TSLA (US)

We think the recent 10% decline in the shares of Uber Technologies (UBER; $72.64; O/P), most likely on renewed fears that the advent of robotaxis turns out to be detrimental to the company’s long-term growth…

We believe last week’s news that Jabil (JBL; $330.29; O/P) plans to invest $119mm+ in a new manufacturing facility in Marshall County, Mississippi highlights how the holistic services strategy of its Intelligent Infrastructure business (~50%…

This morning, Mobileye (MBLY; $9.62; E/W) announced another major departure from longer term strategic direction, in our view, when management announced it was expanding its Mobileye Drive self-driving system (SDS) product into a vertically integrated…

We think this week’s news that Volkswagen’s (VOW.DE; €91.45; NR) MOIA America and Uber Technologies (UBER; $71.81; E/W) are starting on-road autonomous validation of Volkswagen’s ID. Buzz vehicles is another supportive data point for Mobileye’s…