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What Happens if OpenAI Delays Its IPO to 2027?

Three possible scenarios if one of this year’s most hotly anticipated IPOs is pushed back.

Apple: Renewed Broadcom Agreement Adds AI Cherry on Top

We maintain fair value estimates for Apple and Broadcom.

Q3 Stock Market Outlook: What’s In and What’s Out

Morningstar Wealth strategist Dominic Pappalardo says to stick with small caps and Latin America stocks.

Gold Miners: We Update Our Near-Term Price Assumptions as Gold Enters a Bear Market

We lower fair value estimates across our gold mining coverage.

Samsung Electronics: Preliminary Figures Slightly Soft; We Expect Memory Price Hikes to Taper

We maintain our fair value estimate of Samsung stock.

Tesla: Shares Fall Despite Strong Second-Quarter Deliveries Growth

We’ve raised our fair value estimate of Tesla stock.

10 Top-Performing Canadian Dividend Stocks

Royal Bank of Canada and TD Bank are among Q2’s high-yielding winners.

Raising Fair Value Estimates for Korean Memory Suppliers, but Industry Remains Cyclical

Lifting our valuations on Samsung and SK Hynix on strong pricing and long-term supply agreement outlook.

Best- and Worst-Performing Canadian Stocks

BMO and Great-West rank among the best stocks in Q2 2026, while the worst include Agnico Eagle and Kinross.

Unibail-Rodamco-Westfield: Initiate Coverage With EUR 104 Fair Value Estimate and No-Moat Rating

We think Unibail-Rodamco-Westfield stock is fairly valued.

Is the Breathtaking Runup in Memory Stocks Driven by Short-Term Thinking?

These AI stocks may be ballooning, but we think this kind of success can’t survive the market cycle.

GQG: Why We Are Still in an AI Stock Market Bubble

While bulls point to huge chip and hardware orders, GQG manager Kersmanc says that’s all part of the bubble.

The Market Is Underestimating This Industry-Leading Stock

This wide-moat stock is trading at a rare discount to fair value.

BlackBerry Earnings: Strong Fundamentals and Execution, but a Challenging Valuation

We’ve raised our fair value estimate of BlackBerry stock.

Broadcom: Jalapeno Adds Bullish Spice to Our Conviction in This Top Pick

We expect immense growth for Broadcom through 2028

Qualcomm: Raising Fair Value with a Bright AI Forecast

We think Qualcomm is in a good position to capture a piece of the AI pie.

Micron Earnings: What Goes Up Must Come Down … Eventually

We’ve significantly raised our fair value estimate of Micron stock, but still see it as overvalued.

Alphabet: Shares Sell Off on Artificial Intelligence Talent Exits; We See a Buying Opportunity

We maintain our fair value estimate for Alphabet stock.

Apple: Pulling the Pricing Lever

We’ve raised our fair value estimate for Apple stock, and we now believe it looks fairly valued.

Nvidia: The AI Champion’s Stock Is Too Cheap to Ignore

Even as competition looks likely to build, the company remains a leading wide-moat business securely at the center of the AI ecosystem.