Nov 7, 2015 by Evan Niu, CFAIt's Time to Drop Numbered iPhones, AppleApple might launch a new 4-inch iPhone in 2016, and it should be called the iPhone Air.
Nov 6, 2015 by Evan Niu, CFAThis Is Why I Sold Qualcomm Months AgoQualcomm's latest quarter highlights the critical risks it's facing in both of its businesses. Maybe next year will be better.
Nov 5, 2015 by Evan Niu, CFAFitbit Inc. Continues Its Move UpmarketFitbit's latest trio of devices continue to drive the bulk of sales.
Nov 5, 2015 by Evan Niu, CFACould Apple Watch Revenue Overtake the iPad As Soon as Fiscal 2016?Even this Apple bull thinks these Watch estimates are a little too bullish.
Nov 5, 2015 by Evan Niu, CFAWhy Qualcomm Shares Gained 11% in OctoberQualcomm may win back an important spot in the forthcoming Samsung Galaxy S7, but the business is still facing some key challenges going forward.
Nov 5, 2015 by Evan Niu, CFAWhy Western Digital Corporation Fell 16% in OctoberInvestors aren't too thrilled about Western Digital's deal to acquire SanDisk. What if the Unisplendour investment falls through?
Nov 3, 2015 by Evan Niu, CFAWhy Etsy Inc. Lost 20% of Its Value in OctoberIs it meaningful? Or just another move?
Nov 3, 2015 by Evan Niu, CFAWhy NXP Semiconductor Crashed 10% in OctoberIs it meaningful? Or just another move?
Oct 29, 2015 by Evan Niu, CFAIs a Vote at Alphabet, Inc. Worth $15?One class of Alphabet shares costs more than the other, and the premium is not justified.
Oct 29, 2015 by Evan Niu, CFAApple Inc. Expects to Spend an Incredible $15 Billion in Capital Expenditures This Fiscal YearAs much as Apple has been spending on capital expenditures lately, it's about to spend a whole lot more.
Oct 28, 2015 by Evan Niu, CFA3 Things You Missed From Apple, Inc. Earnings -- 1 of Which Matters More Than the OthersApple is making a few minor accounting changes, but one of them is less minor than the rest and may boost reported revenue and margins.
Oct 28, 2015 by Evan Niu, CFAThis Is How Much IBM is Already Saving By Using Macs Instead of PCsIBM is already recognizing significant cost savings by using Macs. It's a good thing Big Blue is going to help sell them for Apple.
Oct 28, 2015 by Evan Niu, CFAApple Inc. Delivers a Boring QuarterApple puts up a decent quarter as investors await the real blockbuster that's to come next quarter.
Oct 26, 2015 by Evan Niu, CFAEver Wonder How Amazon.com Pays for All That Free Prime Shipping?Amazon's Fulfillment by Amazon is what secretly powers the economics of Amazon Prime behind the scenes.
Oct 26, 2015 by Evan Niu, CFAHow Microsoft Does and Doesn't Care About HardwareMicrosoft now makes more hardware than ever before, but its core businesses also rely less on hardware than ever before.
Oct 25, 2015 by Evan Niu, CFAAmazon Web Services Is Amazon.com's Shining Profitable StarAmazon's cloud computing platform is now responsible for roughly half of its operating income.
Oct 24, 2015 by Evan Niu, CFAMaybe Apple, Inc.'s iPhone Sales Won't Shrink in Q4 After AllApple might just be able to squeeze out a gain in iPhone unit sales during the holiday quarter.
Oct 23, 2015 by Evan Niu, CFAIt's About Time Alphabet, Inc. Started Giving Back to ShareholdersAt long last, Alphabet implements a share repurchase program.
Oct 23, 2015 by Evan Niu, CFAApple Music Takes a Bite Out of PandoraPandora lost 1.3 million active listeners last quarter thanks largely to Apple Music's launch.
Oct 21, 2015 by Evan Niu, CFAInvestors Really Don't Want Western Digital to Buy SanDiskWestern Digital shareholders are running for the hills at just the thought of the company acquiring SanDisk.
