# Morningstar Wealth
Top podcast episodes
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Top podcast episodes featuring morningstar wealth.
AI Memory Volatility, Chip Cyclicality & What's Next for Tech Trade
Morningstar Wealth's William Kerwin and Futurum's Dan O'Brien talk all about the state of the AI chip trade, from memory volatility to semiconductor consolidation. William says we are still in the early innings in terms of timing, and we will see an acceleration in the months to come. Dan says he v…
BA Sees Turbulence in Orders, Earnings & Backlog Offer Aerospace Muscle
Boeing's (BA) mixed earnings showed enough green lights for investors to send shares higher on Tuesday's session. Morningstar Wealth's Nicolas Owens says one of the key questions lies in a key customer and a tentative setback of orders. However, he still sees the stock as one flying under fair valu…
Tariffs, Prime Day and Gas Prices: What's Moving Retail?
Morningstar Wealth’s David Swartz breaks down why July retail sales slowed from June, pointing to Amazon (AMZN) Prime Day timing, tourism shifts and higher gas prices. He also examines how tariffs may be affecting retailer inventory decisions and explains why elevated energy costs could pose a bigg…
TGT Nears 2-Year High After Earnings as Investors Assess Retail Revival
Morningstar Wealth's Brett Husslein and Amanda Lai discuss whether Target's (TGT) recent surge to 52-week highs reflects a sustainable turnaround or a short-term rally. They examine the retailer's improving comparable sales, rising customer traffic, and $5 billion investment plan. The pair also hig…
LULU's Long-Term Bull Case Despite Low Expectations
Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash flow, and growth opportunities in China and product line expansion. Tom White suggests a cash-secured put strategy for bullish inve…
Undervalued and Underappreciated, Macy's Eyes a Turnaround
Morningstar Wealth's David Swartz sees Macy's (M) as currently undervalued, with five straight quarters of comparable sales growth and a stronger post-pandemic balance sheet. He warns that a market reluctant to back department stores could ultimately pave the way for a future privatization.
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Chewy's Auto-Ship Strength and Target's Retail Dilemma
Morningstar Wealth's Brett Husslein notes Chewy's (CHWY) consistent sales growth and deepened auto-ship penetration despite cutbacks in discretionary pet spending, while casting doubt on Target's (TGT) turnaround strategy. Tom White pairs the bearish Target outlook with a put vertical options trade…
Software's Headwinds & Tailwinds at Forefront of AI Development
Stephanie Walter and Morningstar Wealth's Luke Yang discuss how debates of slowing down AI impact the software space. Luke believes AI adoption on an enterprise level remains in the early stages, offering time for companies to improve AI usage and safety. He offers a bull case for Intuit (INTU). As…
Can Nike's China Reset Spark a Turnaround?
Morningstar Wealth's David Swartz says Nike's (NKE) turnaround remains slow after two years, with North America stabilizing but Greater China still posting double-digit sales declines. He's watching for inventory improvement and signs that restrictions on franchisee online selling in China can rest…
Can Zscaler Turn AI Hype Into Real Revenue Growth?
Morningstar Wealth's Ahmed Khan says Zscaler (ZS) is positioned to benefit from AI-driven network traffic growth but has underperformed peers like CrowdStrike (CRWD), Fortinet (FTNT), and Palo Alto (PANW) due to weaker execution and its narrower focus on network security. He sees the upcoming inves…
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