Industry Notes

Earlier today, Alphabet’s (GOOGL; $247.14; NR) Waymo announced the launch of Waymo for Business, which is aimed at providing autonomous rides for business travelers and large groups (e.g., college students, event organizers). We think this…

Last week, we traveled to the RE+ 2025 conference in Las Vegas, along with 40K+ other attendees, where we sat in on industry talks, walked the trade show floor and spoke with managers representing solar…

We think recent news flow over the past few weeks is likely proving encouraging for long term investors looking for signs that autonomous commercial activity is picking up steam on the rideshare and delivery front….

We checked retail channel prices on Thursday (8/28) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested HDD retail prices are basically…

On Friday (8/29), we checked U.S. retail prices on popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models. Our survey turned up generally higher retail pricing dynamics. This is not too…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of July, which were a bit above seasonal averages and included some more positive battery electric vehicle (BEV)…

Earlier today, press reports disclosed that Flex’s (FLEX; $49.49; O/P) manufacturing facility in Mukachevo, Ukraine was struck overnight by two missiles that were launched from Russia. According to press reports, Flex’s facility in Ukraine employs…

Our latest look at aggregate inventories up and down the supply chain after CQ2 EPS season strongly suggests a further rightsizing of inventories continued, that was broad in nature but led by distributors and components…

Last week, we spent a day at the Future of Memory and Storage Summit (FMS) in Santa Clara, CA. It should not come as a big surprise that we heard a lot of confident talk…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which was below seasonal trends for a second consecutive month, including when it came to hybrid electric…

There is obviously now “more good news than bad priced in” our technology supply chain coverage ahead of CQ2 EPS season, which still has the potential to prove especially volatile for new U.S. tax and…

We think another recent wave of news about U.S. pilot programs testing autonomous last mile delivery highlights what can be a significant robotics opportunity for on-demand delivery networks over the long term for companies such…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was noticeably below seasonal trends, albeit including some still relatively positive battery electric vehicle (BEV)…

We think secular trends behind the proposed IPO of Voyager Technologies highlights an ongoing opportunity for healthy growth in aerospace, defense & space markets for several companies we follow across the supply chain, most notably,…

We think recent news flow from the past several days is likely to again “heat up” the discussion for investors on the autonomous rideshare front, especially when it comes to the shares of Lyft (LYFT;…