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Source document· January 6, 2026

Motley Fool Money: Stock Market Naughty and Nice List

View original at nasdaq.com
Motley Fool Money: Stock Market Naughty and Nice List In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Stocks on their Nice List.Stocks on their Naughty List.Discount stocks on their shopping list…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • MercadoLibre has 27 consecutive quarters of 30% or more year over year revenue growth

    80% confidence
  • Stock Advisor's total average return is 966% compared to 194% for S&P 500

    80% confidence
  • About 60% of Walmart's revenue comes from grocery sales which is non-discretionary

    80% confidence
  • Alphabet is the biggest name in autonomous, the biggest name in streaming, and Gemini looks like the big winner

    80% confidence
  • China is Starbucks' second largest market outside the US

    80% confidence
  • Peter Beck is tops on CEO nice list for engineering mindset and not letting investor excitement change timetable

    80% confidence
  • There are many opportunities in financials and REITs that have been ignored while focused on AI

    80% confidence
  • Looking for turnaround at Target and Starbucks going into 2027 rather than 2026

    80% confidence
  • Costco makes most of their profits from membership dues

    80% confidence
  • Buy now pay later is not a fad and will be one of many tools in consumer's toolkit

    80% confidence
  • Alphabet is tops on nice list, stock up almost 70%, best return among MAG 7

    80% confidence
  • TJX's off-price treasure hunt model thrives in various economic conditions

    80% confidence
  • Target shares are down about 30% year to date, about half of sales come from discretionary items

    80% confidence
  • The Trade Desk has a lot of work to do to stay off naughty list in 2026 despite still believing in the company

    80% confidence
  • Antitrust regulators are on naughty list, saw high profile defeats in big tech cases

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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Checked against the original source
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