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.
Artificial Intelligence
More on Artificial Intelligence
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.
STMicro Earnings: Strong Medium-Term AI Demand Offsets Modest Near-Term Weakness
STMicro’s third-quarter revenue forecast was below our expectations, but we’re not alarmed.
ServiceNow Earnings: Shrugs Off Recent Software Stumbles With Strong Results
We continue to believe ServiceNow is a key software beneficiary of artificial intelligence.
Where the Stock Market May Be Heading Next and What to Buy Now
Morningstar’s chief market strategist and economist share their outlooks for the second half of 2026.
Alphabet Earnings: Strong AI Monetization Continues to Spearhead Results
We maintain our fair value estimate for wide-moat Alphabet.
AMD: We’re Pleased with Anthropic Partnership Ahead of Advancing AI Event
We’re encouraged that AMD will count Anthropic as a third leading AI customer, in addition to OpenAI and Meta.
Why International Stocks Are Having a Strong Year
There are good reasons to continue to invest globally this year, but look beyond emerging-market AI stocks.
Brett Arends: Worried About Outliving Your Money? There’s an Answer
The retirement columnist weighs in on income annuities, investing FOMO, and the appeal of TIPS. Plus, the crisis he sees in Social Security.
Databricks’ 40% Valuation Bump Looks ‘Almost Quaint’ Next to Anthropic
The data analytics company is now valued at $188 billion, but it’s trailing behind rivals like Anthropic.
5 Stocks to Buy That Defy Value vs. Growth
Plus, takeaways from bank earnings.
A Boutique AI Cloud Provider Is Bringing the Direct Listing Back
QumulusAI’s public listing is unlike any we’ve seen before.
Markets Brief: What’s Next as the World’s ‘Most Crowded Trade’ Rolls Over
Plus: Semis outlook and top picks, SpaceX stock stalls but weighs on telecom.
Smart Investor: Top Sector Stock Picks, What to Watch in Tesla and Alphabet Earnings, and the AI Debt Wave
We wrap up our coverage of the markets and the week.
Kimi 3.0 Might Be a DeepSeek Moment; We’d Buy Several Cloud Computing Companies
We see the K3-inspired selloff in Alphabet, Amazon, and Microsoft as misplaced.
What a Delayed OpenAI IPO Would Tell Investors
If Anthropic goes public first, it could set the terms of the valuation debate for frontier labs.
Chip Selloff Deepens As Investors Rotate Away From Tech Stocks
Investors are questioning whether AI spending can justify rich valuations.
Data Center Freeze Adds a New Risk for AI Investors: State Regulation
A one-year pause on data center permitting makes New York the first state to enact a moratorium.
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