|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber offers incentives for EV chargers, Wendy...
|
|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
LONG
|
—
|
Uber completes 13 billion rides per year compared to Waymo's 20 million. Uber is investing $100M into robotaxi charging stations. The hardest part of ride-hailing is managing wait times. Robotaxi hardware companies (like Waymo) lack the network density to offer low wait times globally. Therefore, they must eventually plug into Uber's network to be viable. Uber becomes the aggregator/platform rather than the hardware manufacturer. Long UBER as the "winner-take-most" network utility for the autonomous future. Expansion of Chinese autonomous fleets (like Didi) into Europe and other non-US markets could challenge Uber's global dominance. |
Bloomberg Markets
Meta Deepens Nvidia Ties As Uber Plans To Spe...
|
|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber to Invest $100M in Autonomous Vehicle Ch...
|
|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Jim Cramer Discusses “Over Trading” In Uber (...
|
|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber: This Makes No Sense
|
|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
From Rides To Robots: Uber's Path Through The...
|
|
Feb 18
|
|
$72.77
$72.77
-0.0%
|
LONG
|
Benzinga (reporting a Reuters headline)
|
Uber is investing over $100 million in autonomous vehicle charging infrastructure to support its robotaxi ambitions. This capital commitment provides tangible evidence that Uber is actively building the necessary infrastructure for its high-margin, long-term robotaxi vision. The market tends to reward companies for making credible, forward-looking strategic investments that can build a competitive moat, even if it represents a near-term cash expense. This investment reinforces the long-term bull case for Uber, shifting its narrative further towards a high-tech logistics and autonomy company. This can attract long-term investors and potentially lead to a positive re-rating of the stock as the market prices in a higher probability of success for its AV strategy. The path to widespread, profitable robotaxi deployment is extremely long and filled with significant technological, regulatory, and competitive hurdles. The >$100 million figure is a relatively small portion of Uber's overall capital budget, and the market may dismiss it as insignificant. The lack of detail on timeline or partners makes the immediate impact difficult to quantify. |
Finnhub - UBER
'Uber to invest over $100 million in autonomo...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
What Adyen gets by embracing Uber at the airp...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Climactic launches hybrid fund to get startup...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Life360 and Uber Announce New Integration to ...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Baidu Expands Global AI Footprint With Apollo...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber and Baidu, Inc. (BUDI) Expand Partnershi...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber Robotaxis, Legal Risks And Delivery Grow...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Assessing Uber Technologies (UBER) Valuation ...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber and Life360 Announce Expansion Of Strate...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
LiveRamp Appoints Commerce Media Pioneer Kris...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Sentinel Global Reunites Senior Investment Te...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber Technologies Inc Plans 2026 European Exp...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Getir co-founders file lawsuit against Mubada...
|
|
Feb 17
|
|
$70.53
$72.77
+3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber: Valuation Gap Creates A Massive Opportu...
|
|
Feb 16
|
|
$69.99
$72.77
+4.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber Technologies (NYSE:UBER) pulls back 5.3%...
|
|
Feb 15
|
|
$69.99
$72.77
+4.0%
|
LONG
|
David Autor
Professor of Economics, MIT
|
"Think of how ride hailing software changed the taxi driving industry... it commodified the expertise of knowing your way around... barriers to entry fall." He also notes billions of dollars invested in "self-driving cars." Autor describes a mechanism where technology owners (platforms) capture value by commoditizing labor. While this is bad for the *wages* of the workers, it is incredibly bullish for the *platforms* (Uber, Tesla/Robotaxi) that can scale supply infinitely without relying on specialized human skills. Long the platforms that successfully use AI to lower barriers to entry for service provision. Regulatory backlash if wages fall too low or if "gigification" of the economy is halted by labor laws. |
Bloomberg Markets
Who will survive and thrive in the new AI era...
|
|
Feb 15
|
|
$69.99
$72.77
+4.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber, Mazda Forge New Path To Enhance US Deal...
|
|
Feb 15
|
|
$69.99
$72.77
+4.0%
|
LONG
|
Deborah Johnson
Head of Transit System, Denver (RTD)
|
New York City Mayor (quoted) notes public transit is "increasingly becoming out of reach" and is the "slowest in America." Glazer notes we are paying "way, way too much." When public infrastructure becomes prohibitively expensive and inefficient (slow), consumer demand shifts to private substitutes. If cities cannot afford to expand bus fleets due to $1M+ price tags, ride-share networks absorb the excess demand for mobility. LONG UBER / LYFT as the private sector beneficiaries of public transit inefficiency. Cities successfully implement price caps or standardization, improving public transit competitiveness. |
Bloomberg Markets
How America Ended Up Paying So Much for Publi...
