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SECTOR News & Analysis

Chart of the week: Morningstar analysis; Tariff impact by sector
Markets
Chart of the week: Morningstar analysis; Tariff impact by sector
Morningstar Chief Economist’s analysis shows tariff impact by sector
Shani Jayamanne | 29 May 2025
NDQ or IVV: what is the best ETF for US exposure?
ETFs
NDQ or IVV: what is the best ETF for US exposure?
The answer requires examining your investment strategy and understanding the exposure of each ETF.
Mark Lamonica | 09 February 2025
Best and worst performing ASX sectors of 2024
Stocks
Best and worst performing ASX sectors of 2024
Exploring the ASX sectors that moved the market this year.
Simonelle Mody | 18 December 2024
The best tech stocks to buy
Stocks
The best tech stocks to buy
10 undervalued stocks offer attractive prices in a predominantly overvalued sector.
03 November 2024
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
Raising fair value for Meta Stock on AI and ad leadership
Stocks
Raising fair value for Meta Stock on AI and ad leadership
Facebook and Instagram owner is the clear leader in social media, with prowess in digital advertising.
22 September 2024
No sign of AI slowdown for Nvidia
Stocks
No sign of AI slowdown for Nvidia
Morningstar maintains our fair value estimate after latest earnings.
Brian Colello, CPA | 29 August 2024
US tech powerhouse gets big Fair Value upgrade
Stocks
US tech powerhouse gets big Fair Value upgrade
"We view it as a conglomerate of stellar businesses"
26 August 2024
Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?
Stocks
Going into earnings, is Nvidia stock a buy, a sell, or fairly valued?
With Nvidia’s Data Center Business driving their investment thesis, here’s what we think of Nvidia stock.
Brian Colello, CPA | 22 August 2024
Magnificent seven stocks slide, valuations looking ‘more interesting’
Stocks
Magnificent seven stocks slide, valuations looking ‘more interesting’
Two of the mega-cap stocks that led the market higher are undervalued.
06 August 2024