30 Cities With Uber During NVIDIA’s earnings call with investors on Wednesday, Huang shared updates about the company’s self-driving exploits. “Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028,” he shared. Huang also touted the chipmaker’s physical AI push, sharing that the NVIDIA CUDA cores, which are parallel processing programs that can ha...
30 Cities With Uber During NVIDIA’s earnings call with investors on Wednesday, Huang shared updates about the company’s self-driving exploits. “Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028,” he shared. Huang also touted the chipmaker’s physical AI push, sharing that the NVIDIA CUDA cores, which are parallel processing programs that can handle several tasks at the same time, would enhance Robotics, autonomous vehicles, and embedded medical instruments, among other things. “The next wave is physical AI. With billions of autonomous and robotic systems operating in the physical world,” Huang said during the conference call. Last fiscal year, NVIDIA’s automotive revenue hit a record $2.3 billion, which demonstrated a 39% surge. Nvidia’s Earnings Call, Jensen Huang Bullish On Vera Rubin Huang was also bullish on the NVIDIA Vera Rubin platform, saying that he expected AI companies to adopt the chip in their compute, sharing that the company was “growing share in inference very, very quickly.” Uber’s $10 Billion Robotaxi Bet NVDA Price Action: NVIDIA shares gained 1.17% at $223.20 during pre-market trading on Thursday. Check out more of Benzinga's Future Of Mobility coverage by following this link.
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang announced the chipmaker’s partnership with ride-hailing giant Uber Technologies Inc. (NYSE:UBER) will target global expansion of Robotaxis in the next two years. 30 Cities With Uber During NVIDIA’s earnings call with investors on Wednesday, Huang shared updates about the company’s self-driving exploits. “Our partnership with Uber will power the robotaxi ...
Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang announced the chipmaker’s partnership with ride-hailing giant Uber Technologies Inc. (NYSE:UBER) will target global expansion of Robotaxis in the next two years. 30 Cities With Uber During NVIDIA’s earnings call with investors on Wednesday, Huang shared updates about the company’s self-driving exploits. “Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028,” he shared. Read Also: Blame Nvidia: Your Next Uber Driver Might Be A GPU Floating 250 Miles Above Earth Huang also touted the chipmaker’s physical AI push, sharing that the NVIDIA CUDA cores, which are parallel processing programs that can handle several tasks at the same time, would enhance Robotics, autonomous vehicles, and embedded medical instruments, among other things. “The next wave is physical AI. With billions of autonomous and robotic systems operating in the physical world,” Huang said during the conference call. Last fiscal year, NVIDIA’s automotive revenue hit a record $2.3 billion, which demonstrated a 39% surge. Nvidia’s Earnings Call, Jensen Huang Bullish On Vera Rubin The chipmaker reported its first-quarter revenue, which came in at $81.615 billion, up 85% YoY and beating the analyst consensus of $78.796 billion. NVIDIA’s datacenter revenue came in at $75.2 billion, which was up +92% YoY. NVIDIA’s adjusted earnings came in at $1.87 per share, which was ahead of Wall Street estimates of $1.76 per share. View more earnings on NVDA Huang was also bullish on the NVIDIA Vera Rubin platform, saying that he expected AI companies to adopt the chip in their compute, sharing that the company was “growing share in inference very, very quickly.” Uber’s $10 Billion Robotaxi Bet Meanwhile, Uber has outlined a $10 billion investment commitment towards Robotaxis, with CEO Dara Khosrowshahi predicting that the autonomous vehicle sector represented a trillion-dollar total addressable market (TAM) for Uber. The company...
Applied Digital Corp.（APLD）美股盘前涨近12%，该公司达成一份关于超大规模云服务商（Hyperscaler）的租赁协议。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
Applied Digital Corp.（APLD）美股盘前涨近12%，该公司达成一份关于超大规模云服务商（Hyperscaler）的租赁协议。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。
Mitchells & Butlers (LON:MAB) said first-half trading remained ahead of the wider market, with management pointing to resilient sales, cost controls and balance sheet progress despite weaker second-quarter momentum and significant inflationary pressures. Chief Executive Officer Phil Urban said the pub and restaurant operator delivered profit “just slightly ahead of expectations and slightly ahead ...
Mitchells & Butlers (LON:MAB) said first-half trading remained ahead of the wider market, with management pointing to resilient sales, cost controls and balance sheet progress despite weaker second-quarter momentum and significant inflationary pressures. Chief Executive Officer Phil Urban said the pub and restaurant operator delivered profit “just slightly ahead of expectations and slightly ahead of last year” in the second quarter, despite higher employer national insurance costs and elevated steak prices. He said the performance showed “the power” of the company’s Ignite improvement program and its work on cost mitigation. Tim Jones, chief financial officer, said in his final City presentation for the company that first-half sales were strong enough to offset “very stiff cost headwinds,” allowing operating profit to remain at GBP 181 million. Earnings per share rose 3.6%, helped by lower interest costs as debt continued to decline. Sales Growth Slowed in the Second Quarter Jones said like-for-like sales increased 3.3% across the first half, with a strong festive period contributing to first-quarter like-for-like growth of 4.5%. Growth slowed to 1.8% in the second quarter. Urban attributed much of the slowdown to poor weather and calendar shifts, including the timing of Mother’s Day and Easter. He said guest metrics remained at an all-time high, suggesting the brands remained healthy, but that visit frequency had dipped as consumers became more cautious with spending. Urban said there had been a clear split between wet-led and dry-led brands, with pubs outperforming restaurants. He highlighted Miller & Carter as a brand that had faced a difficult first half because steak had become more expensive as an input cost and “more of a luxury item” for consumers. However, he said guest review scores and trading on key calendar dates remained strong. Management also said London sites had continued to trade strongly. In response to an analyst question about premium versus va...
