News · Yahoo Finance

Amazon and Uber Want to Bring You Your Next Meal. The Delivery Turf War Is Escalating.

Amazon and Uber are teaming up to deliver restaurant meals directly through the Amazon app and website. The article describes the tie-up as part of an escalating delivery turf war.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

AMZNUberfood deliverye-commerce

Open a keyword to see other news on the same topic.

Related tickers and likely impact

AMZN

• Neutral

Amazon

Relevance: low

MarketUS stocks
SectorConsumer Discretionary
IndustryBroadline Retail
Market cap$2.6T
Close on 11/04/2026266.14
Change that session+6.16%
AMZN price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Amazon ditches GrubHub, taps Uber Eats for Prime

    Amazon has made Uber Eats its official restaurant delivery partner for Prime members in the U.S., ending its existing deal with Grubhub on Thursday. Prime members can order through Amazon.com and the Amazon Shopping app without an Uber account and pay no delivery fee on orders over $25. To kick off the partnership, Amazon and Uber are offering $20 off a first order of $25 or more during the first two weeks. The deal deepens existing ties between the two companies, which already cooperate on cloud computing, Zoox robotaxis and the integration of Uber Eats into Alexa+. Amazon first partnered with Grubhub in 2022, later increased its equity stake and cashed out its warrants, and Grubhub had not responded to requests for comment before publication.

    Yahoo Finance·Amazone-commerceUber
  • Uber Eats sees little traffic from AI agents

    Uber Eats said it is seeing virtually no traffic from AI agents despite buzz around tools such as Meta's Muse and OpenAI's Dots, with CFO Balaji Krishnamurthy calling the traction very early and limited. Last week Uber recorded about 320 million trips across ride-sharing and food delivery, of which just 500 delivery orders and four rides came through an AI agent, equal to 0.00015% of all trips. CEO Dara Khosrowshahi said the app offers a faster experience, with a median reorder time of 90 seconds, and Uber is developing its own AI agents to speed up the process further. Delivery platforms such as Uber Eats and DoorDash do not plan to shut agents out and see them as an additional source of customers, though usage remains very limited.

    Yahoo Finance·Uberartificial intelligencee-commerce
  • Uber's Growth Rides in Trucks & Food DeliveryYahoo Finance·Uberfood delivery
  • Uber beats on revenue even as mobility and delivery units miss estimates

    Uber's third-quarter revenue rose 10% to $14.77 billion, slightly above the $14.69 billion analyst estimate, though earnings per share of 25 cents fell short of 96 cents expected. Net income of $512 million fell 92% from a year earlier, which included a $4.9 billion benefit from a tax valuation release. Mobility revenue declined 2% to $7.52 billion, missing the $7.71 billion estimate, while delivery revenue rose 23% to $5.49 billion, just below the $5.51 billion average. Freight sales jumped 34% to $1.76 billion, beating the $1.49 billion consensus and driving the revenue beat. For the fourth quarter, Uber forecast bookings of $64.5 billion at the midpoint, in line with the $64.26 billion estimate.

    CNBC·earningsUberfood delivery
  • Uber (UBER) vs. DoorDash (DASH): Is Faster Growth Worth Paying More For?

    Over the past six months, UBER returned -1% and DASH returned 22%, as of October 12. Uber says customers who use both ride-hailing and Uber Eats grow 1.5x faster than those who use only one service, while DoorDash is expanding into grocery, retail, advertising and merchant services. In Q2 2026, DoorDash orders rose 27% to 970 million and revenue rose 36% to $4.5 billion, or 24% excluding the Deliveroo acquisition. Uber posted gross bookings above $58 billion and trailing 12-month free cash flow above $10 billion. At 15.92x forward earnings for Uber versus 38.02x for DoorDash, the article notes that Uber's trailing P/E of 15.22x is affected by a roughly $1.6 billion pre-tax revaluation gain, and says Uber has the easier valuation case, while DoorDash must still prove its newer categories can become profitable.

    Yahoo Finance·UberDoorDashfood delivery
  • Amazon and Uber Introduce Uber Eats Delivery Benefit for US Prime Members

    Amazon and Uber have partnered to let U.S. Amazon Prime members order restaurant meals from Uber Eats directly on Amazon.com and the Amazon Shopping app, with $0 delivery fees on restaurant orders of $25 or more. The service covers nearly 10,000 U.S. cities and towns and uses existing Amazon login and payment details, so no separate Uber account is needed. Eligible members can get $20 off each of their first two qualifying orders during the first 14 days, and Prime Visa cardholders can earn 5% back on Uber Eats orders through December 5, 2026. The companies estimate combined savings of more than $175 a year for typical ordering patterns, based on August 2026 order data. The companies did not disclose financial terms of the agreement.

    Yahoo Finance·Amazone-commerceUber

Related markets

US stocks →

Latest news

  • Robot maker Agility starts trading today — but its steep losses are raising red flags

    Agility is going public today through a SPAC merger, which one executive says will give it a “first-mover advantage.” The article highlights that its steep losses are raising red flags.

