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.
The Oakmark manager discusses a value case for Google, his team's three-pronged investment approach, and why capacity is not a major issue for the Oakmark Fund.
Cliffs plus ceilings, the Fed plus tightening, and Google plus regulators are just some of the pairings that caught investors' interest this week.
Google and Berkshire made room for new strategies, while others got some room to maneuver this week, reports Morningstar markets editor Jeremy Glaser.
Five stats from the market and the stories behind them. This week: falling sales for Wal-Mart, rising hopes for Google, and a tremendous jump in Japan.
Morningstar markets editor Jeremy Glaser sizes up the investment impact of recent court judgments and corporate judgments calls.
Morningstar markets editor Jeremy Glaser digs into Microsoft's weak quarter, Google's unwelcome surprises, and brick-and-mortar retailers' continuing battle against their cyber rivals.
Tech director Grady Burkett looks at the impact of cloud computing with StockInvestor editor Matt Coffina.
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