TOPIC

US EQUITIES News & Analysis

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.
Morningstar | 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.
Morningstar | 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...
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.
Morningstar | 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 | 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.
Morningstar | 29 July 2024
An undervalued wide moat US share with momentum
Stocks
An undervalued wide moat US share with momentum
Shares of this high-quality company have rallied recently but still look attractive.
Nicolas Owens | 23 July 2024
10 best US blue-chip shares to buy for the long term
Stocks
10 best US blue-chip shares to buy for the long term
The stocks of these high-quality companies with large market capitalizations look undervalued today.
Margaret Giles | 27 January 2024
Warren Buffett has a record amount of cash – what is next?
Stocks
Warren Buffett has a record amount of cash – what is next?
Berkshire Hathaway’s cash holdings have increased to $157b in the latest earnings report.
Morningstar | 13 November 2023