Stocks
We think investors should be on board when Azure accelerates in the third quarter.
Stocks
Fair value estimate for the stock raised on better profit and cost forecasts.
Stocks
We expect cloud growth to accelerate this year.
Stocks
We will be watching what Amazon has to say on AWS, advertising, and generative AI in its upcoming earnings release. Here’s what we think of...
Stocks
Watching ad demand, AI monetization, and platform usage.
Stocks
Azure growth and Activision Blizzard integration are among the key trends to watch.
Stocks
The stock of this niche software leader is undervalued.
Stocks
Cost-cutting continues at the e-commerce and cloud services giant. Here’s what we think of the stock now.
Stocks
We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.
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