Morningstar

Polar Capital Technology Trust is drawing attention for how it is positioning its portfolio to benefit from the artificial intelligence boom. Morningstar takes a look at the trust's strategy and holdings, examining which technology companies it backs and how it approaches the rapid growth in AI investment.

Nvidia is raising its dividend for 2026, a move highlighted by Morningstar as drawing fresh attention to dividend growth stocks. While the chipmaker's payout remains small relative to its size and growth focus, the increase underscores how even tech giants are leaning into shareholder returns, prompting investors to revisit dividend growth strategies more broadly.

Trintech, a financial software provider, has announced the launch of three new AI agents designed to advance governed autonomous finance. The announcement, carried by PR Newswire and Morningstar, positions the agents as tools to automate finance operations while keeping oversight and control intact. Details on the agents' specific functions and availability were not included in the initial reporting.

Morningstar analysts argue Broadcom stock is worth 650 US dollars per share, laying out their valuation case for the semiconductor and infrastructure software company. The analysis has drawn attention from investors tracking the AI-driven rally in chip stocks and weighing whether Broadcom's growth in custom AI chips and VMware software justifies its valuation.