We think investors should be on board when Azure accelerates in the third quarter.

Fair value estimate for the stock raised on better profit and cost forecasts.

We expect cloud growth to accelerate this year.

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...

Watching ad demand, AI monetization, and platform usage.

Azure growth and Activision Blizzard integration are among the key trends to watch.

The stock of this niche software leader is undervalued.

Microsoft earnings show all-round strength.

Cost-cutting continues at the e-commerce and cloud services giant. Here’s what we think of the stock now.

We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.