All Reports

Last week, Dell Technologies (DELL; $128.16; O/P) announced some additions to its Dell AI Factory and hosted a “Dell AI for Telecom” Webinar that included a conversation with management from Nvidia (NVDA; $138.75; NR). Recall…

We think Hewlett Packard Enterprise (HPE; $20.67; NR) provided some much needed “food for thought” last Thursday (10/10) during its AI Day about liquid cooling technologies where we have highlighted technical challenges tied to deploying…

This morning, Celestica (CLS; $62.92; O/P) announced the launch of its latest 800G data center switch that expands on its Hardware Platform Solutions (HPS) portfolio, which represents the company’s higher margin Original Design Manufacturing (ODM)…

We think the upcoming CQ3 EPS season for the technology supply chain can generally keep alive expectations for a broadening cyclical demand recovery in coming quarters, albeit one that may build less dramatically when compared…

We assume Tesla’s (TSLA; $244.33; NR) robo-taxi launch on Thursday (10/10) raises questions around Aptiv’s (APTV; $69.62; E/W) ability to integrate cutting edge artificial intelligence (AI) into its advanced driver assistance systems (ADAS) as well…

This morning, Hyzon Motors (HYZN; $2.26) announced the start of production (SOP) of its single stack 200kW fuel cell system (FCS) at its manufacturing facility in Bolingbrook, IL, which is consistent with the company’s prior…

Last night after the close, Benchmark Electronics (BHE; $43.69; E/W) announced that it appointed Bryan Schumaker as CFO (effective October 8th). Recall, the company appointed Arvind Kamal as interim CFO back in March after BHE’s…

Last week, Mobileye Global’s (MBLY; $12.33; E/W) CEO Amnon Shashua and CTO Shai Shalev-Shwartz presented to the company’s employees on how its artificial intelligence (AI) strategy ties into its autonomous driving system roadmap, which we…

This morning, Lucid Group (LCID; $3.40; E/W) announced it delivered a better than expected 2,781 vehicles (+16% QoQ and +91% YoY) during Q3, while also producing 1,805 vehicles (-15% QoQ and +17% YoY). By comparison,…

Late last week, Amkor Technology (AMKR; $30.50; E/W) announced a memorandum of understanding (MoU) with TSMC (TSM; $181.16; NR) whereby AMKR would expand its outsourced supply agreement of advanced semiconductor packaging solutions to include planned…

This morning, Uber Technologies (UBER; $72.95; O/P) announced a multi-year strategic partnership with autonomous robot and vehicle technology provider Avride to ultimately deploy Avride-powered autonomous delivery robots and vehicles on Uber’s rideshare and delivery network….

This morning, Jabil (JBL; $118.97; O/P) announced that the company acquired, for undisclosed terms, privately held Mikros Technologies, which engineers and manufactures liquid cooling solutions for a range of applications that includes not only now…

Yesterday (10/1), Lyft (LYFT; $12.51; O/P) announced that its Media division, which is the company’s dedicated media and advertising business, expanded its suite of measurement and targeting capabilities in a move aimed at providing its…

Earlier today, NetApp (NTAP; $121.31; E/W) announced it is expanding on its partnership with Google Cloud by integrating additional data storage and services into the Google Distributed Cloud architecture, which management previously hinted at during…

Last week, DoorDash (DASH; $142.14; E/W) introduced a new suite of products aimed at helping merchants manage and expand their businesses. We think this announcement provides further support for the idea that the company is…