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.

Tech Today: Western Dig LBO? Snap Slapped, More iPhone X Worries

Qualcomm and Broadcom both sagged on their latest moves in their M&A battles, while NXP shares rose on Qualcomm's increased bid, there's further iPhone X hand-wringing following a Nikkei report, OLED tech supplier Universal Display gets an upgrade, RBC ponders whether Western Digital could solve its weak valuation by getting taken out in an LBO, and several companies getting positive mention in advance of earnings include Hewlett Packard Enterprise, Salesforce, Workday, and Veritone.

Tech Today: Dissecting NetApp, Liking Salesforce, Cisco, Apple’s China Sales

Cisco shares are on the march as bulls conclude growth is back like they'd hoped, Applied Materials is also going higher as it joins Cisco in boosting capital returns, Apple's sales into China are important, even if this year is not the "super cycle" some wanted, says Morgan Stanley's Katy Huberty, Broadcom management feel Qualcomm didn't really "engage" with them, according to a Reuters report, Salesforce is up on an upgrade from Jefferies's John DiFucci, who sees a pick-up in corporate buying, and NetApp has some explaining to do about its margins but you'll have to wait until April 5th.

Apple: HomePod ‘mini’? Apple Watch at $10B? Guggenheim Dissects ‘Other’

Apple is not a market-share dominating firm, writes Guggenheim analyst Robert Cihra, it's a company trying to peel away the most valuable parts of markets for itself, which makes him bullish about its "Other" products, including Apple Watch, which is approaching $10 billion, and the recently released HomePod speaker system, which could gain capabilities and spur new form factors, he thinks.

Himax: Northland, Rosenblatt Duke it Out Over 3-D Sensing

Shares of chip supplier Himax dipped after its quarterly results were held back by weakness in China's smartphone market. The company projects its results to improve this year by supplying so-called 3-D sensing parts to smartphones, but bull and bear on the Street dispute the matter.

Apple: Will Annual Meeting Bring Insight on Capital Plans?

Apple (AAPL) shares are down 40 cents at $162.32, as the company goes into its annual shareholder meeting today, prompting a couple of observations from the Street. Proxy materials are available on Apple’s investor-relations website. The two proposals presented by shareholders are for Apple to lower the barrier for shareholders to nominate board members, and […]

Apple: Mini HomePod, Another SE, Etc. Confirmed by Rosenblatt

Rosenblatt analyst Jun Zhang writes attention should now turn from Apple's financials to its product outlook this year, including prospects for an almost bezel-less iPad Pro, and a smaller, cheaper version of Apple's HomePod speaker system, mostly confirming rumors that have swirled in the gadget press of late.

Tech Today: Snap Judgement, Twitter Up Too, Goldman Loans for iPhone

Snap shares have increased in value by a third following Tuesday's earnings upside surprise, Twitter is catching a bid as well after a Deutsche price target increase, several earnings results are being bid up including Cognizant, Akamai, and New Relic, and Goldman Sachs wants to lend you money to buy iPhones.

Skyworks Surges: Bulls Cheer Head Above Water in Rough Seas

Skyworks offered a lower-than-expected forecast for quarterly results, but both bull and bear said the company's management is carrying out its duties "flawlessly" given all the challenges, including lower-than-expected Apple iPhone sales, and a slowing market for smartphones in China. A bump up in the company's capital returns is also something to cheer.

Tech Today: Lumentum Leads Optical Up, Micron Surges, Skyworks Jumps

Shares of Lumentum are higher by 20%, and are helping to lift the entire optical complex, amidst an upbeat outlook for VCSEL lasers for smartphones, Skyworks despite missing with its forecast as it talks about wins in top-tier smartphones later this year, Cirrus Logic slipped as Apple's iPhone shortfall affects its fortunes, and Micron Technology's new finance chief could help the company boost its multiple.