Morningstar

Technology

Companies engaged in the design, development, and support of computer operating systems and applications. This sector also includes companies that provide computer technology consulting services and companies engaged in the manufacturing of computer equipment, data storage products, networking products, semiconductors, and components.

Featured

Morningstar Editorial Generative Artificial Intelligence Policy

Adley Bowden Oct 1, 2026

Why This Strategist Is Wary of Entertainment Stocks

David Sekera, CFA, Susan Dziubinski, and Jess Bebel Oct 1, 2026

7 Charts on Q3 Market Highlights: Stocks Tread Water While the Bond Market Shudders

Sarah Hansen Oct 1, 2026

Stocks Run Out of Gas in Q3 as Bond Yields Surge

Colin Laidley Oct 1, 2026

Micron Earnings: Beware Attempting to Time the Peak

William Kerwin, CFA Oct 1, 2026

Latest Company Reports

Largest Stocks in the Technology Sector

Screen With Investor

1-Day Chart	Name	Industry	Price	Morningstar Rating for Stocks	Capital Allocation	Economic Moat	Market Cap
	NVIDIA Corp NVDA	Semiconductors			LOCK\|#zN<L@t%	LOCK\|k<w	$6T
	Apple Inc AAPL	Consumer Electronics			LOCK\|N&>jh^F	LOCK\|#JP	$5T
	Microsoft Corp MSFT	Software - Infrastructure			LOCK\|D^%Y$Q>	LOCK\|b<	$4T
	Taiwan Semiconductor Manufacturing Co Ltd ADR TSM	Semiconductors			LOCK\|<R%xs^	LOCK\|#s	$2T
	Broadcom Inc AVGO	Semiconductors			LOCK\|h>Wv$D!L	LOCK\|^k	$2T
	Micron Technology Inc MU	Semiconductors			LOCK\|>FT<>Q	LOCK\|X#D	$1T
	Advanced Micro Devices Inc AMD	Semiconductors			LOCK\|fQJNYkY	LOCK\|r<$G	$999B
	SK hynix Inc ADR SKHY	Semiconductors			LOCK\|sv!#>>	LOCK\|qWL	$934B
	ASML Holding NV ADR ASML	Semiconductor Equipment & Materials			LOCK\|##$t?w#	LOCK\|Zc	$696B
	Intel Corp INTC	Semiconductors			LOCK\|kstd>pb	LOCK\|lM	$636B

Alphabet: Gemini 4 Argon Launch Brings Alphabet Back to the Frontier Model Race

We still believe that the market is underestimating Alphabet’s full-stack artificial intelligence opportunity and see shares as undervalued.

Malik Ahmed Khan, CFA Oct 1, 2026

This Overlooked Asset Class Is Getting an AI Boost

Recent gains have sparked renewed interest in convertibles. Here’s what to know about their unique risk/reward profile before investing.

Zach Houston-Read, CFA Oct 1, 2026

Will AI Replace Financial Advisors? Here’s How to Prove Your Value to Clients

Look to enhance your practice while protecting your client relationships.

Danielle Labotka Sep 30, 2026

Investment Banking and Trading Are Booming. Are Bank Stocks Too Expensive?

Robust returns, driven by multiple expansion, leave scant investable opportunities. Where should investors look?

Austin Taggart, CFA and Sean Dunlop, CFA Sep 30, 2026

Meta: Meta Launches Enterprise Offering to Open Up Another Way to Monetize AI Investments

The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the enterprise market.

Malik Ahmed Khan, CFA Sep 30, 2026

4 Key Questions for Investors to Ask at the Start of Q4

And why today’s biggest market stories may be distractions.

Dan Lefkovitz Sep 29, 2026

Markets Brief: Are We in an Earnings Bubble?

A look at the durability of the earnings boom ahead of Q3 results. Plus, is AI really crowding out Treasuries, and more blurring between growth and value stocks.

Tom Lauricella, Colin Laidley, and Sarah Hansen Sep 28, 2026

Actually, AI Is Boosting Interest Rates, Not Inflation

The conventional wisdom misses the role of the Fed.

Preston Caldwell Sep 27, 2026

Weekly Market Update: Stocks Gain 1.09% as Technology Rises, Energy Falls

Moderna and Qualcomm among the top performers of last week.

Lauren Solberg Sep 25, 2026

Oracle: Data Center Force Majeure Implies Possibility of $25 Bln Revenue Delay

A delay in the Project Jupiter data center could also put Oracle’s investment grade debt rating at risk.

Luke Yang, CFA Sep 24, 2026

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