Stock Market News & Analysis
stocks
Unconventional wisdom: A modern day bank run
Is the economy and investor portfolios at risk from a potential a ‘bank run’ in private credit?
stocks
Shares leap for ASX rare earths provider
We increased our fair value based on higher expected rare earths pricing.
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Does SpaceX’s sky-high valuation make sense?
SpaceX’s $1.5 trillion valuation looks expensive and risky, but not irrational.
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ASX healthcare leader sees further cuts to fair value
Fiercer competition expected to squeeze margins.
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Avoid this overpriced ASX share
This ASX share is 84% overvalued and lacks a sustainable competitive advantage.
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Markets brief: How will AI affect economic moats? Morningstar’s take on the new paradigm
A broad assessment of AI’s threats and opportunities leads to moat ratings changes for more than three dozen companies.
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Baidu: Moat downgraded to none from wide; AI segment growth to offset search decline in long \run
We’ve also lowered our fair value estimate of Baidu stock.
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What AI means for US software companies’ moats
We’re no longer certain that software firms will outperform over the next decade, but positive outcomes remain possible for names like Salesforce.
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Lower moat ratings on four ASX shares due to AI
We believe AI weakens the competitive advantage of these companies.
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What Q4 US earnings did and didn’t tell us about AI and the outlook for tech shares
Tech saw solid earnings, but there are more questions around which companies will benefit from AI, and which will be hurt.
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Top stocks of the year: Which opportunities remain in 2026?
A deep dive into the most traded stocks by Aussies in 2025 - and what this signals for the year ahead.
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What did Morningstar subscribers buy and sell during February?
How the most traded shares stack up against our analysts views.
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Paying more for new customers is a troubling sign for ASX share
Shares fall close to 18% after reporting higher marketing expenses.
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10 US stocks with the largest fair value estimate increases during Q4 earnings
Semiconductor companies Sandisk, Teradyne, and Applied Materials saw the largest fair value hikes.
stocks
Berkshire Hathaway earnings: Cash hits record $373 billion on mostly solid results across the firm
We think Berkshire Hathaway stock is fairly valued.
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