Fox Advisors:
Unparalleled Expertise
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.
March 11, 2026
GLW: Some Pre-OFC News to Consider
This morning, Corning (GLW; $132.66; E/W) announced a collaboration with US Conec to become a licensee of PRIZM TMT optical ferrule technology, which enables higher fiber counts in tighter spaces inside data centers. Recall, ceramic…
March 11, 2026
UBER: Rounds Out Suite of AV Partnerships
This morning, Uber Technologies (UBER; $74.65; E/W) announced the latest in its comprehensive string of autonomous vehicle (AV) technology partnerships as per a strategic agreement with Zoox, which is wholly owned by Amazon. The two…
March 11, 2026
MU: Raise Estimates to Consider Some of Its Strengthening Outlook
We are raising our F2026/2027E (Aug) EPS on Micron (MU; $403.11; O/P), which have generally been above consensus in recent months, from $34.00/$50.00 to $35.20/52.75, ahead of its FQ2 (Feb) print scheduled for next Wednesday…
March 10, 2026
JBL: Good Set Up into FQ2 Print
We see the recent 12% pullback in the shares of Jabil (JBL; $247.46; O/P) as a very good buying opportunity into its FQ2 (Feb) results and guidance, scheduled for next Wednesday (3/18 before market). More…
