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Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
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