Tom Lauricella
Tom Lauricella is Senior Editorial Director, Global Markets, for Morningstar. Email Tom at tom.lauricella@morningstar.com.
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US Stock Sector Outlooks: Morningstar’s Top Q3 Picks Across the Market
Morningstar analysts provide their sector outlooks and views on the best stocks to buy.

Markets Brief: Why Investors Should Pay Attention to Second-Quarter Earnings
A high bar is set for Q2 results. Plus: A sector that could surprise, what to watch in big bank earnings, and the World Cup’s effect on the US economy.

Forget SpaceX—SK Hynix’s Record US IPO Tests the AI Trade’s Hottest Corner
The giant South Korean chipmaker is looking to raise $28 billion from US investors just as memory stocks are tumbling after massive gains.

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.

How 3 Top Dividend Managers Are Navigating Today’s Market
At the Morningstar Investment Conference, fund managers discuss realities and opportunities in the dividend landscape.

Will New US Fed Chair Kevin Warsh Raise Interest Rates This Year?
Analysts expect more changes ahead in how the Fed communicates policy decisions and measures the economy.

SpaceX Jumps 19% on Debut, but Hurdles Lie Ahead
Pre-IPO holders could start selling later this summer, and earnings will be an important test.

For SpaceX IPO Investors, a Long List of Unfriendly Shareholder Policies
Corporate governance experts say the SpaceX IPO filing reveals a mix of weak investor protections and multiple conflicts of interest.

Markets Brief: The AI Rally Is Also Lifting Dividend Stocks
Plus: Fidelity’s Chisholm on why higher rates aren’t bothering stocks.

3 Years of the AI Stock Market Boom in Charts
A look at how exploding AI revenues have driven returns, lifted non-tech stocks, added to market concentration, and sent unicorn valuations flying.

Markets Brief: Will the US Fed Really Raise Rates in 2026?
Plus: Blockbuster Q1 S&P 500 earnings, and five years after Engine No. 1 vs. Exxon.

Markets Brief: Echoes of 1999 in the Latest AI Stock Rally?
Plus, why bonds are selling off, and what to watch when Nvidia reports.

Markets Brief: Why the US Consumer Still Matters
Plus: Cerebras’ IPO, the tech stocks leading the EM rally, unicorn concentration, and the April CPI.

Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Plus, what’s likely flying under the radar.

Markets Brief: Top Semiconductor, Software Stock Picks with AI Back in Focus
Plus, Tesla and major airlines to report earnings.

Markets Brief: Could the US Fed Still Cut Rates in 2026?
Plus: 4 top networking stock picks, and a long view on a private credit cycle.

6 Charts That Defined US Markets in Q1
AI worries marked the first quarter of 2026, but the Iran war dominated its final month.

Markets Brief: How Much More Uncertainty Can the Markets Take?
Plus: Does private credit present a contagion risk? Fed decision on deck.

What If the Iran War Is Not Short-Lived?
Analysts say a drawn-out conflict could have dramatic consequences for energy markets and inflation.

Markets Brief: For Iran War Impact on Oil and Other Markets, Longevity and Strait of Hormuz Are Key
Plus: Rajiv Jain’s ‘Defensive is the New Offensive’ strategy, and jobs data ahead.

Markets Brief: Nvidia’s Earnings Preview by the Numbers, and What It Means for Investors
Plus: What to know about Q4 earnings, and AI’s missing impact on GDP.

Markets Brief: Microsoft Stock Under Pressure, Pharma Earnings and Jobs Report on Deck
Also ahead this week, Amazon and Alphabet report.

Markets Brief: What to Watch in Big Tech Earnings, Plus the US Fed Meeting
A busy news week ahead, as investors can (hopefully) shift away from geopolitical worries.

US Stock Sector Outlooks: Morningstar’s Top Picks Across the Market
Morningstar analysts provide their US sector outlooks and views on the best stocks to buy.

Markets Brief: Key Earnings on Deck This Week, “Destructive” Tariff Threats, Plus Watching Signs of Stock Rotation
Banks remain in focus with Big Tech earnings a week away.



