Sep 8, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerDoes Stephen Elop Make Sense As Microsoft CEO?Just after Steve Ballmer announces his retirement, Microsoft gets back a key exec who could be a prime candidate to lead Microsoft into becoming a device maker.
Sep 8, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerHow Nokia Could Start Getting AggressiveNokia has generally shied away from pursuing rivals for patent royalties, but that could potentially change after the sale of its handset business.
Sep 8, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerWill Investors Have to Wait on Apple's New iPads?Investors hoping that Apple will unveil new iPads this week may be in for a disappointment. New tablets probably aren't slated for the event this week.
Sep 8, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerDid Microsoft Just Buy Another Tablet Launch?Nokia supposedly has a tablet in development, which would fall within the business that Microsoft just bought.
Sep 8, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerIs Microsoft Overpaying for Nokia's Smartphone Business?Microsoft has high hopes for its acquisition of Nokia's smartphone business. Is the software giant being too optimistic?
Sep 7, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerLinkedIn Hits an All-Time High. Can You Still Buy?LinkedIn fetches insane valuation multiples. Can the professional social network prove its worth over time?
Sep 7, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerFacebook Taps a Fresh All-Time High: Is It Still a Buy?Social network Facebook has proved the bears wrong and now sits at all-time highs. Is it too late to buy in?
Sep 7, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerHere Comes Apple's iOS 7The biggest overhaul of Apple's most important operating system is imminent and could be a catalyst for investors to watch.
Sep 7, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerApple's iPhone Family Is Almost HereApple is widely expected to be launching two different iPhone models this year, which would be a first for the company. It's about time.
Sep 7, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric Bleeker2 Major Catalysts for Apple on the HorizonApple is very likely about to announce carrier partnerships with the biggest networks in China and Japan, which would dramatically expand its addressable market.
Sep 7, 2013 by Evan Niu, CFA, Erin Kennedy, and Eric BleekerWill Apple Have Any Surprises on Tuesday?Investors and consumers already have a pretty good idea of what Apple has in store for its iPhone event on Tuesday. Does the Mac maker have any curve balls to throw?
Aug 13, 2013 by Evan Niu, CFA and Eric BleekerBuy, Sell, or Hold: YelpSocial reviewer Yelp has had an incredible year, but now the company finds itself fetching premium valuation multiples as investors rejoice mobile growth. Has Yelp gotten too far ahead of itself?
Aug 13, 2013 by Evan Niu, CFABuy, Sell, or Hold: NVIDIAGraphics specialist NVIDIA is keeping pace with the broader market this year, and the company had no major mobile wins in early 2013. Fortunately, the core graphics business is still solid despite a weak PC market.
Aug 13, 2013 by Evan Niu, CFABuy, Sell, or Hold: FacebookFacebook recently reclaimed its IPO price of $38, which was a sore spot for many early public investors. As the social network has transformed into a mobile ad play, is it a buy?
Aug 13, 2013 by Evan Niu, CFA and Eric BleekerReviewing Baidu's Year So FarBaidu's recent gains have allowed the company to recover from a lengthy pullback. Mobile revenue is on the rise, which has helped reinvigorated investor confidence in the Chinese search giant.
Aug 13, 2013 by Evan Niu, CFABuy, Sell, or Hold: AppleApple remains dirt-cheap and is trading at a significant discount to the broader market. Is it time to buy the Mac maker? CEO Tim Cook certainly thinks so.
Aug 13, 2013 by Evan Niu, CFABuy, Sell, or Hold: GoogleIn search and ads, Google remains the king. Even though Big G continues to march higher and trades at a premium relative to the market, the company has no meaningful threats right now.
Aug 13, 2013 by Evan Niu, CFA and Eric BleekerMore Proof That Freemium Gaming Is Here to StayThe hottest games these days all embrace the freemium model, switching out upfront costs for in-game purchases. Traditional game makers will need to navigate the transition to stay relevant.
Aug 13, 2013 by Evan Niu, CFAIs Japan Falling Behind in Smartphones?In the smartphone market, Japanese companies now lag international rivals despite a long history of success in consumer electronics. Today's computing market favors integrated players, and most Japanese companies don't fall into that category.
Aug 13, 2013 by Evan Niu, CFACan Verizon and AT&T Piggyback on T-Mobile's Upgrades?T-Mobile Jump, AT&T Next, and Verizon Edge all want to help consumers upgrade their smartphones more often. However, two of these programs aren't such a good deal.