David Sekera, CFA

What to know about positioning for the second half of 2026 in US stocks, and where we see opportunity by sector.

Stellar results aside, this stock is trading at an unrealistic price.

Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a USD 600 valuation.

These companies are all leaders in Big Tech. But there’s one clear winner when it comes to which stock to buy today.

Use the volatility to your advantage; where to harvest gains and where to redeploy.

Morningstar’s Chief US Market Strategist shares his current dividend-paying picks.

High valuations, higher stakes: Expecting a volatile 2026.

The US stock market is walking a tightrope between an AI boom and an economic slowdown.

With valuations elevated and heightened volatility on the horizon, here’s how to position today.

The market is calm for now, but heightened volatility is expected in the coming quarters.

Here’s how investors can position themselves to ride out near-term turbulence in stocks.

A bear market in AI stocks leads to more attractive valuations.

These stocks all have attractive yields and valuations.

In a stretched market, positioning is increasingly important.

Plus, we answer viewer questions about dividend aristocrats, when to sell, Berkshire Hathaway, and more.

Plus, we answer viewer questions about dividend aristocrats, when to sell, Berkshire Hathaway, and more.

Third-quarter earnings are solid, but guidance is mixed.

While we recommended that investors underweight stocks in 2022, conditions in 2024 are much different

These high-dividend stocks look undervalued to us.

Investors should take profits on overextended stocks and reinvest in undervalued names left behind by the rally.