Morningstar

Yahoo Finance • 5 hours ago

Affirm, SoFi, StepStone Group, Ares, and Morningstar Stocks Trade Up, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall Street expectations. Leading the charge, giants like BlackRock, Bank of America, a... Full story

Yahoo Finance • 2 days ago

Morningstar: 60/40 Model Beats Diversified Portfolios Over the Long Term

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Diversified portfolios outperformed the traditional 60/40 model in 2025, according to the 2026 Diversification Landscape report... Full story

Yahoo Finance • 5 days ago

The Smartest Growth Stocks to Invest $1,000 in As Investors Rotate Out of Tech

The Nasdaq Composite index has shed more than 5% of its value in 2026, as investors have been moving out of this sector despite positive earnings news from key technology players. However, the rotation from technology into other sectors h... Full story

Yahoo Finance • 8 days ago

New Derivative Income ETFs Aren’t Worth the Risks

There are now a host of funds that use options to generate income from an individual stock. Here’s how they work—and why individual investors would be wise to steer clear. Continue Reading... Full story

Yahoo Finance • 15 days ago

The Best S&P 500 Index Fund? You Might Be Surprised.

A Morningstar study finds that ultra-low-cost S&P 500 funds—including offerings from Vanguard, State Street, and BlackRock—deliver the strongest long-term performance, with one lesser-known SPDR ETF edging out rivals. Continue Reading... Full story

Yahoo Finance • 17 days ago

Nasdaq Correction: Buy 2 AI Stock With 98% and 115% Upside, According to Wall Street Analysts

Key Points The Nasdaq Composite recently closed in correction territory, but past corrections have typically been excellent buying opportunities. Micron is 23% below its high, but the company enjoys a strong position in the booming memory... Full story

Yahoo Finance • 22 days ago

3 Financials Stocks with Solid Fundamentals

Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as companies face challenges from an unpredict... Full story

Yahoo Finance • 24 days ago

This Vanguard ETF Could Be the Best for Growth Stock Investors

As an investor, you can use exchange-traded funds in a variety of ways. Many investors choose to get coverage of the entire stock market in a single fund by focusing on ETFs that track broad-based indexes like the S&P 500 or Nasdaq 100. Ho... Full story

Yahoo Finance • last month

Morningstar, Intercontinental Exchange, and Fiserv Stocks Trade Down, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after the Asset Management sector was muted amid lingering fears of bad loans and redemptions within the private credit sector. These concerns contributed to a broader marke... Full story

Yahoo Finance • last month

Software Bear Market: 2 AI Stocks With 42% and 47% Upside to Buy Now, According to Wall Street

Key Points Software stocks have dropped into a bear market over concerns about AI, but Nvidia CEO Jensen Huang says the market’s reaction has been "illogical." Microsoft’s generative AI copilots are gaining traction with customers and the... Full story

Yahoo Finance • last month

The 4% rule is done — 5 signs your $1 million retirement portfolio can survive the new withdrawal reality

A million dollars can provide a comfortable lifestyle in retirement. - Getty Images/iStock For decades, reaching a seven-figure portfolio meant you’d made it. The traditional wisdom suggested following the “4% rule” — withdraw 4% of your... Full story

Yahoo Finance • last month

This Schwab Dividend ETF is a Superstar. Defense and Energy Are Key

The fund’s success is due to a focus on the kind of companies investors have suddenly rediscovered after years of obsession with Silicon Valley. Continue Reading... Full story

Yahoo Finance • last month

Q4 Rundown: FactSet (NYSE:FDS) Vs Other Financial Exchanges & Data Stocks

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial exchanges & data stocks fared in Q4, starting with FactSet (NYSE:FDS). Financial exchang... Full story

Yahoo Finance • 2 months ago

Jefferies updates its AI Risk Basket

[Hand pointing at digital warning icon with AI and data interface, representing system warning alert, cybersecurity threat, data error, and artificial intelligence risk.] Saksit Sangtong The Jefferies AI Risk Basket used to identify poten... Full story

Yahoo Finance • 2 months ago

Morningstar, Inc. (MORN): A Bull Case Theory

We came across a bullish thesis on Morningstar, Inc. on r/ValueInvesting by No_Town_2496. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.'s share was trading at $172.41 as of February 25th. MORN’s trailing a... Full story

Yahoo Finance • 2 months ago

Will Micron Be the Next Nvidia -- or the Next Intel?

Key Points Micron and Nvidia share similar growth stories. Like Intel, though, Micron's success could be disrupted by competition. Micron could be more like Nvidia than Intel going forward because of AI demand.10 stocks we like better tha... Full story

Yahoo Finance • 2 months ago

3 issues shaping the future of retirement planning: Morningstar

The core challenge of retirement planning has long centered on one fundamental problem: getting people to start saving in the first place. But Morningstar experts say that dynamic is changing. In a recent webinar about the "new rules" of... Full story

Yahoo Finance • 2 months ago

Anthropic's new AI tools deepen selloff in data analytics and software stocks, investors say

By Chibuike Oguh, Samuel Indyk and Danilo Masoni NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff among U.S. and European data analytics, professional services and software companies deepened on Tuesday, with some investors pointi... Full story

Yahoo Finance • 4 months ago

How To Save 15% More of Your Mutual Fund or ETF

If you operate like the average investor, your holdings may be returning less than you think. A Morningstar study found that investors lost about 15% of their returns over 10 years. Put differently, dollars invested in ETFs and mutual fund... Full story

Yahoo Finance • 4 months ago

Is the 4% rule too stingy for your retirement? Try spending 5%.

The 4% rule of retirement puts you on an austere budget in your leisure years. Even if you save a million dollars, the 4% formula allows you to spend only $40,000 of your money in the first year. But what if we said you could spend 5%? Or... Full story