Just Realized
What robotaxis and gig platforms actually ship — Uber, Lyft, DoorDash, Waymo, Tesla — with numbers, labor, and the boring edge cases.
Financial earnings reports and company performance metrics.
Lyft's weak first-quarter forecast blamed winter weather disruptions, overshadowing a $1 billion buyback program and sending shares down 17% in the biggest drop since February 2025
Cathie Wood's ARK sold nearly $75 million worth of Airbnb in February 2026 and rotated the capital into Robinhood, Shopify, and crypto-adjacent plays—signaling ARK's shift from mature consumer platforms to volatile fintech and AI bets
Amazon announced $200 billion in capex for 2026—a 50% increase over 2025—to fund AWS's AI buildout, triggering a 9% stock drop as analysts project free cash flow will swing negative for the first time in years
Uber reported 22% growth in bookings and record cash flow in Q4 2025, but missed EPS estimates by 9 cents due to equity investment write-downs, sending shares down 7% as investors repriced margin expectations
Uber, Lyft, and DoorDash all reported Q3 earnings November 4-5. Uber missed estimates for the first time in quarters. DoorDash posted its first profit as a public company but stock dropped 17%. Lyft hit $1 billion free cash flow but missed EPS. Three companies, three completely different stories.
Lyft missed Q3 EPS by 60% but the stock jumped 7%. Wall Street cared about one thing: $1.03 billion in free cash flow for the first time ever. That's the metric that actually matters.
DoorDash beat Q3 revenue and showed continued profitability. The stock dropped 17%—worst day ever. CEO Tony Xu's plan to spend 'several hundred million dollars' in 2026 triggered the selloff. Classic conflict: investors want cash back, DoorDash wants growth.
Tesla has long been the industry leader when it comes to electric vehicles (EVs), constantly setting the bar high for competitors
Peloton shares tumbled more than 25% on Thursday, after the company reported weakening sales growth and a wider-than-expected loss in its fiscal first quarter.The company slashed its outlook for the full fiscal year amid softened demand for its exercise equipment and ongoing supply chain challenges