After the launch of Amazon Supply Chain Services, here’s what we think of the stock.

With third-quarter results surpassing even high-end expectations, here’s what we think of Microsoft stock.

Microsoft’s earnings report is expected to touch on AI adoption and monetization.

Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.

We’re no longer certain that software firms will outperform over the next decade, but positive outcomes remain possible for names like Salesforce.

We think Amazon stock is moderately undervalued.

Good quarter with AI demand ramping.

With temperature on tariffs easing and a raised fair value estimate, here’s what we think of Amazon’s results.

We think Microsoft stock is moderately undervalued.

With recent structural changes and strong Azure performance, here’s what we think of Microsoft stock.