Browsing Tag
TECHNOLOGY
19 posts
AI assistants such as Otter.ai are exposing your negative remarks about colleagues
AI assistants like Otter.ai are ratting you out for badmouthing coworkers If you’ve ever been in a Zoom meeting…
October 7, 2024
4 min read
There is only one individual remaining in this iconic OpenAI photograph
Only one person is left from this iconic OpenAI photo OpenAI is bleeding its top executives, and one picture…
September 27, 2024
3 min read
Despite Challenges, Intel’s Fair Value Estimate Remains Stable
We intend to maintain our $21 (C$28.40) fair value estimate for no-moat Intel INTC and $180 (C$243.41) for…
September 23, 2024
2 min read
Microsoft’s Cloud Growth Set to Speed Up
We raise our fair value estimate for wide-moat Microsoft (MSFT) to $490 per share, from $435 after the company…
July 31, 2024
5 min read
Top Three Picks for Cybersecurity Stocks
Cybersecurity companies are back in the spotlight. While the news hasn’t been necessarily been good, there are…
July 25, 2024
4 min read
Is Alphabet Stock a Buy or a Sell Leading into Earnings?
How is Alphabet (GOOGL) positioning its AI tools to maintain search market share and keep its advertising…
July 23, 2024
4 min read
Is Microsoft Stock a Buy or Sell ahead of Earnings?
Earnings Release Date July 30, after the close of trading. What to Watch for in Microsoft’s Q2 Earnings…
July 19, 2024
4 min read
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