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- Uber’s Woes Continue But This Wall Street Pro Says It’s Going to Double WIthin a Year
Uber shares trade at $69.31, 30% below their 52-week high, and the average analyst target of $100.86 implies 45.5% upside. Evercore ISI's Mark Mahaney holds the Street-high $150 target and expects the stock to more than double. Pressure came from third-quarter adjusted EPS guidance of 84 to 88 cents, below the 89 cents expected, plus plans to spend more than $10 billion on robotaxis amid reports Waymo may end its partnership. Mahaney's bull case rests on Uber becoming the orchestrator of autonomous fleets, delivery revenue growth of 28%, and trailing free cash flow above $10 billion for the first time, and the CEO has also bought 141,000 shares. The article calls the roughly $100 consensus target more realistic, and flags risks from AV spending hurting margins or Waymo walking away.
- Elon Musk Ally Jason Calacanis Targets 40% Tesla Rally — But His Nearly $1M Uber Bet Aims Higher
Early Uber investor Jason Calacanis disclosed purchases of about $1 million each in Uber and Tesla, plus 3,000 Netflix shares, for a total of $2.24 million. He bought 15,000 UBER shares at $65 for $975,000 with a 12-month target of $120, implying 85% upside, and 3,000 TSLA shares at $357 with a $500 target, implying about 40% upside. Calacanis predicted Tesla would hold 40% of the autonomous vehicle market, Uber and its partners 35%, and Waymo 15%, and said the Uber trade depends on price: “If Uber was at $100, I wouldn’t make this trade.” He also expects Waymo to buy Lucid or Rivian, two of several small autonomous-vehicle positions he disclosed last month.
- Prediction: Here's What a $5,000 Investment in Rivian Will Be Worth in 5 Years
Rivian trades around $12 per share, giving it a market capitalization of about $18 billion. The company delivered 19,248 vehicles in the third quarter, up about 45% year over year, and reaffirmed full-year guidance of 65,000 to 70,000 vehicles. The lower-priced R2 SUV, starting around $58,000, is central to future growth. A deal with Uber covers an initial 10,000 autonomous R2 vehicles with an option for 40,000 more, and Uber may invest up to $1.25 billion through 2031 if milestones are met. The author predicts a $5,000 investment could grow to about $10,000 by 2031, based on a $25 per-share target, 250,000 annual deliveries and roughly $15 billion in revenue. The article also flags risks including competition, cash consumption and commercializing autonomous vehicles.
- Here’s Why the Strategy Exited Uber Technologies (UBER)
Emerald Wealth Partners' Growth Equity Strategy exited its Uber Technologies position, as stated in its Q3 2026 investor letter. The fund said it had become increasingly concerned about the potential impact of robotaxis on Uber's business model, as well as Waymo's decision to discontinue certain cooperation agreements with Uber. On October 15, 2026, Uber closed at $71.27 per share, a market capitalization of $145.57 billion, after returning 1.09% over the past month and losing 22.78% over 52 weeks. The article notes that 151 hedge fund portfolios held Uber at the end of the second quarter, down from 153 in the previous quarter.
- Uber autonomous head Maredia to depart as leadership shifts continue - Bloomberg
Sarfraz Maredia, Uber's 12-year veteran and global head of autonomous mobility and delivery, will step down on November 16 to take a top executive role outside transportation. His exit follows a series of leadership changes in the self-driving unit this year, even as Uber commits more than $10 billion to commercializing the technology. Senior director Samarth Kejriwal will take over oversight of driverless vehicle operations, while Aaron Emrich will continue leading autonomous delivery. The departure comes after Uber's dissolution of key partnerships with Waymo and Serve Robotics, and earlier exits included Guy Peterson and Lando Juarez. In a farewell memo, Maredia said priorities remain scaling driverless vehicles internationally and deepening supply density, and Uber shares traded relatively flat early Tuesday.
- 3 Magnificent Stocks Trading Near Their 52-Week Lows
This article highlights three leading stocks trading near their 52-week lows: Netflix (NFLX), American Express (AXP) and Uber Technologies (UBER), even as the S&P 500 has continued to climb. Netflix is down more than 30% this year on concerns about slowing growth and intensifying competition, but it still forecasts 13% full-year revenue growth and trades at 18 times earnings. American Express has fallen over 15% despite adjusted net income of $3.2 billion in the third quarter, up 11% year over year, and trades at a price-to-earnings multiple of 19 versus the S&P 500 average of 23. Uber trades at less than 15 times trailing earnings after revenue rose 12% and bookings increased 24% in the June quarter. The author argues the market is wrong to see autonomous driving as a risk to Uber, which could instead complement its existing platform.
