Jul 21, 2014 by Evan Niu, CFAApple Earnings: Does This New Data Point Suggest an iPhone Blowout?Investors are hoping for strong iPhone sales when Apple reports earnings tomorrow. Does this spike in China Mobile's 4G customers bode well for the Mac maker?
Jul 21, 2014 by Evan Niu, CFA3 Hidden Metrics to Look for When Apple Inc. Reports Earnings on TuesdayApple reports earnings on Tuesday, and investors should look for these hard-to-find numbers.
Jul 19, 2014 by Evan Niu, CFA4 Possible Winners of Apple, Inc.'s iWatchThere will be many ways to profit on Apple's iWatch. The device could easily sell tens of millions of units, so component players could stand to benefit.
Jul 19, 2014 by Evan Niu, CFA1 Bad Sign for Microsoft Corporation's Tablet DreamsLenovo abandons the small-sized Windows tablet market in the U.S. Should Microsoft be concerned about its ability to compete in smaller form factors?
Jul 18, 2014 by Evan Niu, CFAOnly Believe 1 of These 2 New Apple iPhone 6 LeaksThere are 2 new Apple iPhone 6 leaks making the rounds today. However, one falls flat while the other checks out. Which one should you believe?
Jul 17, 2014 by Evan Niu, CFAIs This What Apple, Inc.'s Payments Service Will Be Called?Apple is likely planning some type of payments service in the near future. It already has all the pieces. Say hello to iTunes Pass.
Jul 17, 2014 by Evan Niu, CFAMicrosoft Corporation Trims Some FatMicrosoft announces its biggest round of layoffs in its history. Most of those will come from the Nokia business that it just acquired, and investors are obviously happy.
Jul 16, 2014 by Evan Niu, CFAApple, Inc.'s Deal With IBM Is a Game ChangerApple never used to target the enterprise market directly. While the Mac maker has been appealing to businesses more in recent times, the deal with IBM will jump-start its ambitions in a big way.
Jul 16, 2014 by Evan Niu, CFAWhy Microsoft Corporation Jumped to Fresh 10-Year Highs TodayMicrosoft is reportedly about to axe thousands of jobs in a massive round of layoffs. Investors are excited, because Microsoft has its work cut out for it if it hopes to make the Nokia devices acquisition work out favorably.
Jul 13, 2014 by Evan Niu, CFAWhy Apple Inc.'s Shift to Sapphire In the iPhone 6 Will Be Brilliant -- and Perfectly TimedEveryone expects Apple to adopt sapphire in the upcoming iPhone 6. Competitors would love to follow in the Mac maker's footsteps, but they literally can't afford to. The only one that can is facing troubles of its own right now.
Jul 13, 2014 by Evan Niu, CFAIs China Sabotaging Apple Inc.'s iPhone 6?The Chinese state-run media is at it again, attacking Apple for tracking location data. This comes just months before the iPhone 6 is expected to launch.
Jul 13, 2014 by Evan Niu, CFAApple Stock Earnings: Will the iPad Be a Drag?iPad sales left a little to be desired last quarter. That trend might continue when Apple reports earnings on July 22. Hopefully, the iPhone will be the star of the show.
Jul 12, 2014 by Evan Niu, CFAApple Inc. Avoids the Spec War. Again.Apple has never resorted to competing purely on technical specifications. How does Apple get away with telling consumers so little?
Jul 12, 2014 by Evan Niu, CFAApple Earnings: Factors to Drive an iPhone BlowoutApple put up a major iPhone blowout last quarter. The Mac maker can potentially do it again. Here's how.
Jul 11, 2014 by Evan Niu, CFAMicrosoft Corporation: Satya Nadella Backtracks on Steve Ballmer's VisionOnce upon a time, Steve Ballmer wanted Microsoft to become a devices-and-services company. New CEO Satya Nadella has a different idea in mind.
Jul 10, 2014 by Evan Niu, CFAApple iPhone 6: Ignore Today's 68 Million NumberRumor has it that Apple has ordered up a boatload of iPhone 6 units. Should investors pay attention to this speculative figure, or ignore it altogether? Tim Cook votes for the latter.
Jul 10, 2014 by Evan Niu, CFAApple, Inc. Is Finally With Taiwan SemiconductorAfter years of speculation, Apple has partnered with Taiwan Semiconductor for chip manufacturing services. That's a blow to Samsung, and there's probably more pain in store for the South Korean conglomerate.
Jul 9, 2014 by Evan Niu, CFAApple Stock: What Samsung's Earnings Guidance Means for Apple and the iPhone 6Apple and Samsung are both intimately tied to the smartphone market. Samsung is running into headwinds, so what does that mean for Apple and the iPhone 6?
Jul 6, 2014 by Evan Niu, CFAWhen Amazon's Fire Phone Fails, It Will Be Jeff Bezos' FaultJeff Bezos has a lot of strengths, but product design isn't one of them. Dynamic Perspective delayed the Fire Phone by years, which will be a fatal mistake.
Jul 6, 2014 by Evan Niu, CFAApple Inc. Should Not Launch the iPhone 6Everyone is expecting Apple to launch the "iPhone 6" in a matter of months. However, the Mac maker should call it something else entirely.
