>> THIS IS "HORIZONS MIDDLE EAST & AFRICA. " OUR TOP STORIES THIS MORNING, ASIAN STOCKS CLIMB AFTER U.S. AND GLOBAL EQUITIES HIT FRESH RECORDS WITH INVESTOR SENTIMENT BOOSTED BY THE FED'S RATE CUT AND ITS UPBEAT VIEW OF THE ECONOMY. UKRAINIAN PRESIDENT VOLODYMYR ZELENSKYY IS PROPOSING A REFERENDUM ON WHETHER TO HAND THE DONBAS REGION OVER TO RUSSIA. U.S. PRESIDENT DONALD TRUMP HAS VOICED HIS FRUSTRATION WITH THE PACE. OF TALKS. OIL RALLIES FROM ITS LOWEST CLOSE IN ALMOST TWO MONTHS. WE SPEAK TO SARA VAKHSHO ...

Core Insights - WeRide and Uber have officially launched Robotaxi passenger rides in Dubai, available through the Uber app, marking a significant step in autonomous mobility [1][2] - The service is currently operational in popular tourist areas, with plans for a fully driverless commercial service by early 2026 [2][3] - This initiative aligns with Dubai's goal of achieving 25% autonomous journeys by 2030, responding to the growing demand for shared mobility [4][5] Company Developments - WeRide aims to deploy tens of thousands of Robotaxis globally by 2030, leveraging its autonomous driving technology tested in over 30 cities across 11 countries [5][6] - Uber's partnership with WeRide and the Roads and Transport Authority (RTA) reflects its commitment to advancing autonomous transportation in the UAE and the Middle East [5][7] - The launch of Robotaxis in Dubai is part of a broader strategy to scale operations in the region, with WeRide currently operating close to 150 autonomous vehicles, over 100 of which are Robotaxis [5][6] Market Context - Dubai's public transport and shared mobility trips reached 153 million in 2024, with shared mobility users increasing by 28% compared to 2023, indicating a robust market for autonomous services [4] - The collaboration between WeRide and Uber positions both companies to capitalize on the growing demand for innovative transportation solutions in a rapidly urbanizing environment [4][5]

Uber CEO Dara Khosrowshahi says the company expects to roll out robotaxis in 10-plus markets by the end of next year, as talks with regulators pick up: https://t.co/8zYEWXfXWL https://t.co/mMDMajwxQj ...

Core Insights - Uber's CEO, Dara Khosrowshahi, identifies robotaxis as a "trillion-dollar-plus" opportunity, with a significant growth market in Asia, expecting to operate in over 10 markets in the Asia-Pacific region by next year [1][2] - McKinsey estimates that the shared-mobility market could reach $1 trillion by 2030 if robotaxis and roboshuttles scale effectively [2] - Japan, Hong Kong, and Australia are highlighted as key markets for Uber's robotaxi services, with an emphasis on the need for transportation in both urban and rural areas due to an aging population [3] Industry Dynamics - The autonomous driving sector is characterized by multiple players, indicating it is unlikely to be a "winner-take-all" market, necessitating collaboration with safe partners and regulators [4] - Uber is already witnessing increased demand for robotaxis, particularly in markets like Austin and Atlanta, which are growing faster than other US markets [5] - Despite the hype, the path to profitability in the robotaxi market remains uncertain, with warnings from analysts about overestimations of market potential [6] Financial Considerations - The high production cost of autonomous vehicles, estimated at around $150,000 per Waymo vehicle, has led to financial losses for major players, including Alphabet's "Other Bets" division, which reported a loss of $1.42 billion in Q3 [7]

Core Insights - The APAC market, particularly North Asia, is identified as a significant growth area for the company, with a focus on rideshare and autonomous vehicle services [1][2]. Market Growth - Over 30% of global first trips in the rideshare category originate from the APAC region, indicating rapid growth in this area [2]. - The company aims to expand its presence in the Asia-Pacific region, with expectations to operate in over ten markets by next year [5][11]. Regulatory Framework - Establishing a regulatory framework is crucial for the rollout of autonomous rideshare services in Asia, with ongoing discussions with local regulators [3][12]. - Japan is highlighted as a potential market for autonomous services, despite its current regulatory challenges [6][7]. Technology and Partnerships - The company is collaborating with various partners, including Baidu, to enhance its autonomous technology offerings [9][10]. - The autonomous mobility market is projected to exceed $1 trillion, with the company planning to leverage its partnerships to access this market [20]. Financial Position - The company is generating close to $10 billion in free cash flow, which is expected to increase significantly, providing ample capital for investments in autonomous technology [26][27]. - There is an interest in recycling investments in strategic partners like Grab and Didi, although the company does not currently need to raise additional capital [28][29]. Geographic Strategy - The company is experiencing faster growth in suburban and rural markets compared to urban centers, with demand for mobility services in less populated areas [30][31]. - In Japan, there is a commitment to address rural transportation needs, reflecting the company's strategy to support local communities [32]. Competitive Landscape - In India, the company is facing competition from local players like Rapido, which operates on a different business model, but remains optimistic about growth prospects in the region [34][35].

