Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

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 both the Russell Midcap Growth Index (14.55%) and the Russell 3000 Index (15.44%). Year-to-date, it has returned 10.40%, exceeding […]

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

Nio could reach breakeven in 2027 with $348 million in net profit, but Morningstar expects cash burn to persist for “at least a couple more years.”

CXMT Corp.’s ascent to the pinnacle of Chinese markets heralds a potentially consequential shift away from private-sector giants toward a new generation of hardware companies more closely aligned with Beijing’s strategic ambitions.

Wealth managers are looking beyond fixed income products into private markets and exchange-traded funds.

Investment pros say AI disruption has created a stock picker’s market. Just 27% of actively managed U.S. large-cap equity funds beat their benchmark passive-fund alternatives in the 12 months ended June 30, according to Morningstar data that compares returns after fees. The fees on actively managed mutual funds have been a cash cow for investment firms for decades, but years of outflows from investors moving to more tax-efficient, and often passive, exchange-traded funds are weighing heavily on the industry.

The retirement journey is a long-term process. You have to save for many years before reaching your retirement goals, but what happens when your portfolio is large enough to retire? A Redditor recently posted in the Financial Planning subreddit about how to adjust a portfolio after retiring. The Redditor is 55 years old and has done a … I’m 55 and Ready to Retire: What Happens to My 401(k)?

U.S. ESG funds saw inflows in the second quarter for the first time in more than three years, with electricity infrastructure and renewable energy themes behind much of the new cash.

Morningstar expects Cisco’s hyperscaler AI revenue to reach $7.5 billion in fiscal 2027, citing a healthy revenue backlog after bagging $9.3 billion in AI infrastructure orders.

U.S. ESG funds saw inflows in the second quarter for the first time in more than three years, with electricity infrastructure and renewable energy themes behind much of the new cash.

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

Morningstar (MORN) drew fresh investor attention after reporting second quarter 2026 sales of US$663.2 million and net income of US$107.8 million, alongside the completion of a US$699.97 million share repurchase program. See our latest analysis for Morningstar. Morningstar’s latest earnings and buyback news come after a mixed price pattern, with the stock up 18.28% on a 1 month share price return and 17.54% on a 3 month share price return, yet its 1 year total shareholder return is down...

Despite rising market volatility, equity ETFs continued to be popular picks with investors last month. Which ETFs and sectors saw the biggest inflows?

There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different approaches, consider how each strategy is put together and … Continue reading → The post Here's How Much to Keep in Stocks, Bonds and Cash in Retirement appeared first on SmartAsset Blog.

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Roundhill said flows into its $24 billion memory fund, DRAM, show conviction from investors about the AI buildout. But not all are cashing in.

About half of small- and mid-cap stock-pickers beat passive indexes this year, but the large-cap wins remained mostly out of reach.

Fresh research finds most active funds continue to underperform their average passive counterparts. Which approach works best for you?

The return gap was smallest for investors in U.S. equity and allocation funds.

Over the past 10 years, the average dollar saw returns of 8.7% annually, compared with 9.9% across the universe of funds, which is an overall gap of 1.2 percentage points or 12% less, per Morningstar’s latest Mind the Gap report, published today. “Overall, I’m encouraged by what I’ve seen in the survey,” Morningstar managing director and report author Jeffrey Ptak said.

Find insight on oil futures, U.S. natural gas futures, Seatrium and more in the latest Market Talks covering energy and utilities.

After 14 consecutive quarters of outflows, sustainable funds in the United States saw almost $3 billion in net inflows during the year’s second quarter.

Index funds typically outperform actively managed ones, but owning funds run by smart people isn't as crazy as folks think. Here are some top picks.

Low costs, broad diversification, ample liquidity and disciplined portfolio construction characterize top ETFs to build wealth over the long term.

Morningstar says Nio's premium brand and battery-swapping network could support long-term growth.

Morningstar, Inc. recently reported past second-quarter 2026 results showing sales of US$663.2 million and net income of US$107.8 million, with higher basic and diluted earnings per share from continuing operations than a year earlier. The company also completed rebranding the CRSP Market Indexes to Morningstar Market Indexes, extending its own name across benchmarks that underpin more than US$3 trillion in investor assets without altering existing index methodologies. Next, we will examine...

Morningstar has completed the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes. The change brings a large family of widely used market benchmarks directly under the Morningstar brand. These indexes are tracked by products with more than $3 trillion in assets and are used in major futures contracts. For investors watching NasdaqGS:MORN, the index rebrand highlights Morningstar’s role in benchmark construction and data. The stock last closed at $192.57 and has risen 11.6%...

Morningstar described NVIDIA as undervalued after its pullback, while retaining a very-high uncertainty assessment.

Three separate data sources measuring millionaire retirees reveal a pattern that contradicts nearly everything conventional wisdom says about accumulating more wealth, and the math behind it comes down to forces most pre-retirees never factor into their plans.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Morningstar maintained a ‘No Moat’ view, citing low telehealth barriers and offerings rivals can replicate “with relative ease.”

Investment research firm Morningstar (NASDAQ:MORN) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 9.6% year on year to $663.2 million. Its GAAP profit of $2.83 per share was 14.6% above analysts’ consensus estimates.

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Investment research firm Morningstar (NASDAQ:MORN) will be reporting earnings this Wednesday after market hours. Here’s what investors should know.

Tesla’s 14-day RSI fell to 27.34, its lowest since March 2025 and below the typical 30 oversold threshold.

According to a new Morningstar research report, Verizon Communications stock has a fair value estimate of $54, implying an upside of more than 23% from its last close.

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Morningstar stock is trying to recover from a steep share price decline over the past year. Its current checks suggest investors are paying a premium to the latest intrinsic value estimate while trading at roughly in line multiples to the market. The share price is down 37.3% over the past year, which puts extra focus on whether the recent level around US$172 still overstates what the business may be worth. New products such as PitchBook owned Lumonic's MCP server and the Morningstar US...

A fund capturing a broad swath of investment grade U.S. corporate bonds was at a level not seen in more than a year. BlackRock's $35 billion iShares iBoxx $ Investment Grade Corporate Bond ETF is currently at $106.74. Effective yield on the ICE BofA U.S. Corporate Index, a benchmark for investment grade bonds, has been trending higher.

Income exchange-traded funds are showing investors the money, and their popularity is showing no signs of slowing down.

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.

Small-cap stocks remain the cheapest corner of the U.S. market. That’s true even after posting their best first-half performance in more than three decades, according to Morningstar’s Q3 2026 stock market outlook. Key Takeaways: Small-cap stocks remain the market’s cheapest segment despite a record first-half rally. Morningstar now favors equal weighting across across broad market, [...]

If there’s one group likely to be experiencing the most consternation over inflation and economic uncertainty, it’s those who have just retired or are about to. People who have just retired or are about to are particularly vulnerable to sequence-of-returns risk, which means that a bad market shows up early in your retirement. Not only does that early retirement sell-off feel bad, it actually is bad because it imperils your portfolio’s ability to last throughout your retirement years.