Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Uber Good morning! Here's the latest in trending:AI bellwether: Nvidia's (NVDA) stock barely budges despite blowout earnings. Limited H200 shipments have been approved to China, while CEO Huang pushed back on AI cannibalization fears in the software sector.Day in court: A 20-year-old woman, who sued Meta's (META) Instagram and Alphabet's (GOOGL) YouTube in a landmark social media addi ...

Baidu, Inc. (NASDAQ:BIDU) is one of the best emerging markets stocks to buy right now. On February 10, Baidu, Inc. (NASDAQ:BIDU) joined forces with Uber Technologies to launch the Apollo Go autonomous ride-hailing service in Dubai in the coming month. Baidu Inc. (BIDU) Boosts Global Ride-Hailing Presence 360b / Shutterstock.com The autonomous vehicles are to operate in select locations, with plans to expand across Jumeirah city, subject to regulatory approvals and operational performance. Passengers boo ...

Core Insights - Uber Technologies has adopted an aggressive global expansion strategy while diversifying its business model, moving beyond ride-sharing to include Uber Eats and Uber Freight, positioning itself as a comprehensive transportation and delivery ecosystem [1] - Lyft has focused primarily on ride-sharing within the United States, limiting its exposure to faster-growing sectors like delivery services and international markets, which allows for resource allocation to enhance its core offering [2] Uber's Performance - Uber reported fourth-quarter 2025 earnings per share of 71 cents, missing the Zacks Consensus Estimate of 79 cents and reflecting a 77.8% year-over-year decline [5] - Total revenues for Uber reached $14.3 billion, slightly exceeding the Zacks Consensus Estimate of $14.2 billion, with a year-over-year increase of 20.1% [5] - The Mobility segment saw revenues increase by 19% year over year to $8.2 billion, driven by a recovery in travel demand post-pandemic [6] - Gross bookings from the Mobility segment rose 19% year over year to $27.4 billion [7] - The Delivery segment's revenues grew 29% year over year, with gross bookings increasing 26% to $25.4 billion [8] - Despite the earnings miss, Uber has a strong earnings surprise record, having outpaced estimates in three of the past four quarters [9] - Uber's stock declined 7% following the earnings release due to concerns over its earnings guidance and investments in affordable mobility offerings [10][13] - Over the past six months, Uber's shares have underperformed the Zacks Internet-Services industry, primarily due to competition in the autonomous vehicle space [14] Lyft's Performance - Lyft reported a loss per share of 20 cents for the fourth quarter of 2025, missing the Zacks Consensus Estimate of earnings of 32 cents, while revenues of $1.59 billion also fell short of expectations [17] - Gross bookings for Lyft increased 19% year over year to $5.1 billion, marking the 19th consecutive quarter of double-digit growth [19] - Lyft's board authorized a $1 billion share repurchase program, indicating a shareholder-friendly approach [20] - Despite the earnings miss, Lyft's stock has performed better than Uber's over the past six months [20] Valuation Comparison - Lyft is trading at a forward sales multiple of 0.76X, significantly lower than Uber's 2.55X, indicating a more attractive valuation [23] - Lyft holds a Value Score of A compared to Uber's C, suggesting a more favorable investment profile [23] Conclusion - Both companies are experiencing growth in gross bookings, but Lyft's favorable valuation, recent buyback announcement, and better price performance position it as a more attractive investment compared to Uber [24]

Grab Holdings Limited (NASDAQ:GRAB) is one of the best NASDAQ growth stocks to buy for the next 2 years. On February 11, Grab Holdings reported its first full year of net profitability with a net profit of $200 million in 2025. Group revenue rose 19% to $906 million for Q4, which was driven by a 21% surge in On-Demand GMV across its mobility and delivery sectors. The company’s focus on a product-led affordability strategy successfully expanded its user base to over 129 million annual transacting users. A ...

