2+ day, 16+ hour ago   (195+ words) With massive revenue ramps to OpenAI and Anthropic, here’s what we thought of Broadcom’s earnings report. Broadcom released its fiscal third-quarter earnings report on Sept. 2. Here’s Morningstar’s take on Broadcom’s earnings and stock. Why it matters: 2028 guidance beat our model…...

2+ mon, 1+ week ago   (312+ words) MSC Industrial increased its sales by 7.8% and its earnings per share by 41.2% year over year. Results were driven mainly by a 720 basis-point increase in pricing and 50 basis points of volume growth. Operating margins improved 1.7 percentage points year over year to…...

4+ mon, 2+ week ago   (151+ words) We’ll be watching for updates on AWS, Leo, the chip business, and more. Amazon is set to release its first-quarter 2026 earnings report on April 29. Here’s Morningstar’s take on what to look for in Amazon’s earnings and the outlook for its…...

7+ mon, 4+ week ago   (173+ words) Here’s why we think it’s time to buy this consumer defensive stock. On the Jan. 12, 2026, episode of The Morning Filter podcast, Morningstar Chief US Market Strategist David Sekera chose consumer defensive stock Mondelez International MDLZ as one of his stock…...

4+ day, 13+ hour ago   (85+ words) Hundreds of ETFs now hold SpaceX, but few own much. Despite Morningstar’s dim view of its current valuation, many highly rated index ETFs can and do hold shares of SpaceX. Here, I’ll highlight three of those tickers, all of which…...

4+ day, 19+ hour ago   (322+ words) With a solid earnings beat backed by AI momentum, here’s what we think of MongoDB’s stock. MongoDB released its second-quarter earnings report on Sept. 1. Here’s Morningstar’s take on MongoDB’s earnings and stock. MongoDB recorded a solid beat in the second…...

2+ mon, 1+ week ago   (612+ words) Both AT&T and Verizon shares are down this week as the threat of Starlink looms The SpaceX-driven overhang on telecommunications stocks could last well into next year, according to one analyst. The specter of SpaceX is hanging over AT…...

1+ week, 3+ day ago   (425+ words) With a showstopper revenue forecast, here’s what we thought of Nvidia’s earnings report. Nvidia released its second-quarter earnings report on Aug. 26. Here’s Morningstar’s take on Nvidia’s earnings and stock. Nvidia reported fiscal second-quarter revenue of $96 billion, up 106% year over year…...

1+ week, 3+ day ago   (321+ words) Morningstar Key Morningstar Metrics for BroadcomFair Value Estimate: $650Morningstar Rating: ★★★★★Morningstar Economic Moat Rating: WideMorningstar Uncertainty Rating: HighWhat We Thought of Broadcom’s EarningsBroadcom’s AVGO solid August-quarter results and October-quarter guidance were strong, implying 86% and…...

1+ week, 4+ day ago   (313+ words) Morningstar Dell is a tech titan with a substantial share in personal computers, servers, and storage arrays. The PC market is relatively consolidated, with the top players controlling the majority of the market. Servers and storage are less consolidated, but…...