Tom Lauricella
Tom Lauricella is Senior Editorial Director, Global Markets, for Morningstar. Email Tom at tom.lauricella@morningstar.com.
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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.

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.

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.

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

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.

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: 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.

Watch These 6 Signals for Clues on Where Markets Will Go In 2026
From electricity costs to AI-focused corporate borrowing, these trends could drive stock and bond markets in the coming year.

Markets Brief: A Solid Year for Bonds and 60/40 Portfolios
Plus: The US Dollar outlook, and the next big catalyst for the markets.

What’s Next for Pharma Stocks After Trump’s Drug Price Ultimatum?
Drug stocks take a hit in the latest headwind for the healthcare sector.

This Is What Real Market Uncertainty Looks Like
If tariffs stick, the economic and investing landscape could be altered in unknown ways for years to come.

Stocks Plunge as Trump’s Tariffs Threaten to Hurt Growth, Raise Inflation
Sweeping tariffs add new unknowns to the market outlook.

What Are Private Market Investments?
A primer on differences between public and private investing.

US Job Growth Holds for Now, Fed Rate Cuts Still on Pause
Fed interest-rate changes are seen on hiatus as tariffs and federal government job cuts cloud the outlook.

What’s Happening With Palantir Stock?
Palantir has had a huge rally and a big collapse. Is the stock now a buy?




