Browsing Tag
EQUITYRESEARCH
7 posts
Apple’s iPhone 16 Event Boosts Confidence
We keep our $185 per share fair value estimate for wide-moat Apple (AAPL) after an impressive fall product event…
Crowdstrike: Our Perspective Differs from the Market’s View on…
Investor confidence in CrowdStrike Holdings (CRWD) has plummeted following the global IT outage caused by a…
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/347BSP2KJNBCLKVD7DGXSFLDLU.jpg?w=800&resize=800,500&ssl=1 "Tesla’s Q2 Progress: Affordable Vehicle Remains on Schedule for…")
Tesla’s Q2 Progress: Affordable Vehicle Remains on Schedule for…
Tesla’s TSLA second-quarter results were largely in line with our view for the cadence of the year.…
Is Micron Stock Surging – Should You Buy or Sell?
Micron Technology’s (MU) stock has surged to record highs as the firm benefits from a recovering semiconductor…
Is the United States Stock Market Overly Concentrated?
You surely have heard that the U.S. stock market is too concentrated, resting its fortunes on a small number of…
Nvidia Announces Dividend Increase, with a Caveat
Nvidia NVDA has already rocketed to become the world’s second-largest company, and is now worth more than…
Implications of Higher Inflation on Stock and Bond Markets
In our recently published 2024 Diversification Landscape report, Christine Benz, Karen Zaya, and I took a deep…