US Autos and Industrial Tech: 5 Days in 5 Minutes

This report provides a weekly update on US Autos and Industrial Tech news, covering guidance changes from BMW, strong results from Jabil, and advancements in autonomous vehicle strategies from Mobileye and Uber.

Key Takeaways

• 1.BMW lowered 2026 guidance due to headwinds in China and Middle East conflict.
• 2.Jabil delivered strong 3QFY26 results with strength in datacenter/AI revenue.
• 3.Mobileye plans to enter the robotaxi business directly, aiming for initial deployment in 2027.

Table of Contents

• Key news from the week
• Autos
• Industrial Tech
• Autonomy & Physical AI
• Notable industry data
• Stock performance from the week
• Key upcoming events
• Disclosure Appendix

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