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MICROSOFT News & Analysis

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.
Dan Romanoff, CPA | 31 October 2024
How to find companies that can grow forever
Stocks
How to find companies that can grow forever
If you want to find companies with a long growth runway, try looking for these seven attributes.
Joseph Taylor | 30 September 2024
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.
Dan Romanoff, CPA | 31 July 2024
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.
Dan Romanoff, CPA | 17 July 2024
Take it from Warren Buffett: Misses are inevitable
Personal Finance
Take it from Warren Buffett: Misses are inevitable
Embrace these timeless investing principles and you can still attain remarkable outcomes.
Danny Noonan | 14 May 2024
7 charts on the AI stock boom one year after ChatGPT’s launch
Stocks
7 charts on the AI stock boom one year after ChatGPT’s launch
These stocks and the key trends behind them are critical for understanding the AI investment landscape
Tom Lauricella | 11 December 2023
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
Lessons from running a fund for 10 years
Funds
Lessons from running a fund for 10 years
Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding...
James Gruber | 13 September 2023
US tech earnings: Morningstar lifts fair value estimate of one US tech giant while another remains undervalued
Stocks
US tech earnings: Morningstar lifts fair value estimate of one US tech giant while another remains undervalued
US tech earnings for two industry leaders.
Mark LaMonica, CFA | 26 July 2023
3 ETFs for Australian investors chasing the global tech rally
ETFs
3 ETFs for Australian investors chasing the global tech rally
A new analyst report from Morningstar highlights three ETFs for investors hunting for tech exposure but cautions against "jumping on the bandwagon"...
Joshua Peach | 03 July 2023