ABMedia, citing analysis from The Motley Fool, said investors looking beyond Tesla in the autonomous driving trade may want to watch five U.S.-listed names tied to different parts of the ecosystem: Mobileye, Nvidia, Uber, Lyft and WeRide. The report came after Tesla recently unveiled Cybercab and as more than 10 companies globally have moved into autonomous vehicles and robotaxi-related business lines. The analysis breaks the market into several layers, including AI chip suppliers, ADAS providers, fleet operators and demand-matching platforms. Mobileye was highlighted for supplying roughly 30 million vehicles a year with Level 1 and Level 2 driver-assistance chips and software, while Nvidia was described as a central technology supplier through its NVIDIA Drive platform. Uber was framed as a demand aggregator with about 12 autonomous driving partners, Lyft as a potentially attractive acquisition target because of its dispatch network, and WeRide as a company showing overseas expansion, with latest quarterly revenue of $34.1 million and growth of nearly 100% year over year.

A recent disclosure from the U.S. Securities and Exchange Commission showed that Gao Yi Asset held 19 U.S. stocks at the end of the second quarter, with a total portfolio value of about $979 million. The filing pointed to a clear increase in exposure to the semiconductor and storage supply chain. Taiwan Semiconductor Manufacturing Co., H World Group, PDD Holdings, Kanzhun, and Trip.com were the firm’s top five holdings, accounting for 24.32%, 17.20%, 16.86%, 15.51%, and 4.21% of the portfolio, or about 78.1% combined. Gao Yi sharply increased its positions in Micron Technology and SanDisk. Micron shares held rose 283.48% from the prior quarter, with the stake valued at about $39.73 million, while SanDisk holdings climbed about 192% to a market value of roughly $36.38 million. The firm also added to positions in Kanzhun, Trip.com, KE Holdings, H World Group, Yum China, and PDD, opened new positions in Vertiv, WeRide, Visa, and Alibaba, cut Nvidia, NetEase, iQIYI, and RLX Technology, and fully exited Futu, Lumentum, XPeng, and NIO.

Uber reported adjusted EPS of $0.72, beating estimates, with revenue up 14% to $13.2B. Trips grew 20% and gross bookings rose 25%. The company is investing heavily in AI and autonomous driving. Shares surged 10% pre-market.

Uber shares surged 10% premarket after Q1 earnings beat. Revenue hit $13.2B, trips rose 20%. AI and autonomous driving investments are accelerating, potentially influencing crypto market sentiment.

Uber's Q1 earnings beat, with EPS of $0.72 vs $0.69 expected. Revenue rose 14% to $13.2B. Trips surged 20% and gross bookings jumped 25% to $53.7B. The company also emphasized AI and autonomous driving investments. Shares surged 10% in premarket.

Uber shares rose nearly 10% in premarket trading after the company reported first-quarter adjusted earnings above expectations, supported by strong growth in trips, monthly active users and gross bookings. Investors also focused on its upbeat outlook and continued investments in AI and autonomous driving.

Uber shares rose nearly 10% in premarket trading after the company posted first-quarter earnings above expectations, supported by strong growth in trips, monthly active users and gross bookings. The company also highlighted continued investment in AI and autonomous driving.

Uber shares rose nearly 10% in premarket trading after first-quarter earnings beat expectations. Strong growth in trips, monthly active users, and gross bookings helped offset slightly weaker-than-expected revenue.