The Companies That Stand to Win and Lose From the Inflation Reduction Act
First Solar, SunPower poised to benefit. Pharmaceutical companies not expected to see major changes to fair value estimates.
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Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,604.41 |
18.08
|
0.17%
|
| US Mid Cap | Closed | 14,047.86 |
35.36
|
0.25%
|
| US Small Cap | Closed | 12,499.35 |
28.14
|
0.23%
|
| US Sustainability | Closed | 2,840.72 |
8.82
|
0.31%
|
| Women's Empowerment | Closed | 1,572.53 |
2.96
|
0.19%
|
| Societal Development | 1,254.43 |
0.95
|
0.08%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | Closed | 13,376.05 |
90.20
|
0.68%
|
| US Sensitive | Closed | 17,837.90 |
28.69
|
−0.16%
|
| US Defensive | Closed | 15,204.77 |
24.31
|
0.16%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,604.41 |
18.08
|
0.17%
|
| US Large Cap | Closed | 9,398.69 |
13.48
|
0.14%
|
| US Mid Cap | Closed | 14,047.86 |
35.36
|
0.25%
|
| US Small Cap | Closed | 12,499.35 |
28.14
|
0.23%
|
| DJIA | Closed | 34,152.01 |
239.57
|
0.71%
|
| S&P 500 | Closed | 4,305.20 |
8.06
|
0.19%
|
| Nasdaq | Closed | 13,102.55 |
25.50
|
−0.19%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 28,868.91 |
2.87
|
−0.01%
|
| Hang Seng | Closed | 19,830.52 |
210.34
|
−1.05%
|
| Shanghai Comp | Closed | 3,277.88 |
1.80
|
0.05%
|
| FTSE 100 | Closed | 7,536.06 |
26.91
|
0.36%
|
| DAX | Closed | 13,910.12 |
93.51
|
0.68%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | Closed | 1,774.90 |
8.20
|
−0.46%
|
| Silver | 20.09 |
0.03
|
0.12%
| |
| Platinum | Closed | 883.80 |
0.00
|
0.00%
|
| Light Crude | 87.05 |
0.52
|
0.60%
| |
| Natural Gas | 9.35 |
0.02
|
0.24%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Bed Bath & Beyond |
4.65
|
29.06%
|
| fuboTV |
1.97
|
44.98%
|
| Nu Holdings Ltd |
0.84
|
17.95%
|
| AMTD IDEA Group |
0.55
|
24.34%
|
| Ginkgo Bioworks Holdings |
0.25
|
7.16%
|
| AMC Entertainment Holdings |
0.60
|
2.48%
|
| Snap |
0.37
|
3.02%
|
| Advanced Micro Devices |
0.81
|
−0.80%
|
| Carnival Corp |
0.48
|
4.48%
|
| Amazon.com |
1.60
|
1.12%
|
News
- Santos Takes Final Investment Decision on Pikka; 1st Half Profit Surges | Dow Jones
- Brambles Raises Dividend After 10% Rise in Annual Profit — Update | Dow Jones
- CSL Net Profit Falls, But Expects Growth For Coming Year | Dow Jones
- Brambles Raises Dividend After 10% Rise in Annual Profit | Dow Jones
- S&P/TSX Composite Index Ends 0.44% Higher at 20269.97 — Data Talk | Dow Jones
- BOVESPA Index Ends 0.43% Higher at 113512.38 — Data Talk | Dow Jones
- IPC Indice de Precios Y Cotizaciones Ends 0.34% Higher at 48801.68 — Data Talk | Dow Jones
- S&P MERVAL Index Ends 0.95% Lower at 124787.34 — Data Talk | Dow Jones
- Fletcher Building Earnings Buoyed by Home Building Boom | Dow Jones
- Industrials Up After Factory Data — Industrials Roundup | Dow Jones
Features
The Inflation Reduction Act’s Impact on Retirees
The legislation makes the most significant changes to Medicare in almost two decades.
EE Bonds Vs. I Bonds
Which is the better deal?
How Portfolio Rebalancing Has Helped Investors in 2022
It's not a panacea but has helped limit some losses.
Sustainability Books: Your Summer Reading List
A clutch of book recommendations from sustainable-investing experts.
Diversification in a Bear Market
Yes, almost everything is down this year, but diversification is still your friend.
