Astonishing results have driven this AI stock into significantly overvalued territory.

We raise our fair value estimate for Apple stock.

John Ternus, Apple’s hardware chief, will take up the role in September.

We’ve raised our fair value estimate of Cisco stock.

Following strong holiday sales and a recent AI deal, here’s what we’re watching for in Apple’s earnings report.

We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.

Strong earnings with high projected growth but price is too rich.

Our view of Apple shares.

The magnitude of growth at Broadcom continues to astound us.

We think Apple stock looks fairly valued.