TOPIC

AI News & Analysis

Can AI predict future stock returns?
Markets
Can AI predict future stock returns?
Artificial intelligence can outperform human analysts. But together, they prove hard to beat.
Larry Swedroe | 30 September 2024
AI stocks may be down, but don’t count them out
Stocks
AI stocks may be down, but don’t count them out
As strong demand related to AI continues, monetization is growing and valuations are more attractive.
Morningstar | 24 September 2024
4 charts on the US rotation out of growth and tech stocks
Markets
4 charts on the US rotation out of growth and tech stocks
Value stocks among financials, healthcare and consumer defensive sectors are supporting the market.
Morningstar | 09 September 2024
No sign of AI slowdown for Nvidia
Stocks
No sign of AI slowdown for Nvidia
Morningstar maintains our fair value estimate after latest earnings.
Brian Colello | 29 August 2024
Are these two potential bubbles that investors should avoid?
Personal Finance
Are these two potential bubbles that investors should avoid?
The capital cycle teaches us that too much money chasing new investment opportunities leads to bad outcomes for investors. Is AI and private capital...
Mark LaMonica, CFA | 27 August 2024
Amazon earnings: AWS shines, stock attractive after selloff
Stocks
Amazon earnings: AWS shines, stock attractive after selloff
Fair value estimate for the stock raised on better profit and cost forecasts.
Dan Romanoff | 05 August 2024
What is happening in markets and what you should do now
Personal Finance
What is happening in markets and what you should do now
The market appears to be going through a fit of irrationality. Investors would be wise to steer clear of letting an unpredictable market dictate...
Mark LaMonica, CFA | 05 August 2024
What broadening rally? AI stocks dominate US market again in Q2
Stocks
What broadening rally? AI stocks dominate US market again in Q2
Nvidia, Apple, and other major AI players drove market performance to an even greater degree in the quarter.
Morningstar | 09 July 2024
Will earnings from these 10 AI stocks live up to the hype?
Stocks
Will earnings from these 10 AI stocks live up to the hype?
What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
Morningstar | 23 April 2024
5 ways Nvidia shares are living up to the AI hype
Stocks
5 ways Nvidia shares are living up to the AI hype
The chipmaker’s stock price is already up 60% this year. Can it keep climbing?
Lauren Solberg | 27 February 2024