The iPad and Apple's increasingly dominant mobile platform could be a catalyst for moat upgrade, says Morningstar's Toan Tran --but there's a fly in the ointment.
Microsoft’s first foray into the bond market for $3.75 billion, adds to the firm’s already sizeable $25 billion cash position. Associate Director of Research Toan Tran , discusses possible motives behind this move including testing the bond market or raising cash for a major acquisition or share buyback.
Our take on the Intel chief's remarks, the firm's first quarter, and current stock price.
Morningstar's Toan Tran and Larry Witt believe the combination of Microsoft and Yahoo will be more competitive against Google, but integration and other threats loom. (Video)
Morningstar's Toan Tran expects more record quarters from the tech giant as new products and expanded distribution channels drive higher sales.
If priced right, the rumored Apple tablet could help fuel the firm's growth and add billions to the top line.
Anxiety leads to sell-off--and some buying opportunities.
Third-quarter surge turns red to green for the year to date.
Small caps, energy continue to surge.