Morningstar, Inc. - November 24, 2025
Big Tech Stocks: Winners and Losers
Plus: Tax-Loss Harvesting Isn’t Just for Downturns, The Best...
 Morning DigestFrank Lee Highly anticipated earnings releases saw most stocks down, but there have been winners. 
ADVERTISEMENT  Editor's Picks  Stocks whipsawed as AI anxiety persisted and mixed jobs numbers complicated the picture for the Fed. Sarah Hansen  Plus: Healthcare stocks rebound, December rate cut bets increase and private credit hits a roadblock. Dan Kemp  Bath & Body Works and Sandisk are down. Frank Lee  Plus, you should also consider rebalancing your portfolio before 2025 wraps up. Amy Arnott, Ivanna Hampton  A Morningstar Investment Management report offers early evidence that semiliquid structures may have a meaningful role to play in how retirement plans are designed. Hal Ratner Investing Insights Nike and Blackstone are among the names that are still cheap despite impressive earnings beats. Bella Albrecht NatWest saw an upgrade, while Truist was downgraded. Frank Lee These nine undervalued energy stocks look attractive today. Tori Brovet Investors can learn a lot from the latest private credit drama. Brian Moriarty, Jack Shannon Recent Earnings New Stock Analyst Reports During its Nov. 20 analyst day, Moderna (MMA) made several announcements, including a new $1.5 billion credit facility, expectations for up to 10% revenue growth in 2026, improving gross margins through 2028, and discontinuations of midstage shingles and herpes programs. Moderna confirmed that it is roughly one year ahead in its cost-cutting plan, and a credit facility adds more cushion against any potential dilutive financing even in a bear-case scenario. However, Moderna's capacity is still constrained, and midstage programs that don't meet its high bar for commercial potential are being discontinued. New Fund Analyst Reports One of the most storied bond funds in the market today, Loomis Sayles Bond (LSBRX), will become Loomis Sayles Income at year-end 2025. While its name and mandate are changing, its experienced managers and robust investment process are not; the fund retains its High People and Above Average Process ratings. The Tools You Need to Invest Like an Analyst Stay connected:
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