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Shopify Bounces as Earnings Calm AI ‘Loser Trade’ Concerns
The Canadian e-commerce giant reported blowout earnings amid concerns about AI.
Why Great Earnings Haven’t Been Good Enough for AI Hardware Stocks
Stocks that had been posting triple-digit returns are sliding on earnings results.
Western Digital Earnings: Pricing and Margins Surge as Contract Visibility Extends Into 2031
We’ve raised our fair value estimate of Western Digital stock.
AI Risks and Resilient Stocks: Morningstar’s EMEA CIO on the Global Market Outlook
Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.
As Semiconductor Stocks Slide, These Chip Startup IPOs Go On Hold
Fears of overheated AI spending and rising Chinese competition could make Wall Street wary of taking new chip names public for now.
5 Charts on What to Watch in SpaceX Earnings
Starlink revenue and profits, AI revenue, and capex in focus as SpaceX reports its first results as a public company.
This Onetime Market Darling Is Now Surprisingly Undervalued
This AI leader qualifies as a GARP stock today.
Meta Earnings: AI-Driven Improvements in Top Line Fail to Impress Investors
We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction.
How Alphabet Is Building an End-to-End AI Business
Why the tech giant is well-positioned to benefit from AI adoption, despite the stock’s pullback after its earnings report.
Why We’re Cautious on This AI-Fueled Tech Stock
Strong earnings led us to boost Intel’s fair value estimate, but can AI-driven demand keep pace with expectations?
CXMT Stock Pricey After a Roaring First Day
Shares in ChangXin Memory Technologies closed 466% higher than the offering price.
CXMT IPO: A Well-Positioned China Memory Chip Stock
As Morningstar launches research coverage of CXMT, we think the company can capitalize on AI demand within China.
Nvidia: Reported OpenAI Deal Raises Circular Deal Fears, but We Think the Stock Is Undervalued
We think Nvidia’s backstop agreements will let it sell more AI gear and encourage more AI usage.
Ahead of Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?
With the company facing worries about competition from the big AI labs, here’s what we think of Palantir’s stock.
AI ETFs Are on the Rise. Are They Worth the Risk?
Plus, several Gold-rated ETFs offer an opportunity to benefit from the AI boom while limiting exposure.
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