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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)
Nextpower (NXT)
Ouster (OUST)
Polestar Automotive (PSNY)
Proterra, Inc. (PTRA)
Romeo Power, Inc. (RMO)
TPG Pace Beneficial Finance (TPGY)
Tritium DCFC (DCFC)
Versigent Limited (VGNT)
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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JBL: Meetings Highlight Increasingly Diverse Growth Profile
2 days ago
in:
Company Notes
no comments
MU: Adding Structural Integrity to Business Model; Raise Target to $1,500
3 days ago
in:
Company Notes
no comments
Stable European Auto Trends in May with Rising BEV Mix
5 days ago
in:
Industry Notes
no comments
Micron: Raising Estimates Ahead of FQ3 Print
6 days ago
in:
Company Notes
no comments
WDC: Reduce Rating to Equal Weight
6 days ago
in:
Company Notes
no comments
STX: Reduce Rating to Equal Weight
6 days ago
in:
Company Notes
no comments
UBER: Adds to Robotaxi Target Cities
1 week ago
in:
Company Notes
no comments
TTMI: Establishes Promised European Beachhead; Raise Target to $250
1 week ago
in:
Company Notes
no comments
JBL: More Earnings Momentum; Raise Target to $450
2 weeks ago
in:
Company Notes
no comments
MBLY: Taking Robotaxi Matters into Its Own Hands
2 weeks ago
in:
Company Notes
no comments
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