Investment Activity Summary - Pershing Square Capital Management acquired over 2.67 million shares of Meta Platforms (META), totaling $1.76 billion in the fourth quarter of 2025 [1] - The firm sold its entire stake in Chipotle Mexican Grill, Inc. (CMG), which was previously valued at approximately $844.2 million [2] - Pershing reduced its holdings in Alphabet (GOOG) and Uber (UBER), trimming shares significantly in both companies [2][4] Company Performance - Meta Platforms (META) is currently trading around $643, down more than 10% over the past year [1] - Chipotle Mexican Grill, Inc. (CMG) is trading at about $38, down 29% in the past year [2] - Alphabet's Class C shares (GOOG) are trading around $303, up more than 63% year-to-date [3] - Uber is trading for approximately $72, down more than 10% in the past year [4] - Restaurant Brands International Inc (QSR) is trading at about $68, up nearly 7% in the past year [4] Asset Management Overview - Pershing Square Capital Management has a total of $15.5 billion in assets under management [5]

Baidu, Inc. (NASDAQ:BIDU) is one of the Best Performing Foreign Stocks to Buy Now. On February 10, Uber, Baidu, Inc. (NASDAQ:BIDU), and the local Roads and Transport Authority announced their partnership to expand Baidu’s Apollo Go autonomous ride-hailing service in Dubai. The partnership aims to integrate fully driverless vehicles into the Uber app, starting next month in the Jumeirah area, with plans to scale citywide pending approvals. Management noted that this builds upon their June 2025 deal with Ub ...

South African trio charged with Bolt driver's murder filmed on dashcam https://t.co/T4hDnaI5An ...

We now welcome the grab CFO Peter Uy joining us on the back of earnings, which well the full year revenue is what many have focused in on. The prediction for this year is 4.04% billion to $4.1% billion. That's slightly below analyst expectations, but some are saying you're conservative. Are you being conservative, Peter.We had a solid result. 2025, Carolyn And it was an amazing year for us. We achieved some new milestones in the business.We have now 50 million monthly transacting users using our app constan ...

Group 1: Spotify - Spotify added a record number of users last quarter, reaching a total of 751 million subscribers, with shares surging by 20%, marking its biggest jump in seven years [3][4][30] - The end-of-year Wrapped campaign significantly contributed to user growth, as it is an annual interactive marketing campaign that encourages users to share their listening habits [31][32] - Despite the growth in users, advertising revenue has declined, raising concerns about the company's ability to monetize its ad-supported users effectively [32] Group 2: Paramount and Warner Bros. - Paramount is enhancing its bid for Warner Bros. by offering to cover a $2.8 billion termination fee that Warner Bros. would owe Netflix if they terminate their deal [33][34] - The bid aims to address Warner Bros.' concerns about refinancing debt and the financial implications of switching from Netflix to Paramount [35][36] - Paramount has not increased its offer price of $30 per share, but the added financial assurances may improve the bid's attractiveness to Warner Bros. [36][39] Group 3: Bond Market and AI Investments - Alphabet has raised $32 billion in the debt markets, with a recent bond offering of $11 billion being oversubscribed nearly 10 times, indicating strong investor confidence [5][6][9] - The issuance of a 100-year bond reflects the market's belief in Alphabet's long-term stability and growth potential, despite concerns about the AI bubble [7][10] - Analysts project over $4 trillion in cumulative hyperscaler spending through 2030, highlighting the significant investment in AI infrastructure [8][24] Group 4: Software Sector - The software sector is experiencing volatility due to fears surrounding AI, but some analysts believe these fears are overstated, suggesting that enterprise software will remain relevant [13][15] - Companies in the software space are advised to adapt to AI integration rather than fear obsolescence, as the transition will take time [17][19] - There are pockets of opportunity within the software sector, particularly in cybersecurity and AI infrastructure, as companies look to embed AI into their solutions [19][20][24]

Lyft opens its ride-hailing app to teens https://t.co/dX5B85qugd ...