The company finished the quarter with a strong cash position and consistent improvements across all key metrics.

The WannaCry ransomware attack impacted 200,000+ users across 150 countries. This attack, which we timeline, is unique, precedent-setting, and may have short-term potential for selected cybersecurity equities. It also raises a few questions...

Apple released 2Q FY2017 earnings that were a slight disappoint, but it overperformed on EPS and has cash and an annual dividend near the GDP of Iceland. We highlight five pro and five con positions on Apple's earnings.

Twitter's sharp drop in per-user revenue is as concerning as its uptick in Daily Average Users is compelling. Here are 3 keys to Twitter increasing its revenue (and M&A potential).

While blockchain is still very early in the development/adoption cycle, we believe it holds considerable transformative and disruptive potential well beyond its role. Facebook will not be Facebook in three years, that much is clear.

Upgrading Snapchat's SNAP while Downgrading Google's Alphabet doesn't make sense (yet). We welcome you to the Bizarro Superman edition of the Samadhi Brief, where we break down a few choice tech sector coverage updates.

Oracle announced 3Q FY17 results, beating consensus on the bottom but missing on the top. On-premise revenue declined 2.7% y/y and significant portion of Oracle's cloud growth was likely the result of its NetSuite deal. We reiterate: long-term short.

Alphabet's Google currently lags Amazon significantly in the cloud market, and trails equally behind Microsoft in the enterprise. But we believe its cloud offering may be spring-loaded, with Alphabet potentially undervalued.

Snap Inc (NYSE:SNAP​) closed yesterday’s trading session at $24.48, +44%, vs. its initial pricing of $17, concluding the most anticipated tech IPO since Alibaba’s in September 2014.