Jun 3, 2014 by Erin Kennedy and Evan Niu, CFAHow Apple, Inc. Is Copying Android and Why That's a Good ThingApple decides to take some pages out of Android's playbook with iOS 8, which could be a tacit admission that Android is doing certain things right. Can Apple get Android users to switch?
Jun 3, 2014 by Evan Niu, CFAEven After Beats, Pandora's Not Scared of Apple Inc.Pandora doesn't think Apple will compete directly after its Beats acquisition. But the dominant music streamer may be missing something.
Jun 2, 2014 by Evan Niu, CFAApple Inc.'s WWDC 2014 Keynote: What You Need to KnowApple shows off its latest and greatest software updates at its annual developer conference. What didn't investors hear about today?
Jun 2, 2014 by Evan Niu, CFABetter Late Than Never: Broadcom Corporation Bails on BasebandsBroadcom Corporation decides to get out of the baseband business. It's simply too hard to compete with the Qualcomm and MediaTek duopoly, but can it find a buyer?
Jun 1, 2014 by Erin Kennedy and Evan Niu, CFA1 Great Sign From Apple Inc.'s Beats AcquisitionDespite all the negative coverage of Apple's acquisition of Beats, there's a very important silver lining that investors should acknowledge.
Jun 1, 2014 by Erin Kennedy and Evan Niu, CFAHow Apple Inc.'s Beats Deal is Completely Out of CharacterBeats is unlike anything that Apple has ever acquired. Does Apple see something that investors don't?
May 31, 2014 by Erin Kennedy and Evan Niu, CFAMicrosoft Corporation Prepares to Jump Into the Smartwatch FrayMicrosoft has been late to several major tech trends in recent years, but perhaps it can jump on the smartwatch wagon before it's too late.
May 30, 2014 by Erin Kennedy and Evan Niu, CFAWhy There's Still Plenty of Smartphone Growth LeftEveryone says the smartphone market has hit a ceiling, but is it true?
May 30, 2014 by Erin Kennedy and Evan Niu, CFASamsung Electronics Co Ltd Pulls a Switcheroo on GoogleSamsung swaps out Android for Tizen in its original Galaxy Gear. Is the conglomerate simply hedging its bets?
May 27, 2014 by Erin Kennedy and Evan Niu, CFAThis Possible Google Inc Acquisition Makes Perfect SenseGoogle is reportedly interested in acquiring Dropcam, the connected camera startup. When it comes to the smart home, Dropcam and Nest could go hand in hand.
May 27, 2014 by Erin Kennedy and Evan Niu, CFAWhere Will Twitter's Future Growth Come From? Not Here.Twitter may be hitting a ceiling in the U.S., but can it broaden its horizons?
May 27, 2014 by Erin Kennedy and Evan Niu, CFAApple Inc.'s Next Big Platform PlayApple has yet to make an official move into the smart home. That could all change as early as next week.
May 27, 2014 by Erin Kennedy and Evan Niu, CFAWill This Game-Changing Apple Inc. Rumor Ever Happen?Rumors continue to circulate that Apple wants to move Macs to its own A-chips, which could potentially hurt Intel to a limited extent.
May 25, 2014 by Erin Kennedy and Evan Niu, CFAWhy You Can Get Into Apple Inc. Now Before the Smart Money Catches OnInstitutional interest in Apple remains rather low compared to historical levels as well as index weighting. Will institutional investors jump back in as the iPhone product cycle picks up?
May 24, 2014 by Erin Kennedy and Evan Niu, CFAApple Inc. Quietly Follows In Netflix's FootstepsWhy is Netflix complaining so much?
May 24, 2014 by Erin Kennedy and Evan Niu, CFA1 Huge Win for T-Mobile US IncIn one important way, T-Mobile just unseated Sprint as the No. 3 domestic wireless carrier.
May 23, 2014 by Erin Kennedy and Evan Niu, CFAMicrosoft Corporation Goes Big With Surface Pro 3Microsoft unveils the newest addition to the Surface family with the 12-inch Surface Pro 3. Is the market for jumbo tablets an opportunity?
May 6, 2014 by Erin Kennedy and Evan Niu, CFACan Facebook Inc Grow Oculus to Critical Mass?Oculus VR thinks that it can get its virtual reality platform to 1 billion users. That would certainly be good news for Facebook, but is it too tall of an order to fill?
May 6, 2014 by Erin Kennedy and Evan Niu, CFAHere Comes Microsoft Corporation's Surface MiniIs Microsoft finally preparing to launch a smaller version of its Surface tablet? Signs point to "quite possibly."
May 6, 2014 by Erin Kennedy and Evan Niu, CFAIgnore This Apple Inc. RumorA sketchy report claims that Apple will face a major spike in costs if it tries to use sapphire on iPhones. Do these numbers add up?
