Is the Breathtaking Runup in Memory Stocks Driven by Short-Term Thinking?
These AI stocks may be ballooning, but we think this kind of success can’t survive the market cycle.
The Morning Filter
Every Monday, Susan Dziubinski sits down with Morningstar chief US market strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Will Apple Get ‘BlackBerried?’
We think the company is likely safe from disruption, but risks still lie ahead.
Why This Rarely Cheap Blue-Chip Stock Is a Buy Today
We think Amphenol is a great entry point to AI infrastructure and is set up to succeed—despite market implications.
3 Core Stocks to Buy at the Right Price
Put these high-quality stocks on your watchlist.
3 Stocks to Buy Before the Market Reprices Them
Plus, our take on Apple’s AI strategy and key risks.
How Investors Can Buy and Manage Core Stocks for the Long Term
Plus, a definitive core stock pick for the buy-and-manage strategy.
3 Stocks to Invest In to Rebalance Your Portfolio
These value stocks can balance portfolios heavy in growth stocks—and they’re undervalued, too.
5 of the Best Core Stocks to Own
Plus, how to manage core stock positions.
What Stands Out Most About Berkshire Hathaway’s Latest Stock Purchases
Berkshire recently acquired Taylor Morrison Home and added to its existing position in Alphabet.
Why SpaceX’s Biggest IPO Catalyst Isn’t AI—It’s Scarcity
A limited share float and investor enthusiasm could drive early gains, but long-term investors should wait on the sidelines for a better margin of safety.
5 Stocks to Buy Before the Next Market Rotation
Plus, is SpaceX really worth $1.8 trillion?
Ignore the Noise: These 2 Undervalued Stocks Could Be Winners
We think Wall Street has it wrong about these wide-moat stocks.
5 Stocks to Sell in June
Plus, a look at last month’s stock market winners and losers.
Why Microsoft Stock Is Worth $600
Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a $600 valuation.
3 Misunderstood Stocks to Buy
Plus, how to distinguish between signal and noise when investing in stocks.
Cybersecurity Stocks Are Heating Up After Fortinet’s Blowout Quarter
Fortinet stock is fairly valued after earnings. Here’s how its competitors look.
AMD: Has the Easy Money Already Been Made?
Morningstar increased its fair value estimate on Advanced Micro Device’s stock to $450.
It’s Time to Take Profits in These Very Overvalued Stocks
Trading at big premiums, these are stocks to sell.
4 Stocks to Buy After Earnings
Plus, more updates on key AI companies.
Duke Energy vs. Southern: Which is the Better Stock to Buy Today?
One stock offers a higher yield and a better entry point than the other.
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