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Uber Expands Ulta And Expedia Partnerships As Valuation Debate Persists
Simply Wall St.87d agobullish
Uber Expands Ulta And Expedia Partnerships As Valuation Debate Persists

Uber Technologies (NYSE:UBER) has added more than 1,500 Ulta Beauty stores to Uber Eats for nationwide on-demand beauty and wellness delivery. The company has also expanded in-app hotel booking options through its partnership with Expedia, deepening its presence in travel services. These moves extend Uber's platform beyond ride-hailing and food delivery into retail and trip planning. Uber Technologies, trading at $75.45, is pushing further into retail and travel as it looks beyond its core...

Joby Aviation Q1 Earnings Call Highlights
MarketBeat87d agoneutral
Joby Aviation Q1 Earnings Call Highlights

Joby Aviation (NYSE:JOBY) reported what executives described as another quarter of progress toward commercial electric air taxi operations, highlighting new U.S. demonstration opportunities, certification milestones, manufacturing expansion and a stronger cash position following recent capital raise

Ibotta Q1 Earnings Call Highlights
MarketBeat87d agoneutral
Ibotta Q1 Earnings Call Highlights

Ibotta (NYSE:IBTA) reported first-quarter results ahead of its prior guidance and said it still expects to return to year-over-year revenue growth in the third quarter of fiscal 2026, as the digital promotions company points to improving offer supply, growing third-party publisher activity and new p

Investing.com88d agoneutral
Morgan Stanley outlines 5 key themes across the gig economy

Investing.com -- Morgan Stanley identified five thematic trends across the gig economy following simultaneous earnings from DoorDash Inc (NASDAQ:DASH), Uber Technologies Inc (NYSE:UBER) and Instacart (NASDAQ:CART), while raising its Snap price target 8% to $7.

Assessing Rivian (RIVN) Valuation After Uber’s 50,000 Autonomous R2 SUV Robotaxi Commitment
Simply Wall St.89d agoneutral
Assessing Rivian (RIVN) Valuation After Uber’s 50,000 Autonomous R2 SUV Robotaxi Commitment

Rivian Automotive (RIVN) is back in focus after Uber committed to buy 10,000 autonomous R2 electric SUVs in 2028, with a further 40,000 planned by 2030, spotlighting Rivian’s robotaxi ambitions. See our latest analysis for Rivian Automotive. Despite the Uber robotaxi order and fresh capital from recent private placements, short term momentum has cooled, with a 7 day share price return of a 13.46% decline and a year to date share price return of a 26.88% decline, even as the 1 year total...

Did Hertz’s New Oro Mobility Partnership with Uber Just Shift Hertz Global Holdings' (HTZ) Investment Narrative?
Simply Wall St.89d agobullish
Did Hertz’s New Oro Mobility Partnership with Uber Just Shift Hertz Global Holdings' (HTZ) Investment Narrative?

In early May 2026, Hertz Global Holdings reported first-quarter revenue of US$2,004 million, up from US$1,813 million a year earlier, with its net loss narrowing to US$333 million and loss per share improving to US$1.06. Aeroplan, eBay, Uber, and The Home Depot each announced new collaborations with Hertz, highlighting the company’s push into partnerships, digital retail, and broader mobility services beyond its core rental operations. We’ll now examine how Hertz’s launch of Oro Mobility...

It's Costing More To Use AI Than Human Employees, Nvidia Exec Says
Benzinga90d agoneutral
It's Costing More To Use AI Than Human Employees, Nvidia Exec Says

AI’s purported productivity gains are coming at a cost greater than companies would typically pay humans, according to Nvidia (NASDAQ:NVDA) Vice President of Applied Deep Learning Bryan Catanzaro. "For my team, the cost of compute is far beyond the costs...

As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started
24/7 Wall St.90d agobullish
As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

The most revealing data point from Wednesday’s earnings doubleheader came down to word choice. On May 6, Uber’s CEO said “local” five times and Disney’s CEO said “domestic” 12 times on their respective calls. That linguistic tilt, flagged by the hosts of The Best One Yet, captures a macro shift already showing up in consumer ... As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation
24/7 Wall St.90d agoneutral
Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation

Of everything Uber (NYSE:UBER) said in its Q1 report yesterday, the real story is that Uber One has crossed 50 million members, and those members now drive half of Gross Bookings across Mobility and Delivery. That single fact reframes what kind of company Uber is becoming. Becoming a Membership Business For years, the bear case ... Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation