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 23, 2026
Liquid Cooling Deal Highlights EMS Existing Opportunities
On Friday (3/20), Ecolab (ECL; $132.74; NR) announced plans to acquire CoolIT Systems, a liquid cooling technology business focused entirely on data center applications, for $4.75B from KKR. From our seat, this transaction highlights how…
March 23, 2026
TEL: OFC Highlights Unburdened Tech Prowess
We found more reasons to believe last week, especially after attending OFC in Los Angeles, that the recent 19% decline in the shares of TE Connectivity (TEL; $195.84; O/P), which came in less than a…
March 20, 2026
UBER: Fast and Furious Autonomous News Continues
Yesterday, Uber Technologies (UBER; $75.34; E/W) announced a partnership with Rivian Automative (RIVN; $16.12; NR) that adds to what has become the company’s very long list of autonomous rideshare partnerships that span the globe. Additions…
March 20, 2026
APH: Poised to Impress; Buying Opportunity
We believe the recent 16% decline in the shares of Amphenol (APH; $130.65; O/P), which leaves the stock at the low end of its recent five-month trading range, proves an excellent buying opportunity for investors…
