Key Takeaways American Tower benefits from global 5G expansion and rising demand for data centers. AMT holds $11.7B in liquidity and has hiked dividends 14 times in five years. Customer concentration and high debt of $36.86B may impact AMT's top-line growth. American Tower Corporation (AMT) boasts a portfolio of nearly 149,000 communication sites worldwide and a highly interconnected footprint of U.S. data center facilities.The company is strategically positioned to capture incremental demand from global ...

Are you ready for the Tesla Robotaxi?The looks of the street will change forever. https://t.co/OYnrjHgJ10 ...

Tesla has applied to test and operate autonomous vehicles in Arizona in a bid to bring its fledgling robotaxi service to the Metro Phoenix area, the state’s Department of Transportation confirmed to TechCrunch. Tesla contacted the Motor Vehicle Division under the Arizona Department of Transportation on June 26 to begin the certification process, a spokesperson said in an emailed statement. The company, which launched a limited robotaxi service in South Austin last month, expressed interest in operating with ...

Key Takeaways TSLA plans to expand its robotaxi service to the San Francisco Bay Area within months, pending approvals. Unlike Texas, California requires multiple permits from the DMV and CPUC for commercial robotaxi launches. Tesla's early Austin trials faced traffic issues, highlighting challenges as the service scales beyond Texas.Tesla (TSLA) is planning to expand its robotaxi service to the San Francisco Bay Area within the next month or two, pending regulatory approval, per CEO Elon Musk. The compan ...

Core Investment Themes - The current market is characterized by significant technological megatrends, including autonomous vehicles, digital assets, AI, and the digital economy, which present exciting investment opportunities [1] - Despite market volatility, these fluctuations are often temporary pauses in a larger upward trend [2] Company Opportunities - Uber Technologies, Coinbase Global, and Micron Technology are highlighted as top investment opportunities for the second half of 2025, each linked to high-growth secular themes and showing strong market performance [3][4] Uber Technologies - Uber is positioned as a leader in automated transportation, with a vision to integrate autonomous vehicles, which could enhance efficiency and profit margins [6] - The company has transitioned from operating losses to generating significant profits and free cash flow, with a projected earnings growth rate of 27.2% annually over the next three to five years [7] - Uber's stock is currently trading at 33 times forward earnings, which is considered reasonable given its growth potential, and it ranks sixth among S&P 500 performers year-to-date [8] Micron Technology - Micron is emerging as a key player in the AI infrastructure sector, providing essential high-bandwidth memory chips and DRAM solutions [10] - The stock has seen a significant increase in value, with analysts projecting a 46.5% sales growth this year and over 500% earnings growth, while trading at a reasonable valuation of 16 times forward earnings [12] - Micron's fundamentals are improving, and it is well-positioned to benefit from the ongoing AI-driven semiconductor cycle [13] Coinbase Global - Coinbase, the largest cryptocurrency exchange in the US, is benefiting from renewed institutional interest in digital assets and is positioned at the center of the evolving crypto-financial system [16] - The platform remains a leader in the market, offering various services for both retail and institutional investors, despite operating in a volatile sector [17] - Technically, Coinbase's stock is forming a bullish continuation pattern, with a potential breakout above the $365 resistance level [18] Conclusion - Uber, Micron, and Coinbase are not only trend followers but also core enablers of future growth in their respective sectors, making them attractive options for long-term tech-driven investment strategies [20][21]

RT ariel seidman (@aseidman)Excited to announce that Volkswagen's autonomous vehicle subsidiary, Volkswagen ADMT, has selected Bee Maps (powered by Hivemapper) spatial intelligence services to support its autonomous vehicle testing operations.Robotaxis + Hivemapper are a match made in heaven. Onwards 🚀 https://t.co/lo77YQn16b ...

BofA Securities analyst Justin Post maintained a Buy rating on Uber Technologies UBER and increased the price target from $97 to $115 on Tuesday.Uber remains a top pick for 2025 for Post. The price boost reflects Meta Platforms Inc META, Amazon.com Inc AMZN, Netflix Inc NFLX, and Alphabet Inc GOOGGOOGL (once collectively known as FANG) multiple expansion, as per the analyst. However, the multiple is still a discount to FANG comps given Uber’s higher multiple on GAAP earnings.Also Read: Uber Wins Analyst Pra ...

Key Takeaways UBER shares reached a 52-week high of $97.12, surging 60.3% YTD and outperforming Lyft and its industry. UBER may acquire Pony AI's U.S. arm, deepening its push into the autonomous vehicle market. UBER posted a $2.25B free cash flow in Q1 and expects up to 35% EBITDA growth in 2Q25.Uber Technologies (UBER) has been experiencing a great run on the bourses lately. Shares of this U.S. ride-hailing giant hit a 52-week high of $97.12 on July 7 and finally closed at $96.68, surging 60.3% year to d ...

Let's just talk about what then. I've said to us yesterday that he believes Elon Musk is crossing a line and that the board needs to step in. Do you share that view.Well, I have to tell you, we've been dealing with controversy around Elon Musk in one form or another since we first bought the stock when the company was founded in 2014. And we own Tesla and it's one of the top holdings in three of our ETFs. So R, K, k, W, and Q.So we are watching this like a hawk, no question about it. But with the experience ...

Core Viewpoint - The investment landscape is shifting, with traditional high-performing growth stocks losing their leading positions, prompting a search for new growth opportunities in the market [2][3]. Group 1: Uber Technologies - Uber Technologies is experiencing significant growth due to a shift in personal mobility preferences, particularly among younger generations who are less interested in car ownership and driver's licenses [4][5]. - In the previous year, Uber's drivers completed nearly 11.3 billion trips, marking a 19% increase from the prior year, indicating sustained growth potential [6]. - The company's delivery segment is also expanding rapidly, with the online food delivery market expected to grow over 17% annually through 2034 [9]. - The future potential of Uber is further enhanced by the anticipated development of self-driving vehicles, which could halve operational costs, although widespread deployment may take 10 to 20 years [10]. Group 2: Rocket Lab - Rocket Lab is positioned as a viable alternative to larger launch companies like SpaceX, utilizing its Electron rocket for smaller satellite launches, having successfully launched 232 satellites to date [13]. - The company is developing a larger Neutron rocket capable of carrying up to 13,000 kilograms, which will enable deep-space missions, including potential trips to the moon and Mars [15]. - Analysts predict Rocket Lab will achieve profitability by 2027, with the global commercial space launch market expected to grow at nearly 15% annually through 2034 [16]. Group 3: Snap - Snap has seen its daily user base grow to a record 460 million, although growth is primarily outside North America and Europe, where user numbers are declining [18][19]. - The company's revenue increased by 20% in Q1, with North American revenue up 12% year-over-year, indicating strong financial performance despite user growth challenges [20]. - Snap is evolving its platform with new tools for content creators and subscription offerings, which are expected to enhance user engagement and profitability moving forward [22][23].