Group 1 - Uber Technologies closed at $85.65, with a daily increase of +1.77%, outperforming the S&P 500's gain of 0.21% [1] - Prior to the recent trading day, Uber's shares had decreased by 10.06%, underperforming the Computer and Technology sector's gain of 2.05% and the S&P 500's gain of 0.89% [1] Group 2 - The upcoming earnings report for Uber is projected to show an EPS of $0.82, reflecting a significant drop of 74.45% year-over-year, while revenue is expected to reach $14.29 billion, indicating a growth of 19.49% [2] - Full-year estimates predict earnings of $5.35 per share and revenue of $51.92 billion, representing year-over-year increases of +17.32% and +18.05%, respectively [3] Group 3 - Recent modifications to analyst estimates for Uber suggest changing near-term business trends, with positive revisions indicating analyst optimism about the company's profitability [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Uber Technologies at 3 (Hold), with a Forward P/E ratio of 15.74, indicating a discount compared to the industry's Forward P/E of 19.81 [6] Group 4 - The Internet - Services industry, which includes Uber, is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 85, placing it in the top 35% of over 250 industries [7]

Time for the final trade of this very special Fast Money Live. Tim and Guy, I'll toss it over to you in the room. >> I'll tell you what, how about this audience, guys.Does it get any better than this. We [music] have the best fans in cable TV, in any TV, and certainly in the financial TV world. It's been great to have it.>> And the the consensus is Tim Seymour [music] is the best looking guy in the show. I mean, it started right over here and it's moved it way. >> And Guy obviously brought his joke book [mu ...

Core Insights - Uber is expanding its grocery and alcohol retail partnerships with new regional additions, including Stater Bros. Markets, Kowalski's Markets, and Big Red Liquors, enhancing its local offerings across the U.S. [1][4] Group 1: New Partnerships - The new partnerships will allow customers in Southern California, Minnesota, and the Midwest to access more regional favorites through the Uber and Uber Eats apps [2][4] - Stater Bros. is recognized for its high-quality meats and produce, Kowalski's for its gourmet selections, and Big Red for its local wines and craft spirits, catering to holiday hosting needs [3][4] Group 2: Growth in Retail Business - 2025 has been a significant year for Uber's grocery and retail business, with over 1,000 new retailers added globally and more than 50,000 retail locations across the U.S. [4][5] - The expansion includes well-known national brands alongside regional partners, emphasizing the importance of local brands in community identity [5][4] Group 3: Customer Experience - Uber One members benefit from $0 Delivery Fees on eligible grocery and retail orders, enhancing the shopping experience [3][4] - The process for customers includes selecting local stores, adding items to the cart, and tracking orders in real-time [7]

شو اول كلمه بتخطر على بالكم بس تسمعوا كلمه ريسك او المخاطره نيجتيف خوف فشل خطوره طيب لو بسالكم فكروا باكثر شخص اول واحد بخطر على بالكم ما نحكي سكسسفل تك انتربنور مين اول واحد بخطر على بالكم؟ بيزوس ماسك ستيف جوبز كل هذول الاشخاص اخذوا ريسكس ومخاطرات بحياتهم بيزوس بال 94 كان عنده جوب بول ستريت تركها عشان يبلش يبيع كتب اون لاين ايلون ماسك بال 2008 كان معه 40 مليون دولار استثمر كل المبلغ بتسلا وسبيس اكس لانه كان مامن فيهم ستيف جوبز بال 97 بعد ما طلع من شركه ابل رجع اخذ الريسك ورجع على ابل ووقف نص البرودكتس اللي ...

Core Viewpoint - Uber Technologies (UBER) stock has decreased by 5.5% recently, currently priced at $84.16, but is considered an attractive investment opportunity with a potential target price of $109 due to strong operational performance and financial health [2][4]. Valuation - UBER's valuation appears moderate compared to the broader market, indicating a balanced assessment of its stock price [5]. Growth - UBER has experienced an average growth rate of 19.6% over the last three years, with revenues increasing by 18% from $42 billion to $50 billion in the past 12 months. Quarterly revenues rose by 20.4% to $13 billion in the most recent quarter [7]. Profitability - UBER's operating income over the last 12 months was $4.6 billion, reflecting an operating margin of 9.2%. The company generated nearly $9.0 billion in operating cash flow, with a cash flow margin of 18.1% and a net income of approximately $17 billion, indicating a net margin of 33.5% [8]. Financial Stability - UBER had a debt of $13 billion at the close of the most recent quarter, with a market capitalization of $175 billion, resulting in a debt-to-equity ratio of 6.5%. The cash (including cash equivalents) amounts to $9.1 billion out of total assets of $63 billion, leading to a cash-to-assets ratio of 14.3% [9]. Downturn Resilience - UBER has performed significantly worse than the S&P 500 index during various economic downturns, with notable declines during the 2022 inflation shock and the 2020 COVID pandemic. The stock has shown a tendency to recover fully from steep declines, indicating potential volatility [10][12].