We're raising our fair value estimate on Nvidia to $300, following the company's artificial intelligence-led acceleration.

Why we think the stock price of this high-quality company still looks cheap today.

High switching costs and the 'network effect' have seen Apple achieve Morningstar's prized wide moat status.

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.

Our US$200 fair value estimate for the iPhone maker is unchanged as stronger services and wearables revenue should offset China weakness.