Core Insights - Uber has agreed to acquire Getir's food delivery business for $335 million and a 15% stake in Getir's grocery, retail, and water delivery business for an additional $100 million, with plans to complete the acquisition over the next few years [2][3] Group 1: Acquisition Details - The acquisition involves Uber purchasing Getir's food delivery business from Mubadala, Getir's largest shareholder, which has been looking to divest its stake [3] - Uber's strategy includes integrating Getir's services with Trendyol Go, another delivery service it acquired for $700 million [7] Group 2: Getir's Business Performance - Getir, once valued at $12 billion, has faced significant operational scaling back due to declining consumer demand post-pandemic, leading to layoffs and a focus on its domestic market [4][5] - The company has raised a total of $2.40 billion and reported its group assets valued at $374 million [6] Group 3: Financial Performance - Getir's food delivery business recorded gross bookings exceeding $1 billion in 2025, reflecting a 50% increase from the previous year [7] - Uber's delivery business reported a revenue of $4.89 billion in Q4, marking a 30% increase year-over-year, with Europe, the Middle East, and Asia identified as the fastest-growing regions [8]

Core Insights - Uber has agreed to acquire Getir's food delivery business for $335 million and a 15% stake in its grocery, retail, and water delivery business for an additional $100 million, with plans to complete the acquisition over the next few years [1][2] Group 1: Acquisition Details - The acquisition involves Uber purchasing Getir's food delivery business and a stake in its other delivery services from Mubadala, Getir's largest shareholder [2] - Uber plans to integrate Getir's food delivery services with Trendyol Go, another delivery service it acquired for $700 million [9] Group 2: Getir's Background - Getir, once valued at $12 billion, has faced significant challenges, leading to a massive scaling down of operations and layoffs in the U.S., U.K., and Europe [3][4] - The company has raised a total of $2.40 billion and valued its group assets at $374 million in court documents [5] Group 3: Financial Performance - Getir's food delivery business recorded gross bookings of over $1 billion in 2025, reflecting a 50% increase from the previous year [9] - Uber's delivery business reported revenue of $4.89 billion in the fourth quarter, a 30% increase year-over-year, with Europe, the Middle East, and Asia being the fastest-growing regions [10]

Core Viewpoint - Grab (GRAB) is expected to report fourth-quarter 2025 results on February 11, with a consensus estimate shifting from a loss of one cent to a profit of one cent per share, and sales projected to increase by 22.2% year-over-year to $933.37 million [1][7]. Financial Performance - Grab's earnings have underperformed the Zacks Consensus Estimate in two of the last four quarters, meeting expectations twice, with an average miss of 29.2% [2]. - In the third quarter of 2025, Grab reported earnings of 1 cent per share, missing the consensus estimate by 67%, while revenues of $873 million missed by 1% but increased by 21.9% year-over-year [6]. Revenue Drivers - The anticipated growth in total revenues for the fourth quarter is expected to be driven by an increase in deliveries, with delivery revenues estimated at $491.79 million, reflecting a 20.8% increase from the previous year [3]. - The mobility segment is projected to generate revenues of $341.46 million, a 21.1% increase year-over-year, while financial services revenues are expected to reach $98.88 million, marking a 33.6% rise [4]. Cost Management - Grab's cost-cutting initiatives are likely to have reduced expenses, contributing positively to bottom-line performance, although high inflation may have negatively impacted results [4][7]. Earnings Prediction Model - The current model does not predict an earnings beat for Grab, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [5].

Core Viewpoint - Uber Technologies, Inc. has announced an agreement to acquire Getir's delivery portfolio in Türkiye, which includes food, grocery, retail, and water delivery services, pending regulatory approval and other closing conditions [1] Group 1: Company Strategy - This acquisition marks a significant step in Uber's ongoing investment in Türkiye, indicating a strategic move to enhance its delivery services in the region [1] - The integration of Getir and Trendyol Go delivery services into Uber's operations demonstrates the company's commitment to expanding its market presence in Türkiye [1] Group 2: Market Impact - The deal is expected to strengthen Uber's position in the competitive delivery market in Türkiye, potentially increasing its customer base and service offerings [1] - By consolidating delivery services under its brand, Uber aims to improve operational efficiencies and customer experience in the region [1]

Core Viewpoint - Advent International, along with FedEx, A&R Investments, PPF Group, and InPost, has reached a conditional agreement for a recommended all-cash public offer for all issued shares of InPost [1] Group 1: Companies Involved - Advent International is a private equity firm managing funds that are involved in the acquisition [1] - FedEx Corporation, through its subsidiary FCWB LLC, is participating in the offer [1] - A&R Investments Ltd. and PPF Group are also part of the consortium making the offer [1] Group 2: Offer Details - The agreement is for an all-cash public offer, indicating a straightforward acquisition strategy [1] - The offer is conditional, suggesting that it may be subject to certain approvals or conditions being met [1]

