Calls of the Day: Uber, Datadog, UnitedHealth, Chubb and FTAI Aviation

Stock Recommendations & Analysis - JP Morgan reiterated Uber as a top pick, expecting it to be an important player in the AV ecosystem due to its partnerships and investment in building use cases [2] - BFA has a buy rating on Data Dog, highlighting its market share capture in cloud security [6][7] - Argus reiterated a buy rating for Chubb, viewing the pullback as a buying opportunity [10] - RBC Weiss maintains a $200 target for FTA, seeing follow-on selling as a reaction to a slight earnings miss, but remains positive as rates come down [11] Company Performance & Market Sentiment - Uber's stock performance is perplexing to some despite positive factors, possibly due to concerns about Whimo and Tesla, and a shift away from "sexy" market segments [2][3] - Uber's stock has been relatively flat since May, despite previously making an all-time high [4][5] - Data Dog is expected to report good earnings, with strong price momentum established in 2025 [6][7] - United Health was downgraded to a hold by Deutsche Bank, despite a good quarter with better-than-expected revenues and slightly higher margins [7][8] - United Health's guidance was firm, indicating higher premiums and effective cost control [9] - Healthcare sector is viewed as a minefield due to broad troubles [10] - Insurance sector has lost fundamental and technical momentum [10]