Morningstar Inc
It’s too late to buy utilities — a red-hot AI play — except for 2 stocks, says top Morningstar strategist
Utilities stocks have been a red-hot play off the artificial intelligence boom, with AI leading to the need for much power. The Vanguard Utilities ETF, for instance, has soared nearly 21% year-to-date, more than the S & P 500’s 18%. But the sector has now run too far, according to Morningstar’s Dave Sekera. He said Morningstar […]
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‘Long-term opportunity’: Morningstar analyst names 2 luxury stocks to buy right now
Amid a broad sell-off in luxury stocks, one Morningstar analyst sees promise in the sector, revealing her top picks. “The luxury sector has been quite richly valued for the last couple of years,” Jelena Sokolova, senior equity analyst at Morningstar, told CNBC Pro. She said that amid the broad sell-off, “opportunities will start to emerge […]
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Buy this ‘cheap’ REIT — it’s set to offer a yield of nearly 7%, Morningstar says
Real estate is one corner of the market that investors are moving into , as expectations of interest rate cuts grow. Markets are betting that this month’s inflation data will give the U.S. Federal Reserve justification to cut rates, as it has repeatedly said consumer prices need to come down for that to happen. It’s […]
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These are the stocks to play the next ‘bottleneck’ in AI, according to the pros
There’s been a lot of talk about artificial intelligence’s current phase: infrastructure building. That has obvious benefits for chipmakers such as Nvidia and hyperscalers like Amazon , Microsoft and Alphabet . Hyperscalers provide the massive cloud computing power needed for AI applications, and analysts have predicted the growing need for more data centers as they […]
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Behind America’s divided economy: Booming luxury travel and a jump in ‘relief’ loans
At American Express, consumers are continuing to open high-fee credit cards and splurge on luxuries like travel. But for lending firm Upstart, there’s a strong interest in microloans as cash-strapped Americans try to scrape by. That juxtaposition underscores the growing picture of bifurcation among income brackets in America. And adds to an increasingly popular view […]
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Obtain this ‘dirt-affordable,’ major-rated dividend stock with a 4% produce, Morningstar says
There is certainly a single dividend inventory that Morningstar states is “deeply undervalued” appropriate now and which it’s bullish on for the prolonged term. That is crop chemical producer FMC , whose shares are down much more than 50% in excess of the earlier 12 months. But Morningstar mentioned in an April 18 take note […]
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4 cheap stocks to acquire and maintain for the upcoming ten years, according to the professionals
Several shares search pricey in present day industry, but there are still low-cost shares to be discovered — some of which can be held for the next 10 yrs, in accordance to the execs. They shared with CNBC Pro their recommendations for finding low cost stocks that hold very long-term assure, as perfectly as their […]
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This AI inventory could tumble 50% and has an ‘exaggerated artificial intelligence narrative,’ Morningstar says
Arm , the British semiconductor style and design corporation, has found its share rate skyrocket due to the fact reporting third-quarter earnings in February. The stock has risen by 65% this year, pushed by what Morningstar phone calls the “AI buzzword” narrative and the firm’s potential to improve royalty costs just after its hottest chip […]
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Morningstar strategist names 3 underneath-the-radar picks for the existing ‘stock picker market’
Fairness marketplaces have been obtaining a fantastic yr so much, with the S & P 500 benchmark crossing 5,000 this thirty day period. Having said that, ongoing political tensions and uncertainty above when the U.S. Federal Reserve will slash interest premiums have raised questions about which sectors will execute strongly — major a variety of […]
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Over and above the 'Magnificent 7': Morningstar's leading strategist names other stocks to individual
Big Tech was the stand-out performer final year, as buyers piled into the so-identified as “Outstanding Seven”: Alphabet , Amazon , Apple , Meta , Microsoft , Nvidia and Tesla . While tech’s potential — pushed in massive component by the buzz all around artificial intelligence — continues to set these shares in the highlight, […]
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