4 Developments That Will Determine the Fate of Lucid and Potential Bankruptcy

Lucid faces critical challenges as it attempts a turnaround to avoid bankruptcy. The company must execute on four key initiatives: achieving $1.4 billion in cost savings by 2026, successfully launching its midsize Cosmos SUV platform in 2027, developing monetizable robotaxi and autonomous features, and operationalizing its Saudi Arabia factory. While the odds are stacked against the struggling EV maker, success on these fronts could prove transformative for investors willing to accept significant risk.

10/03/2026, 4:30 PM • The Motley Fool

The End of Uber As We Know It?

Competition in the driverless car market is intensifying and heading in the wrong direction for Uber investors. The decisions made by driverless car companies will be critical for Uber's stock performance going forward.

10/03/2026, 1:22 AM • The Motley Fool

Uber Wants 50,000 Rivians. Here's Why Robotaxis, Not EVs, Might Be Rivian's Biggest Opportunity.

Uber plans to deploy at least 10,000 autonomous Rivian R2 vehicles with options for 40,000 more beginning in 2030, and will invest up to $1.25 billion in Rivian through 2031. This robotaxi opportunity could provide Rivian with higher-margin software revenue and a ready-made deployment network, potentially transforming the company beyond traditional EV manufacturing. However, Rivian must first prove it can achieve level 4 autonomy and profitably scale production.

09/30/2026, 9:05 PM • The Motley Fool

Rivian Stock Is Going to $19 According to This Wall Street Analyst. Here's Why They May Be Right.

Cantor Fitzgerald maintains a neutral rating on Rivian while setting a $19 price target, implying 20% upside. The article argues Rivian's valuation is underappreciated relative to Tesla, citing growth potential from its affordable R2 SUV launch and exposure to the robotaxi market. Rivian's gross margins of 2% lag Tesla's 19%, but could improve with economies of scale. The company is positioning itself as a supplier to robotaxi operators like Uber, which agreed to purchase up to 50,000 R2 SUVs.

09/30/2026, 5:30 PM • The Motley Fool

Bears Hate This Cheap Stock -- That's Exactly Why I Might Buy

As robotaxi technology gains momentum with expectations for large-scale deployment by 2030, Uber Technologies trades at a significant discount (3x sales) compared to Tesla (13x sales). The article argues Uber is well-positioned to dominate the robotaxi market due to its established platform, 50+ million Uber One subscribers, and manufacturer-agnostic approach, making it an attractive investment despite market concerns about robotaxi disruption to its core business.

09/29/2026, 9:16 AM • The Motley Fool

Billionaire Bill Ackman Has 13% of His Hedge Fund in Uber. 1 Reason Why the Famed Investor Believes the Stock Will Skyrocket Over the Next 5 Years.

Billionaire investor Bill Ackman's Pershing Square Capital Management has allocated nearly 13% of its portfolio to Uber Technologies. Ackman is bullish on Uber based on projections that the company's earnings per share will grow at a compound annual rate of 25% over the next three to five years. Combined with potential valuation multiple expansion and Uber's current discounted forward P/E ratio of 15.9, analysts believe the stock could more than triple in five years.

09/28/2026, 12:30 PM • The Motley Fool

Do Food Delivery Robots Make DoorDash Stock a No-Brainer Buy?

The article explores how delivery robots could significantly reduce DoorDash's operational costs and expand their customer base. By lowering the cost to serve customers, the company may be better positioned for growth, though the article title suggests this alone may not make it an automatic buy.

09/25/2026, 8:29 PM • The Motley Fool

Alibaba Group vs. Uber Technologies: Examining Quarterly Revenue Trends

Alibaba dominates in absolute revenue scale, generating $39.6 billion in Q2 2026 compared to Uber's $14.2 billion, but Uber demonstrates faster growth at 12% year-over-year versus Alibaba's 9%. Alibaba is investing heavily in AI infrastructure, which pressured net income despite revenue growth, while Uber continues expanding through autonomous vehicle partnerships and delivery services.

