Morningstar, Inc. - March 2, 2026
More Tech Stocks Look Cheap As the Market Rotates
Plus: Oil-market risks tied to Iran tensions, an expensive IRA...
 Morning DigestRachel Schlueter Meanwhile, value-leaning areas of the market, including industrials and energy stocks, are moving out of undervalued territory. 
ADVERTISEMENT  Editor's Picks  Plus: Rajiv Jain’s ‘Defensive is the New Offensive’ strategy, and jobs data ahead. Tom Lauricella  Plus, what you need to do to fix this costly tax mistake. Denise Appleby, Ivanna Hampton  Whether you’re a retirement saver or a retiree, we’ve got a portfolio that will limit the drag of taxes. Christine Benz  A historically concentrated market isn’t necessarily bad, but it does pose risks. Dan Lefkovitz  Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert. Leslie Norton Investing Insights The stocks of these high-quality companies look cheap today. Margaret Giles AMD and Apollo are among the names that are still cheap despite solid earnings beats. Bella Albrecht The anything-but-AI sentiment in the market is leaving many AI stocks looking attractive. Tori Brovet, Margaret Giles As selloffs continue, the market is trying to answer the question: Which services and products can be replaced by artificial intelligence? David Sekera, Susan Dziubinski, Jess Bebel Funds from Allspring, Columbia Threadneedle, and Fidelity are among the best performers. Gabe Alpert Our update on select stocks from the Entertainment industry. Matthew Dolgin The February jobs report is releasing this week, plus earnings from Broadcom and Costco. Rachel Schlueter Recent Earnings New Stock Analyst Reports Flutter's (FLTR) fourth-quarter revenue increased 25%. US sales grew 33%, with favorable sports outcomes and high revenue margin helping drive down betting volume (handle) growth to just 3%. Consolidated adjusted EBITDA margin was 17.4%, up from 16.8% a year ago. After a streak of house-friendly sports outcomes, wagers started to drop off. While peers reacted with promotions to retain volume, Flutter held back; this aided its revenue margin but resulted in lost share. Flutter should be able to correct this using its leading data and pricing tools. New Fund Analyst Reports Vanguard High-Yield Tax-Exempt (VWAHX) combines experienced leadership with a disciplined approach that stands out and delivers consistently strong results versus muni national-long Morningstar Category peers. The Tools You Need to Invest Like an Analyst Stay connected:
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