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Industry Notes
Bird Global (BRDS)
DoorDash, Inc. (DASH)
Lyft (LYFT)
Maplebear, Inc. (CART)
Swvl Holdings (SWVL)
Uber Technologies (UBER)
Electrification and Vehicle Technology
Industry Notes
Aeva, Inc. (AEVA)
Aptiv (APTV)
Aurora Innovation (AUR)
ChargePoint Holdings, Inc. (CHPT)
Faraday Future Intelligent Electric (FFIE)
Hyzon Motors (HYZN)
Lightning eMotors (ZEV)
Lucid Group, Inc. (LCID)
Luminar Technologies, Inc. (LAZR)
Mobileye Global Inc. (MBLY)
Nextracker Inc. (NXT)
Ouster (OUST)
Polestar Automotive (PSNY)
Proterra, Inc. (PTRA)
Romeo Power, Inc. (RMO)
TPG Pace Beneficial Finance (TPGY)
Tritium DCFC (DCFC)
Visteon Corp (VC)
Xos Inc (XOS)
Electronics Manufacturing Services
Industry Notes
Amkor Technology, Inc. (AMKR)
Benchmark Electronics (BHE)
Celestica Inc. (CLS)
Fabrinet (FN)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
Storage Technologies
Industry Notes
Dell Technologies (DELL)
Micron Technology (MU)
NetApp (NTAP)
SanDisk Corp (SNDK)
Seagate Technology (STX)
Western Digital (WDC)
Technology Supply Chain
Industry Notes
Amphenol (APH)
Arrow Electronics Inc (ARW)
Avnet Inc (AVT)
Belden (BDC)
CommScope (COMM)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
Vertiv Holdings (VRT)
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Company Notes
July 26, 2021
Industry M&A Highlights Aptiv’s Advantages
By Steven Fox
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July 23, 2021
Adds Big to Buyback
By Steven Fox
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July 23, 2021
Never Mind the Nextracker, Here Come the Earnings
By Steven Fox
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July 22, 2021
Significantly Enhances Freight Prospects
By Steven Fox
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July 22, 2021
More Moves on Grocery Delivery Front
By Steven Fox
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July 22, 2021
Back on Track
By Steven Fox
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July 22, 2021
More Gorilla Glass Options to Consider
By Steven Fox
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July 21, 2021
Expect More Order Momentum with More Inflation Wild Cards
By Steven Fox
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July 21, 2021
First Look at FQ4 (Jun) Results and Outlook
By Steven Fox
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July 21, 2021
Confusing Communications Adds to Buying Opportunity
By Steven Fox
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July 21, 2021
A Still Inexpensive Play on Auto Content
By Steven Fox
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July 21, 2021
First Look at FQ3 (Jun) Results and Outlook
By Steven Fox
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July 21, 2021
Expanding its Autonomous Network Options
By Steven Fox
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July 21, 2021
LCD Glass Concerns Remain Overblown Ahead of Q2 Results
By Steven Fox
Read More >>
July 21, 2021
All Eyes on Conversion Margins
By Steven Fox
Read More >>
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