NVDA stock recently hit record highs, but its upcoming earnings report could be the next major catalyst.
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Uber beat Q1 EPS and forecast strong Q2 gross bookings as Mobility and Delivery demand stayed resilient despite Middle East tensions.
Baidu (NASDAQ:BIDU) reported a return to revenue growth in its first quarter of 2026, with management emphasizing that artificial intelligence has become the company’s primary growth engine and now accounts for a majority of its general business revenue. Co-founder and Chief Executive Robin Li said
In early May 2026, Uber Technologies, Inc. reported first-quarter revenue of US$13.20 billion, up from US$11.53 billion a year earlier, while net income fell to US$263 million from US$1.78 billion, and Uber Eats added more than 1,500 Ulta Beauty stores for on-demand retail delivery across the U.S. Taken together with rising Uber One membership and expanding retail and beauty partnerships, these results highlight how Uber is broadening beyond core ride-hailing into a wider everyday services...
When the CEO of America’s largest appliance maker compares today’s demand to the 2008 financial crisis, it’s worth pausing before you swipe for that new fridge. On the latest earnings call, Whirlpool chief Marc Bitzer told investors that “this level of industry decline is similar to what we have observed during the global financial crisis ... Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items
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Recently, Cerebras went public with the largest IPO of the year, but it is still far away from the big names in the AI space.
A San Francisco Uber driver thought bigger vehicles would lead to bigger paydays. Instead, the strategy left him buried under two car loans, falling behind on payments and asking personal finance expert Dave Ramsey whether voluntarily giving the cars back...
Rivian Automotive (NasdaqGS:RIVN) has secured a multi billion dollar order from Uber for up to 50,000 R2 SUVs. The vehicles are planned to be used as part of Uber's future robotaxi fleet focused on autonomous services. The agreement deepens Rivian's push beyond consumer EVs into commercial and autonomy focused partnerships. Rivian shares last closed at $13.79, with the stock down 3.0% over the past week and down 20.0% over the past month. Over the year to date, the share price is down...
Ibotta’s first quarter performance reflected a mix of improving commercial execution and ongoing product transformation, with management attributing the gradual revenue recovery to efforts in expanding the supply of promotional offers and adding new publisher partners. CEO Bryan Leach emphasized that the sales team’s ability to secure deeper and broader partnerships was central to near-term progress. Additionally, the introduction of exclusive deals with Uber and Giant Eagle highlighted Ibotta’s
Uber Technologies (UBER) is back in focus after a busy start to 2026, with strong first quarter results, rapid Uber One membership growth, larger investments in AI and autonomous vehicles, and new retail partnerships. See our latest analysis for Uber Technologies. Recent news around Q1 2026 results, Uber One milestones, and new partnerships has coincided with a 90 day share price return of 7.29%, yet the year to date share price return is down 9.38%. Over a longer horizon, the 3 year total...
Most people will focus on the Lime IPO, but there's a bigger opportunity with Uber.
While UBER stock has dipped so far this year, Wall Street sees massive upside ahead.
Uber’s first quarter was marked by strong operational execution, with a 14.5% increase in sales and significant improvements in both profitability and user engagement. Management credited robust growth in both Mobility and Delivery segments, expanded product offerings, and disciplined cost management for the positive market reaction. CEO Dara Khosrowshahi highlighted the impact of new services such as Uber Reserve and cross-platform integration, stating these initiatives are “designed to deepen
Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.
SoftBank exited several holdings in the first quarter while cutting its T-Mobile stake.
Insights from Robert Karr (Trades, Portfolio)'s First Quarter 2026 13F Filing
(Bloomberg) -- Signs that Delivery Hero SE may be preparing to sell more assets have powered the beaten-down stock to the best week since its 2017 listing. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Nigerian Tycoon Femi Otedola Buys £53 Million London MansionTrump Says China Offered Help on Iran as Ship Taken Near UAEShares in th
Uber stock and DoorDash stock have slumped his year despite strong overall demand for food-ordering and app-based rides.
Rapido has driven its growth by enabling ride-hailing for lower-cost and more flexible modes of transport such as motorbikes and autorickshaws.
Uber Technologies Inc.’s (NYSE:UBER) partnership with Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo could reportedly hit a sour note as executives from the ride-hailing giant have criticized the latter’s expansion. Waymo’s Expansion, Scary San Francisco Moment Uber executives have painted AV-only operators like Waymo as less scalable and less reliable than a hybrid approach, with human drivers and Robotaxis being offered on ride-hailing platforms, Business Insider reported on Thursday. Read
May 15 (Reuters) - The U.S. Justice Department is close to dropping criminal fraud charges against Gautam Adani, an Indian billionaire, two sources familiar with the matter told Reuters.
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As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.
Payments provider dLocal on Thursday reported a 10% dip in its first-quarter net profit missing analyst estimates as a one-off tax charge and higher expenses offset a surge in payment volumes. Net profit for the period hit $41.9 million, falling short of the $48.9 million expected by analysts. Total payment volume (TPV) surged 73% to $14.1 billion, up from $8.1 billion a year earlier.
Uber Technologies is back in focus after an updated analyst fair value estimate moved from US$103.46 to US$105.01, a modest shift that still reflects a careful reassessment of the stock. Behind this adjustment is a mix of optimism and caution around automation plans with partners like Nvidia and Zoox, the integration of deals such as Blacklane, and how management handles capital returns. Read on to see what is driving this evolving narrative and how you can track it over time. Stay updated as...