Alphabet earnings show Google is well positioned to battle AI competitors.

The uncertainty could push some content creators to focus more on other social network platforms.

The stock surged after earnings but continues to look undervalued.

We’ve raised our fair value estimate for Twitter’s stock.

Morningstar’s analyst says both stocks are undervalued, although one is favoured.

Facebook’s parent is trading at just half of what Morningstar’s analyst thinks it’s worth.  

Morningstar analyst Ali Mogharabi is positive about the new chief executive but is maintaining the fair value estimate for the social media giant.

The two have already been trading at what we view as unwarranted discounts compared with their peers.

The effects are likely to be minimal for the companies we cover, writes Morningstar US equity analyst Ali Mogharabi.

Despite the Federal Trade Commission and 47 states filing separate antitrust suits, we are maintaining our fair value.