BlackBerry Soars 18%, Mobileye Climbs 4%, Aurora Innovation Rises 2% While NVIDIA Drifts: Automotive AI Trade Picks a New Leader
Key takeaways
- 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.
Black Berry Soars 18%, Mobileye Climbs 4%, Aurora Innovation Rises 2% While NVIDIA Drifts: Automotive AI Trade Picks a New Leader metamorworks / Getty Images David Moadel Fri, May 22, 2026 at 11:35 PM GMT+7 4 min read BB MBLY AUR NVDA BMW.DE Quick Read Black Berry (BB) stock surged 18% on record QNX segment revenue of $78.7M, up 20% Yo Y, with the embedded operating system now in 275M+ vehicles 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.