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.
October 6, 2026
UBER: Adding to Higher Margin U4B Offering
This morning, Uber Technologies (UBER; $69.60; O/P) announced an agreement to acquire ezCater, which is a U.S. based delivery platform focused on catering and workplace meals. Uber plans to pay $2.3B in cash for this…
October 6, 2026
NTAP: A Lot More TAM Insight to Consider
Last week, NetApp (NTAP; $223.77; E/W) hosted its annual INSIGHT user conference in Las Vegas, which we think represented a positive inflection point in what already was a healthy tech roadmap from the company. In…
October 5, 2026
FLEX: Some Major Support for Our Valuation Case
This morning, Flex (FLEX; $118.08; O/P) announced it entered into an agreement to sell $2B worth of shares in convertible preferred stock of its Axiom Solutions International business to General Catalyst, Koch Equity Development, and…
October 2, 2026
MU: Making a Stronger Case for EPS Durability
Micron (MU; $1,097.39; O/P) produced another robust “beat and raise” earlier this week with its FQ4 (Aug) results that we think went a long way towards supporting the idea that its current EPS growth can…
