What changed in the U.S. equity market this quarter?
The Q3 reconstitution of the Morningstar Market Indexes reflects an evolving market shaped by new entrants, shifting company sizes, and changing Growth and Value characteristics. Dan Lefkovitz and Alex Poukchanski discuss the quarter’s most notable changes, including SpaceX’s impact on size segments and the influence of the AI trade on companies such as Dell, Intel, Corning, Intuit, and Adobe.
Watch the Q3 recap and explore what the latest reconstitution tells us about today’s market:
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