The only vehicles that we'll make will be autonomous vehicles with the exception of the next generation Roadster um which we're hoping to debut in April hopefully. It's it's going to be something out of this world. >> Fantastic. ...

RT Tesla Owners Silicon Valley (@teslaownersSV)ELON MUSK CONFIRMS: CYBERCAB WILL SELL FOR $30K OR LESS BEFORE 2027 – THE SIGNIFICANCE IS MASSIVETen years ago, cars without steering wheels were a joke.Today, Elon just doubled down on his vision with a simple “Yes” — confirming Tesla will sell Cybercab to customers for $30k or less before 2027.This isn’t just a bet win— it’s a game-changer for mobility:• Affordable autonomy for all — At $30k, Cybercab isn’t elite tech; it’s mass-market. No steering wheel, no ...

ELON MUSK CONFIRMS: CYBERCAB WILL SELL FOR $30K OR LESS BEFORE 2027 – THE SIGNIFICANCE IS MASSIVETen years ago, cars without steering wheels were a joke.Today, Elon just doubled down on his vision with a simple “Yes” — confirming Tesla will sell Cybercab to customers for $30k or less before 2027.This isn’t just a bet win— it’s a game-changer for mobility:• Affordable autonomy for all — At $30k, Cybercab isn’t elite tech; it’s mass-market. No steering wheel, no pedals, unsupervised FSD — pure robotaxi capabi ...

Core Viewpoint - Uber's stock has dropped 6.4% this week following an earnings miss and legal challenges, raising concerns about its profitability and future growth prospects [1]. Earnings Performance - Uber reported Q4 2025 earnings with an adjusted EPS of $0.71, missing the consensus estimate of $0.7788, breaking a seven-quarter streak of earnings beats [1]. - Revenue for the quarter was $14.37 billion, showing a 20% year-over-year growth, but still fell short of expectations [1]. - Analysts have lowered their price targets for Uber, with Arete Research reducing it from $125 to $120, and Citigroup also trimming its target, leading to a new consensus of $105.26, indicating a potential 50% upside from current levels [1]. - Expectations for Uber's adjusted EPS in 2026 have dropped from $4.15 to $3.30, significantly impacting investor sentiment and stock performance [1]. Legal Challenges - A federal jury in Arizona ordered Uber to pay $8.5 million to a woman who was sexually assaulted by a driver, marking the first bellwether trial in a series of pending driver assault cases [1]. - This legal verdict is expected to influence the outcomes of thousands of similar cases, raising concerns about liability for gig-economy platforms [1]. - Sentiment on Reddit turned bearish following the verdict, with significant engagement on posts discussing Uber's liability in the case [1]. Autonomous Vehicle Strategy - Despite recent challenges, Uber has advanced its autonomous vehicle strategy by launching a robotaxi service in downtown Abu Dhabi, covering approximately 70% of the city [1]. - The fleet of robotaxis has quadrupled since December 2024, with plans to deploy at least 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh by 2027 [1]. - CEO Dara Khosrowshahi emphasized the importance of this strategy for Uber's future, highlighting the potential for improved margins by reducing driver costs, although it requires significant upfront investment [1]. - The stock currently trades at 15 times trailing earnings, reflecting the tension between current profitability and future growth potential [1].

We now welcome the grab CFO Peter Uy joining us on the back of earnings, which well the full year revenue is what many have focused in on. The prediction for this year is 4.04% billion to $4.1% billion. That's slightly below analyst expectations, but some are saying you're conservative. Are you being conservative, Peter.We had a solid result. 2025, Carolyn And it was an amazing year for us. We achieved some new milestones in the business.We have now 50 million monthly transacting users using our app constan ...

Core Insights - Lyft Inc. reported a fourth-quarter revenue of $1.59 billion, missing analysts' expectations of $1.75 billion, while adjusted earnings per share were 15 cents, exceeding the consensus of 12 cents [1] - Gross bookings increased by 19% to $5.1 billion, and the active rider base grew by 18% to 29.2 million [1] - The board approved a $1 billion stock repurchase program to enhance shareholder value [1] Financial Performance - Lyft's fourth-quarter performance was characterized by a revenue miss despite strong bookings growth, with total rides growth falling below market forecasts [4] - The company shifted its strategy to prioritize more profitable trips, which improved its implied take rate and adjusted EBITDA slightly above consensus, but net revenue was still below estimates due to a one-time charge [5] - For Q1 2026, Lyft projects gross bookings between $4.86 billion and $5.00 billion, indicating a year-over-year growth of 17% to 20% [2] Analyst Perspectives - Analysts from Wedbush and Cantor Fitzgerald lowered their price forecasts for Lyft, with Wedbush reducing it from $16 to $13 and Cantor Fitzgerald from $21 to $14 [3][9] - Concerns were raised about Lyft's slowing ride growth, which decelerated to 11% in Q4, attributed to increased competition and a strategic focus on higher-margin offerings [8] - Analysts expressed caution regarding Lyft's ability to meet its long-term financial targets, particularly in light of a challenging competitive landscape and the potential impact of autonomous vehicles [7][11] Future Outlook - Lyft anticipates that gross bookings growth will outpace rides growth in the first half of 2026, supported by product launches and partnerships [10] - The company reaffirmed its long-term target of achieving $25 billion in bookings and $1 billion in adjusted EBITDA by 2027, requiring a 16% compound annual growth rate from 2025 levels [11][12] - Analysts noted that achieving these targets would necessitate significant margin expansion and questioned Lyft's ability to sustain high growth rates without further mergers and acquisitions [12]

