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From Rides To Robots: Uber's Path Through The AV And AI Era
Seeking Alpha· 2026-02-18 16:48
I recently wrote on Uber Technologies ( UBER ) back in November 2025. The article was titled Go From Rides To Riches With Uber Technologies . I discussed within the article that itI am always on the lookout for businesses that have a strong cash generating ability and a strong enough competitive advantage that I can be sure they will be around for the next decade, and at a price where I can be as sure as possible that I can achieve at least 15 percent annualized returns, or else companies whose price is dee ...
Snap: MAU Growth Creates Upside Catalyst

Seeking Alpha· 2026-02-18 16:45
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNAP, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...
Snap: MAU Growth Creates Upside Catalyst (NYSE:SNAP)
Seeking Alpha· 2026-02-18 16:45
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNAP, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether ...
Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors (NASDAQ:AMZN)
Seeking Alpha· 2026-02-18 16:45
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...
RTX Corporation (RTX) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-18 16:45
PresentationGlobal Industrial Tech and Mobility Conference. We're very excited to have Chris Calio, RTX's Chairman and CEO, for a chat with us about a lot of different themes in aerospace and defense. Chris, if you have any initial comments, I want to pass it off to you, and then we'll hit it.Christopher CalioChairman & CEO Well, thanks, John, and great to be here this morning with everybody. Maybe just one housekeeping item, of course, may be making some forward-looking statements today, subject to all tho ...
Jacobs Solutions Inc. (J) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 16:45
Group 1 - Barclays Bank PLC is hosting a session at the Industrials Conference featuring Jacobs' CEO and CFO [1][2] - The format of the session includes a fireside chat with audience participation encouraged through interactive gadgets [2]
Union Pacific Corporation (UNP) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-18 16:45
Group 1 - The discussion focuses on developments in mergers and acquisitions (M&A) and the business outlook for Union Pacific (UNP) [1] - Audience engagement is encouraged, with questions about current ownership and sentiment towards Union Pacific [2] - There is an inquiry regarding the through-cycle earnings per share (EPS) performance of Union Pacific compared to its peers [2]
Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors
Seeking Alpha· 2026-02-18 16:45
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Amazon.com, Inc. ( AMZN ) stock has lost 17% since my last report . The stock price decline was driven by tech sector weakness as investors process growing capital expenditures with an apparent lack ofDhierin-Perkash Bechai is an aerospace, defense ...
REIT Earnings Halftime Report
Seeking Alpha· 2026-02-18 16:41
Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Hoya Capital Research & Index Innovations ("Hoya Capital") is an affiliate of Hoya Capi ...
Emerson Electric Co. (EMR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-18 16:35
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