Youtube·2025-12-22 15:30Robo Taxi Industry - Uber and Lyft are partnering with BYU to launch driverless taxi trials in London by 2026, leveraging new legislation that assigns liability to self-driving operators [4] - Whimo, owned by Alphabet, temporarily paused its driverless ride-hail service in the Bay Area due to widespread power outages but has since resumed operations [2][3] - Tesla's robo taxis were unaffected by the power outages, highlighting the competitive landscape in the robo taxi sector [3] Honeywell - Honeywell announced a one-time legal charge of approximately $470 million in Q4 related to a long-running litigation with Flexjet, which has affected its profit and revenue guidance [7][9] - The company has lowered its full-year adjusted EPS forecast to between $970 million and $980 million, down from previous estimates, but maintains expectations for strong organic growth of 6% to 10% [9][10] Oracle - Wells Fargo remains bullish on Oracle, reiterating an overweight rating and setting a price target of $280, indicating over 40% upside potential from current levels [11][12] - Concerns about Oracle's dependence on OpenAI and financing issues related to Luau Capital have contributed to recent stock weakness, but Wells Fargo believes the sell-off is overdone [12][13] - Positive momentum is building for Oracle, particularly due to its deal to run TikTok's US operations and OpenAI's recent capital raise, which alleviates some funding concerns [13]