🤝 Uber x Waymo

Good evening. Investors welcomed signs of a fragile ceasefire between Israel and Iran. Meanwhile, Fed Chair Jerome Powell told Congress the central bank could cut interest rates “sooner rather than later,” in wait-and-see mode as it monitors tariff impact.

⬆︎⬇︎ 1-day change
Market data: today’s market close

WINNERS

⬆︎12.10% Coinbase

Riding the wave. A Benchmark analyst raised his price target on the crypto exchange from $301 to $421, calling recent product launches and regulatory wins “transformational” for the largest U.S.-based crypto exchange. Key drivers include the launch of Coinbase Payments for USDC, potential use of stablecoins as futures collateral, and favorable legislation like the GENIUS Act. [Read more]

⬆︎7.52% Uber

Uber with no driver. Uber and Alphabet-owned Waymo are now teaming up in Atlanta to offer driverless rides to the public. It's the second city where the two tech giants have partnered instead of competing. Riders can book Waymo’s fully autonomous Jaguar SUVs through the Uber app across a 65-square-mile zone. [Read more]

⬆︎6.91% Carnival

🛎️ Earnings report - Strongest margins in nearly two decades. The cruise operator (behind brands like Holland America and Princess) credited strong demand, last-minute bookings, and higher onboard spending for its success. Customer deposits hit a record $8.5 billion, and advanced bookings for 2026 are already near record highs. Seems like budget travelers are increasingly choosing cruises over hotels, drawn by the all-in-one value. [Read more]

⬆︎6.09% Lyft

TD Cowen is feeling bullish on Lyft. The ride-hailing company just got an upgrade to “buy,” with analysts highlighting its focus on smaller markets like Indianapolis as a smart strategic move. Lyft continues to lean into cities where it can differentiate and maintain pricing power. [Read more]

⬆︎2.80% Mastercard

One day after Fiserv announced its new stablecoin, Mastercard is jumping in. The payments giant said it’s deepening its partnership with Fiserv to integrate FIUSD into a wide range of its products and services. Both companies say the goal is to make stablecoins as trusted and usable as traditional money, expanding options for banks, merchants, and consumers. [Read more]

⬆︎⬇︎ 1-day change
Market data: today’s market close

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LOSERS

⬇︎2.72% RTX

Short-term dip. RTX, a key defense contractor, saw demand spike during recent Middle East tensions. Now, with a ceasefire holding, investor interest has cooled but some argue the market may be overreacting. Even in calm times, global security keeps long-term demand for RTX’s weapons systems strong. [Read more]

⬇︎7.07% Advance Auto Parts

Advance Auto Parts just got hit with a downgrade from Goldman Sachs, which cut its rating to “sell” and lowered its price target. The auto parts retailer is reportedly losing ground to competitors, and Goldman says the company’s valuation depends too heavily on a margin recovery that may not come anytime soon. [Read more]

⬆︎⬇︎ 1-day change
Market data: today’s market close

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