    MarketWatch·IPOSPACmergers and acquisitions
  • Trump’s memecoin ventures derailed CLARITY Act, Scaramucci says

    SkyBridge Capital founder Anthony Scaramucci blames Trump’s crypto business interests and memecoin launches for derailing the CLARITY Act, saying they cost the bill Democratic support. He says the memecoin launches shortly before Trump’s January 2025 inauguration undermined bipartisan momentum, while disputes over ethics restrictions also stalled talks, with both sides responsible. The Senate’s procedural motion on Sept. 15 received 49 votes in favor and 50 against, short of the 60 required. Public Citizen estimated investors incurred at least $4.7 billion in largely unrealized losses across Trump-related crypto ventures, including $3.2 billion tied to the Official Trump (TRUMP) memecoin. Scaramucci also said the SEC under Chair Paul Atkins could help tokenization reach “escape velocity,” though it is too early to know whether that happens before the next administration.

    Cointelegraph·▼ BTC/USDT▼ TRUMP/USDTcryptobitcoinDonald Trump
  • Gold ring and bar prices rise up to VND 2 million per tael at SJC, PNJ, Bao Tin Minh Chau, DOJI and Bao Tin Manh Hai on the evening of Nov 5

    Domestic gold prices kept rising in the Nov 5 session versus the prior close: ring gold gained VND 1.4-2 million per tael, while SJC gold bars rose only VND 100,000 per tael on the sell side, to VND 142.5 million per tael. Spot gold rose 1.5% to USD 4,120 per ounce, following a 3.4% gain in the previous session. Among the surveyed brands, the sell-side price for ring gold was highest at Bao Tin Manh Hai at VND 142.8 million per tael, and lowest at SJC and PNJ at VND 142 million per tael. An update at 14:30 showed gains easing from the morning, with SJC bars quoted at VND 143 million per tael to sell and spot gold at USD 4,125 per ounce, up 1.6%.

    CafeF·▲ PAXG/USDT▲ XAUT/USDT▲ XAU/USDgoldXAUUSDSJC
  • Latest News In E-Commerce - Shopify's Revenue Surge Highlights Evolving Market Dynamics

    Shopify reported a 32% increase in revenue and a 22% free cash flow margin for the quarter ended September 30, 2026, with $119 billion in Gross Merchandise Volume (GMV). Cricut rose 48.7% to $8.88, near its 52-week high, after strong quarterly earnings, a special dividend and optimistic 2026 revenue guidance. Welspun Living fell 4.1% to ₹253.65. Among e-commerce stocks, Amazon closed at $266.03 (+6.1%), Alibaba at $105.29 (+4.9%) and MercadoLibre at $1,739.88 (+4.7%). MercadoLibre’s Q3 revenue rose from USD 7,409 million to USD 10,750 million year over year.

    Yahoo Finance·e-commerceearningsShopify
  • Could Buying Micron Stock Today Help Set You Up for Life?

    An article says a $10,000 investment in Micron Technology three years ago would now be worth almost $118,000, and argues that demand for high-bandwidth memory (HBM) in AI data centers will keep supporting its growth. Bloomberg Intelligence estimates HBM market revenue could reach $641 billion in 2030, up from $4 billion in 2023 and well above its January 2025 estimate of $130 billion. According to one estimate cited, HBM uses about 3x the wafer capacity of conventional DRAM, suggesting the memory shortage may last until at least the end of the decade. Micron is due to release fiscal 2027 first-quarter results next month, with the company expecting non-GAAP EPS of $38.15 on revenue of $61.5 billion, versus $13.6 billion in revenue and $4.78 EPS a year earlier. The article notes Micron trades at 12 times earnings and 8 times sales.

    Yahoo Finance·Micronsemiconductorsartificial intelligence
  • Marvell’s $115 Billion Deal Has Lost More Than a Third of Its Value

    Marvell agreed to buy Lumentum in an all-stock deal with an implied enterprise value of $115 billion, with each Lumentum share converting into 4.500 Marvell shares under a fixed ratio that has no price protection. Marvell shares have fallen 36.5% from the last unaffected close, turning the offer's 23.9% premium into a discount, and Lumentum closed at $626.75, about 12.8% below the $719.10 value of the offer. The article reads this wide spread as doubt about the deal closing on current terms or about Marvell's stock, with closing expected in the first half of calendar 2028 pending shareholder votes, antitrust and foreign-investment reviews. Analyst targets averaging $321.87 imply about 101% upside, but the article says many were likely set before the deal, even as fiscal second-quarter revenue rose 36.5% to $2.739 billion and third-quarter revenue is guided to $3.150 billion. The companies project more than $1 billion in annual cost savings, and the article concludes the stock case looks weaker than the business case.

    Yahoo Finance·mergers and acquisitionsMarvellLumentum

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.