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 22, 2026
TTMI: Punishment Doesn’t Fit with the Print; Stick with Outperform
The shares of TTM Technologies (TTMI; $73.89; O/P) plummeted 28% today after the company produced a healthy Q3 non-GAAP EPS beat, inline Q4E EPS guidance, reflecting initial dilution from recent M&A not in our and…
October 21, 2026
AMKR: Expands Relationship with NVIDIA
This morning Amkor Technology (AMKR; $43.65; E/W) announced it was making additional investments in the company’s South Korea operations, which are aimed at adding capacity to better meet demand for NVIDIA. Importantly, NVIDIA is adding…
October 21, 2026
GLW: EPS Preview Addendum
Overnight, we think we saw some of the tangible near-term supply chain evidence that we are hoping to hear from Corning (GLW; $132.26; E/W) about its photonics ambitions when the company reports its Q3 results…
October 21, 2026
GLW: Down at The Crossroads
We think the shares of Corning (GLW; $132.26; E/W) are at an interesting crossroads with its Q3 results and guidance, scheduled for next Tuesday (10/27 before market) with the stock down 48% over the past…
