Morningstar, Inc. - November 21, 2025
For Software Stocks, It’s Been an AI Bust, Not a Boom
Once-hot software names are lagging.
 Morning DigestSarah Hansen Once-hot software names are lagging. Are they good buys? 
ADVERTISEMENT  Editor's Picks  Economists say the labor market is still weaker than usual, despite strong headline gains for the month. Sarah Hansen  The tax and IRA expert shares tips for getting the most bang from your charitable dollars in 2025 and 2026. Christine Benz  These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving. Christine Benz Investing Insights History suggests current trends will reverse. Adam Sabban Offerings from Fidelity and Artisan Partners stand out. Gabe Alpert Results, AI traction, and guidance point in the same positive direction for this wide-moat company. Dan Romanoff With decline in revenue impacting stock, here’s what we thought of Disney stock. Matthew Dolgin These 12 undervalued technology stocks look attractive today. Tori Brovet Recent Earnings New Stock Analyst Reports Nvidia (NVDA) reported fiscal 2026 third-quarter revenue of $57 billion, up 22% sequentially and 62% year over year and ahead of guidance of $54 billion. Its fourth-quarter revenue forecast of $65 billion would be ahead of the FactSet consensus estimate of $62 billion and up 65% year over year. Nvidia again delivered excellent revenue growth as artificial intelligence demand still exceeds supply. Results contrast with AI bubble fears, although we view the risks as longer-term in nature. Nvidia’s supply chain is expanding even faster than in prior quarters, allowing for revenue acceleration. New Fund Analyst Reports Experienced leadership and a consistent process make ClearBridge Large Cap Value (LCLIX) a resilient, long-term option despite recent challenges. The Tools You Need to Invest Like an Analyst Stay connected:
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