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.

Qualcomm Director Defends NXP Bid, Broadcom Price ‘Not Even Close’

Qualcomm's lead independent director on its board, Thomas Horton, took to CNBC, telling David Faber the accusations about its bid for NXP by Broadcom are wrong, and saying Broadcom's $82-per-share hostile bid for Qualcomm is "not even close" to the valuation Qualcomm shares should get given its earnings outlook.

Impinj CEO: Disappointed, but Focused on Our Vision

Impinj, makers of technology for tagging items in order to track them, saw its second implosion in two weeks on Friday, as its stock closed down 18%. The proximate cause was Thursday evening's disclosure by the company it will stop giving a forecast for its volume of tags shipped annually. Barron's reached out to the company and received answers from management to a few questions. The answers are informative but don't fully allay concerns a mis-step of this kind could happen again.

Tech Today: Qualcomm Puts Sale ‘On the Table,’ Arista Plunges, Facebook Warned

Qualcomm has for the first time indicated it's open to the prospect of a sale, says Bernstein's Stacy Rasgon, Arista and Impinj both crumbled after disappointing outlooks, though Arista's CEO, Jayshree Ullal, stepped up to defend the company, Facebook was slapped with a warning by Belgium's commission to protect privacy, and bullish analysts are hoping 2018 is finally the year wireless power startup Energous will "execute."

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.

Tech Today: Broadcom Walking Away? Amazon V Google, Praising PayPal, Synaptics

Qualcomm got an increased bid from Broadcom of $82, sending its shares slightly higher, but CNBC suggests Broadcom could be setting itself up to simply walk away, PayPal and Sprint got upgrades, while GrubHub is at risk from Uber incursions, Amazon could take a serious bite out of Alphabet's advertising dollars, and Synaptics could benefit from more LCD-based iPhones and fewer OLED models.