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.
March 30, 2026
FLEX: Adds Further to Power Portfolio
This morning, Flex (FLEX; $60.76; O/P) announced it was adding to its critical power portfolio with a definitive agreement to acquire Electrical Power Products (EPP) for $1.1B in an all cash transaction, which is before…
March 30, 2026
UBER: Adding Chauffeur Services
This morning, Uber Technologies (UBER; $69.46; E/W) announced an agreement to acquire Blacklane, which was founded in 2011, a chauffeur service provider that operates on a global basis. Uber did not disclose any financial details…
March 30, 2026
Turbo Paced Over Reaction
We think last week’s sharp decline in the shares of Micron (MU; $357.22; O/P) and SanDisk (SNDK; $615.83; O/P), down 16% and 13% respectively, proves a buying opportunity in coming weeks. SanDisk is also down…
March 30, 2026
SANM: Getting ZT Business for Free; Reiterate Outperform
The shares of Sanmina (SANM; $130.90; O/P) are down 28% over the past two months or back to where the stock was when the company completed the acquisition of ZT Systems’ data center infrastructure manufacturing…
