Most tech executives have a practiced answer when AI and jobs come up. They talk about new roles. They mention productivity. They invoke history. Uber CEO Dara Khosrowshahi is not doing any of that. In a recent interview on The Diary of a CEO with Steven Bartlett, Khosrowshahi said he has heard executives privately admit the true scale of AI disruption. Then he watched those same people go on television and tell audiences everything will work out fine. "I understand the incentive," he said. Being honest ...

证券研究报告——晨会聚焦 2026 年 3 月 24 日 | 3 月金股组合 | | | --- | --- | | 股票代码 | 股票名称 | | 0119.HK | 保利置业集团 | | 000099.SZ | 中信海直 | | 601872.SH | 招商轮船 | | 600352.SH | 浙江龙盛 | | 002409.SZ | 雅克科技 | | 002709.SZ | 天赐材料 | | 300760.SZ | 迈瑞医疗 | | 605338.SH | 巴比食品 | | 1579.HK | 颐海国际 | | 601888.SH | 中国中免 | | 689009.SH | 九号公司-WD | | 688630.SH | 芯碁微装 | 中银晨会聚焦-20260324 ■重点关注 【交通运输】交通运输行业周报*王靖添。航运方面，霍尔木兹通航受阻下 VLCC 转向延布红海通道，西非航线补位对冲外运缺口。航空货运方面，中 东局势扰动外溢导致亚欧空运运力仍偏紧且附加费承压，国泰货运取消迪拜 与利雅得货班至 3 月 31 日并增投欧洲运力。交通新业态方面，英伟达宣布 扩大与 Uber、Lyft 合作并开源推理 ...

Rivian isn't out of the woods yet, but the startup electric vehicle manufacturer is on the right path following its recent partnership with Uber, according to a new note from analysts at JPMorgan. Last week, on March 19, Rivian and Uber announced a partnership in which Uber will invest up to $1.25 billion in Rivian and deploy as many as 50,000 autonomous R2 vehicles on its ride-hailing platform. The vehicle's autonomous rides are expected to launch in San Francisco and Miami in 2028, with plans to expan ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q1, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential mult ...

Last week, Rivian (RIVN) and Uber (UBER) completed a $1.25 billion deal for up to 50,000 R2 robotaxis. The two dealmakers — Rivian CEO RJ Scaringe and Uber CEO Dara Khosrowshahi — have known each other for years, and the agreement was in the works for some time. “Transportation, mobility is a small world, so I've known Dara for a long time,” Scaringe told Yahoo Finance in an exclusive interview. “We’ve been talking about this deal for maybe about a year, but different versions of it, and it’s hard to defi ...

Most investors still think of Uber Technologies (NYSE: UBER) as a ride-hailing company. Some may also know its food delivery business, Uber Eats. But that framing is starting to look incomplete. Behind the scenes, Uber is steadily expanding into a much larger opportunity, one that goes far beyond transporting people and delivering meals. The company is positioning itself at the center of local commerce and logistics, a market measured in the trillions of dollars globally. Will AI create the world's first ...

Uber co-founder Travis Kalanick has confirmed that he has quit California and relocated his personal business interests to Texas. ...

【中信证券科技】Robotaxi跟踪260322：GTC大会密集落地Robotaxi生态合作 【Uber】 —3月16日，NVIDIA宣布与Uber深化合作，将基于DRIVEHyperion平台和全新Alpamayo推理AI模型，打造全栈L4级 自动驾驶Robotaxi车队，计划2027年上半年在洛杉矶和旧金山首发，2028年扩展至全球28个城市。 BYD、现代、日产、吉利新加入DRIVEHy 【中信证券科技】Robotaxi跟踪260322：GTC大会密集落地Robotaxi生态合作 【Uber】 —3月16日，NVIDIA宣布与Uber深化合作，将基于DRIVEHyperion平台和全新Alpamayo推理AI模型，打造全栈L4级 自动驾驶Robotaxi车队，计划2027年上半年在洛杉矶和旧金山首发，2028年扩展至全球28个城市。 —3月19日，文远知行宣布进入斯洛伐克市场，与ELEVATE Slovakia建立战略合作，启动该国首个自动驾驶项目 ， 计划2026年上半年在布拉迪斯拉发启动测试，后续扩展至科希策等城市，这是欧洲首个大规模多产品自动驾驶商 业部署。 【Waymo】 —3月19日前后，Wa ...

Core Viewpoint - Uber Technologies, Inc. is considered a strong investment opportunity due to its strategic partnerships in autonomous vehicles, which are expected to enhance its growth prospects in the rideshare and robotaxi markets [1][2]. Group 1: Investment Ratings and Price Target - Analysts at BTIG have reiterated a Buy rating on Uber with a price target of $100, reflecting confidence in the company's future growth [1]. Group 2: Autonomous Vehicle Partnerships - Uber has established several strategic partnerships in autonomous vehicles, including a deal with Nvidia, aiming to launch autonomous vehicles in 28 cities by 2028 [2]. - The collaboration with Nvidia focuses on leveraging Uber's network in Los Angeles and San Francisco by 2027, and the company has already initiated a robotaxi service with Motional in Las Vegas [3]. - Uber is also working with Zoox to deploy purpose-built autonomous vehicles in Las Vegas during the summer [3]. Group 3: Financial Projections - BTIG projects that Uber's rideshare EBITDA will grow by high single digits through 2030, supported by the deployment of 150,000 autonomous vehicles, with a 50% third-party network [3]. Group 4: Company Overview - Uber Technologies, Inc. operates as a technology platform connecting users with transportation and delivery services via a mobile app, offering ride-hailing, food/grocery delivery through Uber Eats, and freight booking [4].

Core Viewpoint - Rivian and Uber are facing profitability concerns and slowing growth expectations, leading to significant stock declines for both companies [1][2]. Company Performance - Rivian's stock has decreased over 33% from its December 52-week high and is down approximately 24.3% year to date [1]. - Uber's stock has fallen about 9% this year and around 22% since its earnings report on November 4 [1]. - Both companies are underperforming compared to the S&P 500, which has declined about 5% year to date [1]. Partnership Announcement - On March 19, Rivian and Uber announced a significant robotaxi partnership, with Uber planning to invest up to $1.25 billion in Rivian [3]. - The partnership aims to deploy up to 50,000 fully autonomous R2 vehicles on Uber's platform, launching in San Francisco and Miami in 2028, with potential expansion to 25 cities by 2031 [3][4]. Financial Results - Rivian reported an adjusted loss of 54 cents per share for the fourth quarter, which was narrower than the expected 68-cent loss, with revenue reaching $1.29 billion, surpassing estimates of $1.26 billion [5]. - For the full year 2025, Rivian's revenue rose 8% to approximately $5.4 billion, and the company reported its first annual gross profit of $144 million, primarily from its software and services segment [6]. - Rivian's automotive business incurred losses of $432 million, and the company is expected to remain unprofitable as it ramps up production of its lower-cost R2 vehicle [6]. Future Expectations - Rivian has revised its expectations, stating it no longer anticipates adjusted EBITDA to turn positive by 2027 due to increased R&D spending related to its autonomous driving roadmap [7]. - The company now expects an adjusted EBITDA loss between $2.1 billion and $1.8 billion in 2026 [9].