Breakfast News: Chips Are Hot, Phones Are Not

Taiwan Semiconductor Manufacturing (TSMC) reported its sixth consecutive record profit with strong margins despite ramping up 2-nanometer production. However, broader AI stock selloffs impacted chip stocks as concerns about valuation and AI credit emerged. Rocket Lab delayed its Neutron rocket to 2027, while smartphone shipments declined 22% year-over-year as AI data centers consume memory supply, driving up phone prices and delaying consumer purchases.

10/15/2026, 7:30 AM • The Motley Fool

A Battle of REIT ETFs: Which REIT ETF Offers Better Value for Income-Oriented Investors?

State Street Real Estate Select Sector SPDR ETF (XLRE) and iShares Select U.S. REIT ETF (ICF) are compared for income-oriented investors. XLRE offers lower costs (0.08% vs 0.32% expense ratio) and higher dividend yield (3.5% vs 2.7%), making it the better choice for most income investors despite similar performance profiles and overlapping holdings.

10/10/2026, 10:10 AM • The Motley Fool

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a public opening position in Prologis Inc, holding 12,123,997 USD 0.01 common shares representing 1.28% of the company as of October 7, 2026. The disclosure was made under Rule 8.3 of the Takeover Code, with the fund also making disclosures regarding Segro PLC. A purchase of 1,501 shares at $127.84 per unit and a transfer in of 8,787 shares were noted in the dealing section.

10/08/2026, 3:50 AM • GlobeNewswire

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.28% interest in Prologis Inc., comprising 12,115,060 USD 0.01 common shares as of October 6, 2026. The disclosure includes recent dealings with purchases of 1,011 shares at $128.05 and sales of 9,951 shares at $128.68, along with a transfer in of 678 shares. Dimensional also disclosed interests in Segro PLC in relation to the same offer.

10/07/2026, 4:39 AM • GlobeNewswire

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.28% interest in Prologis Inc, comprising 12,095,632 USD 0.01 common shares as of September 30, 2026. The disclosure includes recent purchases of 3,374 shares at $131.47 and 901 shares at $29.84, along with a transfer in of 4,928 shares. The filing also indicates concurrent disclosures regarding Segro PLC.

10/01/2026, 5:50 AM • GlobeNewswire

Schwab REIT ETF vs. Vanguard Real Estate ETF: Which Wins for the Long Term?

Schwab U.S. REIT ETF (SCHH) offers a lower expense ratio of 0.07% versus Vanguard Real Estate ETF's (VNQ) 0.13%, but VNQ provides higher dividend yield (3.7% vs 2.9%) and broader diversification with 139 holdings. Over 5 years, SCHH delivered stronger returns ($1,101 vs $1,059 on $1,000 invested) with lower volatility. The article recommends VNQ for long-term income investors despite higher fees, citing superior dividend payouts and diversification.

09/26/2026, 7:28 AM • The Motley Fool

Vanguard Real Estate ETF vs State Street SPDR: Diversification or Cost

Vanguard Real Estate ETF (VNQ) and State Street Real Estate Select Sector SPDR ETF (XLRE) offer different approaches to real estate investing. VNQ provides broader diversification with 139 holdings and a higher 3.7% dividend yield but charges 0.13% in expenses. XLRE focuses on 30 large-cap stocks with a lower 0.08% expense ratio. Both delivered similar 5-year returns, but Vanguard's larger $70.8B asset base and higher yield make it the more solid long-term choice despite its slightly higher fees.

09/23/2026, 11:26 PM • The Motley Fool

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.27% interest in Prologis Inc., comprising 12,071,785 USD 0.01 common shares as of September 17, 2026. The disclosure was made under Rule 8.3 of the Takeover Code, with a purchase of 158 shares at $134.8566 per unit and a transfer out of 286 shares during the reporting period.

09/18/2026, 4:28 AM • GlobeNewswire

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.27% interest in Prologis Inc., comprising 12,058,325 USD 0.01 common shares as of September 10, 2026. The disclosure was made under Rule 8.3 of the Takeover Code, with a purchase of 841 shares at $34.41 per unit and a transfer out of 324 shares also noted during the reporting period.

09/11/2026, 4:56 AM • GlobeNewswire

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.27% interest in Prologis Inc, comprising 12,055,120 USD 0.01 common shares as of September 4, 2026. The disclosure includes recent dealings involving purchases and sales of shares at prices ranging from approximately $137.86 to $138.22 per unit. Dimensional also made disclosures regarding Segro PLC in relation to the same offer.

09/07/2026, 4:46 AM • GlobeNewswire

This Global REIT Beats SCHH on Yield. Is It a Better Buy for Real Estate Investors?

The article compares two REIT ETFs: Schwab U.S. REIT ETF (SCHH) and Northern Trust Global Quality Real Estate ETF (GQRE). SCHH offers a lower expense ratio (0.07% vs 0.45%), better 1-year returns (14.1% vs 9.7%), and larger assets under management ($11.3B vs $414.5M). GQRE provides higher dividend yield (4.3% vs 2.8%) and global diversification. The article recommends SCHH for most investors seeking a better balance of income, diversification, and stability, though GQRE appeals to income-focused investors willing to accept higher fees and international exposure.

09/04/2026, 7:04 AM • The Motley Fool

Vanguard's VNQ vs. VNQI: Which Real Estate ETF Is the Better Buy?

Vanguard offers two distinct real estate ETFs: VNQ focuses on U.S. REITs with stronger recent returns (13.87% 1-year), while VNQI provides international exposure across 30+ countries with a higher dividend yield (4.68% vs 3.51%). Both have low expense ratios around 0.12-0.13%. The choice depends on whether investors prioritize domestic growth or international diversification and income.

08/09/2026, 11:17 AM • The Motley Fool

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.26% interest in Prologis Inc, comprising 11,792,280 USD 0.01 common shares as of July 31, 2026. The disclosure includes recent purchases of 4,154 shares at prices around $144.10 per share. Dimensional also made concurrent disclosures regarding Segro PLC in relation to the same offer period.

08/03/2026, 5:41 AM • GlobeNewswire

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.26% interest in Prologis Inc, comprising 11,789,505 USD 0.01 common shares as of July 30, 2026. The disclosure includes recent purchases of shares at prices ranging from $145.36 to $146.19 per unit, along with a transfer of 1,225 shares. Dimensional expressly disclaims beneficial ownership and notes it lacks discretion over 260,784 of the disclosed shares.

07/31/2026, 3:42 AM • GlobeNewswire

Dimensional Fund Advisors Ltd. : Form 8.3 - PROLOGIS INC - Ordinary Shares

Dimensional Fund Advisors Ltd. has disclosed a 1.26% interest in Prologis Inc, comprising 11,785,505 USD 0.01 common shares as of July 29, 2026. The disclosure includes a purchase of 1,241 shares at $145.47 per share and a transfer out of 1,915 shares. Dimensional also made disclosures regarding Segro PLC in relation to the same offer.

07/30/2026, 4:44 AM • GlobeNewswire