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US EQUITIES News & Analysis

The best ETF for US exposure: VTS vs IVV
ETFs
The best ETF for US exposure: VTS vs IVV
Tap into the growth of the US market through ETFs. 
Simonelle Mody | 17 February 2025
The case for and against US stock market exceptionalism
Personal Finance
The case for and against US stock market exceptionalism
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...
Duncan Lamont | 23 January 2025
10 best US blue-chip stocks to buy for the long term
Stocks
10 best US blue-chip stocks to buy for the long term
The stocks of these high-quality companies with large market capitalisations look undervalued today.
Margaret Giles | 05 January 2025
AI stocks may be down, but don’t count them out
Stocks
AI stocks may be down, but don’t count them out
As strong demand related to AI continues, monetization is growing and valuations are more attractive.
24 September 2024
4 charts on the US rotation out of growth and tech stocks
Markets
4 charts on the US rotation out of growth and tech stocks
Value stocks among financials, healthcare and consumer defensive sectors are supporting the market.
09 September 2024
Concentration and the rise and fall of large companies
Personal Finance
Concentration and the rise and fall of large companies
Hedge fund Bridgewater Associates recently investigated the largest US stocks in history. Morningstar's James Gruber looked at lessons for investors. 
James Gruber | 27 August 2024
5 undervalued US stocks that crushed earnings
Stocks
5 undervalued US stocks that crushed earnings
Names like Sony and GSK are still cheap despite impressive earnings beats for Q2 2024.
14 August 2024
Microsoft earnings: Shares fall but we raise our fair value estimate
Stocks
Microsoft earnings: Shares fall but we raise our fair value estimate
We expect cloud growth to accelerate this year.
Dan Romanoff, CPA | 31 July 2024
Our verdict on the top 10 US stocks held by Morningstar Investor users
Stocks
Our verdict on the top 10 US stocks held by Morningstar Investor users
Some big names didn't make the list. Other big names, and a couple of surprising shares, did. See our analysts' thoughts.
Joseph Taylor | 30 July 2024
CrowdStrike: We don’t share market’s view, firm remains high-quality
Stocks
CrowdStrike: We don’t share market’s view, firm remains high-quality
We now view CrowdStrike’s stock as marginally undervalued.
29 July 2024