Morningstar, Inc. - May 18, 2026
The AI Boom Is Creating a Big Gap in Tech Stock Returns
Plus: The Factor That Could Make or Break a Federal Retirement...
 Morning DigestRachel Schlueter The tech sector’s top performers make strides in 2026, while the bottom 10% of the sector dips to its lowest in years. 
ADVERTISEMENT  Editor's Picks  Plus, why bonds are selling off, and what to watch when Nvidia reports. Tom Lauricella  Plus, which groups would benefit the most from expanded access to the retirement system. Spencer Look, Jack VanDerhei  Preretirees and new retirees concerned about today’s markets can take steps to protect themselves. Christine Benz Investing Insights Plus, six bond ETFs with high ratings and low risk. Daniel Sotiroff, Ivanna Hampton Including a handful of funds and accounts, the strategy now comprises nearly $400 billion under management. Eric Jacobson We think Berkshire Hathaway stock is moderately undervalued. Greggory Warren Nvidia and several major retailers report earnings. Plus, the April New Residential Construction report is slated for release. Jillian Moore Recent Earnings New Stock Analyst Reports MasTec's MTZ investor day focused on three major themes driving long-term top-line growth: AI-driven power demand growth, expanding broadband fiber connectivity, and grid modernization from the energy transition. Management reiterated 2026 guidance and provided a much-awaited roadmap for its three-year, medium-term outlook. With its current record 18-month backlog of $20.3 billion, MasTec has built in considerable visibility and cushion for top-line growth. So, we think the target of $22 billion in organic revenue by 2028 looks achievable. New Fund Analyst Reports Columbia Dividend Income’s (LBSAX) portfolio manager trio uses a straightforward approach that has worked well for years, earning Above Average People and High Process ratings. The Tools You Need to Invest Like an Analyst Stay connected:
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