Nvidia to buy ARM in $40bn deal: Morningstar take
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Nvidia to buy ARM in $40bn deal: Morningstar take
ARM was a wide-moat-rated firm, and we believe it is likely this cash/stock deal would enhance Nvidia’s narrow moat even further.
Apple shares look attractive
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Apple shares look attractive
Our US$200 fair value estimate for the iPhone maker is unchanged as stronger services and wearables revenue should offset China weakness.