LondonMetric Property (LON:LMP) reported higher full-year earnings, rental income and dividends, with management pointing to acquisitions, asset management activity and refinancing as key drivers of the results. Andrew, speaking for LondonMetric, said the company had continued its “triple net income compounding model” during the year, growing the portfolio by 23% and adding GBP 1.5 billion to port...
LondonMetric Property (LON:LMP) reported higher full-year earnings, rental income and dividends, with management pointing to acquisitions, asset management activity and refinancing as key drivers of the results. Andrew, speaking for LondonMetric, said the company had continued its “triple net income compounding model” during the year, growing the portfolio by 23% and adding GBP 1.5 billion to portfolio value. Of that, GBP 1.2 billion came from the acquisitions of Urban Logistics and Highcroft. Net rental income rose 17% in the year, while the company increased its dividend for the 11th consecutive year, Andrew said. He added that the dividend is up 78% since the creation of LondonMetric in 2013. Earnings and dividend rise Martin McGann, CFO of LondonMetric, said net rental income increased 16.6% to GBP 455.3 million. The company included GBP 60 million of additional rent from the Urban Logistics and Highcroft acquisitions, reflecting nine months of trading, and expects to benefit from the full-year impact in the current year. Other acquisitions contributed GBP 13 million of additional rent, offsetting GBP 23 million of rent lost through non-core disposals. Rent collection remained strong at 99.7%, while gross-to-net income leakage was 1.4%. Administrative overhead was GBP 30.2 million, reflecting the larger scale of the business and higher headcount. McGann said headcount rose to 54 from 48, including former Urban Logistics employees and new hires. The EPRA cost ratio was 7.7%. EPRA earnings rose 13.9% to GBP 305.3 million, or 13.45 pence per share, up 2.4%. The company’s dividend for the year increased to 12.45 pence per share, providing 108% dividend cover and full cash cover. LondonMetric also announced an intended first-quarter dividend for fiscal 2027 of 3.15 pence per share, up about 3% from the prior-year period. IFRS profit was GBP 295.7 million after exceptional acquisition costs of GBP 16.3 million, debt and hedging early repayment costs of GBP 16.9 millio...
“Outer Banks” actor Chase Stokes has wasted no time in leaving behind the Netflix series that launched him to fame—and the home where he has spent the last 7 years shooting the popular series.
“Outer Banks” actor Chase Stokes has wasted no time in leaving behind the Netflix series that launched him to fame—and the home where he has spent the last 7 years shooting the popular series.
Vipshop press release ( VIPS ): Q1 Non-GAAP EPADS of $0.65 misses by $0.02 . Revenue of $3.9B (+1.2% Y/Y) beats by $20M . Business Outlook For the second quarter of 2026, the Company expects its total net revenues to be between RMB24.5 billion and RMB25.8 billion, representing a year-over-year decrease of approximately 5% to 0%. More on Vipshop Vipshop: Look Past Revenue And Operating Profit Miss ...
Vipshop press release ( VIPS ): Q1 Non-GAAP EPADS of $0.65 misses by $0.02 . Revenue of $3.9B (+1.2% Y/Y) beats by $20M . Business Outlook For the second quarter of 2026, the Company expects its total net revenues to be between RMB24.5 billion and RMB25.8 billion, representing a year-over-year decrease of approximately 5% to 0%. More on Vipshop Vipshop: Look Past Revenue And Operating Profit Miss Vipshop Holdings Limited 2025 Q4 - Results - Earnings Call Presentation Vipshop Holdings Limited (VIPS) Q4 2025 Earnings Call Transcript Vipshop reports mixed Q4 results; introduces Q1 outlook Seeking Alpha’s Quant Rating on Vipshop
AndreyPopov/iStock via Getty Images An Engineer's Perspective My initial university education and formative career were in engineering. As the Autodesk ( ADSK ) ecosystem is built for and by engineers, I think I can offer a distinct perspective on it compared to most analysts. This article contains less financial analysis than I usually include in my articles and instead focuses on the critical fu...
AndreyPopov/iStock via Getty Images An Engineer's Perspective My initial university education and formative career were in engineering. As the Autodesk ( ADSK ) ecosystem is built for and by engineers, I think I can offer a distinct perspective on it compared to most analysts. This article contains less financial analysis than I usually include in my articles and instead focuses on the critical fundamental question of how well prepared Autodesk is to navigate and monetize the AI era. At first glance, Autodesk might appear to be exactly the kind of legacy software company that is vulnerable to AI disruption. The most common defense I see put forward is its decades of market leadership, which makes it the industry standard and means its customers are sticky and switching costs are high. This is a valid rebuttal to the threat of total replacement, but it doesn't address subscription destruction due to productivity gains. To understand why AI is an opportunity, not a threat, and also that Autodesk is well prepared to monetize that opportunity, requires an understanding of the nature of engineering that most casual observers, and even financial analysts, simply lack. Market Leader with Solid Finances To understand how entrenched the market leader position is, we need to consider the self-sustaining education-to-industry conveyor belt. As Autodesk's products are used in so many companies, industry representatives tell universities that "industry" wants graduates who know how to use Autodesk's products. So thousands of universities use Autodesk's software (for free) to teach their students. As of late 2025, Autodesk had reached a cumulative total of 150 million students and educators. A good proportion of this staggering number of students go into industry knowing Autodesk's software and wanting to use it professionally, which reinforces the industrial dependence on the products. It produces an entrenched user base that is extremely difficult to penetrate for competitors, ...