Core Viewpoint - United Parcel Service, Inc. (NYSE:UPS) has shown modest growth in its stock price, with a 2.85% increase over the past year and a 15% increase year-to-date, indicating a stable performance in the logistics sector [2]. Financial Performance - UPS reported fourth quarter revenue of $24.5 billion, surpassing analyst estimates of $24 billion, demonstrating strong financial results [2]. - The company's profit per share was $2.38, exceeding the expected $2.20, further highlighting its financial strength [2]. Analyst Insights - Evercore ISI raised UPS's share price target to $113 from $94, maintaining an In Line rating, suggesting confidence in the company's future performance despite potential revenue deceleration in the US [2]. - The growth in exports to China is expected to counterbalance any slowdown in domestic revenue, indicating a strategic focus on international markets [2]. Strategic Focus - The CEO of UPS emphasized a commitment to profitability by reducing low-cost deliveries for Amazon, which may enhance overall margins [2]. - Jim Cramer noted the consistency of UPS as an investment, highlighting its stable dividend policy, which has not been cut [3].

Labor Market Insights - The JOLTS report for December showed job openings at 6.54 million, significantly lower than the expected 7.2 million, with a downward revision of the previous month's figure from 7.14 million to 6.92 million, indicating a notable decline in job openings [2][5] - Initial jobless claims rose to 231,000, exceeding expectations, while continuing claims also increased, suggesting a weakening labor market [6][4] - Challenger job layoffs reached 108,000, marking the highest level since 2009, with significant layoffs reported from companies like UPS and Amazon, reflecting ongoing challenges in the job market [6] Market Reactions - The tech sector is experiencing a selloff, down 1.2%, with defensive positioning observed in healthcare, utilities, and consumer staples, as only three sectors are currently in the green [7][8] - Google’s earnings report, which included higher-than-expected capital expenditures and guidance, has contributed to market pressure, particularly affecting the communication services sector [9][10] - Volatility in the market is increasing, with the VIX sitting at around 21.84%, indicating potential for further downside movement [11] Central Bank Policies - The European Central Bank (ECB) and the Bank of England both decided to keep interest rates unchanged, with the Bank of England's decision being notably split, indicating potential future shifts depending on economic data [14][16] - Economic resilience in the Eurozone and the UK is being noted, but inflation remains a concern, influencing the central banks' cautious approach [15][19] Commodity Market Trends - Oil prices are pulling back due to geopolitical risks and upcoming talks in Oman, while silver has seen a significant decline of 10%, reflecting broader market volatility [20][21] - The silver market is currently bearish, with prices below the 50-day moving average, and adjustments in monetary policy could influence future movements in this space [22][24]

Fourth quarter results out from Uber. Want to tell you what's going on here. Company reporting earnings of 71 cents a share.Revenue coming in at 14.37% billion. Now that's slightly ahead of expectations. Adjusted Eva dots toting about $2.5% billion.That's also above estimates. On the segment side, mobility revenue coming in below forecast though, while delivery sales topped consensus. gross bookings for the quarter reaching $54.1% billion versus estimates of $53.1% billion. Looking ahead in terms of where t ...

Core Viewpoint - FedEx shares have continued to rise in the new year following upgrades from analysts, indicating positive market sentiment ahead of the company's upcoming investor day [1] Group 1: Analyst Upgrades - Wells Fargo upgraded FedEx from hold to buy and significantly raised the price target from $295 to $380, reflecting strong confidence in the company's future performance [1] - Analysts expect FedEx to announce "solid" multiyear financial targets during its investor day scheduled for February 12 [1] Group 2: Market Context - The overall market is experiencing fluctuations, with futures falling and various sectors, including technology and delivery stocks, being closely monitored [1] - FedEx's stock performance is highlighted as it achieves an 80-plus relative strength rating benchmark, indicating strong relative performance compared to peers [1]

Core Viewpoint - The launch of 323 "Qin Kuai Ge" warm new stations on Gaode Map in Qinhuangdao marks a significant upgrade in services for the new employment group, providing essential and value-added services to support their needs [3][4]. Group 1: Service Implementation - All 323 "Qin Kuai Ge" warm new stations in Qinhuangdao are now fully integrated into Gaode Map, making it the first city in the province to achieve this [3]. - The warm new stations offer free basic services such as temporary resting areas, hot water, charging, Wi-Fi, and first-aid supplies, along with additional services like psychological counseling and legal aid [4]. Group 2: User Experience - New employment group members, including approximately 40,000 workers in delivery, ride-hailing, and logistics, benefit from the convenience of easily locating nearby warm new stations through Gaode Map [3][4]. - The integration allows users to quickly search for the nearest station, view operational hours, and access service details, enhancing their overall experience [4]. Group 3: Community Impact - The initiative is seen as a vital measure to care for the new employment group, ensuring they have a supportive environment while working [3]. - Users express that the warm new stations alleviate concerns about basic needs while working, fostering a sense of community and support among workers [5].