Will AI Replace Financial Advisors? Here’s How to Prove Your Value to Clients
Look to enhance your practice while protecting your client relationships.
Artificial Intelligence
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Investment Banking and Trading Are Booming. Are Bank Stocks Too Expensive?
Robust returns, driven by multiple expansion, leave scant investable opportunities. Where should investors look?
Meta: Meta Launches Enterprise Offering to Open Up Another Way to Monetize AI Investments
The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the enterprise market.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
Markets Brief: Are We in an Earnings Bubble?
A look at the durability of the earnings boom ahead of Q3 results. Plus, is AI really crowding out Treasuries, and more blurring between growth and value stocks.
Actually, AI Is Boosting Interest Rates, Not Inflation
The conventional wisdom misses the role of the Fed.
Oracle: Data Center Force Majeure Implies Possibility of $25 Bln Revenue Delay
A delay in the Project Jupiter data center could also put Oracle’s investment grade debt rating at risk.
Why Broadcom Stock Is Worth $650
Morningstar’s analyst unpacks Broadcom’s current valuation, what the market is missing, and the risks investors need to watch out for.
Tencent: Shares Look Cheap as Meta’s AI Agent Success Boosts the Bull Case
We think Tencent stock is significantly undervalued.
Why the Fed Rate Hike Spells Bad News for Private Equity Exits
Higher capital costs come on top of the threat of AI, an exit bottleneck, and damped investor appetite.
Markets Brief: Here’s How High Yields Could Trip Up the Bull Market
Plus, a continued HVAC boom, and the SEC’s move to end its oversight of shareholder proposals.
Smart Investor: Next Drivers for Stocks, Risks for Index Investors, and Economic Outlook
We wrap up our coverage of the markets and the week.
What’s Next for Stocks After the Fed Rate Hike
Crosscurrents include the AI infrastructure boom and strong earnings, along with high oil prices, rising interest rates, and AI safety concerns.
2 Undervalued Semiconductor Stocks to Buy While the Market Is Skeptical of AI Growth
Nvidia and Broadcom could still have room to run if their AI-fueled growth lasts longer than investors expect.
These Growth Funds Were Ahead of Their Indexes on the AI-Buildout Trade
Micron and Western Digital were value stocks until the AI buildout. Morningstar’s Active Score reveals which growth managers had the leeway to scoop them up before their growth accelerated—and which didn’t.
OpenAI’s Reported Valuation Jump Doesn’t Seem Slowed by Growing AI Safety Concerns
The AI giant is said to be seeking private funding that would value the company at $1.2 trillion or higher.
The Risks That Could Derail the Stock Market Further
The biggest threat to stocks may not be valuations, but the macro forces shaping AI spending and market sentiment.
Ahead of an IPO, the Math Behind Databricks’ $190 Billion Valuation Doesn’t Add Up
The data and AI company is one of the world’s strongest private companies, but a PitchBook report says it’s unattractive at the current price.
AI Has Yet to Bite the Job Market
That’s kept the labor market in good shape, helping put Fed interest rate hikes back on the agenda.
AI Stocks Stumble Amid Growing Safety Fears
Warnings from Anthropic, OpenAI, and SpaceX are raising questions over the future of the AI buildout.
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