Morningstar

Morningstar

Yahoo Finance • 2 days ago

How Morningstar’s PitchBook Data Powering ChatGPT for Finance Could Reshape the MORN Investment Case

In September 2026, Morningstar's PitchBook private markets data was integrated into OpenAI's newly launched ChatGPT for Financial Services platform, enhancing AI-assisted analytical tools for finance professionals. This collaboration under... Full story

Yahoo Finance • 7 days ago

Unpacking Q2 Earnings: Nasdaq (NASDAQ:NDAQ) In The Context Of Other Financial Exchanges & Data Stocks

Unpacking Q2 Earnings: Nasdaq (NASDAQ:NDAQ) In The Context Of Other Financial Exchanges & Data Stocks Let's dig into the relative performance of Nasdaq (NASDAQ:NDAQ) and its peers as we unravel the now-completed Q2 financial exchanges & d... Full story

Yahoo Finance • 9 days ago

Unpacking Q2 Earnings: S&P Global (NYSE:SPGI) In The Context Of Other Financial Exchanges & Data Stocks

Unpacking Q2 Earnings: S&P Global (NYSE:SPGI) In The Context Of Other Financial Exchanges & Data Stocks The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business en... Full story

Yahoo Finance • 9 days ago

3 Reasons We’re Fans of Morningstar (MORN)

3 Reasons We're Fans of Morningstar (MORN) Morningstar has followed the market's trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.6% to $209.40 per share while the index has gained... Full story

Yahoo Finance • 30 days ago

What Chinese liquor maker Moutai's slump says about the country's economy

BEIJING — Walk down most streets in China and you'll find a liquor store advertising premium spirits brand Moutai, along with posters of resale prices by vintage year. It's a testament to how intertwined the red-and-white-labeled bottles... Full story

Yahoo Finance • last month

GenAI Disruption Fears Pullback in Morningstar (MORN) Despite Solid Financial Fundamentals

Baron Capital, an investment management company, released its Q2 2026 letter for "Baron Partners Fund". A copy of the letter can be downloaded here. Baron Partners Fund reported a 16.61% (Institutional Shares) gain in Q2, outperforming bot... Full story

Yahoo Finance • last month

Is Morningstar (MORN) Undervalued As Strong Q2 Earnings Lift Investor Interest?

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Morningstar (MORN) drew fresh investor attention after reporting s... Full story

Yahoo Finance • 2 months ago

Morningstar (MORN) Rebrands CRSP Indexes As It Expands Its Global Benchmarks Business

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Morningstar has completed the rebrand of the CRSP Market Indexes t... Full story

Yahoo Finance • 2 months ago

Study Finds That A $1.2 Million Retirement and a $4 Million Retirement Look Almost Identical In Terms Of Spending

Quick Read JPMorgan and Morningstar data show that retirees with portfolios ranging from $1.2M to $4M tend to cluster in the same annual spending band of $70K to $120K. Boldin's data reveals median retirement income climbs just $16K betwe... Full story

Yahoo Finance • 2 months ago

Morningstar, Inc. Reports Second-Quarter 2026 Financial Results

CHICAGO, July 29, 2026--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in the second quarter. "We... Full story

Yahoo Finance • 2 months ago

How This Top-Performing Bond Fund Is Navigating a Tricky Market

The Frost Total Return Bond fund has completely dominated its Morningstar intermediate core-plus bond fund category over the past three, five, 10, and 15 years. Continue Reading... Full story

Yahoo Finance • 2 months ago

2 Value Stocks to Own for Decades and 1 We Ignore

2 Value Stocks to Own for Decades and 1 We Ignore Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they're out of favor. The key risk, however, is that thes... Full story

Yahoo Finance • 2 months ago

SpaceX Joins the Nasdaq-100 Today. History Says the Stock Will Do This Next.

Key Points SpaceX will join the Nasdaq-100 on July 7, meaning funds that track the index will have to purchase the stock. In the past decade, the average stock gained 18% over the 12-month period post-inclusion in the Nasdaq-100. SpaceX h... Full story

Yahoo Finance • 3 months ago

Should You Buy Chevron While It's Below $180 or Wait for a Bigger Dip?

Key Points Chevron's valuation looks attractive, especially in light of its growth prospects. Buying the stock allows investors to begin receiving Chevron's juicy dividends sooner rather than later. However, Chevron's stock could be avail... Full story

Yahoo Finance • 3 months ago

2 of Wall Street’s Favorite Stocks Worth Your Attention and 1 We Question

2 of Wall Street's Favorite Stocks Worth Your Attention and 1 We Question The stocks in this article have caught Wall Street's attention in a big way, with price targets implying returns above 20%. But investors should take these forecast... Full story

Yahoo Finance • 3 months ago

SpaceX Stock Has Pulled Back 32%. Time to Buy?

Key Points SpaceX grew revenue 33% in 2025, led by its Starlink business. The company still posted a $4.9 billion net loss for the year. Even after the pullback, the stock trades at more than 100 times sales.10 stocks we like better than... Full story

Yahoo Finance • 3 months ago

Should You Buy SpaceX Stock on the Dip? Here's My Honest Take.

The launch of Space Exploration Technologies (NASDAQ: SPCX) as a newly traded public company was nothing short of spectacular. SpaceX made history with an initial public offering (IPO) valuation of roughly $1.8 trillion, instantly ranking... Full story

Yahoo Finance • 3 months ago

Best IPO Stock to Buy and Hold: SpaceX, Anthropic, or OpenAI?

For investors who like that "new stock smell," this could be the greatest time ever. Several of the most highly anticipated initial public offerings (IPOs) in stock market history have either recently been conducted or are right around the... Full story

Yahoo Finance • 3 months ago

SpaceX Stock Surged 30% After Its IPO. Here's Where It's Going Next, According to 2 Wall Street Analysts

Key Points SpaceX stock hit the Nasdaq at $150 per share, and took off after that. Analysts from Oppenheimer and Morningstar have vastly different views on where SpaceX stock is headed. Investors should exercise patience and caution befor... Full story

Yahoo Finance • 3 months ago

Morningstar (MORN) Teams Up With Apollo, Franklin Templeton, And JPMorgan On New Models

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Morningstar Wealth is working with Apollo, Franklin Templeton, and JPMorgan to launch research-dri... Full story