Tech Today: AMD’s Window of Opportunity, Spotify’s Churn, Defending AMAT

AMD has a window of opportunity as Intel's manufacturing hiccups, Spotify has good brand awareness but high churn as people seem content with free stuff, Square's "Cash" app is catching up with PayPal's Venmo on app downloads, Applied Materials is being punished for the slump in OLED displays but Stifel thinks the stock should be bought for the other LCD projects going on, Apple's still got good trends for its iPhone and inventory is clearing, Canaccord likes the earnings prospects at Qualcomm, Micron continues to enjoy less-bad pricing trends in memory chips, and Wells Fargo is upbeat about AT&T after spending a day with its CFO.

Tech Today: Apple at $1 Trillion Soon, IAC Surges, Cheers for Arista

Shares of Apple could hit $1 trillion in market value soon given good trends and what has been a depressed stock multiple according to Monness Crespi's Brian White, Broadcom gets another price target cut amidst the smartphone morass, Arista stock started at the equivalent of a Buy by Credit Suisse, IAC and Roku are champs of earnings season, Qualcomm rises after announcing a new buyback plan, and Oppenheimer starts coverage of The Trade Desk right in advance of its earnings report.

Tech Today: Buffett Loves Apple, Tesla Tweet Storm, Pandora Soars

Warren Buffett has gone whole hog on Apple with a $43 billion position that marks Berkshire's largest single holding ever, bulls defended Arista Networks after a 10% drop, Pandora is restoring faith according to newfound bulls on the stock, Alibaba beats with its outlook, and Elon Musk defends his "bizarre" conference call in a series of tweets.

Ams CEO Everke Envisions a Vast Universe of Sensors

Alexander Everke wants to take Austria's Ams AG from being just a bit player in Apple's iPhone to being a powerhouse of sensors. He has pursued a slew of M&A deals to assemble what he believes is an unstoppable assortment of sensor chips under one roof.

Ams CEO Everke Envisions a Vast Universe of Sensors

Alexander Everke wants to take Austria's Ams AG from being just a bit player in Apple's iPhone to being a powerhouse of sensors. He has pursued a slew of M&A deals to assemble what he believes is an unstoppable assortment of sensor chips under one roof.

Tech Today: Tesla’s Bizarre Q&A, Xiaomi IPO, Defending Spotify

Tesla's Elon Musk's abrupt dismissal of analysts on his earnings Q&A is labeled as "truly bizarre" and "unorthodox" and sends shares down sharply, China smartphone maker Xiaomi files for Hong Kong listing, Square gets an upgrade to Buy at Stifel despite mixed results, Spotify is defended by bulls after its first-ever earnings report sent shares down, Qorvo shares are still reeling from weakness in mobile chips, and Logitech is one of the big bright spots in earnings.

Earnings Roundup: Sprint, Tableau Shine, Square, Fitbit Drop

Tesla shares sagged after the bell even though it vowed to be profitable next quarter, Spotify and Square were dogs of the afternoon on weak forecasts, Tableau Software surged as it said it increased its buyback war chest, and chip maker Qorvo was higher despite being caught in the soggy smartphone market.

Tech Today: Seagate’s Constraints, Apple on Tap, Qorvo Surges

Seagate shares drop sharply as it sees some production constraints, Apple’s iPhone numbers are still being adjusted lower by the Street ahead of the company’s fiscal Q2 report this afternoon, Shopify and GrubHub are two names down sharply despite generally decent earnings, Qorvo’s washed out shares can rebound as it gains share in iPhone according to a Barclays report, and Spotify needs to do more to grow the overall pie of music consumption according to a report from Buckingham Research.

Cirrus Logic: A Relief Rally for This Apple Supplier?

Shares of chip maker Cirrus Logic, which gets a whopping 80% of revenue from Apple, could see a relief rally after its Wednesday night earnings report, after trading down 29% this year, writes Craig-Hallum analyst Anthony Stoss.

Apple’s Earnings: iPhone Numbers Just Keep Coming Down

With 24 hours to go till Apple's earnings report, people are still chopping numbers. The set-up is as bad as 2016, writes Bernstein analyst Toni Sacconaghi. It's not even clear a higher capital returns program will cheer investors, writes Mark Moskowitz of Barclays. But at least, a poor 2018 for iPhone sets up 2019 better, suggest the folks at BlueFin Research.

Tech Today: Zuck’s ‘Uneventful’ Day, Apple’s AI Ambition, Buying Tower Stocks

Facebook bulls are delighted Zuck's testimony on the Hill was uneventful, Apple has broad AI ambitions according to a report from Guggenheim analyst Rob Cihra, Synaptics has a better fall this year than it did last year as more iPhones stick with old-fashioned LCD technology, Intel's server-chip sales are looking chipper, and the noise about a Sprint-T-Mo tie up probably is a chance to buy the stocks of tower operators according to SunTrust.

Tech Today: Can Tesla Make Cars? Cheers for ZS, Energous Soars

Tiny wireless power company Energous is soaring after a second FCC approval for its tech, Tesla shares rose despite Goldman Sachs saying its production rate of Model 3 sedans is a head fake, Nvidia is rising on that Morgan Stanley upgrade, and recently public Zscaler gets mixed reviews from the Street.

Tech Today: Zuck Goes to Washington, PayPal Tops, Tesla’s Stretch

Zuckerberg forms a committee about elections in advance of a slew of meetings and testimony in D.C., while Facebook bulls defend the business. Also, Tesla's goal of making 5,000 of its "Model 3" by the end of this quarter is a "stretch," and PayPal is still number one in terms of the number of merchants who will accept its payments technology.

Tech Today: Sandberg Speaks, Defending Micron, Cheers for OLED

Facebook COO Sheryl Sandberg finally emerges to address the data privacy debacle, Micron shares get a big thumbs up at Instinet, NetApp cheers the Street with its growth outlook, Amazon is still buffeted by Trump talk, OLED chip maker Universal Display defended at Oppenheimer, and J.P. Morgan sees "torrid" growth in cloud computing at Google and the rest.