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Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Julie Boote
  • Julie Boote

PSA Autos / New Mobility: Review of Auto Stocks in Light of Import Tar...

As US auto tariffs remain in place, investors need to assess whether auto-related government negotiations will be successful, and what automakers can do to mitigate the potential surge in costs. Analyst Julie Boote reviews potential outcomes.

Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – Autos: a trough is emerging. One of our favored semi sect...

Today, we are publishing the Automotive section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Cloud Infrastructure, Memory, Telecom Equipment, Enterprise IT, Ride sharing & Delivery, and Foundry. Auto semi revenues declined sharply as the industry ...

Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
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