Morningstar, Inc. - November 18, 2025
4 Surprising AI Stocks to Buy
Plus: 3 Big Ideas to Help Investors Prepare for 2026 ...
Morning DigestDavid Sekera, Susan Dziubinski Plus, our take on Nvidia before earnings. Editor's Picks Markets have a way of humbling even the sharpest forecasters. Here are tactics investors can use whatever the future holds. Dan Kemp Plus: Nvidia earnings on deck, and mind the economic data gap. Dan Kemp Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Christine Benz Investing Insights A sensible approach to a diverse universe. Lan Anh Tran Fixed-income and active funds stand out as a bright spot. Outflows in Europe and the US. Hortense Bioy CME and Williams are among the stocks rated as expensive. Bella Albrecht Blackstone and Altria are among the stocks that fell into undervalued territory. Bella Albrecht Berkshire reports net sales of roughly $7.9 billion for the third quarter. Greggory Warren These 12 undervalued industrials stocks look attractive today. Tori Brovet New Stock Analyst Reports Aramark's (ARMK) full-year results fell slightly below 2025 guidance, but strong contract wins in the fourth quarter show growth potential. The group will target organic growth of 7%-9% in 2026, aiming to build off its strong net new growth in the fourth quarter. Annualized US gross new wins were more than $1 billion, an increase of 33% compared with fiscal 2024. The University of Pennsylvania Health System contract was the largest driver, Aramark's largest-ever US contract win. Retention rate of 96.3% was the highest in company history, further aiding the net new business growth. New Fund Analyst Reports TCW MetWest Total Return Bond (MWTSX) is emerging from both a leadership transition and a period of underperformance. Former comanager Steve Kane retired at the end of 2024, completing a multiyear leadership transition that saw the retirements of three of the firm’s investment leaders, as well as its CEO. Former CIO Tad Rivelle left in 2021, followed by former CEO David Lippman in 2022, Laird Landmann in 2023, and then Kane in 2024. Rivelle, Landmann, and Kane were three of the industry’s most respected fixed-income investors, and it’s hard to quantify what TCW has lost with their absence. An impressive group of fixed-income investors remains, however, including CIO and generalist portfolio manager Bryan Whalen, as well as generalist portfolio managers Ruben Hovhannisyan and Jerry Cudzil. The Tools You Need to Invest Like an Analyst |



