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.
February 24, 2026
UBER: Expanding on Its Hard to Match Breadth
Yesterday, Uber Technologies (UBER; $71.30; E/W) announced an agreement to acquire, for undisclosed terms, privately held SpotHero, which adds parking reservations to the Uber app, advancing the company’s ambitions to build out a “super app”….
February 24, 2026
Sluggish Start to the Year for European Vehicle Registrations
This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of January, which was well below typical seasonal trends, albeit not totally unexpected given stronger than typical registrations…
February 24, 2026
SANM: Some Very Encouraging News on the ZT Front
We think this morning’s news that Advanced Micro Devices (AMD; $211.68; NR) entered into a new, multi-year, multi-gen GPU and CPU strategic agreement with Meta Platforms (META; $635.88; NR) proves extremely bullish for Sanmina (SANM;…
February 23, 2026
UBER: Formalizes Autonomous Solutions
This morning, Uber Technologies (UBER; $71.04; E/W) announced the launch of Uber Autonomous Solutions, which formally combines a suite of services and capabilities that management previously built out in recent years to help autonomous vehicle…
