Anthropic and OpenAI Face Commodification Threats . Here's What to Watch For
Chinese open models are a clear competitive threat . On top of that, per-token prices are on a downward trend, and users can easily switch between ...
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Where to Invest as AI Stocks Fall and Market Risks Rise | Morningstar UK
Michael Field, Morningstar's chief European market strategist, weighs US and European stock opportunities.
UK pledges more funding to guard against artificial intelligence risks - Morningstar
It will also invest GBP100 million to establish a national AI Biosecurity Lab, which will use AI to detect and track biological threats . "As AI ...
UK PM acknowledges AI " risks " as Anthropic expert warns of catastrophe - Morningstar
(Alliance News) - Andy Burnham acknowledged " risks to national security" posed by artificial intelligence as a top safety researcher at Anthropic ...
Anthropic's IPO Will Be Huge—and Risky. Here Are the Challenges Investors Should Watch
In Part 2, we dive into the risks Anthropic faces from data center opposition and AI models going rogue, as well as how much the company could be ...
'There Are Many Ways This Can Go Wrong': Bank of America's Raedler Warns of AI Pullback
But some are warning that investors have become overly optimistic amid mounting risks . To discuss why markets appear excessively bullish, the ...
Nvidia Stock: This Onetime Market Darling Is Now Surprisingly Undervalued - Morningstar
Risks and Uncertainty. In our view, Nvidia's valuation will be tied ... We see the biggest risk as the pace of AI spending going forward. This ...
AI Risks and Resilient Stocks: Morningstar's EMEA CIO on the Global Market Outlook
AI Concentration Risk Calls For Greater Diversification. Karen Gilchrist: How concerned are you about this concentration in AI and mega-cap tech ...
Is the AI Supercycle Just Beginning? | Morningstar UK
To help us understand where investors may find the next wave of opportunities—and risks —today I'm joined by Laura Cooper, head of macro strategy at ...
Big Tech's AI Boom Masks Growing Fragility in Global Markets | Morningstar Nordics
... risks and the AI rally. To unpack what this means for asset allocation, macro strategy and stock opportunities, I'm joined by Lauren Hyslop, fund ...
China's AI Boom, Consumer Bust? | Morningstar Asia
China's equity market has reappeared on global investors' radar since 2025. Artificial intelligence was the dominant driver of the market, ...
Investor Focus: FTSE 100 Outlook, UK Recession Risks , Surprise AI Winners
Investor Focus: FTSE 100 Outlook, UK Recession Risks , Surprise AI Winners. Wrapping up our coverage of the markets and the week. Ollie Smith 11 Apr ...
Iran War Threatens AI Chip Supply as Critical Minerals at Risk | Morningstar Nordics
The critical mineral supply chain risks come as chipmakers face soaring demand for semiconductors amid the AI buildout, with data center demands ...
AI and Economic Moats: Which Stocks Are Most at Risk ? | Morningstar Canada
Network effects (the stronger competitive advantage that comes with a larger customer or user base) may help offset AI -related risks for firms like ...
Oracle: We Lower Moat Rating to Narrow on Reduced Certainty Around AI | Morningstar UK
That said, potential supply chain bottlenecks and financing delays both bring tail risk to Oracle's ambitious data center buildout. The bottom line: ...
UK Justice Secretary David Lammy to push for more use of AI in courts
... AI hallucination " produced by Microsoft Copilot had helped police justify the move. The error meant that a non-existent game between Tel Aviv and ...
2026 Canada Stock Market Outlook: Rally to Continue, but Gains May Be Tamer
However, risks remain in uncertainty surrounding trade agreements and ... Canadian Stocks Offer Attractive Diversification from AI Risk . “The ...
AI Investment Opportunities in Europe: Stocks to Watch in 2026 | Morningstar Nordics
While some market observers are already warning of a possible AI bubble in the US, Berger says these risks are overplayed. “It would be premature to ...
Worried About an AI Crash? Here's How to Diversify Your Portfolio | Morningstar UK
While many believe the AI trade has plenty of room to run, there are ways for investors to mitigate the risks to their portfolios in the event of more ...
Oracle: Recent Stock Decline an Overreaction to Potential AI Risks | Morningstar UK
Shares are down over 45% from October highs, which we view as an overreaction to artificial intelligence investment risks . We see investor concerns ...
Britain sanctions Russian, Chinese entities over disinfo, cyber threat
Britain sanctions Russian, Chinese entities over disinfo, cyber threat ... With Defense Stocks Falling and AI Booming, Is Europe Still a Buy in 2026?
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Why the AI Spending Spree Could Spell Trouble for Investors | Morningstar UK
As Big Tech pours trillions into AI infrastructure, history warns of overinvestment, shrinking returns, and rising risks .