Just Realized
Gig economy and autonomous vehicle analysis: Uber, Lyft, DoorDash, Tesla, Waymo, and the race for autonomous mobility.
Stock market analysis, trading, and investment insights.
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.
OpenAI just restructured to go public. The nonprofit controls the for-profit. Microsoft kept a 27% stake. This is what's actually happening.
Uber is replacing Charter Communications in the S&P 100 index, marking another milestone in the company's transformation from cash-burning startup to blue-chip corporate heavyweight
DoorDash will join the S&P 500 on March 24, marking a major milestone for the food delivery platform as it transitions from mid-cap to large-cap status alongside quarterly index rebalancing
Alaska Air Group is buying Hawaiian Airlines for $1.9 billion, including $900 million in debt
Uber has made a big step in the financial world by joining the prestigious S&P 500, as announced on December 1, 2023