Walmart Has Gone Practically Nowhere, While Target Is Up 68%. But Only 1 of These Dividend Kings Is a Buy in September.

Target has surged 68% year-to-date while Walmart declined 4%, but the article argues Target is the better buy in September. Despite Target's recent momentum under new CEO Michael Fiddleke and positive comparable sales growth, Walmart remains a recession-resilient juggernaut with superior long-term performance. Target trades at a lower P/E ratio (17x vs 39x) and offers a higher dividend yield (2.8% vs 0.9%), while Walmart has demonstrated more consistent revenue growth and operational excellence over decades.

09/08/2026, 6:17 AM • The Motley Fool

Why Does Amazon Trade at a Discount to Walmart and Costco? Here's the Only Answer That Makes Sense.

Amazon trades at a P/E multiple of ~20x compared to Walmart (37x) and Costco (44x) due to investor concerns over its massive $220 billion AI infrastructure spending. While the reasoning is sound, Walmart and Costco valuations may have become excessive as defensive plays. The author suggests investors may be overreacting to AI risks and recommends looking elsewhere.

09/07/2026, 12:22 PM • The Motley Fool

There Are Only a Handful of S&P 500 Stocks That Yield Over 5%. Here's My Top Pick to Buy in September.

Realty Income (O) is highlighted as a top S&P 500 stock yielding 5.3%, offering reliable monthly dividend payments with 115 consecutive quarters of increases. The retail REIT owns nearly 16,000 properties globally with a stable tenant base including Walmart and Home Depot, while diversifying into gaming, industrials, and data centers. The stock remains undervalued due to negative real estate sentiment, presenting a buying opportunity before potential interest rate declines.

09/05/2026, 10:25 AM • The Motley Fool

If You Buy Amazon With $10,000 at a 10% Discount From Its High, Here's What I Predict It Could Be Worth in 10 Years

Amazon stock is trading 10% below its all-time high, presenting a buying opportunity for long-term investors. While the stock is unlikely to replicate its impressive 561% gain over the past decade, analyst Neil Patel predicts a 300% return over the next 10 years, driven by operating leverage and earnings growth outpacing revenue growth. Amazon's dominance in e-commerce, growing digital advertising business, and AWS cloud services position it as a compelling investment despite its current underperformance versus the S&P 500.

09/05/2026, 9:30 AM • The Motley Fool

Realty Income Is Paying More Dividends Than Ever Before and Yields 5.3%. Here's Why Its High-Yield Monthly Payout Is as Safe as It Gets.

Realty Income (O) offers a 5.3% dividend yield with a strong track record of 135 dividend raises since 1994, including 115 consecutive quarterly increases. The REIT maintains a 98.6% occupancy rate and receives consistent rent increases. With dividends representing only 73.7% of adjusted funds from operations (AFFO), the company has substantial cushion to sustain and grow its monthly payouts safely.

09/05/2026, 7:20 AM • The Motley Fool

All It Takes Is 336 Shares of Realty Income Stock to Generate $1,000 in Yearly Dividends. Here's Whether the Payout Is Safe.

Realty Income, a REIT specializing in net-leased commercial properties, offers a sustainable dividend yield of 4.85% with 12 annual payments. The company has raised its dividend for 32 consecutive years and generates sufficient funds from operations ($4.27 per share) to cover its $3.25 per share dividend while maintaining growth. With 98.8% property occupancy and tenants like Walmart and FedEx, the dividend appears secure for long-term investors.

09/05/2026, 4:15 AM • The Motley Fool

Elon Musk Predicts SpaceX Will Generate $3.5 Trillion in Revenue by 2033. History Suggests He Will Be Wrong Yet Again.

Elon Musk predicted SpaceX could generate $3.5 trillion in revenue by 2033, but analyst Adam Spatacco argues this is unrealistic. SpaceX currently generates ~$12.5 billion in revenue (H1 2026) and would need 86% annual growth to reach the target. The article highlights Musk's history of missing timelines at Tesla with autonomous driving, robotaxis, and Cybertruck, suggesting similar overoptimism surrounds SpaceX's projection.

