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  1. Wide-Moat Search Business Still Google's Growth Engine

    The search giant's first-quarter results underscored the fact that even with Android's explosive growth, Google's bread and butter remains its still-fast-growing advertising business, says Morningstar's Rick Summer.

  2. Google Gets Defensive With Motorola Buy

    Motorola Mobility's deep patent portfolio was a key driver of Google's decision to snap up the handset maker, says Morningstar's Rick Summer.

  3. The Friday Five

    Five stats from the market and the stories behind them. This week: The Dow hits a new high, potential M&A deals continue, Dell's buyout gets activist pushback, and more.

  4. Are Apple and Google Preparing for Battle?

    Apple stock analyst Rick Hanna sees Google CEO Eric Schmidt’s resignation from Apple's board as recognition of the firms' growing competition in the mobile phone and software space but does not see Google as a threat to Apple's long-term competitive advantage.

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