Evan Niu, CFA

The smartphone market is growing too fast for the biggest players to keep up. Apple and Samsung continue to gobble up nearly half of the market, which makes it challenging to keep up with overall growth from the low-end and mid-range segments.

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Apple saw year-over-year declines in iPad sales. Can the company keep up with a hot tablet market?

Apple's latest quarter saw great results in the United States and Japan, but there were ugly spots.

Discount brokers are seeing one of their most profitable businesses inadvertently limited by Apple's lagging share price.

The search giant is the first major tablet player to unveil upgraded 2013 models. The second-generation Nexus 7 gets an official announcement, with some notable changes under the hood.

For the longest time, AT&T would disclose iPhone activations each quarter, providing investors with an important data point to assess the Mac maker's domestic business. Those days may have come to an end.

The Mac maker's iPhone units came in much better than expected last quarter, but nearly all of those gains were domestic. Internationally, Apple could still be doing better.

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

The Mac maker has a strong showing with iPhone sales, but there were some other soft spots in its fiscal Q3 earnings. Apple also just repurchased a boatload of its own shares, a big bet that it's undervalued right now.

Ouya took a disruptive shot at console gaming, but its execution is lacking. Developers aren't making much, and the available games won't sell units. Microsoft and Sony can rest easy.

The two predominant social networks continue to find themselves competing on an increasing number of fronts. However, one has a distinct advantage and this rivalry is anything but symmetric.

There are several important strategic similarities between the Moto X and the Nexus 4. Google may be having trouble partnering with other vendors for Nexus devices, so it's good that it now owns one.