UBER (US)

We think this week’s news that Volkswagen’s (VOW.DE; €91.45; NR) MOIA America and Uber Technologies (UBER; $71.81; E/W) are starting on-road autonomous validation of Volkswagen’s ID. Buzz vehicles is another supportive data point for Mobileye’s…

This morning’s Shareholder Letter from Amazon’s (AMZN; $233.65; NR) CEO Andy Jassy, highlighted how the company continues to pursue multiple paths in pursuit of building out a full-fledged on-demand grocery delivery service, which we think…

Yesterday, Uber Technologies (UBER; $72.55; E/W) added to a recently long string of robotaxi announcements of the past five weeks or so, starting with the formal launch of its Uber Autonomous Solutions offering in late-February…

We think news this week out of NVIDIA’s (NVDA; $181.93; NR) GTC 2026 conference may finally put to rest the idea that the well-established rideshare networks of Lyft (LYFT; $14.04; O/P) and Uber Technologies (UBER;…