Latest market news, earnings coverage, and analysis for Uber (UBER) from KAHROS.
Rivian’s 2026 story is about steady deliveries, the looming R2 launch, and what Volkswagen’s billion-dollar checks say about Rivian’s software future.
Uber and WeRide launched fully driverless, fare-charging robotaxis in Dubai. Here’s why it matters for Uber’s platform strategy in 2026.
Pony AI says it expects 3,000+ robotaxis across 20+ cities in 2026, flags a first-ever quarterly profit, and partners with Uber for a Zagreb launch.
Uber’s March 19, 2026 Rivian robotaxi deal (up to $1.25B) is a bet that the Uber app stays the front door to rides as autonomy scales.
Uber (UBER) will add Amazon-owned Zoox robotaxis to its app, starting in Las Vegas in summer 2026, as it pushes to be the demand layer for autonomy.
Tesla is reportedly planning a 400-stall Supercharger hub on California’s I-15—an infrastructure bet as Waymo and Zoox expand robotaxi footprints.
Uber’s 2025 results showed accelerating gross bookings and big free cash flow, while its Joby partnership aims to put air taxis inside the Uber app.
