Industry Notes

Last Thursday (4/24), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) introduced a new Automated Vehicle framework, which aims to make it easier for companies to deploy autonomous vehicles (AVs) at scale…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of March, which was somewhat below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…

Last week, we spent two days in Washington D.C.at Data Center World, which is considered to be the largest data center trade show of the year, where we sat in on industry talks, walked the…

Over the weekend, the U.S. provided some clarifications on its plan to impose tariffs on technology products, which we think can better support at least some sort of a “relief rally” across our supply chain…

We think yesterday’s decision by the U.S. Government to introduce a 90-day pause on previously announced tariffs for most trading partners, while maintaining a recently introduced 10% universal import tariff, and raising tariffs on China…

We expect significant volatility across our technology supply chain coverage during the upcoming Q1 EPS season given how new U.S. global tariff policies have turned out to be much broader and stringent in nature than…

We think recent news flow of increasing pick-up and drop-off fees that are added on to rideshare trips at certain U.S. airports bears watching since we assume these fees are ultimately passed on to consumers…

We reviewed the S-1 filings from CoreWeave, a specialized cloud service provider (CSP) for high-performance artificial intelligence (AI) and machine learning (ML) workloads, ahead of its proposed IPO under the ticker CRWV for listing on…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of February, which were right around average seasonal trends including some relatively solid battery electric and hybrid electric…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of January, which was below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…

Our latest look at aggregate inventories up and down the supply chain suggested more progress towards “normalizing” inventories, led again by electronics manufacturing service (EMS) providers with some help from the distribution channel. It also…

This morning, the shares of Mobileye Global (MBLY; $18.29; E/W) are up 14% while the stock price on Lyft (LYFT; $14.56; O/P) is up 3% following news out of TechCrunch that Lyft plans to deploy…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of December, which exceeded typical seasonal trends, including ongoing healthy trends of hybrid electric vehicle registrations. Specifically, European…

We expect the companies in our tech supply chain universe to point to a somewhat more volatile start to the New Year than is typically the case with the upcoming Q4 EPS season. More to…

Last Friday (12/20), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) proposed a voluntary federal regulatory framework entitled the Autonomous Driving System-Equipped Vehicle Safety, Transparency and Evaluation Program (AV STEP), which aims…