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Your McDonald's Stock Thesis Has One Loose End
Trefis1d agoneutral
Your McDonald's Stock Thesis Has One Loose End

McDonald's (MCD) has a pricing problem in the United States, its second-largest business. Its value menu of 10 items for under $3 each has not delivered what management expected. The shares lost 19.3% over the past year (as of September 23, 2026), while the S&P 500 returned 13%. The fix is not settled, because it depends on franchisees charging the prices McDonald's recommends.

Piper Sandler, Houlihan Lokey, and Blackstone Shares Are Falling, What You Need To Know
StockStory1d agobearish
Piper Sandler, Houlihan Lokey, and Blackstone Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors kept pricing in higher borrowing costs from the Federal Reserve’s recent rate hike and the lasting pressure that tighter policy puts on private-market dealmaking and exits. According to Morningstar, elevated policy rates create headwinds for private equity firms by lifting floating-rate interest expense and worsening exit bottlenecks. More expensive leverage can slow deal activity and make portfolio-company sales harder to complete

LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?
Insider Monkey1d agobearish
LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?

LPL Financial Holdings Inc. (NASDAQ:LPLA) is the largest independent broker-dealer in the U.S. The company offers custody, technology, and operational infrastructure to independent financial advisors. On September 22, 2026, the stock fell 7.5% to $307.50, the day’s one of the biggest large-cap drops, and trades at 23% below its 52-week high of $400.16. Two things […]

Does The Move In Airbnb Stock Change Anything?
Trefis1d agoneutral
Does The Move In Airbnb Stock Change Anything?

Airbnb (ABNB) shares fell 21% in the month to September 23, while the S&P 500 rose 0.8%. A $10,000 holding at the start of that month was worth about $7,860 at the end. Airbnb's own news over those weeks does not explain it, so the fall needs a different explanation.

One Reason McDonald's Stock Looks Better Than Its Price
Trefis1d agoneutral
One Reason McDonald's Stock Looks Better Than Its Price

New restaurants give McDonald's (MCD) more growth than its weak U.S. results suggest. Value meals and slow visits are part of the story, but not all of it. McDonald's shares fell 4.8% on September 23, the day the company laid out a new plan at its Investor Day. The price appears to reflect the U.S. troubles and the plan's cost. So how much are the new restaurants actually adding.

3 British AI Stocks With Revenue Up To £61 Billion
Simply Wall St.1d agoneutral
3 British AI Stocks With Revenue Up To £61 Billion

Rising UK borrowing costs, highlighted by the recent jump in 10 year gilt yields ahead of the next budget, are forcing investors to think harder about where future growth could come from. That is one reason artificial intelligence in healthcare is getting more attention. This piece looks at three UK focused AI healthcare stocks from our screener that aim to tap into this shift and explains what each one offers. The three stocks covered below are just a sample, and the full screen surfaced 5...

Does Palantir (PLTR) Have a Moat Strong Enough to Protect Its AI Dominance?
Insider Monkey1d agoneutral
Does Palantir (PLTR) Have a Moat Strong Enough to Protect Its AI Dominance?

Palantir Technologies Inc. (NASDAQ:PLTR) has become one of the most closely watched AI software companies over the last few years. As a result, it is not exactly cheap. Its enormous valuation raises a fundamental question: Does Palantir have an economic moat strong enough to protect its growth? The company trades at about 82.6x forward earnings, […]

Halliburton (HAL) Signed Venezuela Oil And Gas Revival Agreements
Simply Wall St.1d agoneutral
Halliburton (HAL) Signed Venezuela Oil And Gas Revival Agreements

Halliburton (NYSE:HAL) has signed memorandums of understanding with Eneva and WESCA to work on Venezuela's oil and gas sector. The agreements outline cooperation on reviving and developing Venezuelan fields, supporting drilling, services, and related energy infrastructure projects. The MOUs align with recent policy moves that encourage fresh foreign energy investment into Venezuela's hydrocarbons industry. These Halliburton memorandums with Eneva and WESCA in Venezuela deserve to be weighed...

Paramount Skydance (PSKY) Lines Up $7.5 Billion Loan For Its Acquisition
Simply Wall St.1d agoneutral
Paramount Skydance (PSKY) Lines Up $7.5 Billion Loan For Its Acquisition

On 23 September 2026, Paramount Skydance (NasdaqGS:PSKY) began syndicating a new US$7.5b loan to help fund its planned Warner Bros. Discovery acquisition. The media group also outlined plans to raise more than US$44b in secured debt tied to the proposed transaction. Management framed the fresh financing as a material step forward in deal execution, including new debt commitments and updated transaction milestones. The new US$7.5b loan syndication and more than US$44b in planned secured debt...

Is Meta (META) Quietly Rewriting Its Hardware Strategy Through Muse-Powered Ray-Ban AI Glasses?
Simply Wall St.1d agoneutral
Is Meta (META) Quietly Rewriting Its Hardware Strategy Through Muse-Powered Ray-Ban AI Glasses?

In September 2026, EssilorLuxottica and Meta Platforms, together with Dolby Laboratories, broadened Meta’s wearable and platform ecosystem by unveiling next-generation Ray-Ban Meta AI and Audio glasses, expanding to over 100 styles, and adding Dolby Atmos capture on AI glasses plus Dolby Vision and Atmos support across Instagram and Meta’s upcoming VR device. The launch of Muse, Meta’s personal AI agent, on these AI glasses turns eyewear into a hands-free compute interface, tying AI,...