morningstar

7+ articles

2025 AI AI Investments AI infrastructure AI stocks

Retirement Withdrawal Risks Escalate with AI: What You Need to Know

AI is transforming retirement planning but also introducing new risks, especially around withdrawals. The traditional 4% rule faces challenges in AI-driven markets, with retirees potentially exhausting savings too early. This analysis offers strategies to adapt, such as flexible spending and diversified portfolios, in the face of increased volatility.

Apr 23

Retirement Withdrawal Risks Escalate with AI: What You Need to Know

AI Market Surge Boosted by TSMC's Stellar Earnings

TSMC's impressive Q1 earnings have refocused investor attention on AI infrastructure, raising expectations for future revenue. Despite AI-related challenges, the software sector shows strong potential in cybersecurity and cloud. Morningstar highlights top semiconductor and software stock picks amid growing AI demand.

Apr 20

AI Market Surge Boosted by TSMC's Stellar Earnings

PitchBook's Secretive Layoffs Reflect Industry Trends: What You Need to Know

PitchBook's recent layoffs at its Seattle office—shrouded in mystery regarding their scope and impacted roles—are part of broader tech and financial services staff reductions in 2025. This undisclosed downsizing echoes industry-wide strategies aimed at long-term resilience amid market pressures, with major firms including Microsoft and Morningstar also scaling back.

Nov 19

PitchBook's Secretive Layoffs Reflect Industry Trends: What You Need to Know

Morningstar Analyst Seth Goldstein Puts a Brake on Tesla with 'Sell' Rating

In what might be a reality check for Tesla enthusiasts, Morningstar analyst Seth Goldstein has issued a 'sell' rating on Tesla stock. Goldstein believes the market has become overly optimistic about Tesla's upcoming ventures, particularly the eagerly anticipated robo taxi service. Highlighting concerns over potential delays and scaling issues with Tesla's new products like the Optimus robots, Goldstein warns that such obstacles could shake the stock's current mid-$400 range valuation, which relies on strong growth and free cash flow projections. As Tesla prepares for its earnings report, all eyes are on whether these predictions will hold.

Oct 22

Morningstar Analyst Seth Goldstein Puts a Brake on Tesla with 'Sell' Rating

Anthropic's Claude 4 Revolutionizes Financial Analysis with AI Innovations

Anthropic has unveiled its latest AI innovation, the Financial Analysis Solution, a dynamic tool tailored specifically for the financial industry. Integrating with well-known data providers like Morningstar and PitchBook, it brings unparalleled accuracy and efficiency to financial analysis by minimizing data silos while enhancing decision-making processes. The Claude 4 models at its core are lauded for superior performance, particularly in financial tasks, ensuring businesses such as NBIM, Commonwealth Bank of Australia, and AIG are reaping significant productivity gains. Available now on AWS Marketplace and headed to Google Cloud Marketplace, this tool is setting a new standard in financial data intelligence.

Jul 17

Anthropic's Claude 4 Revolutionizes Financial Analysis with AI Innovations

AI Stocks Surge: Alger Focus Equity Fund's Winning Strategy

Explore how the Alger Focus Equity Fund is capitalizing on AI's transformative impact across industries. Learn about their top AI stock picks like AppLovin, Meta, and Nebius, and how these investments are shaping the fund's success.

May 31

AI Stocks Surge: Alger Focus Equity Fund's Winning Strategy

Tesla Stays Steady Despite DeepSeek's Innovative R1 Model Launch

Morningstar upholds Tesla's $210 valuation and narrow moat, unfazed by DeepSeek's cost-effective R1 model launch. The competitive edge remains Tesla's extensive real-world data, with stock trading at a premium. Analysts explore the implications in the AI-driven auto sector's evolving landscape.

Jan 28

Tesla Stays Steady Despite DeepSeek's Innovative R1 Model Launch

Loading news...