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TECHNOLOGY SECTOR News & Analysis

NDQ or IVV: what is the best ETF for US exposure?
ETFs
NDQ or IVV: what is the best ETF for US exposure?
The answer requires examining your investment strategy and understanding the exposure of each ETF.
Mark LaMonica, CFA | 16 May 2024
Aussie tech leader reports earnings
Stocks
Aussie tech leader reports earnings
Positive signs of revenue growth being converted into positive cash flow.
Roy van Keulen | 30 April 2024
Apple earnings: iPhone sales impress, but China slowdown weighs on stock price
Stocks
Apple earnings: iPhone sales impress, but China slowdown weighs on stock price
Quarterly iPhone revenue and gross margin exceeded our expectations, but 2024 will see a weaker adoption cycle.
Morningstar | 02 February 2024
7 charts on the AI stock boom one year after ChatGPT’s launch
Stocks
7 charts on the AI stock boom one year after ChatGPT’s launch
These stocks and the key trends behind them are critical for understanding the AI investment landscape.
Tom Lauricella | 30 November 2023
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
3 undervalued artificial intelligence stocks
Stocks
3 undervalued artificial intelligence stocks
Plus two dominant AI names that tech stock investors can’t ignore.
Morningstar | 20 November 2023
US markets brief: What’s going on with the magnificent seven?
Stocks
US markets brief: What’s going on with the magnificent seven?
The market’s biggest names haven’t escaped the sting of rising rates.
Morningstar | 30 October 2023
5 undervalued semiconductor stocks
Stocks
5 undervalued semiconductor stocks
Semiconductor stocks took a beating in 2022, leaving many names trading at a discount.
Margaret Guidici | 01 March 2023
Analyst insights: the outlook for technology stocks
Video
Analyst insights: the outlook for technology stocks
Morningstar's Roy van Keulen identifies the key theme for technology stocks in 2023, following a difficult year for the sector.
Roy van Keulen | 26 January 2023
Goldman Sachs' newest member, RBA gets a health check and Woodside shares dip: What we learned this week
Markets
Goldman Sachs' newest member, RBA gets a health check and Woodside shares dip: What we learned this week
US tech sector hits pause on recruitment, JB HI-FI delivers sales growth and Chinese homeowners refuse to pay mortgages.
Nicola Chand | 22 July 2022