Evan Niu, CFA

Jeff Gundlach proved to be totally right when he was bearish on Apple. The bond guru has now started buying shares due to the cheap valuation. Will he be right on the bullish side?

Investors have been worrying that an affordable iPhone could hurt Apple's gross margins. Is this fear overblown?

Microsoft is now the No. 3 smartphone operating system platform, fulfilling its goal of overtaking BlackBerry. The software giant is now crushing BlackBerry in the important U.S. market.

With just days to go before kicking off its Worldwide Developer Conference, Apple inks the final necessary licensing deal for an iRadio service. How scared should Pandora be?

Citigroup is still on the sidelines with Apple, and a skeptical research note may have contributed to Apple's early weakness.

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Acer launches the first 8-inch tablet running Windows 8. The device may not have a good shot at competing with the iPad Mini, but it marks an important strategic step for Microsoft.

At Computex Taipei, Windows RT is nowhere to be found. Have PC manufacturers already given up on the platform, or are they waiting for something else?

Apple has already bought nine companies this fiscal year. Only one of these has been confirmed. What else did the Mac maker just acquire?

Is this meaningful, or just another movement?

In the not-so-distant future, tablet units will overtake PC shipment volume. How will tech giants respond?

One of Apple's biggest strengths has always been its unrivaled supply chain prowess, while Samsung has long enjoyed the benefits of deep vertical integration. What happens if Samsung hits its limit and wants to encroach on Apple's component relationships?

There have been plenty of misleading comparisons lately of Apple and Samsung, which perpetuates the negativity surrounding the Mac maker. However, investors should acknowledge the rivalry in sell-through terms and absolute dollars.

European regulators are starting to look at Apple's practices with carriers. The iPhone maker may have strict requirements, but it'll be hard to prove that the net result is anticompetitive.

LG is reportedly bailing on Google's Nexus program because it prefers to use its own Android skin. Google's prior Nexus partners, Samsung and HTC, are also appearing to take a different approach with stock Android. Will the Nexus 4 be the last of its breed?

A sketchy rumor claims that Apple is about to significantly boost its pixel count in the next iPhone. Doing so would be overkill, and would end up being more trouble than it's worth.

Years ago, Intel missed out on the opportunity to power Apple's iPhone. The two companies simply couldn't agree on price. Intel may now have another chance to win a spot in the iPhone, but will price get in the way again?

Judging by the latest short interest figures, a sizable number of Apple bears have bailed on their short bets. That helped contribute to a nice pop through the first part of May.

Some senators chastised Apple last week over its tax structure, but others noted that Apple is not the problem.