Why Microsoft Stock Is Worth $600
Plus: A Deleted Disclosure in SpaceX’s IPO Filing Shows Its AI Infrastructure as a Cash Cow, 3 ETFs Likely to Own SpaceX, and the Biggest Q1 Fair Value Changes
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Morning DigestDavid Sekera, Dan Romanoff Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a $600 valuation. 
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SpaceX could recoup its AI infrastructure capex in under a month. Franco Granda 
The ‘anything-but-AI’ sentiment in the market is leaving many of these stocks looking attractive. Tori Brovet Investing Insights Tech companies Intel, Ciena, and Seagate saw the largest fair value hikes. Bella Albrecht American Airlines and Trade Desk are among the stocks with the deepest reductions. Bella Albrecht With rock-bottom fees and minimal turnover, this exchange-traded fund consistently outpaces most large-growth peers over the long run. Brendan McCann With increased traffic growth amidst macroeconomic pressures, here’s what we think of Walmart stock. Brett Husslein Recent Earnings New Stock Analyst Reports Box BOX delivered a respectable fiscal 2027 first quarter. Revenue growth returned to double digits for the first time in three years, as the higher-priced product suite expanded margins and saw stronger retention. Still, sequential guidance implies some moderation, and full-year guidance was modest. Net revenue retention increased to 105% and long-term remaining performance obligations were up 22% in constant currency, but that growth remains well below the median of our software universe and does not yet signal resilience for the Box product suite in an AI world. New Fund Analyst Reports American Century Focused Large Cap Value (FLV) has struggled in recent years as growth-dominated markets have left it out of favor. But its risk- and quality-oriented process makes it a decent large-value offering at the right price. This strategy includes a mutual fund, a separately managed account, and an exchange-traded fund. The Tools You Need to Invest Like an Analyst Stay connected:
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