Is Microsoft Transferring Shareholder Value to Nvidia? This Analyst Says So. Barron’s Article Source https://www.barrons.com/articles/microsoft-stock-ai-spending-nvidia-a313bf25
We have transferred coverage of Dell and Hewlett Packard Enterprise to a new analyst, and we are raising our fair value estimate for Dell to $92 from $65 and for HPE to $23 from $17. A large portion of both fair value raises was driven by… Article Source https://www.morningstar.com/company-reports/1097037-transferring-coverage-of-dell-and-hpe-raising-our-valuations-hpe-attractive-if-it-can-execute
The Australian government is partnering with Amazon Web Services (AWS) to create a super-secret cloud for its intelligence and law enforcement agencies. The project is expected to cost A$2 billion over a ten-year period and will enable the secure hosting of the nation’s most sensitive information. The platform will also allow for the analysis of … Read more