Evan Niu, CFA

The IDaaS market is growing, and the search giant wants a bigger piece.

Ignore the backlash, Twitter.

The electrical component supplier is joining the S&P SmallCap 600.

The popular photo and video sharing service just hit 800 million monthly active users.

3D-sensing components are bottlenecking production.

Costs are going up, and Apple has a margin profile to maintain.

But the virtual assistant will happily Google something for you.

Mark Zuckerberg is still in charge, though.

Thanks, Apple and Spotify!

In order to maintain relevance in augmented reality, Snap has to keep developing hardware.

That price tag is a lot less than Googorola ended up costing.

When you hire a legendary chip architect, chances are you'll want them to architect chips.

The flagship device still hasn't entered volume production.

If this rumored deal is about vertical integration and costs a lot less, it might be worth it.

Augmented reality is promising for e-commerce and physical retail, but Amazon would probably fail at building a platform.

Apple Watch Series 3's big new feature has early issues and might not be worth it.

With so much riding on the new smartwatch, it's no wonder that investors were bummed by lackluster reviews.

The smartphone purchasing experience has removed virtually all friction -- and Apple knows it.

Edge-to-edge display? Check. Wireless charging? Check. Facial recognition components? Check. The iPhone X is gorgeous, but what does its release timing mean for Apple’s financials over the next few quarters? We dig into that and Apple’s other upcoming products.

The good news is that iPhone X sales aren't being lost.