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 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…
October 20, 2026
FLEX: Word Has It, The Stock is Very Cheap Ahead of Spin
We reiterate our Outperform on the shares of Flex (FLEX; $87.82), which continue to have trouble “finding a floor” despite strong support for valuing its soon to be separated Axiom Solutions International business at $37.5B…
