Stocks

With an unusual, complex system of stock classes, Anthropic’s ownership structure largely separates profit from governance.

Uber’s platform continues to demonstrate its flywheel.

Transparency concerns around vertical integration appear to be a key driver of this split.

Cloud growth accelerated, but Microsoft got caught up in last week’s AI sell-off.

Refining disruptions in the Middle East and Russia continue to benefit US refiners.

Arista stock popped more than 10% after hours, but it still looks materially undervalued to us. This is a top pick in technology hardware.

These 7 undervalued energy stocks look attractive today.

For better or worse, a segment that lacked public benchmarks will soon have a fast-growing leader—and an untested business model.

The ‘Other 493′ are on track to report faster earnings growth than the Mag 7 for the first time in years.

With shares under pressure from debt concerns, here’s what we’ll be watching in CoreWeave’s earnings.

We raise our fair value estimate for AMD stock.

With the insurance industry under pressure, here’s what we’ll be watching in Berkshire Hathaway earnings.

The market is beginning to demand returns on AI investment, prompting a broad sector rotation.

Our updated model points to likely revenue declines in 2028 and 2029 and a return to low-single-digit growth in the early 2030s.

We maintain our fair value estimate of Apple stock.

We think Palantir stock is fairly valued.

These dividend stocks with economic moats offer durable payouts.

Plus, whether Microsoft, Alphabet, or Amphenol look attractive after earnings.

State races could reshape how regulators balance electricity affordability and data center demand. Here’s where Morningstar analysts see opportunity.

Plus, other Morningstar Medalist Rating highlights from October.