Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
October 6, 2025
CART: Adds an Interesting Airline Partnership
This morning, Maplebear d/b/a Instacart (CART; $38.13; O/P) announced a partnership with United Airlines (UAL; $96.75; NR) aimed at offering United MileagePlus members with a range of benefits when they order from CART’s platform. We…
October 6, 2025
SANM: Open to More ZT Possibilities; Raise Target to $170
We reiterate our Outperform on the shares of Sanmina (SANM; $142.06) and raise our target from $140 to $170 after Advanced Micro Devices (AMD; $212.68; NR) announced a multi-year, multi-generation strategic agreement with OpenAI whereby…
October 3, 2025
UBER: Adds to Data Labeling Initiatives
Yesterday, Segments.ai, a multi-sensor data labeling platform, disclosed in a LinkedIn post that it was acquired by Uber Technologies (UBER; $97.50; E/W) for undisclosed terms. We think this acquisition is aimed at broadening the reach…
October 3, 2025
CART: Oversold on Overblown Competitive Concerns; Raise Rating to Outperform
We are raising our rating from Equal-Weight to Outperform on the shares of Maplebear d/b/a Instacart (CART; $39.30). We think the 24% decline in the stock since 8/11, including -16% over the past month or…
