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BlackBerry and Mobileye are surging together while their closest hardware peer sits frozen, and that split tells you something important about who is actually buying and why.
Aurora Innovation (AUR) stock has gained about 54% over roughly nine months, from the middle of December 2025, against about 13% for the S&P 500. A run like that usually means the market fell for a technology story. This one is duller. Over those months Aurora put driverless trucks onto a production line and signed the carriers to run them.
Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.
Safroadu Yeboah-Amankwah's $100,175 purchase signals confidence in the autonomous driving company despite the CEO stepping down.
Investing.com - U.S. stock futures were mixed on Monday, with technology stocks pointing to a firmer open, as investors scaled back bets on an impending Federal Reserve rate hike and looked ahead to a fresh batch of retail-sector earnings this week.
According to Intel’s latest filings with the Securities and Exchange Commission (SEC), the company held a steady 15.3 million shares of Joby and 50 million Class A shares of Mobileye as of both March 31 and June 30.
Yeary's $98,600 purchase through a revocable trust increased his total holdings by 16%, signaling confidence in the autonomous driving technology leader despite recent weakness.
Qualcomm said on Wednesday it has signed a long-term deal to supply chips for German luxury automaker BMW's future digital cockpit and advanced driver-assistance systems through the next decade. The agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The deal includes Qualcomm's Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which the companies said would establish the hardware basis for BMW's AI-led platforms.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...
Mobileye Global (NASDAQ:MBLY) shares surged nearly 10% in premarket trading on Thursday after the autonomous driving technology company reported second-quarter earnings well above Wall Street expectations and increased its revenue and profit guidance for the full year. The stronger outlook was supported by solid operational performance and the financial benefits of Israel’s new research and development incentive programme.
Mobileye (MBLY) delivered earnings and revenue surprises of +216.67% and +4.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The consensus price target hints at a 46.9% upside potential for Mobileye (MBLY). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Cloud-based ADAS agreement boosts investor sentimentMobileye Global Inc. (NASDAQ:MBLY) shares gained 5% on Tuesday after the company announced that its Cloud-Enhanced Advanced Driver Assist technology will be deployed in selected future Stellantis (NYSE:STLA) vehicles beginning in 2027.
Intel (NASDAQ: INTC) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto. Foundry Momentum Carries Intel. ... Intel vs Qualcomm: Which AI Stock Is The Better Buy
Intel is trying to rebuild its chipmaking edge, while Qualcomm is leaning on profits, cash flow, and expansion beyond mobile. Investors comparing the two stocks have to decide which chip strategy offers the clearer path to returns in 2026.
The company disclosed two separate updates on Wednesday regarding its plans to scale its robotaxi services internationally.
Shares of BlackBerry (NYSE:BB) are up 18% in midday trading Friday, leading a sharp rotation into automotive AI software names. Mobileye (NASDAQ:MBLY) stock is higher by 4%, Aurora Innovation (NASDAQ:AUR) stock is climbing 2%, and NVIDIA (NASDAQ:NVDA) is down 1%. The dispersion is striking. Year to date, BlackBerry stock has surged 107% and Aurora Innovation ... BlackBerry Soars 18%, Mobileye Climbs 4%, Aurora Innovation Rises 2% While NVIDIA Drifts: Automotive AI Trade Picks a New Leader
CPRT beats Q3 estimates as higher selling prices and a richer revenue mix offset lower unit volumes and softer insurance activity.
Mobileye Global (MBLY) has drawn investors’ attention after Q1 FY2026 results showed 27% year-over-year revenue growth, higher operating income guidance, and an authorized US$250 million share repurchase program, along with progress in autonomous driving projects. See our latest analysis for Mobileye Global. The Q1 FY2026 update and share repurchase news came after a sharp near term rebound, with a 27.32% 30 day share price return and a 9.03% 90 day share price return, even though the year to...
WPRT beats Q1 estimates as Cespira HPDI demand lifts revenues, but liquidity concerns remain after cash burn and FX losses pressured results.
Mobileye Global recently reported stronger-than-expected Q1 2026 results, raising its full-year revenue and adjusted operating income guidance on the back of higher EyeQ shipments and operating leverage while also announcing a new design win with Mahindra and progress in its robotaxi and advanced driver programs. This combination of upgraded guidance, fresh customer traction, and visible advancement in next-generation autonomous initiatives gives investors more concrete data on how...
We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Intel Corporation (NASDAQ:INTC) ranks 5th on this list. Intel Corporation (NASDAQ:INTC) stock has rallied since the firm posted earnings for Q1 2026 earlier this month. However, finance influencers on social media are not […]
Mobileye Global Inc. (NASDAQ:MBLY) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 24, 2026, Raymond James lowered its price target on Mobileye Global Inc. (NASDAQ:MBLY) to $14 from $16 while maintaining an Outperform rating. The firm said the Q1 beat and higher 2026 outlook suggest upside to full-year […]
Netflix leads a list of consumer discretionary stocks adding significant buyback capacity as their shares struggle to move higher.
RIVN beats Q1 estimates as deliveries jump and software surges, but rising costs and automotive losses weigh on margins and cash flow outlook.
LKQ Q1 revenues top estimates as pricing and mix offset softer volumes, but margins face pressure from tariffs, costs and weaker claims demand.
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