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Rongchai Wang
Jul 10, 2026 01:24
Morningstar’s Moat Index gained in June as AI chips and cybersecurity stocks offset mega-cap tech pullbacks. Here’s what drove the move.
The Morningstar Wide Moat Focus Index climbed in June, buoyed by strength in semiconductor and cybersecurity stocks, even as mega-cap tech names faltered. According to VanEck, the SMID Moat Index—focused on small- and mid-cap companies—also advanced, driven by AI chip demand and a significant healthcare deal. The Moat Index, which tracks U.S. companies identified by Morningstar as possessing durable competitive advantages, gained despite broader market volatility. Mega-cap tech stocks, which have led much of 2026’s rally, took a breather in June, creating room for other sectors to shine. This shift underlines the index’s value-oriented approach, where attractively priced “wide moat” stocks
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The post ZML releases free inference software that could reshape AI compute economics appeared first on Crypto Briefing.
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The post Chinese firms shift from Nvidia to domestic silicon amid US tensions appeared first on Crypto Briefing.
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The post Samsung Electronics set to reassure chip stock investors amid AI trade jitters appeared first on Crypto Briefing.
Anthropic's potential partnership with Samsung could reshape AI chip alliances, diversifying supply chains and impacting AI infrastructure dynamics.
The post Anthropic in talks with Samsung Electronics to build custom AI chips appeared first on Crypto Briefing.
