Group 1: Tariff Impact on Companies - The Trump administration imposed a sweeping 10% tariff on most imported goods to encourage domestic manufacturing, with reciprocal tariffs on hold pending negotiations, except for those on Chinese imports [2] - The S&P 500 index has declined by 16% from its recent all-time high due to rising prices from tariffs, but this sell-off has created investment opportunities as not all companies are directly impacted [4] Group 2: Upstart Holdings - Upstart utilizes an AI-powered algorithm to analyze over 2,500 variables for determining borrower creditworthiness, significantly improving upon traditional methods that rely on fewer variables [6] - The company reported a revenue of $636 million in 2024, marking a 24% increase from the previous year, following a significant rise in unsecured personal loans originated in Q4 due to interest rate cuts [10] - Analysts forecast Upstart's revenue to reach $1.01 billion in 2025, representing a 58% increase compared to 2024, with the first-quarter results expected on May 6 [11] Group 3: Uber Technologies - Uber generated $162.7 billion in gross bookings in 2024, encompassing rides, food deliveries, and freight services, positioning itself as a leader in the mobility sector [15] - The company is investing in autonomous mobility, which could significantly reduce costs associated with human drivers, thereby increasing revenue and earnings potential [16] - Uber's partnerships with companies like Waymo and Nvidia aim to accelerate the commercialization of autonomous technologies, potentially creating substantial value for investors [18][19]