Morningstar, Inc. - March 23, 2026
Markets Brief: Will the Iran War Trip Up the AI Infrastructure Boom?
Plus: Gas prices’ impact on inflation, and the good news/bad...
 Morning DigestTom Lauricella Plus: Gas prices’ impact on inflation, and the good news/bad news on return dispersion. 
ADVERTISEMENT  Editor's Picks  How we’re rethinking companies’ competitive advantages in an AI-first world. Eric Compton, Mark Giarelli  The stock performances of Apple, Nvidia, Microsoft and others depend on scarce materials that are being cut off by the Iran War. Karen Gilchrist  These six structural advantages make ETFs a powerful tool for reducing tax drag. Sheryl Rowling  Plus, why some software stocks are not down and out yet. Eric Compton, Ivanna Hampton  Through active stewardship and surging interest in renewables, sustainable investing carries on. Leslie Norton  Understanding the limitations of semiliquid vehicles is the key to using them well. Brian Moriarty Investing Insights These passive ETFs earn top ratings from Morningstar in 2026. Susan Dziubinski Less-frequent mandated earnings could be a positive, but the large pool of private capital may keep unicorns from coming to market. Rosie Bradbury, Michael Bodley These 3 undervalued utilities stocks look attractive today. Tori Brovet Could it be a harbinger for more? Daniel Sotiroff Funds from Victory Capital, FPA, and Eaton Vance are among the best performers. Gabe Alpert The January construction spending report is being released next week. Rachel Schlueter The January construction spending report is being released next week. Rachel Schlueter More We think Alibaba is on track to reach its quick commerce target. Chelsey Tam New Stock Analyst Reports Lululemon's (LULU) fourth-quarter comparable sales declined 1% in the Americas (74% of sales) but rose 16% internationally. Operating margin fell more than 6 percentage points to 22.3% as gross margin plummeted 550 basis points to 54.9% on higher tariffs and markdowns. Lululemon is at a critical juncture after subpar results from competition, tariffs, and product issues led Calvin McDonald to resign as CEO. The firm is making progress by clearing out older merchandise and pursuing more marketing and innovation that focus on technical apparel. New Fund Analyst Reports LSV Value Equity’s (LSVEX) systematic deep-value investment approach is volatile and prone to bouts of deep over- and underperformance, but an impressive roster of researchers patiently executes it, and it remains a worthy option for long-term-minded investors. The Tools You Need to Invest Like an Analyst Stay connected:
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