Uber, Lucid Motors, and Nuro have revealed the production-intent version of their collaborative robotaxi at the 2026 Consumer Electronics Show, and TechCrunch got a sneak peek ahead of the reveal.It’s a vehicle that’s been in the works for more than half a year now, part of a deal that saw Uber invest $300 million into Lucid and commit to buying 20,000 of the company’s EVs. On Monday, the companies said the robotaxi is already being tested on public roads ahead of a planned commercial service launching in t ...

Core Viewpoint - Melius downgraded Uber Technologies from Hold to Sell with a price target of $73, leading to a more than 1% decline in shares on the day of the downgrade [1] Group 1: Company Position and Competition - Uber is recognized as the clear global leader in ride-sharing and delivery, but this leadership exposes the company to significant risks from increasing competition [2] - The analyst highlighted that competition from autonomous vehicles is expected to rise significantly starting in 2026, which could negatively impact returns for Uber, regardless of whether it partners with new entrants or competes against them directly [3] Group 2: Valuation and Growth Concerns - Although Uber's valuation appears inexpensive, it is suggested that this valuation assumes steady-state growth with minimal impact from competitive threats [3] - Melius warned that if growth slows or if competitors like Waymo or Tesla pursue further standalone expansion in the U.S. market, there could be downside risks not fully reflected in current valuations [4]

Analysts at Melius Research downgraded Uber stock to Sell from Hold in a research note Monday. ...

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Valued at $169.7 billion, Uber Technologies (UBER) is much more than just a ride-hailing app now. It has transformed into a global, AI-powered marketplace for mobility, delivery, and local commerce, all designed to connect people, businesses, and opportunities in real time at massive scale. The company is fully focused on building a profitable, cash-generating business. This is probably why Wall Street is strongly bullish about UBER stock and expects it to climb 84% in 2026 following its 29% climb last yea ...

Investment Philosophy - The company focuses on accumulating quality compounders at a discount, emphasizing sustainable wealth through long-term compounding rather than speculative investments [2] - The investment strategy targets companies with strong growth potential, shareholder-friendly capital allocation, and minimal dilution, supported by favorable secular trends [2] Sector Focus - Primary sectors of interest include Technology, Autonomous Vehicles (AVs), Logistics, and Fintech, indicating a diverse investment approach [2] Methodology - The company employs deep fundamental analysis to identify asymmetric risk opportunities, where the market may misjudge a company's competitive advantages or future growth [2] - A quantitative mindset is utilized to stress-test valuations against various market scenarios, ensuring robust investment decisions [2] Current Holdings - Top high-conviction holdings include Uber, Google, and Brookfield, reflecting a focus on companies with strong market positions and growth prospects [2] Performance Goals - The objective is to achieve an annualized portfolio growth rate of 15% or higher by capitalizing on market dislocations [2]

Core Insights - Uber Technologies (UBER) is reportedly in discussions to acquire parking startup SpotHero, which would enable Uber to offer reserved parking for drivers [1][10] - SpotHero, valued at approximately $290 million, operates in over 400 North American cities, allowing users to reserve parking spaces [2] - The acquisition would diversify Uber's revenue streams beyond its core ride-hailing business [2] Group 1: Business Expansion and Diversification - Uber has diversified its operations over time, expanding into food delivery and freight services, which is crucial for mitigating risks [3] - Recent partnerships, such as with ALDI, enhance Uber Eats by providing a selection of fresh groceries for delivery, further broadening its service offerings [4][10] - The acquisition of Dantaxi last year has positioned Uber as a leading mobility platform in Denmark, showcasing its commitment to growth through strategic acquisitions [4] Group 2: Financial Performance and Valuation - Uber's shares have increased by 26.5% over the past year, underperforming compared to the Zacks Internet-Services industry's growth of 58.9% [5] - The company trades at a 12-month forward price-to-sales ratio of 2.82X, which is considered inexpensive relative to its industry and competitor DoorDash [8] - The Zacks Consensus Estimate for Uber's earnings has shown positive revisions over the past 60 days, indicating an upward trend in earnings expectations [11]

Financial giants have made a conspicuous bullish move on Uber Technologies. Our analysis of options history for Uber Technologies (NYSE:UBER) revealed 13 unusual trades.Delving into the details, we found 53% of traders were bullish, while 30% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $99,453, and 10 were calls, valued at $634,535.Predicted Price RangeBased on the trading activity, it appears that the significant investors are aiming for a price territory stret ...

若此次收购达成，优步将得以拓展停车服务业务，与其现有网约车业务形成互补。 据报道，全球网约车与配送平台优步(UBER.US)正考虑收购停车应用平台SpotHero。该平台可支持用户 在各大城市提前查找并预订停车位。 总部位于芝加哥的停车预订平台SpotHero在过往多轮风险融资中共筹集约1.18亿美元，最近一次为2019 年由麦格理资本领投的5000万美元D轮融资。 依托业务发展势头，SpotHero曾于2023年11月下旬与优步达成合作，助力后者在北美市场推出点对点汽 车共享服务Uber Carshare。不过，该项服务已于2024年9月停止运营。 ...

Market Performance - The US stock market continued its post-Christmas pullback, with all three major indices closing lower, marking a subdued end to 2025. The S&P 500 index fell by 0.74% to 6845.5 points, the Nasdaq Composite dropped by 0.76% to 23241.99 points, and the Dow Jones Industrial Average decreased by 0.63% to 48063.29 points [1]. - For the year, the S&P 500 recorded an annual increase of 16.39%, while the Nasdaq managed a 20.36% rise, achieving over 20% growth for three consecutive years. The Dow Jones also rose by 12.97%, marking a similar performance for the third year in a row [3]. Individual Stock Performance - Among the top performers in the S&P 500, four storage giants—SanDisk, Western Digital, Micron Technology, and Seagate Technology—led the annual gains. Semiconductor stocks like Lam Research, AI application leader Palantir, and Comfort Systems, which provides HVAC solutions for data centers, also featured prominently [3]. - In the tech sector, only Google and Nvidia among the "Big Seven" tech companies outperformed the benchmark index in 2025 [8]. Commodity and Sector Movements - US silver futures experienced a significant drop of 9% due to a second margin increase by the CME Group within a week, negatively impacting the mining sector. Companies like Endeavour Silver and Silvercorp Metals saw declines of over 4% and 2.8%, respectively [11]. Chinese Stocks - The Nasdaq Golden Dragon China Index closed down 1.13% but recorded an annual increase of 11.33%. Notable Chinese stocks included Alibaba, which rose over 75%, and Netease, which increased by 58.28% [12]. Corporate News - Warren Buffett officially retired as CEO of Berkshire Hathaway on December 31, 2025, after a long tenure, although he will remain as chairman of the board [13]. - Tesla achieved a milestone with a driver completing a coast-to-coast journey using full self-driving technology, marking a significant advancement in autonomous vehicle capabilities [15]. - Nvidia and AMD are expected to enter a "year-long price increase cycle" for GPUs, driven by rising memory costs, with flagship models potentially reaching prices as high as $5000 [16]. - Trump Media & Technology Group announced plans to issue a new cryptocurrency to shareholders, despite a significant annual decline in stock value [17]. - Brookfield Asset Management is launching a cloud computing business to challenge tech giants like Amazon, aiming to reduce AI development costs [18]. - Uber is in talks to acquire the parking app SpotHero, which could create synergies between ride-hailing and parking services [19].