Nov 2, 2016 by Evan Niu, CFAHow Would Apple, Inc. Even Pay for a Massive Media Acquisition?Or any blockbuster megadeal, for that matter.
Nov 2, 2016 by Evan Niu, CFAFacebook Wants to Get Into Video Game Distribution...AgainSteam has nothing to worry about.
Nov 2, 2016 by Evan Niu, CFAMicrosoft Corporation Launches Its "Slack Killer"Microsoft Teams is here, and Slack should be worried.
Nov 2, 2016 by Evan Niu, CFABroadcom to Acquire Brocade CommunicationsThe great chip sector consolidation continues.
Nov 2, 2016 by Evan Niu, CFAWhy Tableau Software Shares Got Crushed TodayThe top line fell short of expectations.
Nov 1, 2016 by Evan Niu, CFAApple, Inc.'s iPad Pros Could Be Doing BetterWhat ever happened to Apple's big enterprise push?
Nov 1, 2016 by Evan Niu, CFAWhat Happened to Apple, Inc.'s Installed Base Purchases Metric?It's probably the SEC's fault.
Nov 1, 2016 by Evan Niu, CFAWhy an Apple Music Price Drop Doesn't Make SenseAmazon Music Unlimited isn't a direct threat.
Oct 31, 2016 by Evan Niu, CFAApple, Inc.'s Capital Returns Have Struck The Right BalanceDon't give too much away, Tim.
Oct 31, 2016 by Evan Niu, CFAApple, Inc. Plans on Spending a Mind-Boggling $16 Billion in Capital Expenditures This YearHey, big spender.
Oct 28, 2016 by Evan Niu, CFAWhy A10 Networks Shares Got Demolished TodaySome orders are getting pushed into future quarters.
Oct 28, 2016 by Evan Niu, CFAApple, Inc. Is Building a SWAT TeamThe tech titan welcomes yet another chip into the family.
Oct 28, 2016 by Evan Niu, CFASurface Dial vs. Touch Bar: A Tale of 2 Interface PlaysWhich interface innovation do you think has the most potential?
Oct 27, 2016 by Evan Niu, CFAHere's What Apple, Inc. Unveiled TodayThe Mac maker's product event was more or less entirely expected.
Oct 27, 2016 by Evan Niu, CFAApple, Inc. Will Have Trouble Catching Up to Microsoft's New Surface Studio If It Proves to Be a HitThe Mac maker decided long ago not to go this route, and it's hard to turn back now.
Oct 26, 2016 by Evan Niu, CFAShould Investors Worry About Apple, Inc.'s Soaring R&D Expenses?What does the Mac maker have in the pipeline?
Oct 26, 2016 by Evan Niu, CFASurface Studio vs. iMac 5K: Can Microsoft Make a Dent Against Apple?Apple has a price advantage for now, but Microsoft's new product is well differentiated.
Oct 26, 2016 by Evan Niu, CFAApple, Inc. Expects iPhone Prices to SurgeiPhone ASPs should approach $700 once again.
Oct 26, 2016 by Evan Niu, CFAApple, Inc. Guidance: The Good, the Bad, and the UglyYou win some, you lose some.