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The author sees Amazon and Costco as retail stocks worth owning before the holiday season, with Thanksgiving falling on Nov. 26. Amazon's fourth-quarter 2025 net sales reached $213.4 billion, up 14%, and revenue growth accelerated to 17% in Q1 and 20% in Q2 2026. Amazon shares trade near $254, about 11% below the $284.02 record close on Aug. 3, and at roughly 24 times analysts' 2027 earnings estimates. Costco's fiscal second-quarter 2026 net sales rose 9.1% to $68.2 billion, comparable sales grew 6.7% and accelerated to 7.6% in September, and membership fees of about $5.9 billion equal roughly half of operating income. The author considers Amazon the better buy today, while Costco at around $986, or about 47 times fiscal 2026 earnings, should be bought in pieces rather than as a full stake now.
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Intel recently priced an upsized $20 billion common stock offering and announced a technology collaboration with Applied Materials on next-generation transistors, interconnects and advanced packaging. Marvell expanded its multiyear partnership with Alphabet, including a performance-based stock warrant agreement, and unveiled rack-scale memory components for AI computing and enterprise storage workloads. At its October 6 investor day, Marvell said it expects sales to grow from $8.2 billion in its fiscal 2026 year, ended January 31, to between $70 billion and $90 billion in fiscal 2031, driven by AI data center demand. Intel's quarterly revenue has been uneven over the past eight quarters, but its fiscal second-quarter revenue of $16.1 billion rose 25% year over year, and Intel still has a much larger revenue base than Marvell.
- You can take it with you: Five tax tips before selling your business
Many business owners treat tax planning as an afterthought when selling, even though 45% of professional advisors say clients spend too little time on tax and wealth transfer planning. Michael Paulus of PCM Encore said he left hundreds of millions of dollars on the table when selling Assurance IQ for $2.4 billion in 2019 because he planned too late. The article outlines five tips: check eligibility for the QSBS exclusion, which requires holding stock for more than five years and rose to $15 million for stock issued after July 4, 2025 under the OBBBA; gift QSBS to non-grantor trusts, which can stack up to $45 million in deductions across three trusts; gift minority stakes, typically discounted 20% to 35%, before any offer or letter of intent; and donate stock early, since a donation made close to a sale may be treated as a deemed sale. The fifth tip, on relocating to a tax-friendly state, is cut off in the text.
- Could $2,000 Invested in SpaceX Help You Retire Early?
SpaceX (SPCX) went public in June, rising to around $200 before falling to $110 and recovering to just above $150, close to its opening-day price. The author says a $2,000 stake could grow substantially but would need to reach roughly $200,000 over 15 to 20 years to meaningfully help with early retirement. With a valuation near $2 trillion, a 10x gain would be hard, so investors should judge whether SpaceX can beat the S&P 500's average return of about 10% per year. Revenue grew 92% in the second quarter, but the company is not yet profitable, which the author calls the biggest hurdle. The author believes growth in space, AI and satellite internet could support that, though it may take longer than investors hope.
- Should You Sell Tesla? I Sold 1 Other Winner Too Early. Here's What I Learned.
Tesla shares rose in October after third-quarter deliveries beat Wall Street estimates, closing at $382.70 on Oct. 9 but still down about 13% over 12 months. The author advises against selling, citing his regret over selling Meta Platforms after its 2021 spike, when he later missed a rebound as Meta pivoted to AI and now trades at about double his sale price. He argues Tesla is also moving beyond EVs through AI, pointing to its Cybercab robotaxi service launched Sept. 3, which now has over 300 vehicles in Austin, Texas. The article also notes Tesla's Q2 electric auto sales rose 23% year over year to $20.5 billion.
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