
BlackBerry just posted record QNX results and raised its full-year outlook, yet the stock is sliding anyway. Understanding what is spooking investors reveals a tension at the heart of the company's growth story.
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BlackBerry just posted record QNX results and raised its full-year outlook, yet the stock is sliding anyway. Understanding what is spooking investors reveals a tension at the heart of the company's growth story.

Mobileye Global (MBLY) is back in focus after two leadership adjustments dated 3 September 2026, including the designation of a new principal operating officer and a shift in its business development leadership structure. Recent trading has been rough for Mobileye Global, with the share price down 14.95% over the past month and 31.61% year to date, while the 1-year total shareholder return has fallen 45.88%. This points to fading momentum even as leadership responsibilities are...

Coretura just handed BlackBerry its first named design win for Alloy Kore, sending shares surging well past the broader software sector, but the deal comes with no contract value, no revenue timeline, and an earnings report less than 48 hours away.

Mobileye Global has seen its share price come under heavy pressure, and that drop puts fresh focus on a simple question for investors who still follow the story: Is the current valuation of the stock supported by the sales the business is generating today and is expected to produce over time? The share price has fallen 80.1% over the past 3 years, which puts a lot of weight on whether the revenue base can underpin the remaining equity value. Mobileye's recent investment in Beep, Inc. to...

A Cramer lightning-round call just sent BlackBerry shares surging ahead of a quarterly report that could either validate the QNX software story or unwind the entire move in a single session.

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.

CYD vs. MBLY: Which Stock Is the Better Value Option?

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.

Mobileye is losing money, trading below book value, and largely absent from Intel's investor pitch, yet it just led a venture round for a Florida shuttle startup with ambitions far beyond Orlando. What that check reveals about the future of this impaired asset inside a resurgent corporate giant will matter to every Intel shareholder.
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.

Download the Complete Report Here Einride AB (ENRD) Signed Demand Starts Converting; 2H26 Growth Acceleration and Fleet Scale Advance Path to 2028 Cash Flow Breakeven Key Takeaways: H1 constant-currency revenue grew 26% to $27 million, with H2 growth guided to 60%-73% as signed capacity moves into deployment. Amazon’s 75-truck rollout and 500-truck Tesla Semi program […] The post Einride AB Reports Growth Acceleration & Fleet Scale Moves Towards 2028 – Quarterly Update Report appeared first on E

Safroadu Yeboah-Amankwah's $100,175 purchase signals confidence in the autonomous driving company despite the CEO stepping down.

Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated bet says more about CEO Lip-Bu Tan's grand vision than any earnings call ever could.

Mobileye Global stock is caught between two very different valuation signals right now, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a sizeable gap to the current price, while traditional market multiples lean expensive and the broader value checks are unsupportive. Over the past 3 years, Mobileye Global shareholders have seen the share price decline about 73%, which puts recent short term gains in the context of a longer period of weak...

Mobileye Global (MBLY) has drawn investor attention after recent trading left the stock at a last close of US$8.92. The move comes in the context of a weaker year-to-date performance and a loss-making bottom line. See our latest analysis for Mobileye Global. Recent trading has been mixed for Mobileye Global, with a modest 7 day share price return of 1.94% and a 30 day share price decline of 3.25%. The year to date share price return is down 20.57% and the 1 year total shareholder return has...

Mobileye, Ondas Holdings and Palladyne AI have each fallen under $10, but for different reasons, ranging from leadership uncertainty to dilution concerns to thin analyst coverage.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.
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.

Mobileye Global (NASDAQ:MBLY) said inventory held by its Tier 1 customers stood at roughly five weeks, compared with a typical range of four to five weeks, as automakers maintain somewhat higher safety stock amid supply-chain constraints. Speaking at Canaccord Genuity’s growth conference, Chief Com
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.
Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]
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.
Innoviz Technologies (NASDAQ:INVZ) reported record second-quarter revenue of $18.1 million as higher recognition of non-recurring engineering, or NRE, revenue tied to customer milestones helped lift results. The lidar developer also said it is expanding into defense and homeland-security application
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.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at recent market action in the semiconductor sector (^SOX).

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at recent market action in the semiconductor sector (^SOX).
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...
GM raised profit guidance on steady pricing and strong truck sales, while Mobileye's unit growth masked falling per-system prices and a founder's planned departure.
Mobileye beat second-quarter expectations while raising full-year guidance, but shares plunged roughly 15% after founder and CEO Amnon Shashua announced he is stepping down once a successor is named.
Mobileye Global has seen its fair value estimate adjusted from US$13.29 to US$12.66, mirroring a price target range that is now more clustered in the high single digits to low teens. This shift lines up with research that has turned more cautious, pointing to CEO transition risk, changing expectations for the second half of 2026, and a wider debate over how much to credit robotaxis and humanoid robotics in current valuations. Read on to see how these moving pieces shape the evolving analyst...
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