A growing divide is forming between companies talking about artificial intelligence and those changing how they work. "Play-acting" is how many businesses approach AI, Uber Technologies Inc. (NYSE:UBER) CEO Dara Khosrowshahi said last month at the World Economic Forum in Davos, Switzerland, even as most companies plan to increase spending on the technology. Khosrowshahi said many organizations are "saying the right words" about AI without changing how their operations function. He added that the differe ...

Core Insights - Uber Technologies has launched its ride-hailing service in Macau, marking its first entry into a new Asian market in several years [1][9] - The service allows users to book and pay for taxis in multiple languages and includes a limousine service connecting Macau with Hong Kong, requiring 24-hour advance booking [2] - Uber previously exited mainland China in 2016 and Southeast Asia in 2018, but retains an ownership stake in Grab, which took over its operations in those regions [3][4] Group 1: Market Entry and Service Details - The relaunch in Macau is seen as a strategic move due to the city's appeal to millions of tourists, particularly from mainland China and Hong Kong [5] - Uber is hiring drivers and offering bonuses for completed rides during the current month to support the service's reintroduction [2] Group 2: Financial Performance and Valuation - Uber's shares have increased by over 15% in the past year, while the Zacks Internet-Services industry has seen a 60% growth [6] - The company trades at a 12-month forward price-to-sales ratio of 2.75X, which is considered inexpensive compared to its industry peers [9] - The Zacks Consensus Estimate for Uber's earnings has seen slight downward revisions for the upcoming quarters, with a marginal upward revision for 2025 [12]

Core Viewpoint - The Colombian government has no intention of banning ride-hailing platforms like Uber and Didi, but aims to introduce regulatory tools to standardize industry development [1] Group 1: Regulatory Framework - The transportation bill submitted to Congress is focused on enhancing compliance supervision and promoting the normalization of business activities rather than outright banning ride-hailing services [1] - The Ministry of Transportation and its regulatory authorities have confirmed that public transport services provided through technology platforms are currently legal in Colombia [1] Group 2: Compliance and User Trust - The bill emphasizes the importance of balancing enforcement with user choice and the principle of legal trust, indicating that the approach will not simply involve the prohibition of related platforms [1]

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]

Group 1 - Dow futures rose by 0.05%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.51% [1] - Intel's stock rose by 2.27% following a partnership with SoftBank's SaiMemory to develop next-generation memory technology, aiming for prototype production by the end of FY2027 and commercialization in FY2029 [2] - Tesla's stock increased by 1.16% after SpaceX announced the acquisition of xAI, with a total valuation of $1.25 trillion for the new entity [3] Group 2 - Apple's stock fell by 0.93% as it plans to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades rather than adopting the newer N2P process [4] - Waymo completed a $16 billion funding round, raising its valuation to $126 billion, with plans to expand its autonomous taxi fleet to several international cities [5] Group 3 - AES's stock rose by 6.99% as BlackRock's GIP and EQT are reportedly collaborating to bid for the company, which provides renewable energy services to major tech firms [6] - Uber's stock increased by 0.89% as it announced the restart of its ride-hailing service in Macau, offering various language options and luxury car services [7] Group 4 - Palantir's stock surged by 10.92% after reporting Q4 earnings of $0.25 per share, exceeding expectations, with revenue of $1.41 billion, a 70% year-over-year increase [8] - Tesla launched a new all-wheel-drive version of the Model Y in the U.S. at a price of $41,990, approximately $5,000 lower than the previous base model [9] - Spot gold prices rose nearly 6% to over $4,900 per ounce, while silver prices increased by over 10% [10]

Core Insights - Analysts predict a strong demand environment for Uber Technologies Inc. ahead of its Q4 earnings call, driven by favorable factors such as reduced insurance premiums and solid demand for its mobility services [1][2]. Group 1: Financial Performance - Uber's gross bookings, which include rides and eats, are expected to exceed prior guidance, with FY26 bookings projected to grow in the "high teens %" [3]. - The company is anticipated to report EBITDA growth above the guided range of $2.41 billion to $2.51 billion [3]. - In Q3, Uber reported an adjusted EPS of 81 cents, surpassing market estimates of 69 cents, and generated $13.47 billion in revenue, exceeding the analyst consensus of $13.28 billion, reflecting a 20% year-over-year increase [5]. Group 2: Strategic Focus - Updates on Uber's autonomous vehicle (AV) strategy are expected to be a key focus during the earnings call, with analysts noting that while debates on AV may not be resolved soon, strong Q4 results could act as a positive catalyst for the company's shares [4]. Group 3: Market Reaction - Following the positive earnings report, Uber's stock surged 0.42% to $81.18 during after-hours trading [6].

Core Viewpoint - Uber is launching its ride-hailing service in Macau, marking its first expansion into a new Asian market in years [1] Group 1: Market Expansion - This launch allows passengers to book and pay for taxi services in multiple languages starting from Tuesday [1] - Uber is also offering luxury car services between Macau and Hong Kong, requiring a 24-hour advance booking [1] - This marks Uber's first entry into a new Asian market since selling its China operations to Didi Chuxing in 2016 and exiting Southeast Asia in 2018 [1] Group 2: Operational Details - Uber is actively recruiting drivers to ensure smooth operations in Macau, including bonuses for drivers completing rides this month [1] - The company has not disclosed how many taxis, primarily controlled by local companies, have signed up, indicating that the initial service range may be limited [1] Group 3: Future Plans - Uber's CEO Dara Khosrowshahi stated that the company expects to offer autonomous taxi services in over 10 markets by the end of 2026, with potential new markets including Hong Kong and Japan [1]

Waabi对外表示，这10亿美元包括两部分。一部分是7.5亿美元C轮融资，由科斯拉创投与G2风险投资联合领投。另一部分是来自Uber的一笔以里 程碑方式承诺的未来投资（milestone-based future investment）。 加入轩辕同学 ， 成就新汽车人! 设计 | 甄 尤 美 来 源 | A u t o n e w s ， Wa a b i ， Te c h C r u n c h 编译 | 莫 莉 编辑 | 黄 大 路 当地时间2026年1月28日，加拿大自动驾驶公司Waabi宣布获得总计10亿美元资金，用于加速其自动驾驶卡车系统的商业化，同时把业务延伸到 Robotaxi上。 与资金一同公布的，是一份排他性的Robotaxi合作。 自2022年起，Waabi对外公开表示，其已在真实道路上用配备安全员的测试车进行验证，并在2025年10月完成了首次车内无人的封闭场地测试。 Waabi披露，其搭载Waabi Driver系统的Robotaxi将独家接入Uber平台，双方计划投放不少于2.5万辆车辆，但尚未公布量产车型、落地城市以及具 体时间表。 在Uber停止自研自动驾驶六年后，这次更像成本 ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies, reflecting a shift from the previous quarter's 13.6% growth rate [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

For a long time, Uber (UBER) critics called the company’s “growth at all costs” strategy a poor business model. Some said it will die under the weight of venture capital and subsidies. But prudent stock market professionals always pointed out the importance of Uber’s data. That importance is becoming relevant now as data-hungry AI models look for high-quality data to build and offer new products. In a recent development, Nvidia (NVDA) and Mercedes (MBGYY), in a bid to start a new robotaxi company, have p ...