Morningstar, Inc. - July 13, 2026
What Investors Should Watch for in the Second Half of 2026
Plus: These Simple Portfolio Checks Could Save You From Costly...
 Morning DigestDominic Pappalardo, Ivanna Hampton Plus, where to look for opportunities in fixed-income and more. 
ADVERTISEMENT  Editor's Picks  A high bar is set for Q2 results. Plus: A sector that could surprise, what to watch in big bank earnings, and the World Cup’s effect on the US economy. Tom Lauricella  The South Korean memory chip giant raises $26.5 billion in second-largest IPO on record. Tom Lauricella  Follow these seven steps to keep your financial goals on track in the second half of 2026. Christine Benz Investing Insights These 12 undervalued technology stocks look attractive today. Tori Brovet Cross-border licensing deals offer pipeline renewal and cost efficiencies but may also introduce risks. Pandora Zilstorff With fierce competition in the streaming industry, we’re watching how Netflix’s sales and customer base evolves. Matthew Dolgin Lowering fair value estimates as short-term demand is outweighed by a more conservative outlook for margin expansion. Rashmi Nair We lower our fair value estimate for Ionis Pharmaceuticals. Rachel Elfman Big banks and UnitedHealth earnings, plus inflation reports due for release. Irza Waraich New Stock Analyst Reports Barry Callebaut BARN released its fiscal third-quarter sales update, which included volume growth in global cocoa and chocolate that was ahead of company-compiled consensus. Management narrowed full-year volume guidance to the upper end of its previous range of negative 1% to negative 3%. Group volume grew almost 6% in the fiscal third quarter, with global cocoa up 18%, reflecting lower cocoa bean prices and a low comparable base. While cocoa volume rebounded solidly, profitability is yet to follow. We expect reported EBIT margin to decline another 30 basis points in fiscal 2026 to 4.5%, recovering to around 6% in fiscal 2027. New Fund Analyst Reports A capable management team, backed by a strong contingent of securitized and credit analysts, runs MFS Limited Maturity Fixed Income (MQLFX), which includes the US-sold MFS Limited Maturity and Luxembourg-domiciled MFS Meridian Limited Maturity. This strategy retains its Above Average People and Process Pillar ratings. The Tools You Need to Invest Like an Analyst Stay connected:
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