About this episode
Sarah Hansen, Morningstar Inc. markets reporter talks about what is driving the AI market rally, and what’s next for AI and the Fab Five. Sean Dunlop, a senior equity analyst for Morningstar Research Services, explains how AI can innovate the restaurant industry. Travis Miller, energy and utilities strategist for Morningstar Research Services, discusses how utilities are powering AI through data center demand. Should the AI Market Rally Broaden Its View? Who Is Driving the Fab Five’s Success? Will NVIDIA Remain the Leader in the Artificial Intelligence Race? Tech Companies Struggling to Keep Up with the Fab Five AI Outlook Can AI Speed Up Tech Evolution? How Digital Adoption Can Grow Bottom Lines Restaurant Industry Forecast for 2024 Utilities Stocks: When Will the Market Give the Sector Some Respect? Where Do Utilities Fit Into AI Growth? Read about topics from this episode. These Stocks Are (Still) Powering the Bull Market AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market? Should You Buy and Hold an Artificial Intelligence Portfolio? Which AI Stocks Are Turning Hype Into Revenue? Utility Stocks: When Will the Market Give the Sector Some Respect? What to watch from Morningstar. 4 Reasons Why the Stock Market Has Delivered Impressive Performance Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs Short-Term Market Volatility Could Provide Long-Term Investing Opportunities AI Can Help Restaurants Innovate, But Will It Deliver Profits? Read what our team is writing: Ivanna Hampton Sarah Hansen Sean Dunlop Travis Miller Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.