Morningstar, Inc. - August 11, 2025
Is the Luxury Goods Market a Good Investment? Here’s the Latest Data
Luxury valuations look attractive despite the cyclical downturn.
 Morning DigestAugust 11, 2025 Jelena Sokolova Luxury valuations look attractive despite the cyclical downturn. 
ADVERTISEMENT  Editor's Picks  Guardant and Palantir surge, while Trade Desk plunges. Frank Lee  The emerging risks of private prison stocks. Liz Angeles, Hannah Hummel  Also, four top ETFs and how this speculative asset is faring against another popular hedge.  While recession fears have cooled, here are some signals worth watching. Margaret Giles  A wealth management expert on the investment thesis for interval funds and why private market fund fees are so high. Leslie Norton Investing Insights Utilities are renewing investments in clean energy, reliability, and safety. Andrew Bischof, Travis Miller With it’s increase in revenue, here is what we think of Amazon’s stock. Dan Romanoff With a loyal customer base and continued differentiation in hardware and software, here’s what we think of Apple’s stock. William Kerwin Palantir and Uber among companies to report earnings. Frank Lee Recent Earnings New Stock Analyst Reports Most parts of Live Nation's (LYV) business were very strong in the second quarter, with total revenue growing 16% year over year and operating income up 11%. Concerts operating margin rose 60 basis points year over year to 3%, after also atypically turning a profit during the seasonally light first quarter. This came alongside 19% concerts sales growth driven by stadium shows, which usually weigh on margins. A firmwide operating margin contraction of 50 basis points was due to a mix shift away from Ticketmaster, which boasts margins near 40% and makes up most of the firm's operating profit. New Fund Analyst Reports Topnotch building blocks inspire confidence in Fidelity Strategic Income (FADMX). This team is impressive from top to bottom. Beginning with Fidelity veterans and co-lead managers Ford O’Neil and Adam Kramer, a robust management roster comprising managers with complementary skill-sets inspires confidence, not only today but also for the fund’s long-term future. The Tools You Need to Invest Like an Analyst Stay connected:
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