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business1d ago
BlackBerry Soars 18%, Mobileye Climbs 4%, Aurora Innovation Rises 2% While NVIDIA Drifts: Automotive AI Trade Picks a New Leader
- BlackBerry jumps 18% on QNX revenue growth and new design wins with BMW and Volvo.
- Mobileye rises 4% after Q1 revenue of $558M, up 27% year over year.
- Aurora Innovation climbs 2% on record miles with major logistics partners.
- NVIDIA drifts as investors rotate toward automotive software plays.
- Market rotation centers on automotive software as a growth path.
- QNX backlog nears $950 million with 275 million devices onboard.
- Mobileye raised FY26 revenue guidance to up to $2.02 billion.
- Analysts note a split within automotive AI, not a broad AI bet.
- Watch list highlights QNX momentum and potential upside for BB stock.
- NVIDIA’s five-year performance contrasts with BB, MBLY, and AUR gains.
- Analysts expect ADAS demand to firm as watchful investors monitor outcomes.
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