Morningstar, Inc. - May 11, 2026
Will 2026’s Top Stocks Keep Riding the AI Infrastructure Boom?
Plus: Best Bank Stocks to Buy, How Big Tech’s Bond Spree and...
 Morning DigestJillian Moore The best-performing stocks on Morningstar’s coverage list are seeing business and valuations surge. 
ADVERTISEMENT  Editor's Picks  Plus: Cerebras’ IPO, the tech stocks leading the EM rally, unicorn concentration, and the April CPI. Tom Lauricella  Plus, a look at the biggest AI bond deals. Dominic Pappalardo, Ivanna Hampton  The healthy April employment report is seen cementing the Fed keeping interest rates on hold. Rachel Schlueter Investing Insights Low costs and broad coverage keep it in the hunt with active strategies in a more inefficient market segment. Madeleine Black We still think Intel stock is a bit overvalued. Brian Colello April CPI and PPI on deck, plus retail sales. Jillian Moore Recent Earnings New Stock Analyst Reports Atlassian TEAM hosted an investor session at its Team 2026 conference that showcased its AI solutions and overall innovation, announced a variety of new products, addressed broader AI fears head-on, and assessed the addressable market in an evolving software market. Atlassian assessed its addressable market at $150 billion and plans to attack it by expansion within existing clients, the addition of sales reps, which now total 400, cross-selling, further penetration into larger customers, and new logo wins. New Fund Analyst Reports A skilled manager and idiosyncratic approach earn Janus Henderson Contrarian (JCNAX) Above Average People and Process ratings. Lead manager Nick Schommer is an independently minded investor who has run this strategy his way since taking over in July 2017. Since then, he's demonstrated an ability to take advantage of this strategy’s broad and flexible mandate to successfully navigate it through tough and varied markets. The Tools You Need to Invest Like an Analyst Stay connected:
|
Unsubscribe from this newsletter. Or update your email preferences.
© 2026 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602
