BlackBerry Soars 18%, Mobileye Climbs 4%, Aurora Innovation Rises 2% While NVIDIA Drifts: Automotive AI Trade Picks a New Leader Quick Read – BlackBerry (BB) stock surged 18% on record QNX segment revenue of $78.7M, up 20% YoY, with the embedded operating system now in 275M+…
hicles and $950M in royalty backlog from design wins at BMW and Volvo. – Mobileye (MBLY) stock rose 4% after Q1 revenue of $558M, up 27% YoY, while Aurora Innovation (AUR) shares gained 2% on record commercial autonomous trucking miles for major logistics partners. – BlackBerry’s QNX software-defined vehicle platform is attracting investors away from mega-cap AI compute plays like NVIDIA (NVDA), the shares of which were down 1% on Friday afternoon. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and BlackBerry wasn’t one of them. Get them here FREE
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 has climbed 90%, while Mobileye has slipped 2.5% and NVIDIA is up 16%. The analyst who called NVIDIA in 2010 just named his top 10 stocks and BlackBerry wasn’t one of them. Get them here FREE.