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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)
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
August 5, 2022
Drawing a One Billion Dollar Line in the Sand
By Steven Fox
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August 5, 2022
Recovery Highway Still Jammed with Broken Heroes
By Steven Fox
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August 4, 2022
First Look at Q2 Results
By Steven Fox
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August 4, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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August 4, 2022
Delivering Further on Promised Plan
By Steven Fox
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August 4, 2022
Advancing Its Technical Ball, But Now Waiting on OEM Partners
By Steven Fox
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August 4, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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August 3, 2022
Delivers Healthy Q2 Beat
By Steven Fox
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August 3, 2022
Secular Drivers Still Intact
By Steven Fox
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August 3, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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August 2, 2022
Improving Processes and Products Drive EBITDA Upside
By Steven Fox
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August 2, 2022
First Look at Q2 Results and Outlook
By Steven Fox
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August 2, 2022
First Look at Q2 Results and Outlook
By Steven Fox
Read More >>
August 1, 2022
Still Moving in Right Direction After M&A Hiccup
By Steven Fox
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August 1, 2022
Industry News Highlights Already Well-Established Core Advantages
By Steven Fox
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