Jakub Porzycki | Nurphoto | Getty Images U.S. tech stocks are back in vogue after another stellar earnings season, but Morningstar analysis suggests the sector offers the best value to investors in years. Market chatter in 2024 and 2025 frequently referenced fears of a "bubble" emerging in the top end of the U.S. equity market, as the "magnificent seven" reached increasingly lofty valuations large...
Jakub Porzycki | Nurphoto | Getty Images U.S. tech stocks are back in vogue after another stellar earnings season, but Morningstar analysis suggests the sector offers the best value to investors in years. Market chatter in 2024 and 2025 frequently referenced fears of a "bubble" emerging in the top end of the U.S. equity market, as the "magnificent seven" reached increasingly lofty valuations largely thanks to hype surrounding artificial intelligence. That peaked in October 2025, when the forward P/E ratio for the S&P 500 Information Technology sector reached over 30x, according to FactSet. But a succession of strong earnings seasons since then has allowed tech stocks to "grow into" their stock prices, by increasing the "E" denominator in the price-earnings equation, and thereby lowering the valuation multiple. Morningstar research suggests the AI theme is now trading at its largest discount since 2019. Using the researchers' own price-to-fair-value metric, it marks a "fantastic entry point" in the sector, according to chief equity strategist Michael Field. "AI isn't a bubble that's going to burst anytime soon – the underlying fundamentals are robust," said Field. "Demand for semiconductors is beating expectations and key drivers like data centers and infrastructure remain intact. The AI story has further to go, and investors should make the most of it while these opportunities still exist." Stock Chart Icon Stock chart icon U.S. tech stocks could offer their cheapest valuations in years Morningstar's research pointed to the U.S. equity market volatility of early 2026 as leading to a decline from record-high valuations among AI stocks, resulting in "more attractive pricing" for those most impacted. Capital expenditure for 2026 was lifted among the "magnificent seven" in bumper April earnings updates, with their combined spend now tracking around $725 billion, versus previous expectations of roughly $670 billion, according to Saxo Bank. Everything everywhere all at on...
hapabapa Biogen ( BIIB ) and Eisai ( ESALF ) Friday said that the FDA has extended its review by three months of the supplemental application for the Leqembi IQLIK subcutaneous injection as an initial treatment option for early Alzheimer’s disease, according to a joint statement. The new Prescription Drug User Fee Act (PDUFA) action date is August 24, 2026. As part of the ongoing review process, t...
hapabapa Biogen ( BIIB ) and Eisai ( ESALF ) Friday said that the FDA has extended its review by three months of the supplemental application for the Leqembi IQLIK subcutaneous injection as an initial treatment option for early Alzheimer’s disease, according to a joint statement. The new Prescription Drug User Fee Act (PDUFA) action date is August 24, 2026. As part of the ongoing review process, the agency requested additional information and has determined that it constituted a major amendment to the sBLA, extending the PDUFA date to allow sufficient time for a full review of the additional materials. The FDA has not raised any concerns to date regarding the approvability of Leqembi IQLIK as a starting dose, the company said. More on Biogen Biogen Inc. (BIIB) Q1 2026 Earnings Call Transcript Biogen Inc. 2026 Q1 - Results - Earnings Call Presentation Revisiting Eisai And Biogen's Leqembi Data For Alzheimer's Disease Biogen outlines Apellis deal impacts with $120M-$130M 2026 other income headwind and non-GAAP EPS accretion in 2027 Biogen Non-GAAP EPS of $3.57 beats by $0.62, revenue of $2.48B beats by $230M
Ren Xiaomin. A top-selling agent at Taikang Life Insurance Co. Ltd. is under criminal investigation in eastern China over allegations she borrowed hundreds of millions of yuan from clients and colleagues to support sales growth. The case has drawn attention to aggressive sales incentives and oversight risks in parts of China’s insurance sector, where top agents often rely heavily on personal netwo...
