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From UBER earnings calls
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12:00
Aug 05 ◎
Dara Khosrowshahi CEO, Uber Technologies, Inc. UBER Q2 FY26 call
Uber notes that AV penetration is far below that of AI in search, showing a longer adoption curve in mobility. — Suggests a slower ramp for AV revenue for Uber but also a longer runway for its competitive advantage in the market.
NVDA
HIGH
12:00
May 06 ◎
Dara Khosrowshahi CEO, Uber Technologies, Inc. UBER Q1 FY26 call
Uber is deliberately trading off slower headcount growth with increased investment in AI tools and infrastructure to improve engineer and employee productivity. — This indicates a major efficiency drive within Uber, potentially boosting future margins and signaling sustained AI infrastructure spending.
NVDA
HIGH

About NVDA Analyst Coverage

Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Dara Khosrowshahi.