US EARNINGS News & Analysis

Microsoft earnings show all-round strength.

Alphabet earnings show Google is well positioned to battle AI competitors.

Cutting Tesla stock’s fair value estimate to $215, but long-term, we see profit margins improving.

We’re sceptical paid sharing will significantly increase new subscriber growth.

Still, investors can expect pockets of good news among travel, industrials, and energy stocks.

The stock surged after earnings but continues to look undervalued.

Morningstar says Disney is undervalued as CEO Bob Iger reapplies his stamp.

So far, it’s been a mixed picture: Tesla, General Motors come in strong, while Apple and Alphabet miss the mark.

Widespread sales declines to close out 2022 foreshadow a challenging 2023.

Shares in the social media empire have more than doubled since November. Morningstar sees plenty of upside yet.