Core Insights - Lyft's CEO David Risher emphasized strong consumer demand and record profits, generating over $1 billion in cash, attributing this success to a customer-focused strategy [1] - Despite the positive outlook, Lyft's shares dropped 15% due to disappointing ridership numbers [1] Financial Performance - Lyft reported 29.2 million active riders for the quarter, below the expected 29.5 million, and rides totaled 243.5 million, missing estimates of 256.6 million [2] - The company's fourth-quarter revenue was adjusted to $1.76 billion, aligning with expectations, while adjusted earnings per share were 16 cents, surpassing the expected 12 cents [4] Future Growth Drivers - Risher highlighted the introduction of teen accounts and the acquisition of European taxi app FreeNow as key growth initiatives [2] - Lyft's first-quarter guidance is soft, with expected bookings between $4.86 billion and $5 billion, compared to a FactSet estimate of $4.93 billion, and projected adjusted EBITDA of $120 million to $140 million, against a consensus of $139.8 million [3] Strategic Partnerships and Innovations - Lyft is positioned well with partnerships with Waymo and Baidu, planning to introduce self-driving cars in locations like Nashville by 2026 [4] - The company noted a 13% to 15% volume growth during the Super Bowl, with improved pickup times and lower surge pricing compared to competitors [5]

Group 1 - Uber and Baidu are set to launch autonomous ride-hailing services in Dubai within the next month, marking a significant step in Baidu's global expansion efforts [1][2] - The partnership aims to deploy thousands of Baidu's Apollo Go autonomous vehicles on the Uber platform across various international markets outside the U.S. and mainland China [2] - Baidu's Apollo Go has been operational in several Chinese cities since 2022, completing over 17 million rides as of October, and has a global presence in 22 cities [3] Group 2 - Passengers will have the option to select an Apollo Go vehicle when booking an Uber Comfort or UberX taxi, or by choosing the "Autonomous" option in the Uber app [4] - Baidu has also partnered with Lyft to expand its robotaxi services across Europe and is set to launch trials for its driverless taxi services in the UK this year [3]

Industry Overview - The semiconductor industry is pivotal for technological advancements, enabling computers, smartphones, cloud computing, and AI, while also supporting emerging technologies like quantum computing and robotics [1] - Historical data indicates that investing in the semiconductor sector yields substantial long-term rewards, with the iShares Semiconductor ETF delivering a 1,150% return over the last decade, outperforming the S&P 500 by four times [2] Key Companies - Major holdings in the iShares Semiconductor ETF include Micron Technology, Advanced Micro Devices (AMD), and Nvidia, which collectively account for 23.6% of the ETF's portfolio [6] - Micron specializes in high-bandwidth memory chips, while Nvidia and AMD provide semiconductors for AI development, contributing to the ETF's strong performance [6] - Nvidia's GPUs are favored by AI developers for their superior performance, and AMD is set to launch a new data center rack, Helios, to enhance its competitive position [7] Investment Potential - The iShares Semiconductor ETF has achieved a compound annual return of 12.2% since its inception in 2001, with an accelerated annual return of 27.3% over the past decade due to rising demand for chips from cloud providers and AI developers [10] - A consistent investment of $500 per month could potentially grow to $1 million in 14 years and 2 months at a 27.3% return, or in 25 years at a more conservative 12.2% return [13][14] Future Outlook - The demand for chips is expected to surge, with projections indicating that data center operators could spend $4 trillion annually on AI infrastructure by 2030, benefiting companies like Nvidia, AMD, and Micron [15] - Even as AI growth stabilizes, other innovations such as quantum computing and autonomous vehicles will continue to drive semiconductor demand to unprecedented levels [16]

Uber Freight underperformed compared to the company’s mobility and delivery segments in the fourth quarter, posting flat revenue and slightly lower gross bookings amid a prolonged downturn in the North American trucking market, even as the broader platform delivered record profitability. Uber Freight generated $1.27 billion in gross bookings, down about 1% year over year, while freight revenue was essentially flat at $1.27 billion for the three months ended Dec. 31. The company released its quarterly fi ...