Microsoft: We Have the Qubits You Want

Microsoft executives Todd Holmdahl and Dr. Julie Love, who help run the company's quantum computing effort, describe progress in their plan to bring a real, commercial quantum computer, for "solving real business problems," to market in five years. One of Microsoft's key advantages, they believe, is having the best qubits, the fundamental building block, of anyone in the industry.

Hewlett CEO Neri: We’ve Managed This Transition Very Well

Hewlett Packard Enterprise's chief, Antonio Neri, talks with Barron's about his company's better-than-expected quarterly report and outlook offered Thursday evening. The bulls see a turn for the better in the company's business. Many bears remain on the stock, however, wondering if Hewlett can keep up its momentum.

Trade Desk Soars 23%: ‘The Size of the Opportunity is Humongous’ Says CEO

Jeff Green, chief executive of recently public The Trade Desk, which traffics in technology for placing ads "programmatically," waxes enthusiastic in an interview with Barron's about the $700 billion global advertising opportunity. Bulls such as Youssef Squali at SunTrust are equally convinced the opportunity is "humongous," as Green puts it. The stock is up 23% after the company's better-than-expected Q4 report Thursday afternoon.

Tech Today: Buy Nvidia’s Crypto, Two Hewletts Rising, Stop Shorting Applied Opto

Both Hewlett Packard Enterprise and HP inc. are rising after upbeat reports Thursday, two startups, The Trade Desk and Appian delivered nice results, Nvidia and AMD have good prospects in both gaming and crypto-currency use, says Merrill Lynch, identity manager Okta gets a new fan at Deutsche Bank, Yahoo!'s Altaba offspring is too cheap relative to those Asian assets, the easy money is over with struggling fiber-optic name Applied Optoelectronics, says its most devoted short seller, while the pain continues for fiber name Acacia Communications, Western Digital has good prospects, says Stifel, and Universal Display, the maker of OLED technology, is plunging after its year outlook disappointed, though it has plenty of defenders.

Qualcomm Tells Shareholders Broadcom Offer Now ‘Even Worse’

Semiconductor giant Qualcomm (QCOM), locked in a battle with Broadcom (AVGO) for its future, a short while ago sent a letter to shareholders urging them to vote against Broadcom’s proposed board nominees at the Qualcomm annual meeting on March 6th. Saying it is open to considering a “suitable proposal” from Broadcom, Qualcomm says “no such proposal has been […]

What to Do With Roku?

Roku shares dropped 16% after its Quarterly revenue outlook came up short, and some bears, including Morgan Stanley's Benjamin Swinburne, question whether "engagement" trends are going in the wrong direction. Mark Mahaney of RBC Capital stresses that while the stock ran up a lot in advance of the report, there's still a very bright opportunity. And Laura Martin of Needham pounds the table, saying you should buy the shares given a cheaper valuation than Netflix and a better business model in some respects.

Tech Today: Zebra Surges, Okta Rises, Pandora Falls, Roku Plunges

Object tracking tech firm Zebra is surging on its quarterly report and outlook, Pandora reverses gains and falls sharply on a weaker-than-expected outlook, identity management firm Okta rises on a positive pre-announcement, Roku plunges as its forecast disappoints, and HP Inc. is set to offer its results after market close.

Mellanox Jumps 6% on Increased Q1 Outlook, CFO Transition

Shares of Mellanox Technologies, makers of chips that interconnect server computers, jumped by nearly 6% in late trading after it raised its quarterly revenue forecast only a month after offering it, citing growing demand for chips to upgrade connections of servers to 25 billion bits per second. The company also said its CFO will leave for a startup company.

Roku Drops 22%: ‘For Us It’s All Been Positive,’ Says CFO

Shares of Roku spent the entire after-hours session down 22%, but the company's chief financial officer, Steve Louden, tells Barron's he's heard no complaints from Wall Street analysts, and that "For us it's all been positive," with things like "platform revenue" and accounts using Roku rising sharply.

Roku Plunges 21% as Q1 Revenue View Misses

Roku, the maker of appliances and services for viewing streaming video, saw its shares fall 21% in late trading after its quarterly results were ahead of Wall Street's expectations but it disappointed with its revenue forecast.

Applied Opto Recoups Some Losses on Facebook Contract

Shares of beleaguered fiber-optic component maker Applied Optoelectronics took a 16% dive after its quarterly revenue missed Wall Street's expectations, and it forecast results this quarter even further below estimates. The shares regained some ground after it disclosed it will supply parts to Facebook.