Thesis

Broadcom Earnings: AI Growth and VMware Integration Align With Our Thesis Valuation

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Broadcom Earnings: AI Growth and VMware Integration Align With Our Thesis Valuation

Securities In This Article Key Morningstar Metrics for Broadcom What We Thought of Broadcom’s Earnings We maintain our $155 fair value estimate for shares of Broadcom AVGO, and our long-term growth thesis is intact. Artificial intelligence… Article Source https://www.morningstar.com/stocks/broadcom-earnings-ai-growth-vmware-integration-align-with-our-thesis-valuation

Generation Investment Management Global Equity Strategy’s Investment Thesis on Nutanix (NTNX)

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Generation Investment Management Global Equity Strategy’s Investment Thesis on Nutanix (NTNX)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! The whispers are turning into roars. Artificial intelligence isn’t science fiction anymore. It’s the revolution reshaping every industry on the planet. From driverless cars to medical breakthroughs, AI is on … Read more

Cisco Reports Strong Earnings And Positive Outlook, Splunk Inclusion Supports Our Long-Term Thesis

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Cisco Reports Strong Earnings And Positive Outlook, Splunk Inclusion Supports Our Long-Term Thesis

In a recent article by Morningstar, the Key Metrics for Cisco Systems were discussed. Despite weak networking demand caused by over-orders from customers in 2022 and 2023, Cisco’s fiscal third-quarter results were in line with expectations. The integration of the Splunk acquisition into the model following its closure in March contributed to a positive outlook. … Read more