Let's get to some stocks that are on the move. Uber falling despite beating revenue estimates. Josh and Joe, you both own it.Josh, you want to go first on this one. >> Yeah, look, this is a company that's reported another incredible quarter. Um, profitability is growing.They uh they've announced tons of stuff like deals with Nvidia for Autonomous. This will probably be the biggest platform for autonomous rides over the next two to three years as they roll out all of these various partnerships that they're w ...

Group 1: Uber's Performance - Uber reported strong revenue growth and profitability, with a 60% increase in stock price year-to-date prior to earnings [3][7] - The company has established significant partnerships, including with Nvidia for autonomous rides, which is expected to enhance its market position [2] - Despite positive earnings, Uber shares fell over 6%, attributed to market conditions and profit-taking rather than fundamental issues [6][8] Group 2: Valuation and Market Sentiment - The forward earnings valuation for Uber is around 15 times, which is considered attractive compared to other large-cap companies like Costco, which trades at 50 times earnings [4][5] - Concerns about valuation discrepancies exist, with some analysts suggesting a higher multiple of nearly 30 times [5] - The overall market sentiment is cautious, impacting Uber's stock performance despite its strong fundamentals [6][8] Group 3: Vert's Market Position - Vert experienced a "beat and raise" in earnings, but faced initial stock price declines due to concerns over insufficient guidance [9][10] - The approval of Jourovax, a non-addictive painkiller, is seen as a significant growth opportunity, despite market skepticism about its prescription potential [11] - Vert's valuation stands at 21 times forward earnings, which is viewed as reasonable given its unique market position in cystic fibrosis and upcoming kidney medications [12]