2 Value Stocks to Buy at a Discount — Morningstar's Dave Sekera highlights two value stocks with upside potential: CNH Industrial and Becton Dickinson. CNH Industrial is rated five stars with a 38% discount to fair value, trading at 22 times forward earnings (Morningstar, 2026-09-30)
The Best Small-Cap ETFs — Small-cap ETFs can enhance returns and diversification but carry elevated risks, as only 5% of small-cap index companies hold wide economic moats versus 75% of large-cap firms. Since 2002, the small-cap index has lagged (Morningstar, 2026-09-29)
Markets Brief: Are We in an Earnings Bubble? — The Morningstar US Total Market Index is up roughly 14% in 2026 and nearly 17% over the past 12 months, despite a Q3 slowdown in AI-driven stock gains and bond losses. Goldman Sachs analysts argue that while S&P 500 earn (Morningstar, 2026-09-28)
AI Whiplash Jolts Stocks as Sentiment Lurches From Fear to Greed — Stock markets have experienced significant volatility over the past two weeks as investor sentiment toward artificial intelligence has swung between extreme bearish and bullish positions. This sentiment whiplash has driv (Bloomberg Business, 2026-09-27)
Weekly Market Update: Stocks Gain 1.09% as Technology Rises, Energy Falls — # Summary
The Morningstar US Total Market Index rose 1.09% for the week ended September 25, driven by strong performance in technology (up 3.1%) and healthcare (up 1.57%) sectors, while energy and utilities declined 3.0 (Morningstar, 2026-09-25)
For Size and Value Tilts, Simple Is Better — A study published in The Journal of Investing examined whether investors seeking size and value factor exposure should use a single combined small/value fund or split between separate small-cap and value funds. The resea (Morningstar, 2026-09-25)