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  • Microsoft Ready to Kick It Up a Notch Thursday, 28 Jan 2010 | 11:36 AM ET

    Microsoft sits in the sweet spot of global economic recovery, but this company still has to outperform Street expectations in order for this stock to really work. At least that's the word from several analysts I'm talking to ahead of the company's second fiscal quarter earnings later today.

  • As Devices Pull More Data, Patience May Be Required Thursday, 28 Jan 2010 | 10:37 AM ET
    Iphone using

    Could Apple’s new iPad end up being too much of a good thing? The New York Times wonders.

  • Apple's iPad: Live Blog Wednesday, 27 Jan 2010 | 3:11 PM ET
    Apple iPad

    This is a live blog from Jim Goldman who is in San Francisco attending an event at the Yerba Buena Center for the Arts where it is expected Apple will unveil and share details of its newest product, The iPad.

  • Stocks Erase Gains as Bank Fears Rattle Market Tuesday, 26 Jan 2010 | 5:54 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks erased their gains just in time for the closing bell Tuesday as news that the Senate has scheduled a hearing on President Obama's bank proposal for next week rattled the market.

  • Verizon's Earnings and Smart Phone Push? Tuesday, 26 Jan 2010 | 3:35 PM ET

    Ahead of Steve Jobs big presentation tomorrow attention turns to Verizon — a company that many thought would be featured in the Apple event.

  • Confidence Lifts Stocks; Travelers Leads Dow Tuesday, 26 Jan 2010 | 3:07 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks bounced back Tuesday after a report showed consumer confidence rose for a third straight month.  Travelers led the Dow after beating earnings expectations.

  • Can Yahoo Match Google? Tuesday, 26 Jan 2010 | 12:11 PM ET

    Later tonight we'll get Yahoo's fourth quarter numbers, and if you're using Google's blockbuster report from last week as a kind of barometer to handicap Yahoo, that may not be such a good idea, and here's why.

  • Stocks Rebound After Confidence Boost Tuesday, 26 Jan 2010 | 11:56 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks bounced back Tuesday after a report showed consumer confidence rose for a third straight month.  Travelers led the Dow after beating earnings expectations.

  • Apple Tablet's Specs? Tuesday, 26 Jan 2010 | 9:43 AM ET
    Workers apply the Apple logo to the exterior of the Yerba Buena Center for the Arts in preparation for an Apple special event January 26, 2010 in San Francisco, California.

    So here we go. About 24 hours to go until one of the most hyped products in Apple's history finally goes public. And that's saying something, especially after iPhone a few years back.

  • Davos Can Create New Momentum for Change Tuesday, 26 Jan 2010 | 7:21 AM ET
    Alcatel-Lucent Chief Executive Ben Verwaayen

    At this year’s Davos, I think it is important we enter this meeting with the idea of change. There are plenty of signs of change, but we are still struggling with how to deal with it.  In some cases, we are in complete denial. 

  • Futures Off Lows on Earnings Strength Tuesday, 26 Jan 2010 | 7:21 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    U.S. stock index futures indicated a lower open for Wall Street Tuesday, with stock markets in Asia and Europe knocked down by news of monetary tightening in China.

  • Apple Throws a Curve; Hits a Home Run Monday, 25 Jan 2010 | 5:16 PM ET

    Apple knocked one out of the park with its first quarter earnings, but in the process threw all of us for a curve as the company adopted accounting changes, and essentially took what was non-GAAP numbers and turned them into GAAP results instead.

  • Take A Bite? Monday, 25 Jan 2010 | 3:50 PM ET

    How would you like to make a bearish bet on Apple where the worst case case scenario involves you buying the stock down 10% from here? Apparently one option trader likes those odds.

  • Apple Estimates Start Rolling In Monday, 25 Jan 2010 | 12:20 PM ET
    Apple Store

    So just how good a quarter will Apple have? Independent analyst Andy Zaky thinks the answer is "very good" indeed.

  • A Bet on the Bandwidth Boom Friday, 22 Jan 2010 | 9:11 PM ET

    Cramer thinks the other Cogent makes for some great speculation.

  • No Stoppin' Apple Friday, 22 Jan 2010 | 4:19 PM ET
    Apple Store

    Apple has captured a kind of perpetual motion in the market completely elusive to all others who have tried to match its performance. Monday's numbers should be a knock-out, but longer term, there simply is no better company in a better position than Apple.

  • Google Good but Not Good Enough Thursday, 21 Jan 2010 | 4:47 PM ET
    A sign is displayed outside of the Google headquarters in Mountain View, California.

    Profits soared, revenue climbed and just about every other metric used to measure Google seemed strong in the company's fourth quarter. But when expectations reach fever pitch, whether realistic or not, heaven help the company that just doesn't measure up. Google didn't measure up.

  • Google Gets Set to Wow Wall Street? Thursday, 21 Jan 2010 | 11:47 AM ET
    Google Search

    When Google reports its fourth quarter numbers after the bell tonight, it's not going to be a question of whether the company beats the Street, but by how much, according to the myriad analysts I've been talking to. That's how sure they are that this company's earnings are in overdrive.

  • eBay on Recovery Track, but Stuck in Traffic? Wednesday, 20 Jan 2010 | 1:20 PM ET

    Somehow, somewhere during eBay's fourth quarter, the company turned a corner from merely talking about and trying to implement a sweeping recovery plan to seeing the fruits of its labor. The company saw a nice one-two punch of consumers swarming to online shopping, and having the strategic changes to its business plan in place to take advantage of it.

  • Some New Perspective on Microsoft/Apple Wednesday, 20 Jan 2010 | 12:25 PM ET

    Got an intriguing email from a knowledgeable source very familiar with search dynamics involving Apple, Microsoft and Yahoo for that matter..

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