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

Chip Stock Selloff Deepens in Asia, Extends to Europe and US

Vicky McKeever Oct 15, 2026

Here’s How Anthropic and OpenAI Are Building Economic Moats

Malik Ahmed Khan, CFA, Tucker Hawthorne, and Dhruv Kothari Oct 14, 2026

The ESG Risks Clouding the Magnificent Seven’s AI Boom

Melissa Bird, Alina Olaru, and Henzy Richter Oct 14, 2026

ASML Earnings: Capacity Plan Falls Short of Demand; 2029-30 Order Visibility Is the Next Catalyst

Javier Correonero Oct 14, 2026

This 4-Star Semiconductor Stock Trades at a 24% Discount

David Sekera, CFA, Sarah Hansen, and Jess Bebel Oct 14, 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\|jWFgr>&	LOCK\|cy	$5T
	Apple Inc AAPL	Consumer Electronics			LOCK\|KmJ&$CT#	LOCK\|?%	$5T
	Microsoft Corp MSFT	Software - Infrastructure			LOCK\|@r>&<ws	LOCK\|q$^	$4T
	Taiwan Semiconductor Manufacturing Co Ltd ADR TSM	Semiconductors			LOCK\|JSY&HG	LOCK\|!<	$2T
	Broadcom Inc AVGO	Semiconductors			LOCK\|<wC&F!L	LOCK\|fBj	$2T
	Micron Technology Inc MU	Semiconductors			LOCK\|gY<>g##	LOCK\|>#?	$1T
	Advanced Micro Devices Inc AMD	Semiconductors			LOCK\|@V>w&j#	LOCK\|fvbn#	$932B
	SK hynix Inc ADR SKHY	Semiconductors			LOCK\|>$pYh#	LOCK\|^D	$772B
	ASML Holding NV ADR ASML	Semiconductor Equipment & Materials			LOCK\|?!%p?Q>%	LOCK\|^V	$657B
	Intel Corp INTC	Semiconductors			LOCK\|$BcFsT!	LOCK\|%p	$519B

Apple: Is the Walled Garden Now Also the Walled Living Room?

This is Apple’s first full-fledged push into smart home, and we like the lineup.

William Kerwin, CFA Oct 13, 2026

Stock Sector Outlooks: Morningstar’s Top Q4 Picks Across the Market

Morningstar analysts provide their sector outlooks and views on the best stocks to buy.

Lauren Solberg Oct 13, 2026

Samsung and SK Hynix Lead Chip Selloff as China Competition Fears Grow

CXMT’s claimed tech breakthrough and an AI industry leader’s comments are weighing on stocks across the sector.

Karen Gilchrist Oct 13, 2026

3 of the Best Growth Stocks to Own

These growth stocks with wide economic moats make excellent long-term holdings.

Susan Dziubinski Oct 13, 2026

Technology: Stocks Still Outperformed in Q3, but Returns Are Normalizing

Alphabet and Broadcom are among our top picks in this sector.

Eric Compton, CFA Oct 12, 2026

Do AI Labs Like Anthropic and OpenAI Have Economic Moats?

Leading AI labs are building economic moats to stave off commodification threats.

Malik Ahmed Khan, CFA, Tucker Hawthorne, and Dhruv Kothari Oct 12, 2026

33 Undervalued Stocks to Buy Before the Market Shifts Again

Here’s the new list of Morningstar’s top analyst picks for the fourth quarter of 2026.

Susan Dziubinski and Tori Brovet Oct 12, 2026

Markets Brief: Is the US Stock Market Starting to Broaden, or Will Big Tech Stay on Top?

Analysts say it depends on third-quarter earnings.

Colin Laidley Oct 12, 2026

Private Credit: The Software Space Is Becoming a Tougher Sell for Lenders

PE-backed software direct lending deals are declining, with a few key exceptions.

Sami Vukelj Oct 8, 2026

What the Midterm Elections Will Mean for Markets

As voters focus on AI data centers and affordability, the market impact will depend on the results.

Sarah Hansen Oct 8, 2026

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