09/04/2026, 2:03 PM • The Motley Fool

Logistics Expert and Scholar Michael Curtis Broughton Publishes New Book THE SEAPORT EXECUTION SYSTEM

Retired Army Captain Michael Curtis Broughton has published a new book proposing an automated indoor container terminal system for seaports. The blueprint advocates replacing traditional outdoor container stacking with Amazon and Walmart-style automated storage and retrieval systems, claiming to achieve 66.2% increase in container velocity, 75% reduction in land footprint, and 75.3% cut in carbon emissions.

09/04/2026, 1:26 PM • GlobeNewswire

Loan Delinquencies Edge Lower in Q2, but Some Remain at Very High Levels. Here's What It Means for Investors.

While overall U.S. loan delinquencies declined in Q2 2026, subprime loans remain at multiyear highs, revealing a K-shaped economic recovery where affluent consumers thrive while lower-income households struggle. Mortgage and auto loan delinquencies are rising, with particular pressure on subprime borrowers facing affordability challenges, inflation, and a weakening job market.

09/02/2026, 7:15 AM • The Motley Fool

Symbotic's Backlog Sits at $22.5 Billion. Here's The Customer Concentration Risk Nobody Talks About

Symbotic, a warehouse automation company, has a $22.5 billion backlog and is valued reasonably at less than 7x next year's sales. However, the company faces significant customer concentration risk with Walmart accounting for 85% of its fiscal 2025 revenue. While Symbotic is attempting to diversify through partnerships with Target, Albertsons, and SoftBank's Greenbox venture, its long-term contract with Walmart extends through 2037, providing stability but also dependency.

09/01/2026, 3:17 PM • The Motley Fool

Google Gemini Optimisation: What Brands Should Do to Get Recommended as AI Mode Passes 1 Billion Users

Google's AI Mode has surpassed 1 billion monthly users with queries doubling quarterly. Azoma outlines how brands can improve product visibility in Gemini recommendations, which draws 41% from retailers, 37% from earned media, 15% from brand websites, and 7% from user-generated content. Unlike paid search, Gemini recommendations depend on presence across cited sources rather than paid placement.

09/01/2026, 12:45 PM • GlobeNewswire

Walmart Has Been in and Out of the $1 Trillion Club. Is Its Latest Removal Permanent?

Walmart's market cap fell from $1 trillion in February 2026 to approximately $820 billion following disappointing guidance in its August earnings report, despite strong underlying business performance. The article argues the exit is temporary, citing robust growth in e-commerce (23%), advertising revenue (38%), and membership fees (17%), along with continued earnings growth near 19%. With the stock trading about 20-22% below the $1 trillion threshold and high-margin business segments expanding rapidly, analysts believe Walmart could realistically return to trillion-dollar valuation over time.

09/01/2026, 10:15 AM • The Motley Fool

Alibaba Is Down 60% From Its All-Time High. Is This the Once-in-a-Decade Setup That Patient Investors Wait For?

Despite Alibaba's 60% decline from its all-time high, the article argues this is not a bargain opportunity. Net income fell 75.6% year-over-year while the company aggressively spends on AI infrastructure and instant retail, resulting in negative free cash flow. Cloud growth is accelerating but insufficient to offset these costs, and the company faces an expensive competitive battle domestically with no clear end date for spending.

09/01/2026, 7:15 AM • The Motley Fool

Target Is Still an Attractive Value Stock

Target has delivered strong Q2 results with 3.8% comparable sales growth, 3.6% increase in foot traffic, and 8.7% digital sales growth. Despite a 67% year-to-date rally, the stock remains undervalued at a 17 P/E ratio compared to Walmart's 37 P/E, offering a 2.81% dividend yield and potential upside for value investors.

08/30/2026, 6:05 PM • The Motley Fool

Target Is Up 66% This Year. Here's Whether the Dividend King Still Has Room to Run After Earnings.

Target's stock has surged 66% in 2026 following a successful turnaround from pandemic-era struggles. While the retailer has demonstrated strong sales growth and maintained its Dividend King status with 50 consecutive annual dividend increases, valuation metrics have risen above five-year averages. The article suggests that while recovery potential remains with the stock still 40% below its 2021 peak, much of the good news is already priced in, and further gains will require sustained strong performance.

08/30/2026, 11:15 AM • The Motley Fool