All Reports

Yesterday, Mobileye’s (MBLY; $29.84; E/W) Founder and CEO, Amnon Shashua, hosted a press conference at the Consumer Electronics Show (CES) in Las Vegas that suggested an increasingly bullish long-term outlook for the business on the…

Yesterday (1/4), DoorDash (DASH; $48.93; E/W) announced in a blog post that it is introducing Package Pickup, which offers consumers the ability to request a courier on DASH’s network (Dasher) to pick up prepaid packages…

Last night, the shares of Western Digital (WDC; $33.05; E/W) jumped 8% after the market closed on reports that the company has re-engaged in merger talks with its NAND manufacturing joint venture partner, Kioxia Holdings,…

We establish an Equal-Weight on the shares of Mobileye Global (MBLY; $35.06), a well-scaled provider of purpose-built software and hardware for Advanced Driver Assistance Systems (ADAS). MBLY “checks a lot of boxes” for a successful…

We reviewed Micron’s (MU; $50.40; E/W) recently filed 10-Q for the FQ1 period ending December 1st, which provided some further support for the idea that a longer than typical duration to the DRAM/NAND downturn and…

Last night after the close, Hyzon Motors (HYZN; $1.66) disclosed in an 8-K filing that the company entered into an equity capital contribution agreement with Chevron New Energies, a subsidiary of Chevron (CVX; $177.76; NR)…

Aptiv (APTV; $91.26; E/W) announced on Friday (12/23), that it completed the acquisition of Wind River under revised terms. Specifically, APTV will now acquire Wind River from TPG Capital for $3.5B in cash or below…

We make another round of major cuts to EPS for Micron (MU; $51.19; E/W) after FQ1 (Nov) results came in around the low end of targets and FQ2E (Feb) profitability guidance badly disappointed even against…

Micron Technology (MU; $51.19; E/W) reported FQ1 (Nov) non-GAAP EPS loss of ($0.04), which compared to our ($0.05) and the Street’s ($0.02) on sales of $4,085mm (vs. our $4,000mm and consensus of $4,134mm). Recall, we…

This morning, Uber Technologies (UBER; $25.78; O/P) announced a new on-demand and scheduled grocery delivery partnership with Meijer for consumers located in the Midwest of the U.S. (Illinois, Indiana, Kentucky, Michigan, Ohio, Wisconsin). We think…

Yesterday after the close, Aptiv (APTV; $93.87; E/W) announced that Benjamin Lyon has been appointed Senior Vice President and Chief Technology Officer (CTO), succeeding Glen De Vos, who has served as Senior Vice President and…

This morning, Hyzon Motors (HYZN; $1.80) disclosed in an 8-K that it entered into an agreement to acquire the remaining 49.5% of the issued and outstanding shares of its Hyzon Europe joint venture (JV) from…

Yesterday (12/14), the California Energy Commission (CEC) approved $2.9B of funding aimed at accelerating the rollout of electric vehicle (EV) charging and hydrogen refueling infrastructure over the next four years, which we think bodes well…

Earlier this week (12/13), Corning (GLW; $32.74; E/W) announced it is building on its existing partnership with LG Electronics (066570.KR; W88,700; NR) and is now providing new sustainable cover glass solutions for curved interior auto…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of November, which we think suggested some recent improvements in local component availability. However, per our recent industry…