Morningstar, Inc. - February 24, 2026
Over 60? These 4 Financial Moves Might Offer Your Best ‘Return’ on Investment
Plus: Lessons From a Private Markets Bust: Why This ETF’s Investors...
Morning DigestChristine Benz If your plan is in good shape, you can put more weight on allocating to decisions that deliver a psychological return rather than a financial one. Editor's Picks SpaceX’s valuation has soared, yet ERShares Private-Public Crossover ETF’s investors have seen little benefit. Jeffrey Ptak Plus, whether the stock market’s AI fears are overblown. David Sekera, Susan Dziubinski Morningstar Parent ratings show what sets the best asset managers apart. Alyssa Stankiewicz, Bridget Hughes, Maciej Kowara Investing Insights This fund has excelled for over a decade, but a wobble in AI infrastructure spending—or sentiment—is a key risk. Robby Greengold Apollo Global and Ford are among the stocks that fell into undervalued territory. Bella Albrecht GE Aerospace and Lam are among the stocks now rated as expensive. Bella Albrecht We believe cyber vendors will be able to adopt LLM’s for their benefit. Malik Ahmed Khan We’ve lowered our fair value estimate of Novo stock. Karen Andersen And how investors can avoid being hyperbolic discounters when the market takes a turn. Jess Bebel New Stock Analyst Reports Dropbox (DBX) modestly beat management’s revenue expectations, with a 1% decline year over year for the fourth quarter. Operating margin increased 1 percentage point, reflecting a leaner corporate structure. While management highlighted early customer adoption, Dropbox’s Dash rollout is not driving meaningful growth acceleration. Overall, customer additions and pricing power remain weak. Average revenue per user declined to $139.68 from $140.06 a year earlier, while paid users rose only a fraction of a percent sequentially and decreased 1% year over year. New Fund Analyst Reports JPMorgan Income (JPIE) showcases the firm’s extensive multisector capabilities. The strategy spans multiple vehicles, including the US mutual fund, JPMorgan Income ETF, and non-US-domiciled JPM Income SICAV. Coverage also spans two Australian vehicles, which employ the same team and process and are hedged to AUD. The Tools You Need to Invest Like an Analyst |
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