Is Shopify’s AI partnership push quietly redefining its Commerce Infrastructure (SHOP) moat?
By Simply Wall St Publication Date: 2026-03-17 16:08:00 In recent months, Transcosmos and Klaviyo have each announced broader use of…
Tag: Moat
NVIDIA’s $4 Trillion Moat May Be Built On The Wrong Kind Of Silicon
By Amir Husain Publication Date: 2026-03-13 21:08:00 Are the hundreds of billions being spent on datacenters a good investment? Why…
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/TANMUOLDI5GX5BBAR5DDXVYIK4.jpg?ssl=1 "Oracle: Despite some AI advantages, the moat rating drops when there is a risk of disruption")
Oracle: Despite some AI advantages, the moat rating drops when there is a risk of disruption
By Luke Yang, CFA Publication Date: 2026-03-05 00:00:00 Securities in this article Key Morningstar metrics for Oracle : $215.00 :…
Cisco stock resets dividend payout as AI moat widens
By Celine Provini Publication Date: 2026-02-15 16:41:00 Networking giant Cisco is on track to report record sales in fiscal 2026.
Crocodiles in the moat: Media giant plans AI defense
By canberratimes Publication Date: 2026-02-06 04:01:00 While Dow Jones remains the jewel in News Corp’s media crown, other news outlets…
Analysis: Nvidia builds capital moat to lock in CUDA era
By Amanda Liang, analysis; Levi Li, DIGITIMES Asia Publication Date: 2025-12-29 03:40:00 After briefly approaching a US$5 trillion market capitalisation,…
Why Nvidia maintains its moat and Gemini won’t kill OpenAI – SiliconANGLE
By @SiliconANGLE Publication Date: 2025-12-21 21:07:00 Two prevailing narratives have driven markets recently. The first is that Nvidia Corp.’s moat…
Google Starts to Bridge OpenAI’s Product Moat
By @mgsiegler Publication Date: 2025-11-21 10:54:00 I have a simple method for my own AI rankings: product delight. That is,…
Amazon: Wide Moat, Slowing Boat (NASDAQ:AMZN)
Amazon: Wide Moat, Slowing Boat (NASDAQ:AMZN) Seeking Alpha Article Source https://seekingalpha.com/article/4818291-amazon-wide-moat-slowing-boat
Amazon: Wide Moat, Slowing Boat – Is the Market Underestimating Its AI and Cloud Resilience?
The tech sector’s current infatuation with growth stocks has left value investors scratching their heads. NVIDIA and Microsoft, with their…