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US Telecom: SpaceX Takes Another Step Forward With Low-Band Spectrum Purchase
We maintain our fair value estimates for US telecom stocks.
Samsung’s AI Chip Prices Could Double in 2027, but Stock Upside Looks Limited
We maintain our fair value estimate for Samsung stock.
Can Investors Trust Broadcom’s Bullish 2028 Guidance?
As fears grow about the durability of AI growth, we have confidence in Broadcom’s forecast—but we think the market might need to see it to believe it.
European Carmakers Have Had a Terrible Year. Is Now a Time to Buy?
After steep declines in 2026, all five large European carmakers are trading below their Morningstar fair value estimates.
Besi: ASML Fears Over Hybrid Bonding Market Look Overdone; HBM Adoption More Relevant
We are providing an update on Besi after the stock fell 10% on Oct. 7.
The Best and Worst European Stock Markets in 2026, and What’s Next
Strong earnings and resilient economic growth provided momentum through much of 2026, but attention now turns to surging bond yields and political risk.
Germany Leads European Stock Market Declines in September
Consumer cyclical stocks came under pressure, while only technology and energy posted positive returns.
Stocks to Play Europe’s Push for Space Launch Sovereignty
As Europe’s effort for satellite launch autonomy from the US grows, investors can access the theme both via defense giants and smaller specialist firms.
Air Liquide Stock: Raising Fair Value on Stronger Outlook
We’ve long believed that Air Liquide has a significant runway for margin expansion.
2 US Value Stocks to Buy at a Discount
Why an agricultural equipment stock and a healthcare name still look attractive today.
This US Stock Is Outperforming the Market Yet Still Looks 39% Undervalued
Improving fundamentals and industry trends could fuel further gains.
Schneider Electric to Buy PTC in French Industrial Giant’s Largest-Ever Acquisition
The USD 22.6 billion deal comes as the French electrification and automation firm seeks to bolster its data center business amid surging demand.
7 Charts on US Markets: Stocks Tread Water While the Bond Market Shudders
The AI trade cooled and bond yields soared to multi-decade highs in the third quarter.
PitchBook: Anthropic’s Leaked Financials Reflect Fast Growth, but Not a $2 Trillion Valuation
Draft IPO filing shows a company growing faster than its annual results can capture.
Tesla: Shares Rise on Third-Quarter Deliveries Ahead of Consensus Estimates
We think Tesla stock is fairly valued.
2 Undervalued US Stocks to Watch Before They Rebound
These wide-moat stocks look attractive after their recent pullbacks.
AI Boom Is ‘Real,’ and the Bond Selloff is ‘Perfectly Reasonable,’ Says Amundi’s O’Toole
John O’Toole, Amundi Asia CIO, weighs in on AI growth, market concentration, rising bond yields and the biggest risk to investment forecasts.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
UniCredit Shares Are Up Amid the Bank’s Buying Spree. Can They Climb Higher?
UniCredit is seeking to reshape the European banking landscape with its pursuit of Commerzbank and Banco BPM. But will that strategy keep shares pushing higher?
Micron: What We Think of the Stock After Earnings
We lower our fair value estimate for Micron stock.
