Morningstar AI Coverage Summary: Impact of DeepSeek

Table with 11 columns and 46 rows. Currently displaying rows 1 to 20.
SubsectorTickerNameClose PricePrice to Fair ValueMoatUncertainty
1/24/20251/27/2025Change1/24/20251/27/2025
Semis/ NetworkingNVDANvidia$142.62$118.42−17%1.100.91WideVery High
MUMicron Technology$103.19$91.11−12%1.030.91NoneHigh
ARMARM$162.52$145.96−10%2.462.21WideHigh
AAPLApple$222.78$229.863%1.111.15WideMedium
AVGOBroadcom$244.7$202.13−17%1.291.06WideMedium
MRVLMarvell International$124.02$100.33−19%1.381.11NarrowHigh
ANETArista Networks$129.17$100.3−22%1.721.34WideHigh
Average−14%1.441.24
HyperscalersMSFTMicrosoft$444.06$434.56−2%0.910.89WideMedium
GOOGAlphabet$201.9$193.77−4%0.920.88WideMedium
METAMeta Platforms$647.49$659.882%1.101.12WideHigh
AMZNAmazon.com$234.85$235.420%1.171.18WideMedium
Average−1%1.021.02
Semis Equipment/ ManufacturingASMLASML Holding$700.7$651.6−7%0.820.77WideHigh
ASMAsm International$609$535−12%1.130.99NarrowHigh
BESIBe Semiconductor Industries$135.9$124.8−8%1.131.04NarrowHigh
LRCXLam Research$79.68$75.63−5%0.960.91WideHigh