Ren Xiaomin. A top-selling agent at Taikang Life Insurance Co. Ltd. is under criminal investigation in eastern China over allegations she borrowed hundreds of millions of yuan from clients and colleagues to support sales growth. The case has drawn attention to aggressive sales incentives and oversight risks in parts of China’s insurance sector, where top agents often rely heavily on personal networks and wealthy clients.
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion ...
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Reinhard Krull Germany’s trade surplus narrowed to €14.3B in March 2026 from a downwardly revised €19.6B in February, falling short of market expectations of €18.4B. It was the smallest trade surplus since last November, as exports rose less than imports. Exports unexpectedly increased by 0.5% M/M to a over three year high of €135.8B. Germany’s imports surged 5.1% M/M to €121.5B in March. More on ...
Reinhard Krull Germany’s trade surplus narrowed to €14.3B in March 2026 from a downwardly revised €19.6B in February, falling short of market expectations of €18.4B. It was the smallest trade surplus since last November, as exports rose less than imports. Exports unexpectedly increased by 0.5% M/M to a over three year high of €135.8B. Germany’s imports surged 5.1% M/M to €121.5B in March. More on Germany CEF Insights: New Germany Fund For European Growth Opportunities U.S. Tariffs: A New Trade War? EWG: Amid Fracturing Global Order, Germany Must Rise To The Occasion Europe equities mostly higher amid hopes of U.S.-Iran peace deal Europe equities gain as risk appetite returns
(RTTNews) - Century Aluminum Company (CENX) reported significantly higher first-quarter profit, mainly driven by a gain on the sale of its Hawesville site.
(RTTNews) - Century Aluminum Company (CENX) reported significantly higher first-quarter profit, mainly driven by a gain on the sale of its Hawesville site.
NuScale Power (NYSE: SMR) is developing a small light-water reactor that could help us confront one of the greatest challenges of our time: how to transition to carbon-free energy. Not only that, but NuScale's small modular reactor (SMR) could help utilities and industrial customers supply power to one of the greatest inventions of our era: artificial intelligence (AI). Indeed, the bullish case fo...
NuScale Power (NYSE: SMR) is developing a small light-water reactor that could help us confront one of the greatest challenges of our time: how to transition to carbon-free energy. Not only that, but NuScale's small modular reactor (SMR) could help utilities and industrial customers supply power to one of the greatest inventions of our era: artificial intelligence (AI). Indeed, the bullish case for NuScale is fairly simple. Many energy analysts predict that SMRs will become one of the most important energy sources over the next three decades, and NuScale is currently the only U.S. company with an SMR design approved by the Nuclear Regulatory Commission (NRC). Continue reading
jetcityimage Stellantis ( STLA ) and Leapmotor ( ZGJLY ) plan to deepen their strategic partnership by expanding EV production in Europe, increasing joint purchasing initiatives, and strengthening localized EV manufacturing. The companies intend to add production of Leapmotor’s B10 electric SUV and a new all-electric Opel C-segment SUV at Stellantis’ Zaragoza plant in Spain. The partnership expans...
jetcityimage Stellantis ( STLA ) and Leapmotor ( ZGJLY ) plan to deepen their strategic partnership by expanding EV production in Europe, increasing joint purchasing initiatives, and strengthening localized EV manufacturing. The companies intend to add production of Leapmotor’s B10 electric SUV and a new all-electric Opel C-segment SUV at Stellantis’ Zaragoza plant in Spain. The partnership expansion also includes plans to allocate future Leapmotor models to Stellantis’ Villaverde plant near Madrid, with potential production for both European and global markets starting from 2028. More on Stellantis, ZHEJIANG LEAPMOTOR U/ADR, etc. Stellantis N.V. (STLA) Q1 2026 Earnings Call Transcript Stellantis N.V. 2026 Q1 - Results - Earnings Call Presentation Stellantis: Alliance With Chinese Automaker Leapmotor Points To A Long, Tough Climb European auto stocks in focus after Trump tariff move; Continental, Mercedes-Benz, and Volkswagen slip Detroit automakers warn commodity spike could add $5B in costs