Workflow
Ride - hailing
icon
搜索文档
The 'Halftime' Investment Committee's buyback strategy
Youtube· 2025-09-24 17:59
get back to business uh here. Uh Marll, we mentioned a bigname company joining the buyback parade. They just did.$5 billion announced this morning. Um you don't own this name, but you do own uh Lamb and KA Corp. And there has been a long list of companies that have announced buybacks over the last couple of months, but you take this one first and we'll go from there. Long list of companies buying back their stock except Berkshire Hathaway.That's the one that we're still waiting for. I know we're talking abo ...
Lyft Hits The Open Road With Waymo Partnership (NASDAQ:LYFT)
Seeking Alpha· 2025-09-23 14:34
Lyft, Inc. (NASDAQ: LYFT ) shares rose more than 20% in the previous week and are up more than 40% for the month after the company announced a partnership with Google’s ( GOOG ) (I am an active trader in stocks, FX, crypto, and commodities with over 15 years of market experience. I hold a master's degree in finance and mix microeconomic studies of company financials with a big-picture macroeconomic view.Analyst’s Disclosure:I/we have a beneficial long position in the shares of LYFT either through stock owne ...
Lyft: Waymo Is A Trojan Horse, I'm Out (Rating Downgrade) (NASDAQ:LYFT)
Seeking Alpha· 2025-09-19 21:27
Lyft (NASDAQ: LYFT ) stock has surged as of late in part due to news it would be partnering with autonomous vehicle leader Waymo ( GOOGL ) ( GOOG ) in Nashville. This announcement was probably most surprising due to the (now incorrect) investorJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles ...
Uber Has Lyft To Worry About: Maintaining Both With A Buy (NASDAQ:LYFT)
Seeking Alpha· 2025-09-19 16:28
Lyft (NASDAQ: LYFT ) took over the headlines on Wednesday as the stock surged as much as 14% in one trading day. These kinds of moves have been unusual for Lyft, but the company is aligning itself with the big boys now, giving investorsI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. ...
Get in These Trades/Investments Today
Investor Place· 2025-09-18 21:16
英伟达投资观点分歧 - 传奇投资者Louis Navellier认为英伟达是绝佳买入机会 尽管中国禁止其AI芯片 并称此禁令只是政治姿态[1][2] - 分析师Eric Fry持相反观点 认为英伟达估值不可持续 应卖出[3] - 英伟达宣布向英特尔投资50亿美元共同开发数据中心和PC芯片 推动两家公司股价上涨[4][5] 铀/核能行业新机遇 - 中国核能扩张迅猛 预计2030年将消耗全球三分之一的铀供应 2040年需求达9000万磅/年 占全球消费量近40%[9] - 美国能源部长Chris Wright表示需减少对俄罗斯铀供应的依赖 俄罗斯目前供应美国核电站约25%的浓缩铀[10][11] - 政策转向支持核能发展 重点推动小型模块化反应堆(SMR)和国内铀产能扩张[12][13] - 铀矿股周一大幅上涨:Uranium Energy(UEC)和Cameco(CCJ)均涨11% Energy Fuels(UUUU)暴涨16%[7] 物理AI与机器人投资趋势 - 埃隆·马斯克以10亿美元个人资金增持特斯拉股票 预示对人形机器人Optimus的信心 其称特斯拉80%长期价值将来自该业务[21][22] - 物理AI浪潮被视为历史性机遇 会议现场机器人展示密集 行业处于早期发展阶段[18][19] - 建议通过替代方案投资该趋势 而非直接追高特斯拉股票[23] LYFT交易机会分析 - LYFT股价自8月11日以来上涨68% 因美国企业研发费用抵扣规则变更:2025年起研发支出可当年全额抵扣[24][25] - Jonathan Rose的期权交易者在8月28日买入看涨期权 两周后获利209%[25] - 尽管涨幅显著 但认为行情刚启动 机构投资者仍在定价该利好 LYFT仍有上行空间[26][28] - 同期推荐的五只股票中四只上涨 平均涨幅达两位数[29] 其他市场表现 - 个股当日表现:Palantir(PLTR)跌4.5% Snap(SNAP)涨15.5% Rivian(RIVN)涨20.5% Unity(U)涨35.5%[31]
Grab Holdings (GRAB) Drops 3.5% on Rating Downgrade, Stretched Valuation
Yahoo Finance· 2025-09-18 15:20
We recently published 10 Big Names Investors Are Dumping. Grab Holdings Ltd. (NASDAQ:GRAB) is one of the worst performers on Wednesday. Grab Holdings snapped a nine-day winning streak on Wednesday, shedding 3.48 percent to close at $6.10 apiece as investors soured on a rating downgrade for its stock, while taking profits from the previous days’ gains. Earlier in the day, investment firm HSBC downgraded Grab Holdings Ltd. (NASDAQ:GRAB) to “hold” from “buy” previously, but slightly raised its price target ...
Fed Rate Cut Fuels Dow’s Ascent Amid Tech Headwinds and Mixed Market Close
Stock Market News· 2025-09-17 21:07
U.S. equities experienced a day of notable volatility and mixed performance on Wednesday, September 17, 2025, as investors digested the Federal Reserve's latest interest rate decision and a flurry of corporate news. The blue-chip Dow Jones Industrial Average (DJIA) posted solid gains, reaching an intraday record high, while the broader S&P 500 (SPX) and the technology-heavy Nasdaq Composite (IXIC) edged lower, reflecting a divergence in market sentiment. The day's trading was largely dominated by the Federa ...
Chart of the Day: Uber and Lyft
Youtube· 2025-09-17 17:05
Time. Time for our chart of the day. Lift and Uber shares.They're just driving in opposite directions today. You see Lyft up over 13%. Uber pulling back about 5%.This action after Alphabets Whimo announced plans to launch its robo taxi service in Nashville next year in partnership with Lyft. Joe and Weiss, you both own Uber. Joe, I'm going to come over to you first. >> Steve, I'm going to give I'm going to give you back the final trade from Monday.We fought over Uber as a final trade on Monday. I said it wa ...
Stock Market Today: Investors stumped as indecisive Fed cuts rates, offers wide array of 2026 forecasts
Yahoo Finance· 2025-09-17 15:01
The U.S. stock market is now closed. The Dow (+0.57%) and Russell 2000 (+0.44%) closed out the day in the green, while the S&P 500 (-0.10%) and Nasdaq (-0.33%) dipped."Mortgage rates may react accordingly [with the 25 basis point cut]," ... "As for future cuts? We’ll need to wait and see. Future rate cuts will be dependent on new data on jobs and inflation."William Raveis Mortgage Regional Vice President Melissa Cohn offered some color on the housing market, which remains frigid in the face of higher rates: ...
Lyft shares jump 16% after Waymo teamup for Robotaxi in Nashville
Invezz· 2025-09-17 14:11
Shares of Lyft gained overy 16% on Wednesday after Alphabet owned Waymo announced its first commercial partnership with Lyft to roll out autonomous ride services in Nashville next year. The deal marks... ...