Microchip is calling the bottom on the brutal cyclical downturn that weighed its the business for the past several quarters.

With increased AI spending and hopes of future data center expansion, here’s what we think of Nvidia stock.

Morningstar maintains our fair value estimate after latest earnings.

With Nvidia’s Data Center Business driving their investment thesis, here’s what we think of Nvidia stock.

Wall Street darling continues to captivate investors.

Following Nvidia's GTC conference, we're now more optimistic on the hottest stock in the world. 

Morningstar analysts expect strong growth for wide-moat software companies.

The sector's expensive overall, and some valuations are downright alarming, writes Brian Colello.

Tech is expensive overall, while a subset of names have alarming valuations.

But we're still fond of software and cybersecurity firms.