Morningstar: AI Sector Not a Bubble, Fundamentals Remain Solid with Emerging Investment Opportunities

Stock News
05/06

A recent report from Morningstar indicates that artificial intelligence is not an impending bubble. Despite a market correction in early 2026 causing valuations of AI-related stocks to retreat from their peaks, the underlying fundamentals remain robust, and new investment opportunities are emerging. Michael Field, Chief Equity Strategist at Morningstar, stated that while popularity for AI-focused funds has reached historic highs, recent valuation stabilization or even decline presents a favorable entry point for investors. The current valuation discount in the AI sector is the largest seen since 2019. He emphasized that the fundamental drivers behind AI are strong, with semiconductor demand consistently exceeding expectations and momentum in data center and infrastructure build-out remaining intact, suggesting the AI growth narrative is far from over. The report specifically highlights that the strongest investment opportunities lie with infrastructure-enabling companies, often described as following a "picks and shovels" strategy, rather than the most prominent end-application firms. Many widely held components of AI portfolios, such as Apple (AAPL.US), actually have limited direct exposure to AI. In contrast, lesser-known companies like Entegris (ENTG.US) and CGI Group Inc (GIB.US), which are closely linked to the AI value chain, are held by fewer than 2% of AI fund managers and are overlooked by the market. Furthermore, since late 2024, private AI companies have significantly outperformed their publicly traded counterparts. AI fund allocations remain highly concentrated in large-cap US tech stocks, with European participation low aside from firms like ASML and SAP. Regarding China, while it is a significant hub for AI development, most European fund managers avoid Chinese equities or only allocate to large companies such as Baidu (BIDU-SW, 09888.HK) and Alibaba (BABA-W, 09988.HK) due to market access and regulatory challenges. Morningstar concludes that, despite short-term volatility, the long-term trend for AI is powerful. Investors should capitalize on the current attractive valuations, paying particular attention to infrastructure-related companies to capture the next phase of AI's growth potential.

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