Qualcomm: Broadcom Would Throw Licensing to the Wolves, Says Bernstein

Broadcom's Hock Tan intends to take Qualcomm's licensing business and "throw it to the wolves" if he gets his hands on the company, speculates Bernstein chip analyst Stacy Rasgon, trading rich royalty dollars for greater chip sales, based on his conversations with Broadcom and with investors. That could mean an ugly proxy fight is coming, he speculates.

Apple Could Tip the Balance in Broadcom Bid for Qualcomm, Says Cowen

Apple, Qualcomm's biggest customer, is engaged in litigation with the chip maker, and that acrimonious relationship might be just the thing to help Broadcom CEO Hock Tan, if he can convince regulators his bid for Qualcomm would resolve the two companies' disputes, according to a report from Cowen & Co.'s Carl Ackerman.

Apple’s ‘Secular’ Problem, Per T Rowe Price

Apple's still "secularly" challenged, no matter how many iPhone Xs it sells, according to the view of some big-money investors such as T Rowe Price's Ken Allen. The company doesn't seem to be in the pole position in big trends like cloud and autonomous driving, the way its peers Google and Amazon and Microsoft are.

Apple Watch: The Un-Phone Option

Two weeks of not carrying an iPhone and using Apple's Apple Watch shows the promise of the smartwatch as a standalone communications device. But better battery life and improved cellular is needed for it to truly operate on its own reliably.

Xiaomi Could Topple Apple, Says Strategy Analytics

Xiaomi, which had been struggling for sometime, is rebounding in a big way, its shipments of phones nearly doubling in Q3, powered by low-priced devices like the Redmi Note 4, which is taking markets like India by storm, according to Strategy Analytics. The research firm thinks Xiaomi could topple Apple for second place in global smartphone sales behind Samsung.

Qualcomm: Apple Rumor May Be Negotiating Tactic, Says Stifel

Qualcomm stock rose after its quarterly results and outlook beat expectations, despite its ongoing legal battle with Apple, and a new challenge to its acquisition of NXP. One analyst, Stifel's Kevin Cassidy, thinks rumors of Apple dumping the company's chips entirely may be just a bargaining chip by Apple.

Apple CEO Cook: iPhone X Costs Less Than a Coffee a Day

Apple chief Tim Cook told Wall Street that orders for iPhone X "have already been very strong," and asked about its high price tag -- $999 to $1,149 -- he said that with carrier monthly installment plans, "that's a few coffees a week, it's less than a coffee a day at one of these nice coffee places."

Qualcomm: Apple’s Legal Tactic Could Backfire, Says Raymond James

Raymond James and RBC Capital both defend Qualcomm in the wake of a WSJ report saying Apple's planning on eliminating all Qualcomm chips from its iOS devices next year, amidst the ongoing legal feud between the two companies. Raymond James notes Apple's plan could backfire, and RBC sees support for Qualcomm shares in the "low $40s."

Apple: Survey Says Average iPhone Price is Going Higher, Says Piper

A survey of 300 people who are iPhone users suggest a lot are ready to upgrade to the iPhone X, which means Apple's mix of iPhone average selling price is going higher this year, writes Michael Olson of Piper Jaffray, prompting him to raise his estimates for the company's revenue and earnings, and prompting him to raise his price target to $200.