The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
November 19, 2024
Earlier this week, Dell Technologies (DELL; $135.90; O/P) announced some new artificial intelligence (AI) based servers, solutions and services, as part of its Dell AI Factory portfolio, which is basically aimed at enabling enterprises to…
November 18, 2024
The shares of Uber Technologies (UBER; $69.33; O/P) and Lyft (LYFT; $17.30; O/P) both traded down 5% today (11/18), on the heels of press reports that the incoming Trump Administration plans to create a set…
November 15, 2024
Last night, Flex (FLEX; $37.64; O/P) announced it acquired privately held JetCool for undisclosed terms. JetCool, founded in 2019 and headquartered in Littleton, MA, has developed liquid cooling solutions for cloud, enterprise, and co-location data…
November 14, 2024
This morning, Jabil (JBL; $129.25; O/P) announced it signed a Memorandum of Understanding (MoU) with the Gujarat State Government of India, which follows on a separate MoU signed with the Tamil Nadu State of India,…