Undervalued by 21%, this US stock to own forever is a buy
Stocks
Undervalued by 21%, this US stock to own forever is a buy
This wide-moat stock can serve as a core holding for any investor.
Microsoft earnings: Strength in cloud, guidance mixed
Stocks
Microsoft earnings: Strength in cloud, guidance mixed
We think investors should be on board when Azure accelerates in the third quarter.
Amazon earnings: AWS shines, stock attractive after selloff
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Amazon earnings: AWS shines, stock attractive after selloff
Fair value estimate for the stock raised on better profit and cost forecasts.
Microsoft earnings: Shares fall but we raise our fair value estimate
Stocks
Microsoft earnings: Shares fall but we raise our fair value estimate
We expect cloud growth to accelerate this year.
Going into earnings, is Amazon stock a buy, a sell, or fairly valued?
Stocks
Going into earnings, is Amazon stock a buy, a sell, or fairly valued?
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 Amazon’s...
Going into earnings, Is Facebook parent Meta a buy, a sell, or fairly valued?
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Going into earnings, Is Facebook parent Meta a buy, a sell, or fairly valued?
Watching ad demand, AI monetization, and platform usage.
Going into earnings, is Microsoft stock a buy, a sell, or fairly valued?
Stocks
Going into earnings, is Microsoft stock a buy, a sell, or fairly valued?
Azure growth and Activision Blizzard integration are among the key trends to watch.
The best wide-moat growth stock you’ve never heard of
Stocks
The best wide-moat growth stock you’ve never heard of
The stock of this niche software leader is undervalued.
Wide-moat Microsoft's fair value estimate raised
Stocks
Wide-moat Microsoft's fair value estimate raised
Microsoft earnings show all-round strength.
Is Amazon a buy after stores set to close?
Stocks
Is Amazon a buy after stores set to close?
Cost-cutting continues at the e-commerce and cloud services giant. Here’s what we think of the stock now.
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