earnings, with Netflix focusing on ad revenue growth and SpaceX on AI spending efficiency. MercadoLibre continues expanding in Latin America with heavy investments in shipping and payments.

10/20/2026, 7:30 AM • The Motley Fool

Morgan Stanley: 3 Key Takeaways for Long-Term Investors

Morgan Stanley reported Q3 2026 earnings with $20.3 billion in firmwide revenue and $10.5 trillion in client assets. The company highlighted three key strengths: a durable asset growth funnel from its E*TRADE acquisition that added $2 trillion in net new assets over six years, strategic positioning in AI advisory services with $1 trillion in annual hyperscaler capital expenditure, and a strong balance sheet with 300 basis points of excess regulatory capital providing operational flexibility.

10/19/2026, 9:28 AM • The Motley Fool

My Top Dividend Growth Stock to Buy in October and Hold Forever

Morgan Stanley is highlighted as a top dividend growth stock for long-term income-seeking investors. The financial services company offers a 2.5% dividend yield with aggressive growth—increasing from $1.10 per share in 2018 to $4.60 in 2026, including a recent 15% quarterly hike. Combined with stock buybacks, the total yield reaches 4.8%. The company is transitioning from primarily investment banking to broader wealth and investment management, with $1.5 billion in stock repurchases in the latest quarter as part of a $20 billion authorization.

10/18/2026, 5:35 AM • The Motley Fool

Social Security's 2027 Cost-of-Living Adjustment (COLA) Is 3.6%. Here's How That Compares With Today's Best High-Yield Savings Rates.

Social Security beneficiaries will receive a 3.6% COLA increase in 2027, raising the average monthly benefit by about $75. While this is the largest adjustment since 2022, it may not fully cover retirees' actual cost-of-living increases, particularly healthcare expenses. The article recommends retirees maximize their cash flow by depositing benefits into high-yield savings accounts offering rates between 4.2% and 5%.

10/17/2026, 2:05 AM • The Motley Fool

Prediction: $3,000 Invested in SpaceX Will Be Worth This Much by 2030

SpaceX, valued at $2 trillion, operates across three segments: space launch services, Starlink connectivity, and AI infrastructure. Starlink generated $4.3B in Q2 revenue with 66% YoY growth, while the AI segment grew 247% YoY to $2.6B in revenue. Goldman Sachs and Morgan Stanley forecast SpaceX could reach $300B in annual revenue by 2030, potentially valuing the company at $5 trillion. An analyst predicts a $3,000 investment could grow to $7,500 by 2030, representing 150% appreciation.

10/16/2026, 12:00 PM • The Motley Fool

Breakfast News: Week in Review

Tech stocks faced headwinds this week as inflation concerns and rising bond yields pressured AI-related companies like Nvidia and Broadcom. CoreWeave's debt spike to $52 billion with 15% bond yields reignited AI debt bubble fears. Despite strong earnings, TSMC, Johnson & Johnson, and Morgan Stanley all sold off, while JPMorgan rallied on solid lending metrics. Consumer spending signals remain mixed, with JPMorgan seeing strength but Domino's warning of economic headwinds. Rocket Lab delayed Neutron's first flight to 2027 due to manufacturing issues. Valuation concerns persist across tech, with ASML, Atlassian, and Klarna highlighting the importance of entry price.

10/16/2026, 7:30 AM • The Motley Fool

Five Big Banks, Two Days, One Question: Can Record Trading Offset the Pressure From Rising Yields?

Five major U.S. banks report third-quarter earnings this week amid challenging market conditions. The KBW Nasdaq Bank Index has fallen 9.7% over the past month as the 10-year Treasury yield reached its highest level since 2002 and the Federal Reserve raised rates for the first time in over three years. Banks face headwinds from rising yields reducing bond values and pushing depositors toward higher-yielding alternatives, though higher yields can support lending margins. The September CPI report will be released Wednesday during the earnings schedule.

