Apr 26, 2013 by Evan Niu, CFAWhy Freescale Shares SkyrocketedIs this meaningful or just another movement?
Apr 26, 2013 by Evan Niu, CFAWhy Informatica Shares JumpedIs this meaningful or just another movement?
Apr 26, 2013 by Evan Niu, CFAWhy Constant Contact Shares PoppedIs this meaningful or just another movement?
Apr 26, 2013 by Evan Niu, CFATim Cook's Charity Coffee Date Auction Breaks $500,000Bidding on Apple CEO Tim Cook's coffee charity date quickly reached more than $500,000 after just two days. With 18 more days left before the timer runs out, how high will it go?
Apr 25, 2013 by Evan Niu, CFADid China's Media Blitz Put a Dent in Apple?Near the tail of the March quarter, China's state-owned media outlets relentlessly bashed Apple. The campaign lasted for two weeks, nearly a sixth of the quarter. Did the anti-Apple sentiment hurt sales?
Apr 25, 2013 by Evan Niu, CFAIt's Been Too Long, AppleApple investors and consumers are in the midst of a dry spell with official product announcements. Between the October event and Apple's upcoming developer conference, this is the longest lull in years.
Apr 25, 2013 by Evan Niu, CFAThe Tablet Market is Growing Too Fast for AppleApple's market share in the tablet market continues to slip, but that's more of a function of incredible overall growth. iPad units are still climbing, and Apple's profit share will likely remain intact for the foreseeable future.
Apr 25, 2013 by Evan Niu, CFAWhy Coherent Shares Ran HigherIs this meaningful or just another movement?
Apr 25, 2013 by Evan Niu, CFAWhy Infinera Shares SkyrocketedIs this meaningful or just another movement?
Apr 25, 2013 by Evan Niu, CFAWhy Akamai Technologies Shares PoppedIs this meaningful or just another movement?
Apr 25, 2013 by Evan Niu, CFAWhy ServiceNow Shares JumpedIs this meaningful or just another movement?
Apr 25, 2013 by Evan Niu, CFAApple Just Dropped a Clue on Jony Ive's iOS OverhaulApple's next major version of iOS will be shown off in less than two months, and it's expected to feature a big makeover courtesy of design chief Jony Ive. Apple just gave us a clue on what direction he's going with iOS 7.
Apr 25, 2013 by Evan Niu, CFA1 Hidden Reason Why Apple's Margins Are FallingApple's profitability has pulled back from insane levels. Some investors have expressed concerns over falling gross margins, and there's one partially hidden reason contributing to the decline.
Apr 24, 2013 by Evan Niu, CFAHow Is Apple Still Selling So Many Aging iPhones?Apple is being caught off guard with strong demand for the iPhone 4. That's a device that's nearly three years old, which is an eternity in the fast-paced smartphone market. How does Apple get away with it?
Apr 24, 2013 by Evan Niu, CFAWhy Apple Is Waiting for a Bigger iPhoneApple keeps sitting on the sidelines as the phablet niche continues to grow. When with the iPhone maker jump in to address that market segment? Only when it can overcome performance trade-offs.
Apr 24, 2013 by Evan Niu, CFA$50 Billion Says Apple Is CheapTalk about putting your money where your mouth is. Apple is boosting its repurchase program by $50 billion, which is a huge vote of confidence.
Apr 24, 2013 by Evan Niu, CFA2 Reasons Investors Were Disappointed With Apple EarningsThere were good and bad aspects of Apple's earnings release last night. Judging by trading action today, investors are focusing on the bad. What were they disappointed with?
Apr 24, 2013 by Evan Niu, CFATim Cook Concedes a Mac MistakeFollowing Apple's earnings release, CEO Tim Cook fesses up that the company made a mistake with its Mac business. Would consumers have been able to handle waiting for new iMacs?