AT&T INC. (T) Stock News

The article examines the six best-performing Nasdaq-100 stocks in 2026, led by Moderna (up 667%), followed by SanDisk, Micron Technology, Marvell Technology, AMD, and Intel. While these stocks have benefited from AI-driven demand and strong fundamentals, the article cautions that their massive gains may already be priced in, making future performance uncertain. Past performance does not guarantee future results, as illustrated by examples like Novo Nordisk, which surged in 2023 but declined in 2024.

High diesel prices driven by a Strait of Hormuz supply disruption are benefiting energy companies differently. Marathon Petroleum, a pure-play refiner, is the biggest winner as it directly profits from the crack spread between crude costs and refined fuel prices. Integrated majors Chevron and ExxonMobil see meaningful but smaller gains across their larger businesses. Pipeline operators Energy Transfer and Enterprise Products Partners benefit modestly through increased volume fees, with their appeal primarily tied to steady dividend yields rather than diesel price exposure.

Micron Technology is positioned as an attractive recession-resistant tech stock due to its essential role in AI infrastructure, large customer base with deep pockets (like Microsoft), strong financial results with 31% sequential revenue growth, and multi-year strategic agreements supporting fiscal 2027 growth. Trading at a forward P/E of 7, Micron appears undervalued despite recent pullbacks from China-related concerns.

Medtronic is one year away from achieving Dividend King status with 49 consecutive years of dividend increases. An investor would need approximately 348 shares (costing ~$32,792) to generate $1,000 in annual dividend income at the current 3% yield. The recent MiniMed spinoff positions Medtronic to focus on higher-margin businesses, potentially enabling larger dividend increases and earnings growth of 7-8% in coming years.

Rosen Law Firm has filed a securities class action lawsuit against The Ensign Group, Inc. (ENSG) on behalf of investors who purchased securities between February 10, 2022 and June 18, 2026. The lawsuit alleges that Ensign made false and misleading statements regarding its business practices, including systematic neglect of elderly residents, inadequate care, Medicare/Medicaid fraud, falsification of staffing hours, and illegal licensing schemes. Investors who wish to serve as lead plaintiff must file by December 7, 2026.

The Schwab U.S. Dividend Equity ETF (SCHD) has gained 26% over the past year as investors rotate money away from crowded AI and tech stocks into dividend-paying companies. The ETF, which has less than 10% tech exposure and focuses on established blue-chip dividend payers, offers a 3.07% yield, low 0.06% expense ratio, and fair valuation metrics, making it an attractive portfolio complement.

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing Cash App growth and Bitcoin reliance, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest 6-8% annual returns despite recent AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

Despite Micron Technology's 382% stock surge over the past year, the article argues there's still opportunity for gains. The company has locked in over a third of its revenue through 2030 via 26 long-term take-or-pay customer agreements, providing strong demand visibility. With high bandwidth memory sold out through 2027 at higher prices, management expects supply-demand conditions to remain tight through 2028. Trading at just 5x fiscal 2027 earnings estimates with expected EPS growth to $176-$206, the stock could reach new highs despite its volatility.

Rosen Law Firm is urging FuelCell Energy (FCEL) investors who purchased securities between June 24, 2026 and September 1, 2026 to join a class action lawsuit. The lawsuit alleges that FuelCell made false statements about its business, concealing inadequate manufacturing capacity, slower production rates, higher costs, and likely CEPA-related charges that materially misled investors. The lead plaintiff deadline is November 10, 2026.

Sandisk shares have gained 488% in 2026 but recently dropped 40% from their June peak. While the stock trades at a reasonable P/E ratio of 19, profit growth is slowing from explosive quarterly gains to mid-teens growth. The company's New Business Model agreements covering half its output provide some downside protection, but the sustainability of current earnings levels remains uncertain given the cyclical nature of memory chip pricing.

Schwab U.S. Broad Market ETF (SCHB) and State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) are compared as low-cost broad market index funds. Both charge identical 0.03% expense ratios and offer ~1% dividend yields. SCHB provides wider diversification with 2,394 holdings versus SPTM's 1,510, while SPTM has delivered stronger recent performance with higher 1-year returns and lower 5-year maximum drawdown. The choice depends on investor preference for broader small-cap exposure versus concentrated tech-driven performance.

Plug Power, a hydrogen charging technology company, has fallen dramatically from its $1,498 peak in 2020 to around $1 per share. While analysts project 18% revenue growth from 2025-2028 and the stock trades at less than two times next year's sales, the company remains highly speculative with heavy dependence on Amazon and Walmart. Success depends on diversifying its customer base and executing cost-cutting initiatives, but delisting risk remains if the business model cannot prove sustainability.

The Schwab U.S. Dividend Equity ETF (SCHD) has significantly outperformed the Vanguard High Dividend Yield ETF (VYM) year-to-date, gaining 21.7% versus 10.9%, primarily due to heavy energy sector exposure that has surged 50% this year. However, the author predicts VYM will outperform long-term due to its more balanced sector weightings, lower turnover rate, and focus on quality earnings growth rather than current yield chasing.

A $10,000 investment in an S&P 500 fund over 20 years grew to $82,300, but missing just the 10 best days would have reduced it to $35,700. Most of these best days occurred during market downturns, within two weeks of the worst days, highlighting the danger of market timing and the importance of staying invested.

The article recommends the Vanguard S&P 500 ETF (VOO) as an ideal single investment for a $1,000 starting portfolio, emphasizing a 20-year buy-and-hold strategy. With an ultralow 0.03% expense ratio, $1.7 trillion in assets, and historical S&P 500 returns of 11.2% annualized over the past two decades, the ETF provides broad exposure to 500 large U.S. companies. The author stresses that patience and long-term optimism are key to building wealth through compound growth.

