Delphi Technologies jumped more than 60% premarket after it agreed to be acquired by BorgWarner. The $3.3 billion deal combines two major producers of auto parts.

As young, nimble companies are building a future of mobility less reliant on vehicle ownership, one chip company is in the right place, with the right product.

Almost anything related to auto is getting hit on Tuesday.

While everyone's fixated on Tesla and Nvidia for autonomous driving exposure, investors are missing out on these two big self-driving car stocks.

The company is banking on its software experience and the breadth of its chip lineup as it does battle in a competitive self-driving hardware market.

Even more impressive than the chipmaker's hardware reveals were Nvidia's software announcements and demos.

The company has enough irons in the fire to make it a road-worthy investment.

Just think of the positive impact that auto sales will have on September retail sales. Meanwhile, Ford's new CEO just dropped the hammer.

Delphi currently has a turnkey self-driving system called CSLP that it intends to distribute to smaller automakers in 2019 for production in 2021.

"For 2023, we again expect solid growth in our two most important measures of success: revenue and free cash flow," said CFO Jim Kavanaugh.

"I am deeply sorry for the impact to our employees and customers," said Southwest CEO Bob Jordan.

"We achieved these results while continuing to invest in broadband, our 10G network evolution, Xfinity Mobile, Peacock, and theme parks, and we also took cost actions to further our growth in the future," said CEO Brian Roberts.