Morningstar, Inc. - August 13, 2025
Tariffs Continue to Stoke Inflation
Plus: 4 Stocks to Buy From a Top-Performing Fund Manager, How...
 Morning DigestAugust 13, 2025 Sarah Hansen A September interest rate cut looks likely following the July CPI report. 
ADVERTISEMENT  Editor's Picks  Advisors must weigh whether national custodians or community foundations better serve clients’ charitable goals. Sheryl Rowling  What you need to know about the advantages and risks of investing in small-cap stocks. Amy Arnott  The advisor to advisors discusses setting plans, dismisses algorithms over humans, and showcases the highest value service that advisors provide. Christine Benz, Amy Arnott Investing Insights Bill Nygren’s Oakmark Fund recently took new positions in these undervalued stocks. Susan Dziubinski Their broader diversification helped reduce the effects of the government’s credit downgrade. Ken Noguchi We maintain our fair value estimate for Nvidia stock. Brian Colello These 12 undervalued consumer cyclical stocks look attractive today. Margaret Giles, Tori Brovet New Stock Analyst Reports Atlassian (TEAM) reported fiscal fourth-quarter results that handily topped guidance, with revenue up 22% year over year to $1.384 billion and non-GAAP operating margin of 24.3%, versus the midpoints of guidance at $1.354 billion and 22.0%, respectively. Overall results were good, with a variety of green shoots. Cloud revenue grew 26% year over year to $928 million, while data center grew 17% to $381 million and marketplace grew 13% to $76 million. Cloud and data center were ahead of our expectations, while marketplace was in line. New Fund Analyst Reports The American Funds Growth series (GWPAX) is overseen by a top management team that applies a measured, objectives-based approach. The Tools You Need to Invest Like an Analyst Stay connected:
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