Another incredible quarter from Microsoft
Stocks
Another incredible quarter from Microsoft
We were wrong when we thought last quarter would be hard to top.
Amazon earnings: Good quarter overall with AWS decent; Guidance light on operating income
Stocks
Amazon earnings: Good quarter overall with AWS decent; Guidance light on operating income
Prebuying behavior ahead of tariffs is worth monitoring if the tariff situation persists.
Microsoft earnings: Good quarter from any angle, raising fair value estimate
Stocks
Microsoft earnings: Good quarter from any angle, raising fair value estimate
Global technology leader continues to perform well.
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?
Watching tariff impact, capex trends, and margin improvements, here’s what we think of Amazon stock.
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
Stocks
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...
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