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CLOUD COMPUTING News & Analysis

Megaport earnings: Good news keeps getting better
Stocks
Megaport earnings: Good news keeps getting better
Our fair estimate for the shares increased following the release of 2024 guidance. 
Morningstar | 22 August 2023
Cloud companies are going all-in on India
Stocks
Cloud companies are going all-in on India
India's ambitious digital push has created tremendous opportunities for cloud services providers as the country continues its march towards digital...
Vikram Barhat | 28 May 2023
ASX winners from the rise of cloud computing
Stocks
ASX winners from the rise of cloud computing
The rise of cloud computing creates opportunities for ASX-listed technology stocks, writes Nicki Bourlioufas.
Nicki Bourlioufas | 05 July 2021
Best stocks to play the 5G and cloud infrastructure boom
Stocks
Best stocks to play the 5G and cloud infrastructure boom
What to look for and what to avoid in this area.
Lauren Solberg | 28 April 2021
Thematic ETFs: short-lived trend or long-term investment?
ETFs
Thematic ETFs: short-lived trend or long-term investment?
Battery technology. Cybersecurity. Cloud Computing. Exchange-traded funds that focus on a niche sector are in vogue and worth considering but brace...
Emma Rapaport | 26 March 2021
Snowflake shows substantial growth
Stocks
Snowflake shows substantial growth
But the cloud-based data-warehousing company is racking up big operating losses as it does so, writes Julie Bhusal Sharma.
Julie Bhusal Sharma | 10 February 2021
Slack taken out by Salesforce; fair value raised
Stocks
Slack taken out by Salesforce; fair value raised
Meanwhile, wide-moat Salesforce reported strong results, including meaningful upside to both revenue and non-GAAP EPS, while guidance for the fourth...
Dan Romanoff | 02 December 2020
Peering into Palantir's data market disruption
Stocks
Peering into Palantir's data market disruption
Morningstar equity analyst Mark Cash values the company at $40 billion, reinforced by a sticky customer base and positive moat trend.
Mark Cash | 29 September 2020
3 stocks growing with the cloud
Stocks
3 stocks growing with the cloud
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.
Vikram Barhat | 15 September 2020
Aussie tech stocks overhyped
Stocks
Aussie tech stocks overhyped
Investors piling into WiseTech, Afterpay and Xero are ignoring fundamental risks, warns Morningstar.
Glenn Freeman | 03 March 2020