Josh Lipton, NBR, CNBC.com’s Posts

Apple is assembling its new Mac Pro models in China, shifting production from the U.S. where its older models were assembled, CNBC confirmed Friday following a report in The Wall Street Journal. Apple introduced the new Mac Pro earlier this month. It will go on sale later this year.

The fourth quarter is traditionally a good one for stocks, and an even better one for the technology sector. Since 1990, the S&P 500 has climbed an average of 4.9 percent in the fourth quarter, according to Sam Stovall, U.S. equity strategist at S&P Capital IQ. Among the 10 sectors within the broad gauge, however, …

Call it the $400 billion problem. That’s the annual cost to the global economy from cybercrime, according to the most recent data available from the Center for Strategic and International Studies. The victims are often American corporations, from retailers like Target and Home Depot to banks like JP Morgan. Tuesday, at the annual Black Hat conference …

It’s the Windows you know, only better. That is how Microsoft describes its new operating system, which officially launched Wednesday. For Microsoft investors, Windows 10 needs to be a hit. The franchise still accounts for some 25 percent of the company’s revenue. And it impacts a lot of people: More than 1 billion users rely …

Apple’s iTunes became the dominant music download store, and with the introduction of its new music service, analysts say it could do the same for music subscriptions. Tuesday, the company launches Apple Music. After a free, three-month trial period, members will pay $9.99 a month, or $14.99 per family, for access to an on-demand streaming …

Mutual fund giants aren’t just interested in putting money to work in publicly traded companies. Increasingly, they also want to own a piece of red-hot start-ups. Tech news site Re/code reported that Fidelity Investments is now in talks to buy a stake in meal-delivery start-up Blue Apron at a valuation of about $2 billion. But …

Start-up Shyp has raised $50 million in a round of funding led by venture capital firm Kleiner Perkins Caufield & Byers, bringing its total funding to date to $62.2 million, the company said Tuesday. San Francisco-based Shyp is the latest start-up aiming to upend an existing, and hugely profitable, business, in this case the $300 …

The PC market is making headlines for all the wrong reasons, and Tuesday after the closing bell, when Intel reports earnings, investors could have a better sense of where that market is headed. Worldwide shipments totaled 68.5 million units during the first quarter of 2015, a drop of nearly 7 percent from the year-ago period, …

IBM has disappointed its shareholders, but the company’s executives plan to convince investors that the tech giant is pivoting to faster-growing businesses that can revive optimism in Big Blue’s future. For fans of IBM, it’s been a challenging couple of years. In 2013, the stock slipped 2 percent, which earned it a dubious distinction: It …

Marissa Mayer has said that, when she first joined Yahoo as CEO in 2012, the mobile business there was a hobby, and no one’s job. These days, Mayer is working hard to change course: She wants Yahoo to be thought of a mobile trendsetter, which is why the company is hosting its first-ever mobile developer …

Joe Horowitz has been in venture capital for three decades, so he knows how to spot a tech bubble. Perhaps needless to say, the current market has him more than a little spooked. His evidence? The number of start-ups that are being valued at $1 billion or more. Reaching that mark is such a feat …

There’s nothing simulated about the excitement surrounding virtual reality. Tech giants are moving hard and fast into this technology, which allows users to experience totally immersive, 360-degree, computer-simulated environments. Facebook, for example, spent $2 billion last march to buy Oculus VR, and Google says it’s already shipped 500,000 units of its competing Cardboard product. But …

Investors are optimistic that Apple‘s earnings report coming after the closing bell Tuesday will beat expectations, but what happens to iPhone demand in the next quarter is the big question. Apple’s stock has enjoyed a very strong run. In the past 12 months, it has surged some 45 percent. And it’s coming in red hot …

When Microsoft reports earnings after the close Monday, how its Xbox business performs could have an impact on whether the tech titan beats or misses Wall Street’s expectations. Satya Nadella, Microsoft’s CEO, is passionate about gaming, calling it “the single biggest digital life category,” and he’s dedicating a lot of time and money to it. …

In the heart of Silicon Valley, there’s been a big jump in the price of small houses. Palo Alto, California, is one of the most sought-after communities in the Bay Area, with its elegant downtown, respected schools, and proximity to the headquarters of technology giants such as Facebook and Google. In fact, demand is so strong …