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 12, 2026
UBER: Multiple Timelines to Consider
The news around Uber Technologies (UBER; $73.41; O/P) Autonomous Solutions continued to flow with word last night that it signed an MOU with AI software provider Wayve and Nissan to collaborate on developing robotaxis for…
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…
