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Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT
Businesswire· 2025-12-17 22:00
Core Insights - Morningstar and PitchBook have launched new applications integrated with ChatGPT, allowing licensed users to access investment data and insights through natural language prompts [1][2] - The integration aims to enhance decision-making for investors and financial professionals by combining OpenAI's AI models with Morningstar and PitchBook's trusted intelligence [2][4] Group 1: AI Integration and Features - The new apps provide natural-language Q&A capabilities, enabling users to receive instant, sourced answers from authoritative databases [5] - Users can access analyst-backed ratings and research across public and private markets without leaving the ChatGPT platform [5] - The integration emphasizes enterprise-grade security, ensuring data governance and security suitable for the financial industry [5] Group 2: Strategic Vision and Development - Morningstar's ambition is to become the essential intelligence layer for investing, providing comprehensive ratings and insights [3] - The integration builds on previous collaborations with various AI tools and platforms, enhancing the capabilities of both Morningstar and PitchBook [3][4] - PitchBook has introduced additional integrations with large-language models and AI tools to improve deal sourcing and financial research [3] Group 3: Future Directions and Enhancements - The companies are focused on scaling AI-powered data collection while maintaining independent standards and human oversight to improve reliability and processing speed [6] - AI will be embedded across various workflows to accelerate insights in products and services, including PitchBook Navigator and Morningstar Direct [6][7] - The goal is to broaden the reach of differentiated data and insights through strategic partnerships with leading AI applications and LLM providers [7]
Government shutdown update, the market's rough week, PitchBook's AI tool and more in Morning Squawk
CNBC· 2025-11-10 13:03
分组1 - The Senate approved a deal to fund the government through January, with a vote count of 60-40, which could potentially end the ongoing government shutdown that has lasted for 41 days [5] - The shutdown has led to significant disruptions, including the FAA ordering airlines to cancel flights and the Trump administration halting food stamp funding [5] - The passage of the agreement sets the stage for further votes in the House of Representatives and requires President Trump’s approval to officially conclude the shutdown [5] 分组2 - The Nasdaq Composite experienced its largest weekly loss since April, influenced by declines in major tech companies such as Oracle, Advanced Micro Devices, and Broadcom, raising concerns about the artificial intelligence sector [2] - Stock futures rose following the Senate's vote, indicating optimism among traders regarding the resolution of the government shutdown [3] - PitchBook announced the launch of a new AI tool, PitchBook Navigator, aimed at providing insights on market deals and trends, reflecting a growing interest in private market investments [4][6] 分组3 - A recent survey by Long Angle revealed that about 20% of millionaires are considering dismissing their wealth advisors, with only one-third utilizing them for financial planning, while expressing high satisfaction with personal trainers and therapists [10]