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- Considering electricity price cuts and a special consumption tax cut on gasoline from 01/11/2026
On 27/10/2026, Deputy Prime Minister Nguyễn Văn Thắng chaired a meeting on gasoline and electricity price management scenarios, attended by the Ministries of Finance and Industry and Trade, the Government Office, and the CEO of EVN. The Deputy PM directed EVN to review and cut costs to propose a reduction in the average retail electricity price, applicable from 01/11/2026 to 31/03/2027, with the Ministry of Industry and Trade to provide its opinion. The Ministry of Finance was tasked with reviewing a proposal to cut the special consumption tax on all gasoline types to 0% over the same period, with a report to the competent authority due before 01/11/2026.
- Nvidia's web of AI bets: smart strategy or bubble risk?
Nvidia's $3 billion investment in Meta's share sale adds to a growing portfolio of stakes, loans and guarantees that some analysts say has made it the central bank of the AI boom. Its stakes include OpenAI, Anthropic, xAI, neocloud providers CoreWeave and Nebius, and partners in Europe and Asia. Nvidia committed to buy up to $6.3 billion of unused CoreWeave computing capacity and, according to US media, holds about $36 billion in cloud backstops and a guarantee of up to $105 billion linked to an OpenAI data center. MIT's Michael Cusumano says its huge profits leave few better options, while Gil Luria of D.A. Davidson calls the approach unprecedented but says it "appears to be working." Some doubters still ask whether the deals are inflating an AI bubble.
- Intel plunges on a major guidance miss. What went wrong — and how to proceed
Intel's third-quarter revenue rose 21% year over year to 16.513 billion USD, slightly above the LSEG consensus of 16.496 billion USD, while non-GAAP EPS more than doubled to 52 cents against an estimate of 40 cents. However, its guidance showed heavy dependence on the struggling PC market, and the shares fell sharply after hours. PC sales fell 5% year over year but still account for more than half of the CCPG + DCAI products group's revenue and about 43% of Intel Products' operating income. Surging memory prices and limited manufacturing capacity are pressuring the PC market; CEO Lip-Bu Tan said demand for 2027 is significant, while CFO David Zinsner estimated a 300 million USD impact in the fourth quarter, likely similar in the first quarter. The article says analysts will need to revise estimates downward for several quarters, the rating is under review, and the price target is cut to 100 USD.
- The Humanoid Robot Market Could Be Worth More Than $7 Trillion. Here Are 3 Stocks to Own.
The article argues humanoid robots are coming soon, citing Morgan Stanley's estimate of as many as 1 billion on the planet by 2050, when the market could be worth as much as $7.5 trillion. It highlights three stocks tied to the theme. Mobileye Global (MBLY) announced early this year a $900 million acquisition of humanoid developer Mentee, with mass production and commercialization expected to begin in 2028. Qualcomm (QCOM) unveiled its Dragonwing IQ10 chipset for general-purpose robots in January, which humanoid developer Figure is already using. Tesla (TSLA) is developing the Optimus humanoid robot, which CEO Elon Musk believes could become its best-selling product.
- Interest rates on October 30 at Agribank, Vietcombank, BIDV, VietinBank, MB, VPBank, Techcombank, Sacombank, HDBank,...
A survey of online deposit rates at 35 banks as of 30/10/2026 shows wide gaps between banks and terms. Most banks list 4.75% per year for 3-month deposits, while GPBank is at 3.7% per year and SeABank at 3.95%. For 12-month terms, MBV, PGBank, Sacombank, VCBNeo and VIB each list 7% per year, and VPBank leads the 18-month term at 7.4% per year. Notably, longer terms do not always pay more: Techcombank falls from 6.25% per year at 12 months to 5.35% at 18 months, and VIB from 7% to 5.9%. The rates shown are published online rates for individual customers and may vary by deposit amount and method.
- Why Norwegian Cruise Line Stock Jumped Today
Norwegian Cruise Line (NCLH) shares rose more than 13% on Thursday after the company reported third-quarter profit above expectations. Revenue edged up less than 1% year over year to $2.9 billion, helped by more last-minute bookings and higher onboard spending, while expense cuts offset higher fuel costs tied to the Middle East conflict. Adjusted net cruise cost excluding fuel per capacity day fell 2.2% to $152. Adjusted net income reached $514 million, or $1.12 per share, beating Wall Street's projection of $0.93, and asset sales combined with profits are helping the company pay down debt. The company raised its full-year adjusted net income forecast to $789 million, or $1.70 per share, from a previous $700 million, or $1.50 per share.
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