5 Stocks to Buy That Are Sheltered from AI Disruption
Plus, what to watch in the US stock market this week.
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Markets
Economic Moat Rating Changes
How AI Will Likely Disrupt IT Services Moats
What AI Means for Software Companies’ Moats
The Morningstar Wide Moat Focus Index and the Changing Wide-Moat Landscape
An Oversold Stock to Buy Amid AI Disruption Fears
AI and Economic Moats: Which Stocks Are Most at Risk?
Baidu: Moat Downgraded to None from Wide; AI Segment Growth to Offset Search Decline In Long Run
Markets Brief: How Will AI Affect Economic Moats? Morningstar’s Take on the New Paradigm
Updating Moat Ratings and Fair Value Estimates for Payroll Firms
Capital Markets Information Services: Reviewing Our Moats for the Rise of AI
Lowering Moat Ratings for IT Services Firms Due to AI’s Disruption of Knowledge-Based Work
Trade Desk: Downgrading Moat to None on Increasing Competitive Intensity Despite OpenAI Report
Moat, Valuation, and Uncertainty Changes as We Reassess Our Cybersecurity Coverage With AI In Mind
Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns
Oracle: Despite Some AI Benefits, Lowering Moat Rating On Disruption Threat
Sabre: Moat Downgrade to None From Narrow on Balance Sheet Constraints
Funds
Stocks
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Market Insights
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Company Reports
- AJGArthur J. Gallagher & Co
Tailwinds Are Fading for Gallagher
- Rating
- Price
- $207.93
- Fair Value
- $243.00
- Uncertainty
- Medium
- Economic Moat
- Pmthnys
- Capital Allocation
- Dfjxvcqzk
- BKNGBooking Holdings Inc
Booking's Network Advantage Well Positioned in an AI Landscape
- Rating
- Price
- $4,241.26
- Fair Value
- $6,898.00
- Uncertainty
- High
- Economic Moat
- Xvtxl
- Capital Allocation
- Twgvwgchpc
- GNGN Store Nord AS
GN Store Nord Divests Hearing Business to Focus on Communications and Gaming
- Rating
- Price
- DKK 86.90
- Fair Value
- DKK 776.00
- Uncertainty
- High
- Economic Moat
- Llzhv
- Capital Allocation
- Hqphjdgg
- ALLYAlly Financial Inc
Ally Faces Challenging Conditions but the Long-Term Picture Is Healthy
- Rating
- Price
- $36.14
- Fair Value
- $29.00
- Uncertainty
- High
- Economic Moat
- Gjg
- Capital Allocation
- Grlfzyhng
- SOISoitec SA Share From reverse split
Silicon Photonics Provides Upside Optionality While Mobile Risks Remain
- Rating
- Price
- €59.00
- Fair Value
- €62.00
- Uncertainty
- Very High
- Economic Moat
- Btcmrh
- Capital Allocation
- Zlhgdrccv
- ALVAllianz SE
Allianz Is Probably the Best-Executing European Multiline Insurer
- Rating
- Price
- €354.10
- Fair Value
- €222.00
- Uncertainty
- Low
- Economic Moat
- Fhf
- Capital Allocation
- Plbsfhtqqk
- 00151Want Want China Holdings Ltd
Expansion in Emerging Channels To Drive Top-Line and Profit Growth for Want Want China
- Rating
- Price
- HK$4.72
- Fair Value
- HK$4.10
- Uncertainty
- Medium
- Economic Moat
- Wxmnc
- Capital Allocation
- Swgssdxvs
- OWLBlue Owl Capital Inc Ordinary Shares - Class A
Blue Owl's Missteps in the Private Credit Market Have Led Us to Reduce Our Fair Value Estimate
- Rating
- Price
- $8.75
- Fair Value
- $52.00
- Uncertainty
- High
- Economic Moat
- Qqyyfwy
- Capital Allocation
- Jvhlnnby
- PUMPuma SE
Puma Is Established in the Global Sportswear Industry, but It Cannot Hold Off Competition
- Rating
- Price
- €21.61
- Fair Value
- €99.00
- Uncertainty
- Very High
- Economic Moat
- Skkg
- Capital Allocation
- Nywjcnq
- PORPortland General Electric Co
Portland General Continues To Find New Growth Investments
- Rating
- Price
- $53.60
- Fair Value
- $42.00
- Uncertainty
- Low
- Economic Moat
- Ftqzzh
- Capital Allocation
- Sxmycfl
- CIThe Cigna Group
Cigna Focuses on Pharmacy Benefit Management and Employer-Sponsored Insurance
- Rating
- Price
- $267.19
- Fair Value
- $134.00
- Uncertainty
- High
- Economic Moat
- Zssbt
- Capital Allocation
- Cfhhpwwb
- DUKDuke Energy Corp
Population Growth and Economic Development Drive Earnings Growth for Duke
- Rating
- Price
- $133.15
- Fair Value
- $635.00
- Uncertainty
- Low
- Economic Moat
- Tqscvg
- Capital Allocation
- Pnwmrtqp
United States
