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TECHNOLOGY News & Analysis

We advise waiting for a pullback before investing in the world's biggest company
Stocks
We advise waiting for a pullback before investing in the world's biggest company
We’ve raised our fair value estimate and sales forecast, but still see the stock as rich.
Morningstar | 03 December 2023
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 | 30 November 2023
How will AI affect investors? Clues from this year’s annual meetings
Markets
How will AI affect investors? Clues from this year’s annual meetings
Alphabet, Meta, and Amazon face human and digital rights-related shareholder proposals.
Leslie Norton | 10 October 2023
3 reasons for the increase in Technology One's fair value
Stocks
3 reasons for the increase in Technology One's fair value
Morningstar recently raised the fair value estimate for the enterprise resource planning software provider
Christine St Anne | 28 September 2023
Can this ASX tech stock keep rallying?
Stocks
Can this ASX tech stock keep rallying?
Shares in this ASX software provider have more than doubled since hitting a 52-week low back in March, but Morningstar analysis suggests there may...
Joshua Peach | 23 July 2023
What the buy now, pay later regulations mean for your fintech portfolio
Stocks
What the buy now, pay later regulations mean for your fintech portfolio
Buy now, pay later companies will be regulated as credit products by the end of the year. Here's what it means for investors.
Joshua Peach | 23 May 2023
Why former US treasury secretary Larry Summers is 'long' on Australia
Markets
Why former US treasury secretary Larry Summers is 'long' on Australia
The influential US economist says Australia will substantially benefit from immigration in the coming decades.
Sarah Dowling | 28 April 2023
Why this fund manager remains overweight on energy
Video
Why this fund manager remains overweight on energy
Laird Abertheny from GQG Partners says earnings matter in a rising interest rate environment.
Sarah Dowling | 08 March 2023
Why Tesla's fair value estimate just received a boost
Stocks
Why Tesla's fair value estimate just received a boost
Tesla shares are considered slightly undervalued as its ability to scale should drive higher long-term free cash flow generation.
Seth Goldstein, CFA | 08 March 2023
Emerging technology stock pick: Air taxis
Video
Emerging technology stock pick: Air taxis
This emerging technology company could fly you to work, maybe, with 1,300 electric air taxis ordered.
Andrew Willis | 02 March 2023