Marvell: With Google Chip Deal, Firm Landing the White Whale
We’ve raised our fair value estimate of Marvell stock.
Artificial Intelligence
More on Artificial Intelligence
Going Into Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
We’re expecting another beat-and-raise quarter, while watching the roadmap and discussions of its financing and partnership deals.
Markets Brief: The ‘Not Dead Yet’ Software Stock Rally, What to Watch in Retail Earnings, and How Much Inflation AI Could Be Causing
As software stocks bounce, the narrative that AI will kill software businesses seems to be fading.
Applied Materials Earnings: Momentum Continues as AI Equipment Demand Keeps Accelerating
Positive guidance from peers and Applied indicates that industry demand remains healthy.
Cisco Earnings: AI Momentum Accelerates, and Campus Demand Stays Strong
We think Cisco stock is fairly valued.
Why This Growth Stock Manager Likes Both the AI Trade and Eli Lilly
Despite the cash burn at hyperscalers, the AI boom is only in its early stages, and the benefits are spreading, says Jennison’s Boyer.
Nvidia: Latest AI Partnership May Add to Concerns, but We Think Chip Demand Is There
We see Nvidia as leveraging its position at the center of the AI ecosystem and that the stock is undervalued.
xAI’s Neocloud Pivot Eats Up SpaceX Capital Expenditure
The company’s AI segment is looking (and spending) more like a compute provider than a model maker.
Atlassian Earnings: Huge Quarter with Cloud Acceleration and AI Starting to Drive a Positive Impact
Atlassian continues to report results that blow consensus estimates away.
Shopify Bounces as Earnings Calm AI ‘Loser Trade’ Concerns
The Canadian e-commerce giant reported blowout earnings amid concerns about AI.
Why Great Earnings Haven’t Been Good Enough for AI Hardware Stocks
Stocks that had been posting triple-digit returns are sliding on earnings results.
Western Digital Earnings: Pricing and Margins Surge as Contract Visibility Extends Into 2031
We’ve raised our fair value estimate of Western Digital stock.
AI Risks and Resilient Stocks: Morningstar’s EMEA CIO on the Global Market Outlook
Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.
As Semiconductor Stocks Slide, These Chip Startup IPOs Go On Hold
Fears of overheated AI spending and rising Chinese competition could make Wall Street wary of taking new chip names public for now.
5 Charts on What to Watch in SpaceX Earnings
Starlink revenue and profits, AI revenue, and capex in focus as SpaceX reports its first results as a public company.
This Onetime Market Darling Is Now Surprisingly Undervalued
This AI leader qualifies as a GARP stock today.
Meta Earnings: AI-Driven Improvements in Top Line Fail to Impress Investors
We reiterate our fair value estimate for wide-moat Meta and view the after-market selloff as an overreaction.
How Alphabet Is Building an End-to-End AI Business
Why the tech giant is well-positioned to benefit from AI adoption, despite the stock’s pullback after its earnings report.
Why We’re Cautious on This AI-Fueled Tech Stock
Strong earnings led us to boost Intel’s fair value estimate, but can AI-driven demand keep pace with expectations?
CXMT Stock Pricey After a Roaring First Day
Shares in ChangXin Memory Technologies closed 466% higher than the offering price.
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