With a market cap of $149.9 billion, San Francisco, California-based Uber Technologies, Inc. (UBER) is a global technology company operating across the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific region. The company operates through three segments: Mobility; Delivery; and Freight, offering services that range from ride-hailing and micromobility to food, grocery, and package delivery. Companies valued over $10 billion are typically referred to as “large-cap” ...

分享 reface 前⾔ at if our AI bullishness continues to be right...and what if that's actually bearish? 果我们的对 AI 的乐观持续正确……而这反而成了利空，会怎样？ at follows is a scenario, not a prediction. This isn't bear porn or AI doomer fan-fiction. e sole intent of this piece is modeling a scenario that's been relatively underexplored. Our nd Alap Shah posed the question, and together we brainstormed the answer. We wrote this t, and he's written two others you can find here. 下情景为设想，而非预测。这并非唱空轰动或人工智能末日主义同人文。本文唯一 的，是对一个相对较少被探讨的情景进行建模。我 ...

Key Takeaways AI disruption fears sparked a broad selloff led by IBM and payment, delivery and software stocks.Energy and tanker shipping ETFs rose on oil strength and higher freight rates.Biotech strength and a bear ETF offered shelter as Wall Street turned volatile.Concerns about the disruptive impact of artificial intelligence resurfaced on Feb. 23, 2026, triggering a selloff in delivery, payments and software stocks. The wave of anxiety pushed International Business Machines (IBM) to its steepest declin ...

A short-lived rebound in stocks petered out as fears about the disruptive impact of artificial intelligence continued to unsettle markets.That's after tech, delivery and payment shares slid following a Citrini Research report outlining potential AI risks across industries. The weakness was compounded by lingering uncertainty over President Donald Trump's tariffs. Erik Wytenus is Head of EMEA Investment Strategy at JPMorgan Private Bank joins Stephen Carroll and Caroline Hepker to discuss. ...

(Bloomberg) — Delivery, payments, and software stocks slid sharply Monday after Citrini Research published a report laying out the potential risks that artificial intelligence could pose to various segments of the global economy. DoorDash Inc. (DASH). American Express Co. (AXP) and Blackstone Inc (BX) all slumped more than 7%. Shares of other companies name-checked in the article, including Uber Technologies Inc. (UBER), Mastercard Inc. (MA), Visa Inc (V), Capital One Financial Corp. (COF), Apollo Global ...

Grab Holdings Limited (NASDAQ:GRAB) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 11, Grab Holdings reported its first full year of net profitability with a net profit of $200 million in 2025. Group revenue rose 19% to $906 million for Q4, which was driven by a 21% surge in On-Demand GMV across its mobility and delivery sectors. The company’s focus on a product-led affordability strategy successfully expanded its user base to over 129 million annual transacting users. A ...

Economic Data - U.S. durable goods orders fell -1.4% m/m in December, better than the expected -1.8% m/m, while core durable goods orders rose +0.9% m/m, exceeding expectations of +0.3% m/m [1] - U.S. December housing starts increased +6.2% m/m to 1.404 million, surpassing expectations of 1.310 million, and building permits rose +4.3% m/m to 1.448 million, above the expected 1.400 million [1] - U.S. industrial production rose +0.7% m/m in January, stronger than the anticipated +0.4% m/m [1] Stock Market Movements - Wall Street's three main equity benchmarks closed higher, with Global Payments (GPN) surging over +16% after issuing above-consensus FY26 adjusted EPS guidance [2] - Micron Technology (MU) rose more than +5% and Applied Materials (AMAT) gained over +2% [2] - Palantir Technologies (PLTR) increased more than +1% following an upgrade from Mizuho [2] - Palo Alto Networks (PANW) fell over -6% after cutting its full-year adjusted EPS guidance [2] Investor Sentiment - Investors are awaiting new U.S. economic data, remarks from Federal Reserve officials, and Walmart's earnings report [3] - Renewed caution about the outlook for AI has negatively impacted sentiment, with most members of the Magnificent Seven stocks edging lower in pre-market trading [3] Geopolitical Concerns - Investors are concerned about the potential for U.S. military intervention in Iran, despite progress in nuclear talks [4] - The U.S. has reportedly assembled its largest air power presence in the Middle East since 2003, raising tensions [4] - WTI crude prices rose above $66 a barrel amid these geopolitical tensions [4] Federal Reserve Insights - U.S. rate futures indicate a 94.1% chance of no rate change and a 5.9% chance of a 25 basis point rate cut at the March FOMC meeting [6] - The FOMC minutes revealed that several policymakers suggested potential rate increases if inflation remains above target [5] - A majority of participants noted that downside risks to employment have moderated, while persistent inflation risks remain [5] Upcoming Economic Reports - U.S. Initial Jobless Claims data is expected to show a figure of 223K, down from 227K last week [6] - The Philadelphia Fed Manufacturing Index is anticipated to drop to 7.5 in February from 12.6 last month [7] - Trade Balance data is expected to show a narrowing deficit to -$55.5 billion in December from -$56.8 billion in November [7] - Pending home sales data is expected to rise +1.4% m/m in January after a -9.3% m/m drop in December [8] Corporate Earnings - Notable companies reporting quarterly figures include Walmart, Deere & Company, and Newmont [10] - Figma surged more than +11% in pre-market trading after posting strong Q4 results and guidance [16] - DoorDash climbed over +10% after reporting better-than-expected Q4 marketplace gross order value [16]

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 ...

Uber to buy delivery arm of Turkey’s Getir https://t.co/daVSRIadyL ...

Uber agrees to buy Turkish company Getir’s delivery operations in a deal that will bolster the US company’s position in the Middle East https://t.co/UVdN4WDIiT ...