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THE TRUTH ABOUT: Morningstar - The Untold Story

India's economy shatters a 35-year barrier to enter A-rated club

Indian Economy: Japan Credit Rating Agency (JCRA) has upgraded India’s sovereign credit rating from BBB+ to A-, restoring an A rating for India after more than 35 years. The upgrade follows rating increases by Morningstar DBRS, R&I and S&P Global Ratings. India’s strong economic growth, improving fiscal position, stronger banking…

The Economic Times

'Soft' earnings season for Australia's major companies

Australia's top listed companies have returned to earnings growth after three years of declines, but the profit season was still soft compared to the US.

AAP

Andrew Bailey Warns G20 That Retail Investors Buying Leveraged ETFs Could Worsen Market Sell-Offs

Andrew Bailey's warning to the G20 about the risks of leveraged ETFs and AI-driven market volatility. Understand the potential impact on UK savers and the global economy.

International Business Times UK

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This Stock Has More Than Quadrupled in Just the Past Year – No It’s Not an AI Company

EuroDry (EDRY) has surged nearly 350% over the past year, driven by strong technical momentum and robust analyst sentiment. Shares set an all-time high at the end of August 2026. EDRY maintains a 100% “Buy” technical opinion from Barchart. Analysts rate EDRY as “Strong Buy,” but Morningstar flags it as...

Barchart

GE Vernova lands Rivian’s CFO, leaving EV maker to find successor

GE Vernova is betting on the executive who helped take Rivian public.

Fortune

This Little-Known Software Stock Just Set a New All-Time High

Red Violet (RDVT) demonstrates strong price momentum, with its shares up more than 40% over the past year. RDVT stock is trading at a new all-time high. Shares maintain a 100% “Buy” technical opinion from Barchart. Despite being seen as slightly overvalued by Morningstar, RDVT maintains robust technical support and...

Barchart

Strategy Stock Surges as Bitcoin Briefly Tops $80K

MSTR stock jumped as Bitcoin topped $80,000 this week, fueled by Treasury bond buybacks, a short squeeze, and returning institutional demand.

Barchart

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Shares in Chinese humanoid robot maker Unitree soar in Shanghai trading debut

Shares of Unitree, one of China's largest humanoid robot makers, have soared as much as 629% in its public stock trading debut in Shanghai

The Independent UK

The 4% Rule Isn’t a Retirement Law: 6 Reasons Your Withdrawal Rate May Need to Be Different

The 4% rule sounds wonderfully simple: withdraw 4% of a retirement portfolio in the first year, then increase that dollar amount with inflation each year. But simplicity can become dangerous when a rule of thumb starts sounding like a commandment carved into a retirement-planning stone tablet. William Bengen’s original research…

The Free Financial Advisor

Massive Put Options Trading in Bank of NY Mellon - Out-of-the-Money 3.33% Yield

Today, massive out-of-the-money (OTM) put option trading in Bank of NY Mellon (BNY) shows some investors are earning a 3.33% 150-day yield at a strike price more than 8% below today's price.

Barchart

Goldman Sachs Has Made a $2.25 Billion ETF Deal. Bitcoin And Ethereum Funds Come With It

The Wall Street bank is buying NEOS Investments, adding $30 billion in assets and an established lineup of options-based income ETFs to its growing asset management business.

International Business Times

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

For those seeking a pick-and-shovel approach to the AI wave, here’s a guide to utilities, grid hardware, cooling firms, and refinery stocks.

Fortune

Wide-Moat Stocks Are the Sedative Your Tech-Dominated Portfolio Desperately Needs

MOAT is a core, sleep-at-night fund for DIY investors. It cuts out the noise of chasing overhyped stocks by focusing on stable, high-quality businesses bought at reasonable prices.

Barchart

Brinker International Stock Looks Tasty Trading at a Discount

Brinker International (EAT) demonstrates strong technical momentum, with a 40% gain over the past year. EAT trades at a trailing P/E of 22.18x, with revenue and earnings expected to grow 7.82% and 20.92% this year, respectively. Analyst sentiment is predominantly bullish, though valuation concerns persist. Despite valuation debates, EAT’s growth...

Barchart

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Barchart

The Data Center Boom Is Powering Utility Earnings. Here Is My Favorite Way to Play the Trend.

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

Barchart

Palantir's Risk-Reward Ratio Is Not Attractive. Here's Why.

The high valuation of PLTR stock, competition concerns, and a potential threat to revenue all make shares unattractive.

Barchart

Lindblad Expeditions Stock Has Exceptional Momentum at All-Time Highs

Lindblad Expeditions (LIND) demonstrates exceptional momentum, gaining 160% over the past year. Shares recently hit a new all-time high. LIND holds a 100% “Buy” technical opinion from Barchart and has strong recent price appreciation. Analyst sentiment is mixed, but valuation concerns persist, with Morningstar viewing LIND as 27% overvalued. Today’s...

Ballotpedia

Large pension funds oppose SEC climate rule rescission

In this week’s edition of Economy and Society:

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Kiplinger

In Defense of Actively Managed Funds

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.

Kiplinger

5 Top ETFs to Build Wealth Over the Long Term

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

Barchart

Anterix Stock Has Nearly Quadrupled Over the Past Year and Could Still Go Higher

Anterix (ATEX) has surged 380% over the past year, recently hitting an all-time high of $113. ATEX maintains strong technical momentum with a 100% “Buy” rating from Barchart. Revenue is forecast to grow 220.2% this year and 33.7% next year, supporting continued bullish sentiment. Valuation concerns persist, with Seeking Alpha...

Kiplinger

A Guide to Today's Target-Date Funds

Use our guide to help you choose among these popular retirement-saving options.

Fortune

Inside Larry Culp’s playbook for fixing GE

A new Fortune report offers a deep dive into GE’s transformation.

Barchart

Dave Stock Has Doubled in the Past Year and Has Tantalizing Growth in Revenue, Earnings, and Cash Flow

Dave (DAVE) is rated a “Strong Buy” by 11 Wall Street analysts, driven by robust revenue, earnings, and cash flow growth. DAVE has surged 104% over the past year. The stock maintains a 100% “Buy” technical opinion from Barchart. Despite high short interest (19.38%) and Morningstar’s view of 35% overvaluation,...

Benzinga

SpaceX Just Landed in a Very Strange Place — Inside Value ETFs

SpaceX (NASDAQ:SPCX) has long been synonymous with high-growth investing, finding a natural home in innovation, technology and space-themed ETFs. But following its blockbuster public debut and subsequent inclusion in major equity benchmarks, Elon Musk’s rocket company has landed somewhere few investors would expect: inside value ETFs. According to Morningstar, SpaceX…

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