Evan Niu, CFA

Big Red puts up a strong showing with smartphone sales, most of which were iPhones. The figures imply that Apple did better than investors were expecting during the second quarter.

Investors have been expecting Apple's next iPhone to have a fingerprint sensor built into the home button, but Apple might have something different up its sleeve, with even more potential.

Chances are that Google is about to unveil a new Nexus 7 in less than a week. After that, the tablet ball will be squarely in Amazon's court.

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

The software giant's first foray into the eight-inch tablet market with Acer's Iconia W3 has received a cold reception. If OEMs can't release a competitive tablet, Microsoft will have to take matters into its own hands.

Ma Bell is paying an awful lot of money for something it doesn't exactly need. Is AT&T just trying to keep Leap's spectrum out of the hands of rivals?

Two conflicting reports have emerging about the upcoming iPhone 5S. One says Apple's device will face some shortages, while another believes it will be delayed altogether. Which one makes sense?

The iPhone looks set to surpass the iPod in cumulative unit sales. This may have already happened and investors just won't find out until the company reports earnings later this month.

Apple wants to help you skip ads, and might be willing to pay for it. Would you buy into a premium TV service that was free of commercials?

Investors may be impressed with Microsoft's ambitious new restructuring, but channel partners decidedly are not. Microsoft is ignoring the needs of its reseller partners and sowing the seeds of discontent.

Ma Bell wants to put pressure on Magenta's new upgrade program with a new offering of its own. There are some differences with AT&T Next, but the carrier will need to cut service prices eventually.

Following Sprint's mega-deal with SoftBank and Clearwire, it's now the proud owner of numerous valuable spectrum licenses. The company can deploy an efficient LTE network now, but it's going to take a lot of time and money before it's done.

Hewlett-Packard knows that it needs to get back into the smartphone market, even though it's still licking its wounds from its last attempt. A leaked rendering suggests that HP's device might look a lot like the competition.

The Mac maker is reportedly interested in acquiring the company behind Microsoft's Kinect technology. There are obvious uses for Apple, but nothing that Microsoft hasn't already thought of.

Apple's been trying to break up with Samsung for years, and may have finally found a new partner in Taiwan Semiconductor. Unfortunately, the Mac maker may end up going back to its biggest rival for key ingredients.

The Mac maker may be looking to own a chip fabrication plant, or at least invest heavily in one from a third party. Would such a move towards further vertical integration make sense?

Even before Samsung rose to become No. 1, Nokia CEO Stephen Elop had a hunch it would happen. That's partially why Nokia went with Windows Phone instead of Android in the first place.

AT&T is looking to acquire Leap Wireless for $15 per share, but there are some potential roadblocks that could stand in its way. Ma Bell wants to grow its spectrum position, and has faith that the deal will go through.