|
|
Feb 15
|
|
$69.99
$72.77
+4.0%
|
LONG
|
@FirstSquawk
|
UBER WILL LAUNCH SERVICES IN MARKETS INCLUDING AUSTRIA, DENMARK, FINLAND, AND NORWAY DURING 2026 AS PART OF A PUSH IT HOPES WILL DELIVER AN ADDITIONAL $1BN IN GROSS BOOKINGS OVER THE NEXT THREE YEARS. |
@FirstSquawk
UBER WILL LAUNCH SERVICES IN MARKETS INCLUDIN...
|
|
Feb 15
|
|
$69.99
$72.77
+4.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Does Middle East Robotaxi Rollout Reframe the...
|
|
Feb 15
|
|
$69.99
$72.77
+4.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber targets $1 billion boost with 2026 Europ...
|
|
Feb 14
|
|
$69.99
$72.77
+4.0%
|
LONG
|
Finnhub News
|
The headline indicates a review of WeRide's valuation following its robotaxi launch and expansion plans in the Middle East. |
Finnhub - UBER
WeRide (WRD) Valuation Check After Abu Dhabi ...
|
|
Feb 14
|
|
$69.99
$72.77
+4.0%
|
LONG
|
@BillAckman
|
Good piece on $UBER https://t.co/1KtD6HmxcX |
@BillAckman
Good piece on $UBER https://t.co/1KtD6HmxcX
|
|
Feb 14
|
|
$69.99
$72.77
+4.0%
|
SHORT
|
Finnhub News
|
BofA maintained an "Underperform" rating on Lyft with a low price target after the stock experienced an after-hours decline. |
Finnhub - UBER
Lyft (LYFT) Maintained at Underperform by Bof...
|
|
Feb 14
|
|
$69.99
$72.77
+4.0%
|
LONG
|
David Autor
Professor of Economics, MIT
|
Autor uses ride-hailing as the primary example of how technology commodifies expertise. He notes that GPS/Apps allowed anyone to drive, which "lowered wages of people in the taxi driving industry" but expanded the service. AI/Tech removes the "moat" of human expertise (knowing the streets), increasing the supply of labor. This suppresses labor costs (bullish for the platform's margins) while increasing service availability and volume (bullish for the platform's revenue). LONG the platform (UBER) that benefits from commoditized, cheaper labor inputs. Regulatory crackdowns on gig-worker classification. |
Bloomberg Markets
Wall Street Week | Rattner on Manufacturing, ...
|
|
Feb 13
|
|
$69.99
$72.77
+4.0%
|
NEUTRAL
|
Finnhub News
|
Uber Technologies has filed for a mixed shelf offering, allowing it to issue various securities in the future, though the size remains undisclosed. |
Finnhub - UBER
Uber Technologies Files For Mixed Shelf Offer...
|
|
Feb 13
|
|
$69.99
$72.77
+4.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Lyft Earnings & Revenues Fall Short of Estima...
|
|
Feb 13
|
|
$69.99
$72.77
+4.0%
|
NEUTRAL
|
Finnhub News
|
The headline encourages readers to investigate the trading activities of large investors concerning Uber. |
Finnhub - UBER
Check Out What Whales Are Doing With UBER
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber for Business and Mazda Team Up to Enhanc...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber, Mazda Forge New Path To Enhance US Deal...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber Technologies' (NYSE:UBER) Shareholders M...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber Announces Collaboration With Mazda North...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Grab Earnings: Some Life Experience May Revea...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Adyen Deepens Uber And Accesso Ties As Person...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Waymo's Chinese Rival WeRide Aims To Double I...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Uber, WeRide Launch First Downtown Robotaxi S...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Early SpaceX backer funds UK satellite data s...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
WeRide and Uber Begin First Commercial Robota...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
WeRide And Uber Begin Commercial Robotaxi Ope...
|
|
Feb 12
|
|
$71.22
$72.77
+2.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Baidu Uber Alliance Tests Apollo Go And Valua...
|
|
Feb 11
|
|
$71.01
$72.77
+2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Stock Market Today, Feb. 11: Lyft Shares Plun...
|
|
Feb 11
|
|
$71.01
$72.77
+2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Bill allowing Uber Technologies, Inc. (UBER) ...
|
|
Feb 11
|
|
$71.01
$72.77
+2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Auto & Transport Roundup: Market Talk
|
|
Feb 11
|
|
$71.01
$72.77
+2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - UBER
Lyft Q4 Hit by Competitive Pressure and Limit...
|