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.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

T-Mobile and Sprint Join in $146B Deal, Promise 5G Everything

Sprint and T-Mobile US announced they'll combine, in an all-stock deal that values Sprint at about $6.62 per share. The companies promised big job growth, with $40 billion in expected investments in their networks to create what they described as a global leader in 5G wireless networking.

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.

Ciena’s CFO on Cloud Computing, Corporate Cash, and Credit Lines

Jim Moylan, chief financial officer of fiber-optic star Ciena, sits down to lunch with Barron's to talk about the changing nature of capital raising and balance sheets, the future of cloud companies buying from Ciena, and the nature of the software and semiconductor parts that are emerging out of its traditional equipment business.

Itron: The Science of Communicating Down a Manhole When It Floods

Philip Mezey, chief executive of 39-year-old Itron, talks about how the company has slimmed down its costs and boosted its capabilities with the acquisition of Silver Spring Networks, to compete in an age of 5G wireless and Internet of Things. Taking computing to the edge of networks for clients such as ConEdison could someday herald the arrival of sci-fi scenarios such as "smart cities."

Tech Today: Netflix’s Halo, Finisar’s Dismal Report, Big Blue’s View

Qualcomm and Broadcom still going at it, with Qualcomm changing its chairman and Broadcom insisting Qualcomm is "hampered" in 5G wireless, Amazon's spreading grocery delivery to Atlanta and San Fran is just the beginning of its plans for Whole Foods, says Evercore ISI, Bernstein likes the "halo" over Netflix's content that makes people pre-disposed to watch, Finisar is down 10% on what Needham called a "dismal" earnings report, IBM offered some numbers, though analysts noted they have no time frame attached to them, Toshiba's closing in on the sale of its NAND chip unit, the analyst day held by F5 Networks gets a mixed reception, GoPro's having no luck finding buyers, and Marvell Tech has lots of hidden appeal according to Cowen & Co.

Broadcom Tells Congress Qualcomm ‘Hampered’ in 5G By ‘Unlawful’ Licensing

The latest move in the acrimonious battle between Broadcom and Qualcomm is Broadcom sending a letter to Congress from its CEO, Hock Tan, pledging to make the U.S. the leader in 5G wireless technology, and casting aspersions on Qualcomm, which it says is hampered in its ability to invest in 5G because it makes money from "unlawful" licensing practices.

Could Trump Prompt U.S., China 5G Wireless Trade War? Asks Jefferies

With the administration of U.S. president Donald Trump taking a close look at Broadcom's hostile bid for Qualcomm, and with the administration apparently pressuring Korean carriers not to buy from Huawei, there are some elements in place for a trade war between the U.S. and China over 5G wireless technology, according to a report today from Jefferies analyst Edison Lee.

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.

Broadcom and Qualcomm: Is It All Coming Together?

Broadcom's decision to trim its bid for Qualcomm after the latter upped its bid for NXP has left several on the Street feeling chipper that a deal will get done, combining perhaps all three, for a new semiconductor powerhouse.