June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
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NVIDIA & SDVs: Full-Stack Headwinds Vs Physical AI Opportunity
Despite Nvidia's automotive segment being 1% of revenue, it leads China's EV chip market. But in-house silicon, export risk, and XPeng's full-stack...
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Apple Hopes New Tools Will Help It Dominate Smartphone Based AI: AI Readings
A review of some of the latest news involving artificial intelligence, with a particular focus on items that potentially affect public companies....
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May U.S. Auto Sales: SAAR Below 17.0m Units, Back to Pre-Hurricane Harvey Levels
May SAAR of 16.9m units came below 17.0m units for the first time since August 2017, just prior to Hurricane Harvey. With Memorial Day weekend...
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Autonomous Driving- Intel's Mega-Billions Gamble
Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...
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