Markets Brief: The AI Rally Is Also Lifting Dividend Stocks
Plus: These Top Bond Managers Say Yields are Attractive, But Are Wary of Datacenter Debt; 529 Plans Keep Getting Cheaper: 5 Key Takeaways From Our 2026 Study
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Morning DigestTom Lauricella Plus: Fidelity’s Chisholm on why higher rates aren’t bothering stocks. And are munis attractive? 
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Editor's Picks 
Baird’s Mary Ellen Stanek and Warren Pierson discuss how they’re playing the rise in the bond yields, the outlook, and what’s they’re avoiding. Leslie Norton 
Assets climbed to a record $550 billion, and the largest chunk is with the Big Three: Vanguard, Capital Group, and TIAA. Hyunmin Kim, Zach Houston-Read, Vedran Beogradlija, Mary Marshall 
My daughter’s last day of kindergarten was the milestone I needed to open a 529 savings account. Ann Sanner King Investing Insights The two firms have been seesawing in the competition to become the most valuable AI company. Jacob Robbins With huge demand expected at the IPO, SpaceX is hoping to smooth out the stock’s future. Michael Bodley Strong balance sheets support growth, but miner shares look very expensive overall. Jon Mills These nine undervalued energy stocks look attractive today. Tori Brovet The May Employment Situation Report is slated for release, and Macy’s and Lululemon will report earnings. Jillian Moore Recent Earnings New Stock Analyst Reports HP HPQ reported healthy second-quarter results, with revenue growing 9% year over year to $14.4 billion and non-GAAP diluted EPS of $0.86, both exceeding FactSet consensus estimates. Rising memory costs continue to be a headwind. Revenue was partially driven by outperformance in commercial PCs and partially by printing supplies. Management reiterated that supplies are still expected to decline generally, while PC outperformance was strictly pricing-driven, as commercial units were down 7%. New Fund Analyst Reports State Street Ultra Short Term Bond's (ULST) flexible approach is a strength, but the use of that flexibility in courting interest rate risk through duration requires patience. The flexibility of the approach involves taking credit risk and using duration positioning to drive returns. The Tools You Need to Invest Like an Analyst Stay connected:
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