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GOOGLE News & Analysis

Alphabet earnings: Advertising revenue growth disappoints
Stocks
Alphabet earnings: Advertising revenue growth disappoints
In mixed set of results, we raised our fair value estimate based on higher revenue and margin forecasts.
Morningstar | 06 February 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
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
Does AI pose a risk to my retirement?
Retirement
Does AI pose a risk to my retirement?
The AI gold rush involves some familiar tech giants. Should investors be worried about over-exposure to this theme?
Sunniva Kolostyak | 19 June 2023
Why Google parent Alphabet is undervalued
Stocks
Why Google parent Alphabet is undervalued
Alphabet earnings show Google is well positioned to battle AI competitors.
Ali Mogharabi | 26 April 2023
Potential TikTok ban in US would benefit Google, Meta, and Snap
Stocks
Potential TikTok ban in US would benefit Google, Meta, and Snap
The uncertainty could push some content creators to focus more on other social network platforms.
Ali Mogharabi | 20 March 2023
Goldman Sachs' newest member, RBA gets a health check and Woodside shares dip: What we learned this week
Markets
Goldman Sachs' newest member, RBA gets a health check and Woodside shares dip: What we learned this week
US tech sector hits pause on recruitment, JB HI-FI delivers sales growth and Chinese homeowners refuse to pay mortgages.
Nicola Chand | 22 July 2022
8 US stocks fundies love
Stocks
8 US stocks fundies love
These names are widely held among some of our favourite concentrated-fund managers.
Susan Dziubinski | 30 March 2022
What Google's 20-for-1 stock split means for investors
Stocks
What Google's 20-for-1 stock split means for investors
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
Ruth Saldanha | 10 February 2022