Jun 15, 2014 by Evan Niu, CFAAmazon Stock: How Much Smartphone Upside Is There?Amazon plays its Prime business awfully close to the chest, which leaves investors no choice but to speculate on the economics. Can Amazon's new smartphone help drive Prime subscriptions?
Jun 14, 2014 by Erin Kennedy and Evan Niu, CFAWill Twitter Inc.'s Executive Departure Help User Growth?Twitter's COO calls it quits, and investors rejoice. Ali Rowghani was in charge of growing Twitter's user base, and user growth is exactly where Twitter has been lagging in recent months. Can Twitter ever become as big as Facebook?
Jun 14, 2014 by Erin Kennedy and Evan Niu, CFAWhy AT&T Inc. Desperately Needs DirecTVAT&T outlines all the reasons it wants to acquire DirecTV. Mostly, it doesn't think it can compete with Comcast and Time Warner Cable if that merger clears regulatory scrutiny.
Jun 14, 2014 by Evan Niu, CFAYup, Nintendo Is Still Stuck in the PastNintendo has had its fair share of missteps in the past, both big and small. The company is about to make another by not embracing one of the most popular recent trends in gaming.
Jun 13, 2014 by Erin Kennedy and Evan Niu, CFAWhy Intel Corporation Hit a 10-Year HighIntel gives investors a pleasant surprise in the form of increased revenue guidance. That's sent shares to prices not seen in more than 10 years.
Jun 12, 2014 by Evan Niu, CFAHow Facebook Inc. Wants To Be Like Amazon and Tesla At The Same TimeFacebook is hoping that virtual reality can become mainstream. It turns out that the social network will take lessons from Amazon.com and Tesla to scale Oculus to critical mass.
Jun 12, 2014 by Evan Niu, CFACan Marvell Technology Group Ltd. Succeed Where Others Have Failed?Baseband challengers are having a tough time competing with the forming duopoly. However, Marvell could give MediaTek a run for its money.
Jun 12, 2014 by Evan Niu, CFAPrime Music: What You Need to Know About Amazon.com, Inc.'s New Streaming ServiceAmazon jumps into the music streaming game with Prime Music. The service will become part of the Prime bundle, just days before Amazon unveils its smartphone.
Jun 11, 2014 by Evan Niu, CFAThe Government Might Help Apple Inc. Bring Back Foreign CashApple's domestic cash needs aren't waning anytime soon as it remains committed to long-term capital returns to shareholders. Will Congress enact another repatriation tax holiday?
Jun 11, 2014 by Evan Niu, CFASynaptics, Incorporated Now Has a Shot at Apple's BusinessThe touchscreen specialist scoops up a display driver chipmaker in a deal that makes perfect sense. Can Synaptics win back Apple as a customer now?
Jun 10, 2014 by Erin Kennedy and Evan Niu, CFABlackBerry Ltd.'s Brain Drain ContinuesBlackBerry is losing talent to rivals like ZTE, who has aggressively stepped up its poaching efforts. That's in addition to the layoffs that BlackBerry has done lately in the name of cost savings.
Jun 10, 2014 by Erin Kennedy and Evan Niu, CFAApple Inc.'s Internal Ad Ambitions Are GrowingApple's marketing prowess has suffered with the absence of Steve Jobs. That's created tensions with the Mac maker's longtime ad agency, so Apple wants to take matters into its own hands.
Jun 10, 2014 by Erin Kennedy and Evan Niu, CFAFacebook Inc. Scores One From eBayPayPal loses a high-level executive to Facebook. Does this say anything about Facebook's plans to monetize messaging?
Jun 10, 2014 by Erin Kennedy and Evan Niu, CFAEven Before iPhone 6, Can Apple Inc. Post an iPhone Blowout This Quarter?Apple could partially return to its glory days of growth this quarter, as one analyst is predicting some healthy iPhone upside. Heading into the iPhone 6 announcement, consumers are still snapping up current models.
Jun 10, 2014 by Evan Niu, CFA1 Key Opportunity for Alcatel Lucent SASmall cell adoption is on the rise as carriers seek cost-effective ways to boost cellular performance in specific areas. Can Alcatel Lucent continue to ride the rising tide?
Jun 10, 2014 by Evan Niu, CFA2 More Clues on Amazon.com, Inc.'s Smartphone StrategyAmazon launches its phone next week. What tricks does the e-commerce giant have up its sleeve?
Jun 10, 2014 by Evan Niu, CFAApple Stock: What This 7-for-1 Split Means for the Future of AppleApple performs its first stock split in nearly a decade. Here's how it affects long-term investors, for better or for worse.
Jun 9, 2014 by Evan Niu, CFAGoogle Wants In on Apple Inc.'s iBeacon PartyLocation data will play an important role of mobile platform competition going forward. Google's response to Apple's iBeacon could be imminent.
Jun 9, 2014 by Evan Niu, CFAThe Latest Apple, Inc. iPhone 6 Leaks: Should You Believe the Rumor Mill?The iPhone 6 speculation intensifies as Apple draws closer to its expected September launch. Do the latest leaks make sense or not?
Jun 9, 2014 by Evan Niu, CFAWill This Help or Hurt Sprint's Odds of Acquiring T-Mobile?SoftBank cuts prices in Japan, which could be evidence that the rumored Sprint/T-Mobile merger would be more competitive. At least if it wasn't just a response to regulatory criticism.
