Before Investing in AI Stocks, Consider This

#Morningstar  #ArtificialIntelligence #GoogleAI

Morningstar analysts discuss AI’s impact on big tech--and on their fair value estimates and economic moat ratings.
00:00 Big Tech and Artificial Intelligence

01:15 Why Is Artificial Intelligence Such a Hot Topic?

02:50 AI, Microsoft, and Alphabet

10:25 Adobe, Amazon, and AI

13:28 What’s Meta Doing With Artificial Intelligence?

14:50 What to Expect From Tech Companies

17:59 AI’s Impact on Moat Ratings

19:50 Risks to Tech Companies

22:49 Under the Hood of AI

27:31 Is Nvidia Best for Investors?

32:06 Google: Artificial Intelligence

35:17 Which Companies Are at Greatest Risk?



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Susan Dziubsinki https://www.morningstar.com/authors/12/susan-dziubinski

Ali Mogharabi https://www.morningstar.com/authors/2027/ali-mogharabi

Dan Romanoff https://www.morningstar.com/authors/2277/dan-romanoff



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