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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)
SanDisk Corp (SNDK)
Seagate Technology (STX)
Western Digital (WDC)
Technology Supply Chain
Industry Notes
Amphenol (APH)
Arrow Electronics Inc (ARW)
Avnet Inc (AVT)
Belden (BDC)
CommScope (COMM)
CoreWeave, Inc. (CRWV)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
Vertiv Holdings (VRT)
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Steven Fox
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LYFT: First Look at Q1 Results and Outlook
17 hours ago
in:
Company Notes
no comments
CART: A Surprising Change Coming at the Top
21 hours ago
in:
Company Notes
no comments
SNDK: Delivers Solid Upside Out of the IPO Gate
24 hours ago
in:
Company Notes
no comments
WDC: Completes CFO Search
1 day ago
in:
Company Notes
no comments
UBER: Puts and Takes to Consider with Q1 Print
1 day ago
in:
Company Notes
no comments
FLEX: Offers Up Healthy Guidance Despite Macro Challenges
2 days ago
in:
Company Notes
no comments
UBER: First Look at Q1 Results and Outlook
2 days ago
in:
Company Notes
no comments
DASH: Making Major Moves from a Position of Strength
3 days ago
in:
Company Notes
no comments
FN: Healthy EPS Growth with Major New Programs Still to Come
3 days ago
in:
Company Notes
no comments
FN: First Look at FQ3 (Mar) Results and Outlook
4 days ago
in:
Company Notes
no comments
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