The article recommends three ETFs as defensive investments if a stock market crash occurs: the Schwab U.S. Dividend Equity ETF (SCHD) for its 3.3% dividend yield and quality holdings in consumer staples and healthcare; the State Street Health Care Select Sector SPDR Fund (XLV) for its resilience during market downturns; and the State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for capital preservation and reliable income, following Warren Buffett's strategy of holding short-term Treasuries during uncertain times.

AbbVie is positioned as a reliable dividend stock that avoids high-yield trap characteristics. With 54 consecutive years of dividend increases, strong free cash flow generation, fixed-rate debt, and blockbuster drugs Skyrizi and Rinvoq generating over $7.5 billion quarterly, AbbVie maintains Dividend King status regardless of interest rate cycles. The company's robust pipeline of 90 clinical programs provides future revenue stability.

Tesla stock has experienced significant volatility following earnings reports, with 8%+ moves after 10 of its last 15 quarterly reports. Seven of these big moves were declines, typically following quarters where operating income fell year-over-year. Ahead of the October 21 earnings report, Tesla faces a high bar: its Q2 2026 operating income was only $398 million, so Q3 would need to quadruple that figure just to show year-over-year growth. The stock's 340x earnings valuation means profit trends heavily influence price movements.

Nvidia is highlighted as the cheapest of the 'Magnificent Seven' tech stocks despite soaring 900% over five years, trading at 23x forward earnings. The article argues this represents a once-in-a-decade buying opportunity as the company expands into the CPU market for agentic AI, with expectations of $20 billion in CPU revenue this year, positioning it for another wave of growth.

President Trump claims gas prices will plummet once the Iran war ends, but the article argues he's overlooking broader inflationary pressures. Trump's policies—including tariffs and the Iran war—have driven 'Trumpflation' that extends beyond energy into the broader economy. Core PCE inflation remains stubbornly elevated, likely prompting aggressive Fed rate hikes that could slow the AI-driven bull market dependent on cheap debt financing.

The Trade Desk stock has plummeted 91% from its December 2024 peak to $12. Despite a cheap valuation at 14x earnings, the company faces headwinds with management expecting revenue to shrink. An analyst predicts the stock could reach $16 by 2029 (9% annual gain) if the company returns to growth and restores its 15% net margin, but warns significant downside risks exist if revenue doesn't rebound as expected.

BYD is expanding its EV manufacturing dominance globally with proven execution, generating 53% of revenue from overseas markets and achieving 134.5% growth in international shipments. Tesla is pivoting beyond cars toward autonomous driving, robotaxis, and AI infrastructure, commanding a premium valuation (P/S ratio of 12.4 vs BYD's 1.3). BYD suits investors seeking current earnings and tangible growth, while Tesla appeals to those betting on transformational new businesses.

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%.

Penguin Solutions is positioned as an attractive growth stock in the memory chip sector, similar to past winners Micron and Sandisk. The company's integrated memory segment grew 158% year-over-year, driven by demand for CXL memory modules that solve AI data center bottlenecks. With a low 12.5 forward P/E ratio, eight consecutive EPS beats, and six new major customers won in Q4, the stock appears undervalued relative to its growth trajectory.

Charles Schwab reported record quarterly net revenue of $7.2 billion and adjusted EPS of $1.69 in Q3 2026. The company highlighted three key drivers: AI-powered developer productivity gains of 25%, record organic inflows of $190 billion in core net new assets, and high-margin secured lending growth with bank lending up 35% year-over-year to $72.3 billion. Management expects positive trends to continue through Q4, positioning the firm for multiyear growth.

TSMC reported strong Q3 results with revenue beating forecasts and raised its 2026 guidance to 44% growth. CEO C.C. Wei stated AI chip demand remains far above supply capacity with no signs of slowdown. Despite TSMC's bullish outlook, Nvidia stock fell 9% from its record high. The analyst argues Nvidia shares are undervalued relative to TSMC at 14x vs 19x forward earnings, making them attractive despite near-term volatility risks.

BlackRock reported $205 billion in net inflows during Q3 2026, bringing assets under management to $15.5 trillion. The firm is expanding into private credit and AI infrastructure financing, achieving 11% organic base fee growth for nine consecutive quarters above its 5% target. Active ETFs drove record inflows of $22 billion in the quarter, positioning BlackRock to capture market share as institutional clients shift toward private markets and technology-driven portfolio management.

The Rosen Law Firm has announced investigations into potential securities claims against multiple companies including Beneficient (NASDAQ: BENF), Triller Group Inc., and Fervo Energy Company, alleging that these firms may have issued materially misleading business information to investors. The firm is preparing class action lawsuits seeking recovery of investor losses through contingency fee arrangements.

Rosen Law Firm has filed a class action lawsuit against Triller Group Inc. (NASDAQ: ILLR) on behalf of investors who purchased securities between October 16, 2024 and December 29, 2025. The lawsuit alleges that Triller made materially false and misleading statements regarding its control of BKFC, financial reporting compliance, NASDAQ listing requirements, and disclosure controls. Investors who wish to serve as lead plaintiff must file by December 14, 2026.

The Rosen Law Firm has announced investigations into potential securities claims against multiple companies including Fervo Energy Company (NASDAQ: FRVO), Triller Group Inc., and Azenta, Inc., alleging that these companies may have issued materially misleading business information to investors. The firm is preparing class action lawsuits seeking recovery of investor losses through contingency fee arrangements.