09/25/2026, 4:25 PM • The Motley Fool

Finally, Some Good News for Lucid -- but There's a Catch

Lucid announced partnerships to deploy 45,000 autonomous vehicles: 25,000 with Bolt in Europe and 20,000 with Uber and Nuro in the U.S. While these deals represent positive momentum for the struggling EV maker, the catch is that Lucid delayed its midsize platform to late 2027, and autonomous vehicle technology remains unproven at scale, making these commitments largely speculative for now.

09/23/2026, 6:05 PM • The Motley Fool

2 Under-the-Radar Auto Stocks Poised to Soar While Nobody Is Looking

Carvana and Rivian Automotive are highlighted as undervalued auto stocks with significant growth potential. Carvana has successfully restructured its debt and is expanding into new-car sales through brick-and-mortar dealerships, creating new revenue synergies. Rivian is scaling production of its R2 SUV and benefiting from a profitable software partnership with Volkswagen, positioning both companies for substantial upside as the market recognizes their strategic pivots.

09/23/2026, 9:30 AM • The Motley Fool

Uber Technologies vs. DoorDash: Which Technology Stock Is a Better Buy in 2026?

The article compares Uber Technologies and DoorDash as investment options for 2026. Uber operates across mobility, delivery, and freight globally with $52B in revenue, a 19.3% net margin, and a P/E of 15.57x. DoorDash focuses on North American food and grocery delivery with $13.7B in revenue, a 6.8% net margin, and a P/E of 101.78x. The author recommends Uber due to its diversified business model, stronger profitability, and more attractive valuation, while acknowledging DoorDash as a credible long-term bet in the delivery space.

09/22/2026, 12:28 PM • The Motley Fool

Wall Street Loves This EV Stock. Here's Why I'm Not Buying.

As the EV industry shifts toward robotaxi operations expected to reach scale by 2030, Lucid Group faces significant competitive disadvantages. Unlike Tesla and Rivian, Lucid lacks affordable vehicle models and sufficient production capacity to achieve economies of scale needed to supply robotaxi operators. This structural weakness makes it an unattractive investment despite Wall Street analyst support.

09/22/2026, 12:05 PM • The Motley Fool

Chewy vs. Uber Technologies: Which Consumer Stock Is a Better Buy in 2026?

The article compares Chewy and Uber Technologies as investment options for 2026. Chewy operates in pet e-commerce with expansion into pet health services, while Uber dominates global mobility and delivery. The author recommends Uber due to its larger scale, faster growth across multiple business segments, and substantial free cash flow generation, despite Chewy's loyal customer base and subscription model.

09/21/2026, 2:08 PM • The Motley Fool

Amazon.com vs. Uber Technologies: Analyzing Recent Quarterly Revenue Trends Between Two Consumer Companies

Amazon and Uber both demonstrated consistent year-over-year growth over eight quarters, with Amazon maintaining significantly higher revenue totals. Both companies posted double-digit operating margins in Q2 2026. Amazon's AWS division showed strong AI momentum with 37% YoY growth, while Uber is expanding through autonomous vehicle partnerships with Amazon's Zoox and facing the end of its Waymo collaboration.

09/21/2026, 1:19 AM • The Motley Fool

Bill Ackman Has 45% of His New Hedge Fund's Portfolio Invested in Just 3 Incredible Growth Stocks

Bill Ackman deployed nearly all capital from his new $5 billion Pershing Square USA closed-end fund, with 45% concentrated in three tech stocks: Microsoft, Meta Platforms, and Uber Technologies. Ackman believes these companies offer strong growth potential driven by AI capabilities and network effects, with expected earnings growth rates of 19%, 22%, and 25% respectively over the next three to five years.

09/20/2026, 4:05 AM • The Motley Fool