Group 1 - Dow futures rose by 0.05%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.51% [1] - Intel's stock rose by 2.27% following a partnership with SoftBank's SaiMemory to develop next-generation memory technology, aiming for prototype production by the end of FY2027 and commercialization in FY2029 [2] - Tesla's stock increased by 1.16% after SpaceX announced the acquisition of xAI, with a total valuation of $1.25 trillion for the new entity [3] Group 2 - Apple's stock fell by 0.93% as it plans to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades rather than adopting the newer N2P process [4] - Waymo completed a $16 billion funding round, raising its valuation to $126 billion, with plans to expand its autonomous taxi fleet to several international cities [5] Group 3 - AES's stock rose by 6.99% as BlackRock's GIP and EQT are reportedly collaborating to bid for the company, which provides renewable energy services to major tech firms [6] - Uber's stock increased by 0.89% as it announced the restart of its ride-hailing service in Macau, offering various language options and luxury car services [7] Group 4 - Palantir's stock surged by 10.92% after reporting Q4 earnings of $0.25 per share, exceeding expectations, with revenue of $1.41 billion, a 70% year-over-year increase [8] - Tesla launched a new all-wheel-drive version of the Model Y in the U.S. at a price of $41,990, approximately $5,000 lower than the previous base model [9] - Spot gold prices rose nearly 6% to over $4,900 per ounce, while silver prices increased by over 10% [10]

Core Insights - Analysts predict a strong demand environment for Uber Technologies Inc. ahead of its Q4 earnings call, driven by favorable factors such as reduced insurance premiums and solid demand for its mobility services [1][2]. Group 1: Financial Performance - Uber's gross bookings, which include rides and eats, are expected to exceed prior guidance, with FY26 bookings projected to grow in the "high teens %" [3]. - The company is anticipated to report EBITDA growth above the guided range of $2.41 billion to $2.51 billion [3]. - In Q3, Uber reported an adjusted EPS of 81 cents, surpassing market estimates of 69 cents, and generated $13.47 billion in revenue, exceeding the analyst consensus of $13.28 billion, reflecting a 20% year-over-year increase [5]. Group 2: Strategic Focus - Updates on Uber's autonomous vehicle (AV) strategy are expected to be a key focus during the earnings call, with analysts noting that while debates on AV may not be resolved soon, strong Q4 results could act as a positive catalyst for the company's shares [4]. Group 3: Market Reaction - Following the positive earnings report, Uber's stock surged 0.42% to $81.18 during after-hours trading [6].

Core Viewpoint - Uber is launching its ride-hailing service in Macau, marking its first expansion into a new Asian market in years [1] Group 1: Market Expansion - This launch allows passengers to book and pay for taxi services in multiple languages starting from Tuesday [1] - Uber is also offering luxury car services between Macau and Hong Kong, requiring a 24-hour advance booking [1] - This marks Uber's first entry into a new Asian market since selling its China operations to Didi Chuxing in 2016 and exiting Southeast Asia in 2018 [1] Group 2: Operational Details - Uber is actively recruiting drivers to ensure smooth operations in Macau, including bonuses for drivers completing rides this month [1] - The company has not disclosed how many taxis, primarily controlled by local companies, have signed up, indicating that the initial service range may be limited [1] Group 3: Future Plans - Uber's CEO Dara Khosrowshahi stated that the company expects to offer autonomous taxi services in over 10 markets by the end of 2026, with potential new markets including Hong Kong and Japan [1]

Waabi对外表示，这10亿美元包括两部分。一部分是7.5亿美元C轮融资，由科斯拉创投与G2风险投资联合领投。另一部分是来自Uber的一笔以里 程碑方式承诺的未来投资（milestone-based future investment）。 加入轩辕同学 ， 成就新汽车人! 设计 | 甄 尤 美 来 源 | A u t o n e w s ， Wa a b i ， Te c h C r u n c h 编译 | 莫 莉 编辑 | 黄 大 路 当地时间2026年1月28日，加拿大自动驾驶公司Waabi宣布获得总计10亿美元资金，用于加速其自动驾驶卡车系统的商业化，同时把业务延伸到 Robotaxi上。 与资金一同公布的，是一份排他性的Robotaxi合作。 自2022年起，Waabi对外公开表示，其已在真实道路上用配备安全员的测试车进行验证，并在2025年10月完成了首次车内无人的封闭场地测试。 Waabi披露，其搭载Waabi Driver系统的Robotaxi将独家接入Uber平台，双方计划投放不少于2.5万辆车辆，但尚未公布量产车型、落地城市以及具 体时间表。 在Uber停止自研自动驾驶六年后，这次更像成本 ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies, reflecting a shift from the previous quarter's 13.6% growth rate [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]

For a long time, Uber (UBER) critics called the company’s “growth at all costs” strategy a poor business model. Some said it will die under the weight of venture capital and subsidies. But prudent stock market professionals always pointed out the importance of Uber’s data. That importance is becoming relevant now as data-hungry AI models look for high-quality data to build and offer new products. In a recent development, Nvidia (NVDA) and Mercedes (MBGYY), in a bid to start a new robotaxi company, have p ...

Core Insights - Uber was previously viewed as a pandemic winner and part of the growth-story stocks, but this perception has changed as many stocks in this category faced declines [1] Company Analysis - The company has experienced a shift in market perception, moving away from being solely a growth stock to facing challenges that have affected its valuation [1] Investment Perspective - The focus on sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is emphasized as a more reliable driver of returns than valuation alone [1]

Core Insights - Uber Technologies, Inc. is recognized as a high growth technology stock, achieving its first annual operating profit in 2023 [4] - BofA Securities analyst Justin Post has reduced Uber's price target to $93 from $96, citing uncertainties surrounding autonomous vehicles as a near-term concern [2] - Uber has established AV Labs to enhance the development of autonomous vehicles by utilizing real-world data to improve training for autonomous systems [3] Group 1: Financial Performance - Uber achieved its first annual operating profit in 2023, indicating a significant milestone in its financial performance [4] - The company is expected to see steady revenue growth and improved margins by 2025, which could support valuation expansion in the long term [2] Group 2: Autonomous Vehicle Development - The creation of AV Labs aims to address challenges in autonomous vehicle development by generating superior training data from real-world driving scenarios [3] - AV Labs is focused on transforming complex driving situations into valuable data to enhance the learning process for autonomous systems [3] Group 3: Market Position and Analyst Sentiment - Despite the potential of Uber as an investment, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [5] - The uncertainties regarding autonomous vehicles are viewed as a significant factor affecting Uber's current valuation [2]

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share heading into the reporting period, which was a decrease from the previous quarter's 13.6% growth rate [3] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence the market [4] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [4]

Last week we saw a plethora of important earnings results and increased market volatility. This wee should be another busy one with a lot of important companies due to report. This week we have Amazon (AMZN), Palantir (PLTR), Advanced Micro Devices (AMD), Alphabet (GOOGL), PayPal (PYPL), Pfizer (PFE), Uber Technologies (UBER), Disney (DIS) and Merck (MRK) all reporting in what shapes as a busy and pivotal week for stocks. Before a company reports earnings, implied volatility is usually high because the m ...