10/12/2026, 8:00 AM • GlobeNewswire

Here's Another Group of Stocks Getting Hammered by Soaring Yields

Rising bond yields are severely impacting bank stocks, with the KBW Nasdaq Bank index down 9.7% over the past month. Soaring yields squeeze bank profitability through reduced net interest margins, increased deposit competition from Treasury bills, depressed loan demand, and declining bond portfolio values. Major banks including Bank of America, Goldman Sachs, and Morgan Stanley have experienced double-digit percentage declines. The author recommends caution on bank stocks until yields stabilize.

10/09/2026, 11:15 AM • The Motley Fool

AlphaSense Launches Next-Generation AI Agent SuperAnalyst to Power High-Value Financial and Strategic Workflows

AlphaSense announced SuperAnalyst, an autonomous AI agent that executes complex financial and strategic workflows 24/7. The agent can research, analyze, reconcile evidence, perform calculations, and create decision-ready outputs like investment memos and financial models. It continuously monitors assumptions and updates work products as market conditions change, leveraging AlphaSense's intelligence library and purpose-built infrastructure.

10/06/2026, 11:00 AM • GlobeNewswire

GE Vernova's CEO Just Delivered Great News to Shareholders

GE Vernova's CEO Scott Strazik delivered bullish remarks at a Morgan Stanley conference, highlighting accelerating backlog growth, stronger-than-expected power orders, margin expansion across all segments, and a profitability turnaround in the wind business. The company is pulling forward its $200 billion backlog milestone to early 2027 and expects larger margin expansion in 2026 than the double-digit gains achieved in 2025.

10/01/2026, 2:05 AM • The Motley Fool

Quantexa Receives Morgan Stanley 2026 Innovation Award

Quantexa announced it received Morgan Stanley's 2026 Innovation Award for its Entity Resolution technology, which provides a unified view of clients across the enterprise. The recognition follows Quantexa's recent designation as a Leader in the 2026 IDC MarketScape for Decision Intelligence Platforms and a leader in the 2026 Gartner Magic Quadrant for Decision Intelligence Platforms.

09/30/2026, 6:00 AM • GlobeNewswire

Crypto News Today: Bitcoin ETFs Attract $998.95M as Apeing Enters Stage 5 of New Crypto Presale After Raising $102K+

Bitcoin briefly climbed above $87,300, its highest level since January 2026, attracting nearly $1 billion in daily net inflows into U.S. spot Bitcoin ETFs. The surge was driven by renewed risk appetite, short covering, and institutional allocation following a breakout above the $82,000 technical level. Major Bitcoin ETF providers including BlackRock, Ark & 21Shares, and Fidelity recorded significant positive inflows.

09/22/2026, 9:15 PM • GlobeNewswire

Bastion Receives Conditional OCC Approval for a National Trust Bank Charter

Bastion, a stablecoin infrastructure provider, has received preliminary conditional approval from the Office of the Comptroller of the Currency (OCC) for a national trust bank charter. Operating as Bastion Platforms National Trust Company, the firm will offer stablecoin custody, payment infrastructure, and white-label issuance under federal regulation. The company also appointed four new board members and advisors with extensive experience from American Express, Morgan Stanley, EY, and Optum.

09/18/2026, 4:49 PM • GlobeNewswire

SpaceX Stock Is Down 33% From Its High. Here's Why Morgan Stanley Thinks There's 106% Upside From Here.

SpaceX stock has declined 36% from its all-time high following its June IPO, but Morgan Stanley reiterated a 'buy' rating with a $300 price target implying over 100% upside. The bullish outlook is primarily driven by AI opportunities, which comprise $26.5 trillion of SpaceX's $28.5 trillion addressable market. Morgan Stanley analysts believe SpaceX can build industry-leading AI compute infrastructure that is cheaper, faster, and more energy efficient than competitors.

09/18/2026, 3:30 PM • The Motley Fool

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