The following was extracted from Morningstar: Analyst Note | by Abhinav Davuluri Updated Sep 30, 2022 Micron reported fiscal fourth-quarter results that suffered from deteriorating end-market conditions, with revenue falling short of management’s guidance. Although we remain positive on long-term memory demand growth stemming from trends such as artificial intelligence, 5G, … [Read more...]
QUALCOMM, Inc. Morningstar report
The following was extracted from Morningstar: Qualcomm Earnings: Maintain $140 Valuation With a Recovery Across Android OEMs Brian Colello Feb 1, 2024 Narrow-moat Qualcomm reported solid fiscal first-quarter results that were ahead of our expectations while providing investors with a decent outlook for the March quarter, as … [Read more...]
Meta Platforms Inc Morningstar report
The following was extracted from Morningstar: Meta Earnings: Another Potential Investment Surge Overshadows Solid Growth Michael Hodel Apr 25, 2024 Meta posted a solid first quarter, with revenue growth and management’s second-quarter outlook—while modestly disappointing relative to FactSet consensus—putting the firm on a path to … [Read more...]
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