Browsing Tag
TECHNOLOGY
12 posts
Up the Ante for Micron Earnings: Our DRAM Forecast Gets an Upgrade…
Key Morningstar Metrics for Micron Technology MU What We Thought of Micron Technology’s Earnings We raise our…
June 27, 2024
2 min read
Land O’Lakes Appoints First Chief Technology Officer in 97-Year History
Land O’Lakes is 103 years old and for most of the dairy cooperative’s existence, it did not have a chief…
June 26, 2024
6 min read
AI Demand Boosts TSMC Fair Value by 45%
We raise our fair value estimate on Taiwan Semiconductor Manufacturing (TSM), or TSMC, to TWD 1,380 per share…
June 25, 2024
2 min read
CTO of FedEx Discusses Technology’s Key Role in Achieving $4 Billion Savings Target through Company-Wide Consolidation
Adam Smith had worked for one employer, FedEx, for nearly a quarter of a century. But for the past 50 years, and…
May 22, 2024
6 min read
Is Shopify stock rebounding after a big selloff post-earnings?
Shopify SHOP released its first-quarter earnings report on May 8. Here’s Morningstar’s take on Shopify’s…
May 16, 2024
4 min read
Could Copper Be Starting a New Supercycle?
Copper is currently trading at around two-year highs, driven by the belief that the red metal’s supply…
May 15, 2024
4 min read
Anticipating Apple’s New Models and Chip Set to Create Excitement
Key Morningstar Metrics for Apple Fair Value Estimate: US$170.00Morningstar Rating: 3 starsMorningstar Economic…
May 7, 2024
2 min read
4 Semiconductor Stocks Poised for Growth | Morningstar
While stocks have soared for the semiconductor companies at the heart of the artificial intelligence boom,…
April 30, 2024
6 min read
Investors are Excited by Tesla’s More Affordable Models, However…
Tesla (TSLA) is the first of the Magnificent Seven stocks to report quarterly earnings. Here’s what our…
April 24, 2024
2 min read
Should You Consider Buying Nvidia Stock at This Moment?
Since its IPO in 1999, Nvidia’s stock (NVDA) has exploded by more than 30,000%. And just in the last year, it’s…
April 19, 2024
4 min read