3 Years of the AI Stock Market Boom in Charts
Plus: This Vanguard ETF Is a Top Choice, 3 Top Bond ETFs to Consider as Bond Yields Rise, and Private Credit Pricing: Are Prosecutors Opening Up Pandora’s Box?
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Morning DigestTom Lauricella, Rachel Schlueter A look at how exploding AI revenues have driven returns, lifted non-tech stocks, added to market concentration, and sent unicorn valuations flying. 
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Plus: Blockbuster Q1 S&P 500 earnings, and five years after Engine No. 1 vs. Exxon. Tom Lauricella, Leslie Norton 
A probe of BlackRock TCP Capital could have implications for an entire industry. Eric Jacobson 
The Middle East conflict is exacerbating the already-challenging task of projecting oil and natural gas prices. Morningstar DBRS 
A look at how SpaceX makes money, how it loses money, and what the IPO cashout will look like for key investors and execs. Rosie Bradbury 
Plus, the airline stocks that are the most and least vulnerable to higher fuel prices. Nicolas Owens, Ivanna Hampton Investing Insights These low-cost passive core bond ETFs earn top ratings from Morningstar in 2026. Susan Dziubinski Atlassian, Amphenol, and Adient are among the stocks Morningstar analysts say are still cheap despite impressive earnings beats. Bella Albrecht These 12 undervalued healthcare stocks look attractive today. Tori Brovet Why Vanguard Small-Cap Index ETF earns a Gold Morningstar Medalist Rating. Zachary Evens April PCE inflation data is due, and Costco and Salesforce will report earnings. Jillian Moore Recent Earnings New Stock Analyst Reports Intuit's INTU fiscal third-quarter total revenue grew 10% to $8.6 billion. Global business solutions' growth was in line at 15%. TurboTax underperformed in the 2026 tax season, with revenue up 7%. The weakness was partially offset by Credit Karma's 15% growth, leading to total consumer revenue growth of 8%. TurboTax's DIY product is facing the strongest post-covid headwind. Total tax filings with the IRS are expected to decline by 30 basis points this season, leading to a loss of 2 million units in the DIY category. New Fund Analyst Reports Few global balanced funds rival BlackRock Global Allocation’s (MDLOX) combination of disciplined risk management, macro-driven strategy, and robust resources. Rick Rieder, BlackRock’s global fixed-income CIO, has led the strategy since April 2019, supported by experienced co-leads Russ Koesterich, Randy Berkowitz, and Sarah Thompson. The Tools You Need to Invest Like an Analyst Stay connected:
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