These Top Tech Stocks Can Stand Up to AI Risks
Plus, why some software stocks are not down and out yet.
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Show Notes
The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence. Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morningstar equity analysts have investigated 132 companies to determine whether that’s the case. They have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competitive advantages. Eric Compton, director of equity research for the technology sector at Morningstar, tells you where to look.
Moat Ratings Guidebook Amid AI Disruption
On this episode:
00:00:00 Welcome
00:01:28 What are Moats, and How Does Morningstar Use Them?
00:04:11 In-Depth Analyst Review of 132 Companies
00:06:27 Why Cybersecurity Holds Up
00:10:02 Why Design Software Looks Resilient
00:13:10 How Financial Data Benefits From AI
00:15:32 Finding Opportunity After AI Selloffs
Watch more from Morningstar:
2 Cautionary Tales from Private Equity and Private Credit Markets
Are You Ready for Tax Day? Here’s What You Need to Know Before You File
Avoid This IRA Distribution Error to Protect Your Retirement Cash
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