Where a Top Dividend-Fund Manager is Finding Quality Stocks
With a long-term focus, JPMorgan's Clare Hart holds stocks like UnitedHealth, Philip Morris, and Analog Devices.
Anti-ESG Sentiment Gains Spotlight but not Support
Though these shareholder proposals received a lot of attention this proxy season, they garnered few votes.
3 Down-Market Strategies for Retirees
Here's how to take control of your retirement portfolio during a bear market.
Airbnb and Marriott Deliver Strong Returns on Rise in Travel
Which travel stock is best for your portfolio?
You Need to Stop Fighting Inflation
CNBC markets commentator Michael Santoli discusses the right way to protect your portfolio.
Best Companies
The Best Women-Run Companies to Own
These firms have carved out lasting competitive advantages and are led by female CEOs.
The 10 Best Companies to Invest in Now
The undervalued stocks of high-quality companies are compelling investments today.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Advisor Insights
With Crypto, Advisors Need to Tread Carefully
Despite lack of formal guidance, advisors will face scrutiny.
How Advisors Can Help Clients Invest Sustainably in Retirement Accounts
Don’t let limited plan options prevent clients from investing the way they want.
Your Guide to Getting Started With Robo-Investing
Understand the ins and outs of digital advice and see our top picks.
Company Spotlight
Home Depot Marks Peak Sales in Q2, but Pent-Up Demand Shows Signs of Stabilization
Results beat expectations, but shares now trade at a roughly 25% premium to fair value estimate.
Positive Signs at Walmart as Trends Improve Late in Q2
Fair value estimate of $138 should not change significantly following results.
- Coinbase Q2 Earnings Show Ongoing Pressure as Low Crypto Prices Drive Lower Trading Volume
- PayPal Q2 Earnings Show Headwinds, but Results Hold Up Well
- Warner Bros. Discovery Q2 Results Show a Weak Start to New Future
- Disney Shows Impressive Growth at Parks and Disney+
- We’re Downgrading Intel’s Moat to Narrow
Market Volatility
Do Dividend Stocks Provide Shelter From Recession?
Stocks with above-average payouts generally hold up better, but not all dividend strategies are created equal.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
John Rekenthaler
5 Signs of Speculation
Russel Kinnel
Grading the Inflation Hedges
Susan Dziubinski
How to Invest Like Warren Buffett
Christine Benz
How to Build a Portfolio You Don't Have to Babysit
David Sekera
Where to Invest Your Money in Q3 2022
Samantha Lamas
3 Financial Biases That Hurt Investors
Airbnb and Marriott Deliver Strong Returns on Rise in Travel
Which travel stock is best for your portfolio?
Tesla Shareholder Meeting Results: What Have We Learned?
Strong support for changes to environmental, social, and governance practices means Tesla’s board has some key decisions to make.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
How to Build a Recession-Proof Portfolio
These types of stocks and bonds tend to hold up well during a recession.
There's More to Investing Than Just Risk and Return
In praise of what can't be measured.
What You Need to Know About Estate Planning
The basic parts of a good estate plan and how to draw up one.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the future.
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Diversification in a Bear Market
Yes, almost everything is down this year, but diversification is still your friend.
The Pursuit of Equity Income
Dividend veterans bring their expertise to the Morningstar Investment Conference.
3 Stock Funds That Are Up in a Down Year
Energy and utility stocks helped lift the performance of these funds.
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
The Hidden Costs of IRA Rollovers
Higher fees can significantly eat into returns when investors move out of their workplace plans.
Should You Take Your Required Minimum Distributions 'In Kind'?
It won't change this year's tax bill, but it can help prevent investment slippage and lower taxes on future gains.
How to Ensure a Bear Market Doesn't Blow Up Your Retirement
Here's what to do, no matter your life stage.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Tesla Shareholder Meeting Results: What Have We Learned?
Strong support for changes to environmental, social, and governance practices means Tesla’s board has some key decisions to make.
When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk
Less than 1% of flyers buy carbon offsets. What that means for airline stocks.
Electric Vehicles Are Winners in the Inflation Reduction Act
New law puts charge in EV market.
Baby Formula Shortage Tests Outlook for Manufacturers
Product safety issues threaten competitive advantages. Watch out for Reckitt’s restructuring plans.
How Advisors Can Help Clients Invest Sustainably in Retirement Accounts
Don’t let limited plan options prevent clients from investing the way they want.