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JOBY stock: does extended partnership with UBER alleviate valuation concerns?
Invezz· 2025-09-10 16:29
Joby Aviation Inc (NYSE: JOBY) climbed roughly 10% on Wednesday after doubling down on its collaboration with the San Francisco-headquartered mobility giant Uber Technologies Inc (NYSE: UBER). ...
解读中国互联网:业绩季后该如何操作及核心关注点、讨论点;亚洲领袖会议要点-Navigating China Internet_ What to do from here & key focuses_debates post-results season; ALC takeaways
2025-09-09 02:40
8 September 2025 | 10:20PM HKT Navigating China Internet What to do from here & key focuses/debates post-results season; ALC takeaways China Internet companies reported mostly healthy 2Q top line/profits (excluding transaction platforms at +14%/+10% yoy, see Exhibit 9), where acceleration in AI cloud hyperscaler revenue growth/capex beat, Tencent's fintech business inflection and Alibaba's commitment to improve quick commerce unit economics over the next few months (implying peaking of losses in Jul-Aug) we ...