Apple Betting Big on Production of Forthcoming iPhones, Says BlueFin

Apple is ramping up production of forthcoming iPhone models to what would be higher levels than ever before produced, write analysts with BlueFin Research Partners. That implies a confidence on Apple's part that three new models will induce customers who sat out the iPhone X, thereby boosting upgrade rates.

Tech Today: Twitter Tanks, Apple Builds iPhone Supply, Xiaomi Fizzles

Apple is increasing its production plans for new iPhones for this year to an unprecedented level according to boutique research house BlueFin, a negative report on Intel from last week is partially retracted, Groupon shares jump sharply amidst speculation it will sell itself, Netflix still inspires awe but its valuation is a tad worrisome to one analyst, Twitter shares are falling by 8% perhaps prompted by a Washington Post report that it has been aggressively culling "fake" user accounts, Chinese smartphone vendor Xiaomi sees its IPO in Hong Kong fizzle, and Arista Networks gets an upgrade at Piper Jaffray after the stock overcame analyst James Fish's three big fears.

Intel’s Mobile Failure a $17B Mistake, Says New Street Research

Intel has wasted $17 billion or more trying to compete in the wireless modem market against the incumbent, Qualcomm, writes Pierre Ferragu of New Street Research. With a report from an Israeli tech publication saying Intel's going to lose Apple's interest come 2020, Ferragu advises the company to exit the business entirely.

Tech Today: Can Tesla Keep It Up? Dell Going Public, Facebook’s Instagram Numbers

Tesla says it hit its goal of 5,000 Model 3s per week although some wonder if it's sustainable, Dell is going public again via a stock swap and CEO Michael Dell says the company will exploit a broad IT infrastructure spending trend, Lumentum is set to ride the expansion of "augmented reality" in Apple iPhones and other devices, and Facebook can see a big boost in revenue as its Instagram unit closes the pricing gap with other properties according to Ken Sena of Wells Fargo.

Apple’s Video Ambition: Will It Be iPhone-Only?

The essential question about Apple's investments in original video programming is a question of distribution, writes Ben Schachter of Macquarie. Will Apple restrict its video properties to the iPhone or pursue distribution more broadly?

Tech Today: Apple’s Other Stuff, Tesla’s Numbers, Domo’s IPO

Apple's planning to dump the "SE" low-priced iPhone model according to boutique research house BlueFin, and Apple's business can thrive based on lots of little innovations like the AirPods according to RBC Capital, Tesla's employees are speculating the company will miss its production target but one bullish analyst thinks it doesn't matter much, the IPO of software vendor Domo jumps 20% on debut, Amazon's PillPack buy causes a wave of price target cuts on the pharmacy stocks while its moves in the delivery business shouldn't be much of a worry to Fedex and UPS.

Tech Today: Google vs Amazon, Buying Tesla, Lattice’s Turnaround

Amazon's acquisition of pharmacy startup PillPack freaks out pharmacy stocks while its offer to help start small delivery businesses could be key to Whole Foods' expansion, Alphabet's Google needs to give away its home speaker to combat Amazon according to Morgan Stanley analyst Brian Nowak, now is the time to buy Tesla stock ahead of next week's Model 3 numbers according to Baird's Brian Kallo, T-Mobile's chances of getting Sprint are looking a little better to Wells Fargo's Jennifer Fritzsche, Lattice semiconductor may bounce back with new management and activist input thinks Dougherty's Charles Anderson, Square is no Amazon so says SunTrust, Twilio has a brilliant opportunity according to Argus, and Apple is set to see its supplies of OLED displays for iPhone expand according to Bloomberg.

Tech Today: AMD’s Rising Prospects, Apple’s iPhone Plans, Defending Adobe

Avalara is the latest cloud darling to hit public markets, up 66% on its debut, AMD shares are rising as the chip maker gets thumbs up from two analysts for its improving prospects relative to Intel, Apple's iPhone plans are assessed and the shifting outlook pushes down shares of OLED supplier Universal Display, bulls on Adobe stock say there's nothing to worry about in the muted reaction to its quarterly results, the Trump Administration increases tariffs on Chinese goods but the other shoe, export controls, has yet to drop, and Qualcomm stock rises on speculation China has decided to bless its proposed acquisition of NXP Semi.